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Bloomberg69d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

CNBC’s Jim Cramer Predicts SpaceX IPO Will Double to $4 Trillion. He Says Two Factors Will Lead to Massive Buying.
24/7 Wall St.69d agobullish
CNBC’s Jim Cramer Predicts SpaceX IPO Will Double to $4 Trillion. He Says Two Factors Will Lead to Massive Buying.

CNBC’s Jim Cramer is making a paradoxical call on the pending SpaceX IPO. On Squawk on the Street this week, he predicted the stock could double on its opening trade to a $4 trillion valuation, while publicly trying to talk retail investors out of buying. The mechanics he points to (a microscopic float and forced ... CNBC’s Jim Cramer Predicts SpaceX IPO Will Double to $4 Trillion. He Says Two Factors Will Lead to Massive Buying.

$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
24/7 Wall St.70d agobullish
$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally
24/7 Wall St.70d agobullish
The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally

The SPDR Gold Shares (NYSEARCA:GLD) has quietly become one of the largest stories in markets, with the fund now holding roughly $1.2 trillion in net assets after a 36% gain over the past 12 months. GLD is the largest physically backed gold ETF in the world, and shares recently closed near $417. After a torrid ... The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally

Cathie Wood buys $67 million of surging semiconductor stock
TheStreet71d agobullish
Cathie Wood buys $67 million of surging semiconductor stock

Cathie Wood, chief of Ark Investment Management, has spent much of the past several months trimming positions in some of the market's biggest winners, likely locking in gains after a strong rally. Now, Wood is making one of her largest purchases in recent months, buying roughly $66 million worth of ...

Trading Day: New high? Still a buy
Reuters71d agobullish
Trading Day: New high? Still a buy

By Jamie McGeever ORLANDO, Florida, June 2 (Reuters) - World stocks rose to fresh peaks again on Tuesday as no major change in U.S.-Iran tensions, together with a general calm across currency and bond

Down 45% This Year: 1 High-Yield Turnaround Machine Under $15 to Buy Hand Over Fist
24/7 Wall St.71d agobullish
Down 45% This Year: 1 High-Yield Turnaround Machine Under $15 to Buy Hand Over Fist

Beaten-down retail names trading under $15 are getting a second look from value-focused investors this spring, especially the ones quietly improving cash flow while the headlines stay grim. With the consumer split into a clear K-shape and an ultra-hawkish Federal Reserve regime under Kevin Warsh squeezing rate-sensitive sectors, institutional capital has largely left department stores ... Down 45% This Year: 1 High-Yield Turnaround Machine Under $15 to Buy Hand Over Fist

Software Rallies 40% From April Lows as CrowdStrike Earnings Loom
24/7 Wall St.72d agobullish
Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
24/7 Wall St.72d agobullish
Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings