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Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.

Oracle shares sink on reports that OpenAI is considering delaying its highly anticipated IPO. Here’s why such a development would be bearish for ORCL stock.

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

JPMorgan sees IPOs and share sales adding roughly $1.5 trillion of net stock supply over two years.

The stock market tumbled to key levels but roared back on Iran deal hopes. The record SpaceX IPO took off. Oracle dived on AI spending.

Today, June 11, 2026, markets recovered on revived peace talk hopes, and chips helped power the S&P 500 and Nasdaq.

Dow Jones futures: The S&P 500 and Nasdaq jumped as Trump canceled Iran strikes, but still below key levels. The SpaceX IPO priced at 135 a share. CrowdStrike flashed a new buy signal.

The stock market is at critical levels amid AI fears, Trump comments. Oracle earnings beat late. The SpaceX IPO is about to begin its countdown.

The stock now offers a 17% return to the deal price. That’s a really wide spread for a takeover deal, considering the target closing date.

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

Laffont's fund, Coatue Management, eliminated or reduced several of its notable tech and artificial intelligence positions in the first quarter of the year.

SoftBank shares surged over 30% in two days as OpenAI edges closer to a historic IPO. Here's what investors need to know before buying the stock.

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and valuing the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”