Today: 10 June 2026
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NYSE:DELL 29 May 2026 - 3 June 2026

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

Hewlett Packard Enterprise soared after a strong quarter put it on track to hit long-term financial targets two years early, fueling gains in AI hardware stocks and driving the Philadelphia SE Semiconductor Index up 5.9%, even as after-hours trading stayed cautious and software names lagged.
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 closed at record highs, led by Nvidia’s 6.3% surge after its new RTX Spark chip launch. HPE shares soared 36% post-earnings as revenue jumped 40% and guidance rose. After-hours, major ETFs slipped: SPY down 0.23%, QQQ off 0.35%. Only tech and energy sectors finished higher. Oil spiked 4.24% on U.S.-Iran tensions. Factory PMI hit 54.0, strongest since May 2022.
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.
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.
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.
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.
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 shares soared 32.76% Friday to $420.91 after record Q1 revenue of $43.8 billion and $16.1 billion in AI server sales, overtaking PC revenue for the fourth straight quarter. Dell raised its AI server sales target to $60 billion for the year and now expects up to $169 billion in fiscal 2027 revenue. At least 13 brokerages hiked price targets, but supply risks and questions about sustained demand remain.
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 surged 5.14% to $9.00 Friday, capping a week up over 10% from May 22 on heavy volume after filing to sell up to $300 million in new shares. The company reaffirmed 2026 revenue guidance and reported $44.2 million Q1 revenue, $216 million cash, and no debt. Investors weighed the pending $43 million LivePerson acquisition, which still requires approvals, against risks of dilution and cash burn.
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 surged 9.2% Friday to $156.54, its best session in over a year, lifting its market cap near $402 billion. The stock jumped almost 18% over two sessions, fueled by optimism around AI spending and a new on-premises deal with Dell. First-quarter revenue rose 85% to $1.63 billion. Investors now await U.S. jobs data and Broadcom earnings for signals on rates and tech demand.
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 shares jumped 11.6% Friday to $46.09, gaining 29.5% since May 22 as AI server stocks rallied after Dell reported a 757% surge in AI-optimized server revenue. Dell soared 32.8%, while Hewlett Packard Enterprise rose 12.6%. Super Micro’s Q3 net sales fell to $10.2 billion from $12.7 billion last quarter but beat last year’s $4.6 billion. Investors await HPE results Monday and U.S. payrolls Friday.
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 shares closed at a record $43.04 Friday, up 12.64% after Dell’s earnings fueled gains in AI server stocks. HPE hit an intraday high of $44.58 on heavy volume. The company reports fiscal Q2 results after the close Monday, with investors focused on AI server orders and networking performance following the Juniper acquisition.
Wall Street’s ‘fear gauge’ sinks to four-month low as stocks make new highs

Wall Street’s ‘fear gauge’ sinks to four-month low as stocks make new highs

The VIX closed at 15.32 on Friday, its lowest in over four months, as U.S. stocks set new records and demand for short-term options protection fell. The S&P 500 notched a ninth straight weekly gain, with the Dow and Nasdaq also closing at all-time highs. Dell Technologies surged after reporting record revenue, while tech shares led mixed gains. The VIX has dropped for three straight sessions, despite ongoing market risks.
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.
Dow punches past 51,000 with Dell rally driving record May

Dow punches past 51,000 with Dell rally driving record May

The Dow closed above 51,000 for the first time Friday, rising 0.7% to 51,032.46, as Dell shares surged 32.8% after strong earnings and an upbeat outlook. The S&P 500 gained 0.2% and the Nasdaq rose 0.2%. Oil prices fell, with Brent crude down 1.7% to $91.12 a barrel. U.S. and Iranian negotiators reached a tentative deal to extend the ceasefire and resume nuclear talks.
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Stock Market Today

  • Super Micro Shares Drop on $7 Billion Capital Raise Amid $39 Billion AI Server Orders
    June 10, 2026, 9:43 AM EDT. Super Micro Computer's shares fell 11% in premarket trading after unveiling a $7 billion equity and equity-linked financing plan to support approximately $39 billion in AI server orders. The capital raise includes $1.25 billion in common stock, $3.75 billion in mandatory convertible preferred depositary shares, and up to $2 billion via an at-the-market program starting Q3 2026. While orders come from over 20 customers, the $39 billion figure does not represent firm commitments and could be delayed or canceled. The financing move risks diluting current shareholders as convertible preferred shares will convert to common stock by 2029. In Q3 FY, Super Micro reported $10.2 billion sales, $483 million net income, but burned $6.6 billion cash from operations, ending March with $1.3 billion cash against $8.8 billion debt.

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Rigetti Computing Stock Falls as Sale Notice Tests $100 Million Quantum Rally

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Rigetti Computing plunged 9.55% to $19.69 Tuesday and dipped further premarket after director Ray O. Johnson filed to sell 122,188 shares worth $2.6 million, testing investor confidence following a recent rally on news of a potential $100 million U.S. Commerce Department quantum-computing award, with traders watching for binding funding terms amid ongoing volatility.
PATH slips again, investors keep questioning AI automation bet

PATH slips again, investors keep questioning AI automation bet

10 June 2026
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BlackBerry Drops Again; QNX Gains on the Line With June Earnings Ahead

BlackBerry Drops Again; QNX Gains on the Line With June Earnings Ahead

10 June 2026
BlackBerry shares dropped 4.84% to $8.84 Tuesday and slid further to $8.42 premarket Wednesday, erasing part of a 49% rally as investors question whether QNX and Secure Communications growth can justify recent gains ahead of Q1 fiscal 2027 earnings on June 25; the stock is now down 14.5% from last week’s close.
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