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Artificial Intelligence 27 June 2026 - 1 July 2026

Brookfield (NYSE:BAM) raises AI power deal framework to $25B; Bloom Energy (NYSE:BE) stock moves

Brookfield (NYSE:BAM) raises AI power deal framework to $25B; Bloom Energy (NYSE:BE) stock moves

Bloom Energy shares soared late Tuesday as Brookfield Asset Management increased its financing framework for Bloom’s AI infrastructure power projects to $25 billion, up from $5 billion. The move shifts the deal into a test for Bloom’s ability to deploy the new capital quickly. Reuters said the stock climbed 12% in after-hours trading after the two groups revealed the new figure. Bloom shares caught a bid even before the news, changing hands at $302.70 in late trading. That’s up roughly 10% from the previous close, putting the market cap close to $96.8 billion, according to finance data. U.S. cash markets had already closed when the print hit, so those gains were all after-hours.
South Korea chip shift moves AI capex focus to tool makers

South Korea chip shift moves AI capex focus to tool makers

ASML Holding was the biggest mover after South Korea’s new chip spending news. Shares in the Dutch equipment maker ended up 6.79% at 1,721.40 euros in Amsterdam on June 30. ASML’s market cap hit 675.86 billion euros, Google Finance shows. The gain adds around 43 billion euros to equity value in a day. That’s a big jump. SK Hynix said in March it made an 11.95 trillion won order for ASML EUV lithography gear, the biggest single order ASML has reported from a customer. The new southwest Korea fab plan comes in at $518.3 billion, about 65 times more than the tool order, though not all fab spending is for lithography.
Rezolve AI surges after $300M buyback vote targets over a quarter of shares

Rezolve AI surges after $300M buyback vote targets over a quarter of shares

Rezolve AI PLC climbed around 12% Tuesday after getting shareholder signoff for a capital reduction and a share buyback of up to $300 million. The mandate stands out as big compared to the current number of shares. Nasdaq kept regular trading hours, 9:30 a.m. to 4 p.m. ET. The exchange has market holidays scheduled for June 19 and July 3 in 2026.
BTC Digital shares surge premarket after $7M AI capital round tops market cap

BTC Digital shares surge premarket after $7M AI capital round tops market cap

BTC Digital Ltd. soared ahead of Tuesday’s open after the company said it closed a private placement raising $7 million upfront, with potential for another $21 million if investors cash in warrants. At the time, Nasdaq was trading in pre-market. Pre-market on Nasdaq goes from 4:00 a.m. to 9:30 a.m. ET. NasdaqTrader’s 2026 U.S. equity holiday calendar doesn’t list June 30 as a holiday.
Super Micro Computer (NASDAQ:SMCI) stock slide leaves AI orders worth twice its market value

Super Micro Computer (NASDAQ:SMCI) stock slide leaves AI orders worth twice its market value

Super Micro Computer, Inc. enters Tuesday’s regular U.S. session with a sharp split in the numbers: $39 billion of recent AI server orders, a $19.5 billion market value, and a stock price now sitting only 2.4% above the price of its latest underwritten common-share sale. The shares closed Monday at $28.15, down 8.1%, on volume of 91.16 million shares, or 184% of the 65-day average. The fall was not a chip-sector trade. The Nasdaq Composite rose 2.1% Monday and the S&P 500 rose 1.2%, according to AP. The iShares Semiconductor ETF was last up 4.0% in available quote data.
SharonAI shares dip on $1.6B deal as float moves before Russell reshuffle

SharonAI shares dip on $1.6B deal as float moves before Russell reshuffle

SharonAI Holdings Inc finished down Monday. The AI cloud firm secured a $1.6 billion private raise, but investors looked past that as the deal terms hint at a much bigger common-equivalent share count before Nvidia-related income starts coming in. The shares dropped 1.28% to close at $81.00 on Nasdaq, with trading between $76.40 and $86.0878, according to WSJ data. Volume reached 1.49 million, more than double the 65-day average of 646,366. After hours, WSJ put the quote at $88.00, up 8.64%, at 6:07 p.m.
Palantir (NASDAQ:PLTR) rises after NVIDIA (NASDAQ:NVDA) AI tie-up, but trades at about 39x sales forecast

Palantir (NASDAQ:PLTR) rises after NVIDIA (NASDAQ:NVDA) AI tie-up, but trades at about 39x sales forecast

Palantir Technologies Inc. gained 2.4% to $115.70 late Monday after partnering with NVIDIA Corporation on an AI engine for U.S. government and critical infrastructure clients. Investors bought in: some $5.1 billion worth of Palantir shares traded, and the $2.74 gain tacked on around $7.0 billion in market cap. That’s close to 92% of Palantir’s 2026 revenue guidance midpoint. Palantir shares held close to the big tech ETF in recent trading. The stock outperformed SPDR S&P 500 ETF Trust but stayed in line with Invesco QQQ Trust Series 1. Nvidia posted a smaller gain.
Corning beats Wall Street as AI fiber pricing shifts

Corning beats Wall Street as AI fiber pricing shifts

Corning Incorporated surged 15.2% to $254.54 as of 2:48 p.m. EDT Monday, tacking on around $29 billion in market cap since Friday’s close. The stock outperformed the SPDR S&P 500 ETF Trust and Invesco QQQ Trust Series 1. GLW’s jump wasn’t just about magnitude. The stock traded above all 12-month analyst targets tracked by Google Finance, despite that data showing seven Buys, four Holds and zero Sells. The top price target sat at $228.00, with an average of $205.10.
Maruti Suzuki puts battery recycling with MiniMines in EV cost mix, AI stays in play

Maruti Suzuki puts battery recycling with MiniMines in EV cost mix, AI stays in play

Maruti Suzuki India picked five startups on Monday – four focused on AI and digital processes, and one in battery recycling. MiniMines, based in Bengaluru, will handle recycling old lithium-ion batteries and recover precious materials. The other four – Easework AI, Sarvam AI, Siftly, and CodeMate AI – will work on areas like procurement, customer support, marketing, and software. Hisashi Takeuchi, Maruti’s MD and CEO, said MiniMines will “support us in safely recycling end-of-life batteries”, while the other four startups will help “drive efficiency” in different business operations. All five companies came through the fifth round of the Maruti Suzuki Incubation Program with IIM Bangalore’s NSRCEL.
Broadcom shares jump on OpenAI move, margin outlook still in focus for AVGO

Broadcom (NASDAQ:AVGO) AI revenue now over half of forecast, shares still under pressure in June

Broadcom Inc. says AI chip revenue should hit $16.0 billion in its fiscal Q3, making up about 54% of expected revenue, up from 49% in the quarter ended May 3. Still, shares have stayed weak through June, down around 20% for the month, according to Benzinga. Broadcom's split is a signal the company is shifting away from its mixed chip-software setup, pushing harder into AI custom chips. CEO Tan said, “The momentum continues,” noting Q2 AI semiconductor revenue jumped 143% to $10.8 billion. CFO Kirsten Spears told investors operating leverage held up, with adjusted EBITDA reaching 69% of revenue for Q2 and guidance just under that at 68% for Q3.
Nokia flat in Helsinki as AI-driven gains pause with traders weighing value

Nokia flat in Helsinki as AI-driven gains pause with traders weighing value

Nokia Oyj dipped in Helsinki on Monday, with most of the action in the broker calls. Handelsbanken took its rating down to Hold from Buy but bumped its target up to 12 euros from 10.20. The broker suggested Nokia’s AI run is now mostly reflected in the share price. Nokia was at 11.36 euros, off 0.40%, as of 14:01 EEST. Shares dropped 6.52% on Friday, with most of the slide coming then. Monday saw only light selling afterward.
Microsoft rebound ahead of Nasdaq open puts AI spending in spotlight

Microsoft rebound ahead of Nasdaq open puts AI spending in spotlight

Microsoft Corporation starts the U.S. premarket session Monday with a setup that’s more straightforward than it was late last week. But holders are staring at the same issue: does the stock deserve its software valuation when the company is spending like an infrastructure player? Nasdaq lists premarket hours as 4:00 a.m. to 9:30 a.m. Eastern, and regular hours at 9:30 a.m. to 4:00 p.m. The exchange also marks July 3 as closed for the Independence Day observed holiday. Microsoft’s latest quote put the stock at $372.97, up $20.04 from its last close. With a $2.777 trillion market cap in the same quote, that gain added roughly $149 billion in market value. That figure is about 9.4 times Microsoft’s $15.8 billion in free cash flow for its fiscal third quarter and about 4.7 times its $31.9 billion capital spend for the period.
Apple shares hold steady as buyback talk meets AI chip strain

Apple shares hold steady as buyback talk meets AI chip strain

Apple Inc. starts Monday trading facing another hurdle for investors—seeing if its buyback will still help earnings per share as memory costs shift from a supply side problem to one coming out of Washington. Volume tells the story this time. Apple traded at five times its 65-day average turnover on Friday, though the shares had already bounced off a $274.21 low. The stock is still down 4.45% for the week and 7.36% in a month. The recovery hasn’t undone that earlier drop.
IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

IREN Limited heads into Monday after five down days in a row. The last trade Friday came in at $47.21 with 50.93 million shares changing hands, the week’s biggest volume. Before Juneteenth, IREN closed at $59.96. That’s a 21.3% drop. Brand spend, not fresh compute sales, led headlines. Golden State and IREN said they’d struck a multi-year partnership, with IREN’s logo set to appear on Warriors jerseys beginning in the 2026-27 season. Fox Business, citing Sportico, put the deal’s value at over $50 million per year, calling it the largest sponsorship deal in North American sports.
Asia markets look to Korea, PMIs in the week ahead

Asia markets look to Korea, PMIs in the week ahead

Asian stocks are opening the week with moves that look driven more by balance sheet space than by earnings news. South Korea’s KOSPI stands out: after falling about 7% last week, it’s still up 66% for the quarter and has nearly doubled this year, according to a Reuters snapshot. That split between a sharp drop and a still-high gain puts Seoul in focus as a sign of how much leverage might be left in the AI rally. Asia got little help from global markets. The Philadelphia SE Semiconductor Index slid 7.7% last week, the biggest weekly fall since March 2025. MSCI’s broad Asia ex-Japan index dropped close to 3% on Friday. Mark Hackett, Nationwide’s chief market strategist, called it “a needed and healthy period of consolidation following the historic run since March” and “a dramatic rotation from tech and everything else.”
Alphabet (NASDAQ:GOOGL) faces Gemini shortage as Chrome training draws crowds

Alphabet (NASDAQ:GOOGL) faces Gemini shortage as Chrome training draws crowds

MOUNTAIN VIEW, California, June 28, 2026, 08:05 PDT Alphabet Inc. investors looking at a Sunday Fortune interview, also published on Yahoo Finance, might see less career advice and more about product allocation. Arvind Jain, co-founder of Rubrik Inc. and Glean, talked about learning from Sundar Pichai at Google and how some of the best bets can look wrong at first. “You have to think crazy,” Jain told Fortune.
Intel (NASDAQ:INTC) edges lower, pulling back from $700 billion mark

Intel (NASDAQ:INTC) edges lower, pulling back from $700 billion mark

Intel Corporation enters the holiday-shortened trading week having slipped under the $700 billion market cap it targeted earlier on Monday. The stock backed off its 52-week high after a steep chip sector selloff. Intel shares finished Friday at $128.32, down 3.42%, then slipped to $127.62 in after-hours trading. On Monday, the stock hit a high of $141.45. That drop puts Intel 9.3% under its intraday high for the week, wiping about $66 billion off its value, based on MarketWatch’s figure of 5.03 billion shares outstanding. Intel’s market cap was $644.94 billion, still $55 billion away from $700 billion.
Chevron (NYSE:CVX) Shares Move as Oil Drops and AI Power Pact Lands Before Holiday Week

Chevron (NYSE:CVX) Shares Move as Oil Drops and AI Power Pact Lands Before Holiday Week

Chevron shares are on the defensive as the holiday-shortened week starts, weighed by falling crude prices and a fresh AI data center initiative that sent investors back to their models. Chevron finished Friday at $171.06, down $1.18, or 0.69%, with about 13.1 million shares changing hands. The oil-stock play isn’t clear-cut right now. Chevron remains linked to crude, but it’s also telling investors these power contracts with tech firms could bring in more stable revenue. That’s steadier cash flow, less tied to oil-price moves.
AI stocks eye $41 billion tech-fund shift as memory costs hit

AI stocks eye $41 billion tech-fund shift as memory costs hit

AI stocks finished the week mixed. Demand numbers were solid, but share prices lagged. Tech funds lost almost $20 billion in outflows for the week ending June 24, reversing $21.46 billion in inflows the previous week, according to LSEG Lipper data via Reuters. That’s a swing of about $41 billion in just one week, before Friday’s big drop in chip stocks.
Snowflake (NYSE:SNOW) stock pops 9.7% with trading volume surge

Snowflake (NYSE:SNOW) stock pops 9.7% with trading volume surge

Snowflake Inc. was one of Friday’s outliers in software, closing up 9.65% at $248.96, less than two bucks off its $250 session peak. The stock had traded as low as $222.45 earlier. Volume spiked to 25.59 million shares, or about 303% of its 65-day average. In the after-hours session, Snowflake edged down 0.71% to $247.20 with another 6.9 million shares trading. Volume told the story more than the close. With Snowflake’s quoted $21.90 per-share move and 346.6 million shares out, Friday’s rally worked out to about $7.6 billion in fresh equity value, not adjusting for dilution. That’s roughly 82% of Snowflake’s $9.21 billion in remaining performance obligations as of end of April.
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Stock Market Today

  • Bitcoin Lifts Off September Lows but Derivatives Flash Downside Risks
    July 1, 2026, 9:15 AM EDT. Bitcoin ticked 0.3% higher to $58,700 after scraping September 2024 lows. Ether edged up too. But crypto futures liquidations hit $395 million, mostly shorts, keeping pressure on markets. Open interest for Bitcoin futures increased, though funding rates and volume delta show traders split on direction. Gold futures hit record open interest, even as technicals stay bearish. Options activity still leans bearish, with puts more expensive than calls and traders betting Bitcoin could fall under $50,000 by the end of Q3. Bright spot: Solana token Jupiter jumped 11% as trading and value locked both surged.
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