Today: 28 June 2026
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

28 June 2026
Micron’s record $41.46 billion quarter and $50 billion Q4 outlook highlight surging memory demand as Apple hikes Mac and iPad prices after DRAM costs nearly double; with the Philadelphia semiconductor index down 7.9% last week, investors face a compressed four-day week to gauge if AI’s memory squeeze boosts profits or triggers a tech cost shock, as payrolls data and rate risks loom.
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Fifth Third’s Social Security card change puts $3.6 billion Direct Express deposit base in play

Fifth Third’s Social Security card change puts $3.6 billion Direct Express deposit base in play

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27 June 2026
Fifth Third Bancorp (NYSE:FITB) is absorbing millions of Direct Express cardholders and $3.6 billion in noninterest-bearing deposits as Social Security ends paper checks, giving FITB a major low-cost funding boost—but execution risks loom as the bank integrates Comerica’s former program and manages potential fraud and service challenges.
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Moderna (NASDAQ:MRNA) price targets draw attention as shares rally into short holiday week

Moderna (NASDAQ:MRNA) price targets draw attention as shares rally into short holiday week

Moderna soared 12.6% Friday on heavy volume after unveiling new in vivo CAR-T pipeline plans, closing at $67.27—52% above the mean analyst target but still 14.5% below Piper Sandler’s new $77 target. The rally followed Science Day updates, even as analysts note the main new asset is preclinical and cash burn continues, with $7.5B cash at March-end and a projected $3B R&D spend for 2026.
27 June 2026
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IPO calendar eyes Bending Spoons as shortened week thins deal pipeline

IPO calendar eyes Bending Spoons as shortened week thins deal pipeline

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27 June 2026
Bending Spoons (NASDAQ:BSP) drives 61% of next week’s $2.56 billion U.S. IPO proceeds, making its $1.57 billion raise a key test for investor appetite in debt-heavy software M&A, with a $18.1 billion valuation and 4.0x net debt to EBITDA leverage, as markets brace for a holiday-shortened week and a looming $29.4 billion SK hynix Nasdaq ADR.
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AI News Roundup – June 28, 2025

AI News Roundup – June 28, 2025

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28 June 2025
Meta hired OpenAI researcher Trapit Bansal and bought a 49% stake in Scale AI, valued at nearly $15 billion, while securing 1.1 GW of nuclear power for future AI data centers. Amazon’s stock nearly doubled in three years as AWS holds about 30% of the global cloud market. U.S. Judge Alsup ruled AI training on copyrighted books can be fair use, but Anthropic faces trial in December over alleged use of pirate copies.
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June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

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28 June 2025
OpenAI CEO Sam Altman said GPT-5 will launch in summer 2025, claiming major improvements over GPT-4. Midjourney released its first text-to-video system, Model V1, in June 2025. Meta delayed LLaMA 4 Behemoth to late 2025 due to performance issues. Google DeepMind introduced Gemini Robotics On-Device, running vision-language-action AI entirely on robots.
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Latest

UiPath (NYSE:PATH) shares see heavy trading after Friday’s jump as buyback calculations come into focus

UiPath (NYSE:PATH) shares see heavy trading after Friday’s jump as buyback calculations come into focus

UiPath closed up 6.04% at $10.53 Friday, with weekly trading volume equal to 57% of its diluted share count, but shares remain 8.2% below the company’s average first-quarter buyback price of $11.47; with $500 million authorized for repurchases, every $100 million at current prices retires more shares, making buyback efficiency a key factor as revenue and ARR growth remain in the low-teens.
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28 Jun
Energy stocks this week: U.S. sector ETF holds flat as oil falls

Energy stocks this week: U.S. sector ETF holds flat as oil falls

Brent crude plunged 10.86% last week as Hormuz flows improved, but the Energy Select Sector SPDR Fund (XLE) fell just 0.4%, signaling investors are no longer trading energy stocks in lockstep with oil prices; this divergence matters now as refiners benefit from tight diesel margins while oilfield services face risks from a Norway lockout and rising U.S. rigs.
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28 Jun
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

Micron’s record $41.46 billion quarter and $50 billion Q4 outlook highlight surging memory demand as Apple hikes Mac and iPad prices after DRAM costs nearly double; with the Philadelphia semiconductor index down 7.9% last week, investors face a compressed four-day week to gauge if AI’s memory squeeze boosts profits or triggers a tech cost shock, as payrolls data and rate risks loom.
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28 Jun
US stocks look to jobs data as traders shift from AI tech

US stocks look to jobs data as traders shift from AI tech

Semiconductor stocks plunged 7.9% last week, their worst performance since April, dragging the S&P 500 down 2.05% as investors pulled nearly $20 billion from tech funds; strategists warn that continued weakness in mega-cap tech could weigh on cap-weighted indexes even as smaller stocks rally, with upcoming jobs data and rate expectations posing further risks.
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28 Jun
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