Today: 2 June 2026
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NASDAQ:NVDA 27 May 2026 - 1 June 2026

HPE Shares Push Higher Ahead of Earnings as AI Server Demand Looks Broader

HPE Shares Push Higher Ahead of Earnings as AI Server Demand Looks Broader

HPE jumped 5.1% premarket to $45.27 ahead of fiscal Q2 results due after the bell, following Dell’s AI server surge and HPE’s launch of a ProLiant server using Nvidia’s Vera CPU. HPE reported a $5B+ AI backlog in March, guided Q2 revenue to $9.6–$10B, and raised its 2026 earnings target. Investors await updates on backlog, server sales, and Juniper unit as supply remains tight and high prices persist into 2027.
1 June 2026
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AMD Stock Set for Early Test After Nvidia Move

AMD Stock Set for Early Test After Nvidia Move

AMD fell 3.8% to $496.50 premarket after Nvidia unveiled its RTX Spark PC chip at Computex, intensifying AI competition. AMD focused on longer platform support and new Ryzen and Radeon launches but did not directly answer Nvidia’s move. Data center revenue jumped 57% last quarter, with Q2 sales seen near $11.2 billion. Analysts warn AMD could face pressure if Nvidia dominates AI PCs or Intel cuts prices. Shares remain up 141% year-to-date.
1 June 2026
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CoreWeave Stock Jumps Before the Bell as AI Cloud Rally Gets a New Test

CoreWeave Stock Jumps Before the Bell as AI Cloud Rally Gets a New Test

CoreWeave jumped 5.65% to $115.72 premarket after a preliminary Russell 3000 index addition and news of a CoreWeave-backed AI-inference funding round. First-quarter revenue more than doubled to $2.08 billion, but net loss widened to $740 million. Heavy spending, insider share sales, and new cloud rivals from Blackstone and Google remain key risks as index rebalancing and AI demand drive investor focus.
1 June 2026
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US Stock Futures Edge Higher With Nvidia AI Bets in Focus

US Stock Futures Edge Higher With Nvidia AI Bets in Focus

Nvidia jumped 1.6% premarket after unveiling a new AI chip with Microsoft, while Microsoft rose 2.8%. Dow, S&P 500, and Nasdaq futures all pointed higher as of 05:18 a.m. ET. Brent crude surged nearly 3% to $94 on renewed Gulf attacks, pushing Treasury yields to 4.46%. AMD and Intel fell over 2% premarket. Investors await May jobs data and several Fed updates this week.
1 June 2026
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Nvidia Faces Monday Test With AI PCs, Robots, China Moves

Nvidia Faces Monday Test With AI PCs, Robots, China Moves

Nvidia closed Friday at $211.14, down 1.45%, as CEO Jensen Huang promoted new AI PC chips and robotics at Computex. Over the weekend, U.S. authorities tightened export controls on advanced AI chips, targeting Chinese firms abroad. Nvidia says plans are unchanged, but China remains a risk factor. Microsoft is set to launch Windows PCs with Nvidia CPUs. Samsung and LG shares rose on partnership hopes. Second-quarter outlook excludes China data-center revenue.
1 June 2026
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Microsoft Shares Surge 5.4%, Wall Street Watching for AI Payoff

Microsoft Shares Surge 5.4%, Wall Street Watching for AI Payoff

Microsoft surged 5.45% to $450.24 Friday as AI stocks drove Wall Street to record closes; volume hit 77.3 million shares. After-hours trading held steady. Investors returned to AI tech, with Microsoft’s cloud and AI revenue jumping. Gross margin fell on heavy AI spending. Microsoft plans new Windows PCs with Nvidia chips and faces rising competition from Google and Amazon. The stock now trades on whether AI infrastructure will deliver high-margin software sales.
1 June 2026
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Nvidia Braces for Another Market Test With AI PC Launch Nearing

Nvidia Braces for Another Market Test With AI PC Launch Nearing

Nvidia closed at $211.14 on Friday, down 1.45% for the day and 1.9% for the week, while major indexes rose. Nvidia and Microsoft will debut the first Windows PCs using Nvidia CPUs next week, Reuters reported. The company reported record quarterly revenue and raised its buyback plan by $80 billion. CEO Jensen Huang said Nvidia’s spending in Taiwan will reach $150 billion.
31 May 2026
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Super Micro Gains With Dell, But Another Hurdle Awaits

Super Micro Gains With Dell, But Another Hurdle Awaits

Super Micro Computer shares surged 11.6% to $46.09 Friday after Dell raised its AI-server revenue outlook and reported $16.1 billion in quarterly AI-server sales. Trading volume for Super Micro topped 93 million shares, with an intraday high of $48.28. Taiwanese prosecutors are investigating alleged illegal exports of Super Micro servers with Nvidia chips. Super Micro was not charged in a separate U.S. smuggling case.
30 May 2026
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Vanguard VGT split points to the AI trade’s top play

Vanguard VGT split points to the AI trade’s top play

Vanguard’s Information Technology ETF (VGT) has nearly doubled the post-split returns of Vanguard’s larger growth funds since April 21. VGT’s top holdings—Nvidia, Apple, and Microsoft—make up over 40% of its portfolio. The ETF traded at $120.68 late Friday morning in New York, outpacing VUG at $89.51 and MGK at $91.16. Investors continue to buy into AI hardware and software plays.
29 May 2026
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IREN Shares Slide, Bringing Dell AI Deal and $4.4 Billion Test Into Focus

IREN Shares Slide, Bringing Dell AI Deal and $4.4 Billion Test Into Focus

IREN Limited shares fell 1.5% to $63.08 Friday, underperforming the Nasdaq-100. The company announced a $1.6 billion deal to buy Nvidia Blackwell systems from Dell, aiming to boost annualized revenue to $4.4 billion, though not all of that is under contract. IREN posted a Q3 net loss of $247.8 million as revenue dropped to $144.8 million. Goldman Sachs raised its price target to $50 but kept a Neutral rating.
29 May 2026
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3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

Direxion Daily Semiconductor Bull 3X Shares (SOXL) traded just above $220 early Friday, down from a $224.63 close after a steep rally tied to AI chip demand. A $100,000 investment in SOXL a year ago would have grown to about $1.28 million by May 27, according to 24/7 Wall St. Nvidia posted record quarterly revenue of $81.6 billion, mostly from data centers. U.S. technology funds saw $2.75 billion in inflows last week.
29 May 2026
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Super Micro Computer Launches Edge AI Servers as SMCI Faces Margin and Compliance Test

Super Micro extends rally, compliance risk remains in focus

Super Micro Computer shares rose 8.1% to $41.30 Thursday after the company reported working with Taiwanese authorities to stop illegal server exports to China, resulting in three arrests and 50 servers seized. Super Micro’s market cap reached $28.6 billion. Dell raised its full-year outlook on strong AI server demand. Nvidia’s data-center revenue hit a record $75.2 billion, boosting related stocks.
29 May 2026
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Nvidia faces pressure on Vera, China and stuck shares as AI boom nears $5T mark

Nvidia faces pressure on Vera, China and stuck shares as AI boom nears $5T mark

Nvidia shares rose 0.8% to $214.25 Thursday, valuing the company at $5.23 trillion, but the stock has gained just 14% this year, far behind the PHLX Semiconductor Index’s 79% surge. First-quarter revenue soared 85% to $81.6 billion, with data-center sales at $75.2 billion. Nvidia is promoting its new Vera CPU, targeting a $200 billion market. U.S.-China chip restrictions remain a risk.
28 May 2026
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Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Holdings shares jumped 12.7% to $341.28 in New York Thursday after upbeat analyst notes tied the company more closely to Nvidia’s AI CPU efforts. Arm posted record fiscal 2026 revenue of $4.92 billion and reported AGI CPU demand for 2027–2028 now exceeds $2 billion. Mizuho raised its price target to $360, citing Arm’s expanding CPU lineup. Early Vera CPU benchmarks show Nvidia challenging Intel and AMD in data centers.
28 May 2026
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Nvidia Shares Fall as $5 Trillion AI Trade Faces Next Challenge

Nvidia Shares Fall as $5 Trillion AI Trade Faces Next Challenge

Nvidia shares fell 1.1% to $212.60 Wednesday, with its market value near $5.19 trillion, as chip stocks broadly retreated after recent gains. The S&P 500 and Nasdaq closed at record highs. Taiwan prosecutors suspect Nvidia chips may have been smuggled into China via Japan, Bloomberg reported, though Reuters could not verify this. Nvidia recently reported Q1 revenue of $81.6 billion, up 85% year-on-year.
28 May 2026
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AI Fund Lifts Nebius Again After 444% Climb

AI Fund Lifts Nebius Again After 444% Climb

Nebius Group shares rose 11.47% after hours Wednesday following a filing showing Situational Awareness LP and affiliates took a 5.6% stake. The AI cloud company reported Q1 revenue of $399 million, up 684% from last year. Meta agreed in March to buy at least $12 billion in AI computing capacity from Nebius starting in 2027. Shares have climbed about 444% over the past year.
28 May 2026
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Dow Jones Falls as Bond Yields Signal Trouble for Bulls

Dow Jones Closes at Record as Oil Sinks; AI Stocks Pause

The Dow Jones Industrial Average closed at a record 50,650.76, up 189.08 points, driven by gains in healthcare and consumer stocks as tech shares slipped. Oil prices fell sharply, with Brent crude down 4.6% to $92.25 a barrel. Airlines and cruise lines rose on lower fuel costs. The S&P 500 and Nasdaq posted only slight gains, while chip stocks retreated.
27 May 2026
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Dow Hits Record Close As Wall Street’s AI Rally Loses Its Easy Money Feel

Dow Hits Record Close As Wall Street’s AI Rally Loses Its Easy Money Feel

The Dow Jones closed at a record 50,650.76, up 0.37%, as healthcare and consumer stocks gained. The S&P 500 and Nasdaq ended nearly flat after Tuesday’s AI-driven surge. Chipmakers including Nvidia and Intel fell, while energy stocks dropped with Brent crude down 4.6%. Investors await Thursday’s U.S. inflation data for signals on rates.
27 May 2026
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Marathon Digital Drops as Bitcoin Tops $70,000; Eyes on AI Push

2 June 2026
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Dow, S&P inch up as AI surge faces $80 billion hurdle

Dow, S&P inch up as AI surge faces $80 billion hurdle

2 June 2026
Alphabet shares fell after announcing plans to raise $80 billion through equity offerings to fund soaring AI infrastructure costs, even as demand for its AI services exceeded supply and capital spending forecasts climbed to $180–$190 billion for 2026.
Dow Jones Moves Up in Late Trading

Dow Jones Moves Up in Late Trading

2 June 2026
Dow Jones rose 0.29% to 51,227.89 as AI-driven buying offset inflation and rate risks; Alphabet shares fell after boosting 2026 capital spending to $180–$190 billion and seeking $80 billion in equity, raising questions about funding the AI boom, while investors await Friday’s payrolls report for the next market signal.
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