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NYSE:DELL 31 May 2026 - 29 June 2026

AI shares June 2026: memory and power plays go different ways

AI shares June 2026: memory and power plays go different ways

U.S. AI stocks closed out June showing a more defined split than earlier in the month. On one side were suppliers with signed AI orders. On the other, big spenders and software names trading at high multiples. NVIDIA, Broadcom, Micron Technology and Vertiv gave investors new operating numbers tied to their AI business. Microsoft, Alphabet, Amazon.com and Meta Platforms remained key to demand, but the market focus moved in June to how the spending gets funded and what kind of payback investors can expect. That spread is what June has been about. AI names are not moving together now. When a stock looks cheap, it can signal risks like cycles, customer mix or supply. Expensive ones have to show they can grow AI sales ahead of the cost curve.
29 June 2026
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Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

AI stocks in the U.S. head into the four-day week after last week’s drop facing a tighter focus: who is on the hook for memory bills. The memory crunch that helped Micron Technology is now hitting hardware prices at Apple. For investors, it’s a sharper gauge of whether AI spending still drives profit, or if those costs are now squeezing the rest of tech. Micron posted third-quarter revenue of $41.46 billion and GAAP net income at $28.24 billion. The company put its fourth-quarter revenue outlook at $50.0 billion, give or take $1.0 billion. CEO Sanjay Mehrotra said the figures and guide showed the “strategic value of memory in the AI era.”
28 June 2026
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US stocks mixed, Micron AI memory rally can’t lift Nasdaq

US stocks mixed, Micron AI memory rally can’t lift Nasdaq

Nasdaq slips as AI trade splits chip makers and buyers; SanDisk jumps 22% The Nasdaq Composite ended Thursday down 0.46%, giving up 118.03 points to finish at 25,358.60. The Dow Jones Industrial Average managed a 71.72-point gain, or 0.14%, to close at 51,920.62, while the S&P 500 was flat, down just 0.73 point at 7,357.49. Memory-chip stocks ran higher, but the broader tech index still fell as some companies raised prices for hard-to-find AI parts and others paid up. SanDisk Corp soared 22.0%, Micron Technology Inc climbed 15.7%, and Applied Materials Inc rose 13.4%. Apple Inc lost 6.1%, and Dell Technologies Inc dropped 5.8%. AI supply chain spreads, not index closes, told the story today. Micron reported $22 billion in customer commitments for memory-chip supply. CEO Sanjay Mehrotra said those “tight conditions” could last past 2027. Ben Barringer at Quilter Cheviot said “continued tightness support pricing” for players up and down the AI chain.
25 June 2026
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NVIDIA Stock Price Slides 3% Despite Amazon Chip Deal as Oil, Rate Fears Hit AI Trade

Nvidia Stock Drops as 362-Kilowatt Rack Puts Investor Risk in Focus

Nvidia shares dropped 3.6% to around $201.10 late Tuesday, pushing the chipmaker’s valuation under $5 trillion. A product detail from Monday is likely more important for investors though. Rolling out Nvidia’s next systems could hinge not just on processor demand but on power and cooling requirements. 362 kilowatts is the big figure here. Super Micro says its Nvidia Vera Rubin NVL4 liquid-cooled rack runs at that power level. With eight racks, power jumps to 3.2 megawatts, and the system design is able to scale up to a gigawatt. “The institutions that accelerate infrastructure deployment will lead the next generation of breakthroughs,” said Super Micro CEO Charles Liang.
23 June 2026
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Dell closes out short week with gains, AI server push stays in view

Dell closes out short week with gains, AI server push stays in view

Dell Technologies Inc. shares rose for the week in shortened U.S. trading, despite falling Thursday. Investors kept buying the company’s artificial-intelligence server pitch, putting less weight on its legacy PC business. Dell shares finished at $409.50 on June 18, with a session range from $407.92 to $435.96, according to investor-relations data. The stock had climbed Monday, slipped Tuesday, jumped Wednesday, and dropped again Thursday, but stayed above the June 15 close.
20 June 2026
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US stocks notch new highs with AI trade still in focus

Wall Street Record Faces Latest Test After Hours: AI Hype, Oil, Rates, Jobs Collide

U.S. stocks finished at new highs Tuesday, but after-hours trading barely moved. Traders didn’t push for gains after hardware names tied to artificial intelligence drove the regular session. The S&P 500 finished up 9.94 points, or 0.13%, at 7,609.90. The Dow climbed 228.91 points, or 0.45%, to 51,307.79. The Nasdaq Composite ended just 7.09 points higher, or 0.03%, at 27,093.90. The Philadelphia SE Semiconductor Index surged 5.9%, but software and services stocks dropped 3.3%. Tech is showing a big gap.
3 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

U.S. stocks finished Tuesday little changed. The Dow picked up 149.01 points, or 0.29%, to 51,227.89. The S&P 500 was up 4.85 points, or 0.06%, at 7,604.81. The Nasdaq Composite slipped 13.96 points, or 0.05%, closing at 27,072.85. Buyers stuck with AI names, while companies with high spending needs and Middle East risk got less support. Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder, said it was “a mixed market today.” AI excitement has been the main driver for markets, but attention is turning to who will pay for the data centers, servers and power behind it. Artificial intelligence, or AI, has pushed major indexes to records with its software and chip advances, but funding for the infrastructure is becoming a key question. “AI is in some cases, the only thing that’s working,” wrote John Belton, portfolio manager at Gabelli Funds, who said he wants more portfolio balance.
2 June 2026
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Dow Jones Moves Up in Late Trading

Dow Jones Moves Up in Late Trading

Dow eked out a small gain Tuesday, finishing higher as U.S. blue chips benefited from ongoing excitement over artificial intelligence spending. That enthusiasm managed to counterbalance concerns about inflation and continued Middle East tensions after the bell. The Dow rose 149.01 points, up 0.29%, closing at 51,227.89. The S&P 500 inched up 4.85 points, or 0.06%, to 7,604.81. The Nasdaq Composite dropped 13.96 points, or 0.05%, to 27,072.85.
2 June 2026
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Super Micro Stock Jumps Again as AI Server Boom Gets Fresh Fuel From HPE, AMD and Arm

Super Micro Stock Jumps Again as AI Server Boom Gets Fresh Fuel From HPE, AMD and Arm

Super Micro Computer shares rose about 5% in early trading on Tuesday, outpacing a softer Nasdaq, as investors kept bidding up AI server makers after Hewlett Packard Enterprise’s strong results and Supermicro’s latest product launches for large data centers. The San Jose, California-based company’s stock traded at $49.14, up $2.26 from Monday’s close, after touching an intraday high of $51.26. Volume had reached 14.8 million shares by 9:53 a.m. New York time, according to market data.
2 June 2026
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Wall Street Finishes at New Highs on AI Surge; HPE Grabs Spotlight After Hours

Wall Street Finishes at New Highs on AI Surge; HPE Grabs Spotlight After Hours

S&P 500 and Nasdaq futures gave up some ground late Monday, after both indexes closed at new records thanks to strong tech led by Nvidia. Hewlett Packard Enterprise shares moved higher after the bell on a better forecast, but U.S. stock-index ETFs slipped in after-hours trading. AI stocks shake up trade as investors look past Nvidia The late trade matters. Wall Street’s AI play—pushing software and chip bets tied to artificial intelligence—has moved beyond Nvidia. Now, investors are testing if server, networking, and software names can turn AI demand into actual revenue soon.
2 June 2026
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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

Hewlett Packard Enterprise shares were pointed up 5.1% to $45.27 in premarket trading at 8:54 a.m. Eastern on Monday, set for another jump as investors looked ahead to the company’s quarterly numbers coming after the bell. The move follows a Friday close at $43.07 and comes as the company’s new Nvidia-based server draw attention. Investors are watching now to see if the AI-server rally goes past Dell. AI servers are built to handle artificial-intelligence tasks. Dell put up $16.1 billion in AI server revenue last quarter, passing its PC sales. HPE and Super Micro Computer each jumped about 14% on Friday after Dell’s results, according to Reuters.
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

U.S. stock-index futures traded higher Monday, as Wall Street looked set to build on last week’s records. Nvidia’s newest move in artificial intelligence gave tech heavyweights a boost, helping futures hold up despite oil prices climbing again on concerns about the Middle East. Stock-index futures are contracts that indicate where investors think major indexes will be at the cash open. Dow futures added 143 points, or 0.28%, while S&P 500 futures edged up 17.5 points, or 0.23%, and Nasdaq 100 futures were up 86.75 points, or 0.29% as of 05:18 a.m. ET, according to Reuters. Nvidia climbed 1.6% before the bell after announcing a chip for AI on laptops and desktops. Microsoft was up 2.8% in premarket trading.
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 starts U.S. trading Monday balancing news from CEO Jensen Huang’s latest product launch in Taiwan against a weekend move from Washington stepping up on advanced AI-chip export enforcement targeting Chinese firms outside China. The stock finished Friday at $211.14, slipping 1.45%. U.S. regular trading did not begin for several hours. The Nasdaq opens its main session at 9:30 a.m. Eastern and premarket starts at 4 a.m.
1 June 2026
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Dell Shares Surge 33% as AI Server Demand Soars—Big Test Ahead

Dell Shares Surge 33% as AI Server Demand Soars—Big Test Ahead

Dell Technologies is in focus this week after jumping 32.76% on Friday, closing at $420.91. Shares have now gained 42.59% in the past week, as investors increasingly look at Dell as a big artificial-intelligence infrastructure play and not just a PC stock. Timing is a factor. U.S. equity markets are closed Sunday, after a short week that followed Memorial Day—NYSE says May 25 is the market holiday in 2026. When trading picks up, the focus stays on Dell and whether it keeps the price jump in its AI server business from one session.
31 May 2026
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SoundHound AI Stock Fell After Record Revenue. Cash Burn Is What Spooked Wall Street

SoundHound AI Stock Just Jumped. Monday May Tell If The Rally Has Legs

SoundHound AI Inc closed out a holiday-shortened week with a sharp move higher, rising 5.14% on Friday to $9.00 and finishing just over 10% above its May 22 close. Volume rose to about 40.6 million shares, well above the levels seen earlier in the week. The timing matters. U.S. stock trading is shut on Sunday, and Nasdaq’s regular session runs Monday through Friday from 9:30 a.m. to 4:00 p.m. Eastern time. The prior week was also shortened by the Memorial Day closure on May 25, leaving traders four sessions to reset positions before Monday’s open.
31 May 2026
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Palantir Stock Rallies the Most in a Year as Another Test Nears

Palantir Stock Rallies the Most in a Year as Another Test Nears

Palantir Technologies finished Friday at $156.54, gaining 9.2% and logging its best session in over a year. The closing price pushed its market cap close to $402 billion, with a price-to-earnings ratio around 176, according to market data. Sunday trading isn’t an option. The New York Stock Exchange shuts down for the weekend, with normal hours from 9:30 a.m. to 4 p.m. Eastern on weekdays.
31 May 2026
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Super Micro jumps 30% in one week—what could shift the stock now

Super Micro jumps 30% in one week—what could shift the stock now

Super Micro Computer pushed higher last week, gaining for four sessions in a row and finishing Friday at $46.09. Shares got a lift as AI server stocks rallied. These AI servers are advanced computer systems loaded with GPUs to handle machine learning or artificial-intelligence tasks. Investors are back to buying into the data-center hardware trade. Super Micro shares traded higher with Dell Technologies after Dell's results gave Wall Street more clarity on server demand from AI workloads.
31 May 2026
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HPE stock hits record ahead of earnings as AI server trade faces new test

HPE stock hits record ahead of earnings as AI server trade faces new test

Hewlett Packard Enterprise stock is at a record ahead of Monday’s earnings. Shares jumped 12.64% Friday, riding a surge in AI server names sparked by Dell. Expectations for HPE are now higher. That’s where things stand now. HPE hasn’t reported. The stock traded higher, with buyers betting Dell’s AI server momentum will reach HPE’s server, storage and networking segment too.
31 May 2026
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Stock Market Today

  • Insurers Can Now Pass Roof Replacement Costs to Homeowners Before Storm Season
    June 30, 2026, 11:31 AM EDT. Insurers have a new federal rule letting them shift roof replacement costs to homeowners, right as hail and hurricane season arrives. Now, many homeowners have to decide whether to file a claim and risk higher premiums, or pay for repairs themselves. The change has sparked concern about rising costs for homeowners facing big bills after storms.
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