Today: 2 June 2026
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NASDAQ:NVDA 23 May 2026 - 27 May 2026

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Shares Jump After $1.6 Billion Dell Agreement Puts Focus on AI Revenue Target

IREN Limited shares rose 9.4% to $65.42 after the company announced a $1.6 billion deal to buy Dell hardware for its Texas data center. The agreement aims to speed up deployment of Nvidia Blackwell systems for AI customers, with commissioning set for early 2027. Volume topped 44 million shares, pushing market cap to $21.8 billion. IREN expects annualized run-rate revenue to reach $4.4 billion after installation.
27 May 2026
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Dow Edges Up, Nasdaq Slips From Highs; Oil Drops

Dow Edges Up, Nasdaq Slips From Highs; Oil Drops

The Dow rose 0.51% while the S&P 500 was nearly flat and the Nasdaq slipped 0.07% late Wednesday morning, after both indexes set records Tuesday. Oil prices fell, lifting cruise and airline stocks but weighing on energy shares. Micron hit $1 trillion in market cap. Goldman Sachs raised its S&P 500 year-end target to 8,000.
27 May 2026
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AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

Roundhill Memory ETF (DRAM) reached $10 billion in assets in 50 days, the fastest ETF to hit that milestone. The fund, up 87% since its April 2 launch, has seen heavy inflows as investors target memory-chip makers like Micron, Samsung, and SK Hynix amid an AI-driven chip shortage. Micron and SK Hynix both briefly crossed $1 trillion in market value this week. Filings for a 2x leveraged version are underway.
27 May 2026
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S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

The S&P 500 and Nasdaq closed at record highs Tuesday, with the S&P up 0.61% and the Nasdaq rising 1.19%, while the Dow slipped 0.23%. Micron briefly topped $1 trillion in value after UBS raised its price target. Qualcomm surged nearly 5% on a reported chip deal with ByteDance. Zscaler fell 15% after hours on weak revenue guidance.
27 May 2026
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Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

Nvidia missed out as AI stocks hit fresh records. What’s next for traders

Nvidia shares fell 55 cents to $214.86 Tuesday, even as the S&P 500 and Nasdaq closed at record highs. First-quarter revenue jumped 85% to $81.6 billion, with data center sales up 92%. China revenue dropped to $4.55 billion from $9.66 billion a year ago amid export restrictions. The company forecast $91 billion in second-quarter revenue and announced an $80 billion buyback.
27 May 2026
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CoreWeave Stock Drops as $99 Billion AI Backlog Runs Into Bigger Spending Bill

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave shares rose after GF Securities initiated coverage with a “Buy” rating, citing strong demand and major customer contracts. The Nvidia-backed AI cloud firm reported Q1 revenue of $2.08 billion and a $99.4 billion backlog. Rival Nebius posted Q1 revenue of $399 million, up 684% year-on-year, and raised its 2026 capital spending forecast to up to $25 billion.
26 May 2026
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Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder Daniel Roberts warned it could take until 2030 for a new 1-gigawatt AI data center to go live, citing delays in land and power infrastructure. IREN shares traded at $56.83 premarket, with a $19 billion market cap. Nvidia and IREN announced up to 5 gigawatts of joint AI infrastructure and a $3.4 billion GPU cloud deal. IREN posted a $247.8 million quarterly loss as bitcoin mining revenue fell.
26 May 2026
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Broadcom puts $125 million into UCLA AI chip center

Broadcom puts $125 million into UCLA AI chip center

Broadcom, Meta Platforms, Applied Materials, GlobalFoundries, and Synopsys are investing $125 million to launch a semiconductor center at UCLA, aiming to advance custom AI chip development, the university said. The five-year hub will support doctoral research and offer internships at the founding firms. Broadcom shares were flat pre-market at $414.14, while Meta rose 0.5% and Nvidia fell 1.9%.
26 May 2026
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Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

Nvidia stock trades after holiday break, as AI surge meets some caution

Nvidia closed Friday at $215.33, down 4.4% from May 15 despite reporting record quarterly revenue of $81.6 billion, up 85% year-on-year. U.S. markets were closed Monday for Memorial Day; Nasdaq futures last traded up 0.86%. Nvidia approved an $80 billion share buyback and guided for $91 billion in Q2 revenue. Investors remain focused on execution risks and AI demand.
26 May 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

AMD Nears High as AI Boom Faces Another Test

AMD shares closed at $467.51 on Friday, up 3.99%, near a 52-week high ahead of the Memorial Day market closure. CEO Lisa Su said in Taipei that CPU demand is stronger than expected and supply should improve each quarter as AMD works with Taiwan partners. The company plans to spend over $10 billion in Taiwan’s AI sector and is ramping up Venice EPYC chip production on TSMC’s 2-nanometer process.
26 May 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 26.05.2026

The Dow Jones Industrial Average marks its 130th anniversary as Nvidia, Visa, and Procter & Gamble are highlighted as leading dividend stocks. Nvidia boosted its annual dividend by 2,400% to $1 per share, reflecting confidence in its AI-driven business. Rising AI demand is expanding Nvidia’s data center market share. The DJIA now includes more growth and technology-focused companies.
26 May 2026
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Super Micro Computer Launches Edge AI Servers as SMCI Faces Margin and Compliance Test

Super Micro Up Ahead of Holiday as Nvidia Seen as Fresh Risk

Super Micro Computer shares closed at $35.58 Friday, up 6.34% for the day and 14.6% for the week, after chip stocks rebounded. Taiwan prosecutors are investigating alleged illegal exports of Super Micro AI servers with restricted Nvidia chips. U.S. markets are closed Monday for Memorial Day; SMCI trading resumes Tuesday. Super Micro reported Q3 net sales of $10.2 billion and net income of $483 million.
24 May 2026
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IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Heads Into Holiday Week With Russell 3000 Addition, Nvidia Tie-Up, $3 Billion Backing

IREN closed Friday at $56.83, down 2.1% for the day but up 7.3% from the previous week, after FTSE Russell’s preliminary list showed it as a planned addition to the Russell 3000 Index. Nasdaq will be closed Monday for Memorial Day, with trading resuming Tuesday. IREN’s week saw heavy trading and sharp swings following news of a $3.4 billion AI cloud contract with Nvidia.
24 May 2026
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Nvidia Faces $91 Billion Moment, but Shares Still Slip

Nvidia Faces $91 Billion Moment, but Shares Still Slip

Nvidia shares closed at $215.33 Friday, down 1.9% for the day and 4.4% for the week, despite reporting record quarterly revenue of $81.6 billion, up 85% year-on-year. The company announced an $80 billion share buyback and forecast second-quarter revenue above analyst expectations. U.S. markets will be closed Monday for Memorial Day, delaying further trading until Tuesday.
24 May 2026
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Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Japan’s Nikkei 225 jumped 2.68% Friday, leading gains across Asia, as chip stocks rallied despite Brent crude holding above $103 and U.S. 10-year yields at 4.558%. Nvidia and Lenovo fueled hardware optimism, but China announced a crackdown on online brokers. President Trump claimed progress on an Iran peace deal, though Iran disputed reopening the Strait of Hormuz.
24 May 2026
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Latest articles

Swarmer Soars 38% After Cramer Shouts Out Drone Software

Swarmer Soars 38% After Cramer Shouts Out Drone Software

2 June 2026
Swarmer soared 37.7% to $78.52 after Jim Cramer called it “a natural” on “Mad Money,” sparking retail and drone investor interest despite shrinking revenue, widening losses, and execution risks around defense contracts; shares now trade over 15 times their March IPO price.
Abivax Shares Drop After Trial Win and Cancer Cases Raise Concerns

Abivax Shares Drop After Trial Win and Cancer Cases Raise Concerns

2 June 2026
Abivax shares plunged 44% to €63.10 after strong Phase 3 results for obefazimod in ulcerative colitis were overshadowed by cancer and dysplasia cases in the high-dose arm, which investigators deemed unrelated to treatment, raising investor concerns over safety and regulatory risk despite meeting all efficacy endpoints.
Netflix Stock Sinks, Wall Street Turns to June 4

Netflix Stock Sinks, Wall Street Turns to June 4

2 June 2026
Netflix shares slid nearly 3% to $83.36 as investors questioned growth targets ahead of Thursday’s annual meeting, with the stock under pressure despite management maintaining 2026 revenue and margin forecasts and warning of heavier content costs in the first half.
Marathon Digital Drops as Bitcoin Tops $70,000; Eyes on AI Push

Marathon Digital Drops as Bitcoin Tops $70,000; Eyes on AI Push

2 June 2026
MARA fell 4.2% to $14.23 as bitcoin slid below $70,000, highlighting the miner’s ongoing dependence on crypto prices despite efforts to pivot toward AI and power infrastructure; analysts remain split on the new strategy, and the Long Ridge deal still faces regulatory and execution risks.
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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