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Microsoft and Meta Platforms are still growing their revenues at healthy rates.
Investors should be prepared to buy one of the market's most expensive investments.
NVIDIA (NVDA) just signed multi-year agreements in South Korea to secure next generation memory from SK hynix and to support gigawatt scale AI factories with SK Telecom and NAVER, reinforcing its data center centric AI roadmap. See our latest analysis for NVIDIA. Despite heavy news flow and new agreements, NVIDIA’s recent share price momentum has cooled, with the stock down 6.7% over the past week and 8.7% over the past month, although the 1-year total shareholder return of 40.5% and very...
ServiceNow and Salesforce could be AI winners in the second half.
Could you be better off steering clear of the SpaceX IPO, or is this one reason good enough to buy?
An analyst increased his price target on the company by 25%.
The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.
<body><p>STORY: Wall Street's main indexes tumbled on Wednesday, with the Dow dropping almost 1.9%, the S&P 500 shedding 1.6% and the Nasdaq falling nearly 2%.</p><p>:: Archive</p><p>Renewed tensions in the Middle East added to investor uncertainty, with President Donald Trump saying the U.S. would attack Iran again "very hard" following a significant exchange of fire overnight.</p><p>Chip makers continued to drag on the market, extending their recent declines. Shares of Nvidia lost more than 3.5%, while Broadcom dropped more than 5%.</p><p>Gina Martin Adams is chief market strategist at HB Wealth.</p><p>"We've had a pretty tough go for the last few days in the equity market, really starting in the middle of last week. We started to see a little bit of rotation out of technology stocks as the earnings season is finally finished. That was clearly the big catalyst for gains. Now we're starting to see markets react a little bit to friction that has reemerged in the Middle East. So you've got two different influences on the equity market right now. Investors are rotating out of tech after the enormous run that it had had since the end of March, and Middle East tensions, which are flaring up again."</p><p>:: Oracle</p><p>In other tech names, shares of Oracle, down more than 2% at the close, dropped further in extended trading after </p><p>the company reported quarterly revenue that narrowly beat Wall Street expectations. Its results came amid concerns about Oracle's spending and AI-driven disruption to traditional software demand. The company also said it expects to raise nearly $40 billion through a combination of debt and equity financing in fiscal 2027.</p><p>:: Archive</p><p>Shares of Super Micro Computer nosedived 28% after the company announced plans to raise $7 billion through a series of equity and equity-linked transactions to fund component purchases for its growing AI server demand.</p><p>:: Archive</p><p>And shares of trucking companies dipped after Amazon announced an expansion of its freight services, with shares of J.B. Hunt, XPO and Old Dominion all suffering losses.</p><p>Meanwhile, data from the Labor Department showed U.S. consumer prices increased 4.2% in the 12 months through May, the largest gain since April of 2023.</p><p>While the Federal Reserve is widely expected to hold interest rates steady at its policy meeting next week, investors are now pricing in at least one rate hike by the end of the year.</p></body>
Nvidia CEO Jensen Huang recently said the AI memory shortage will likely last several more years.
Iren has doubled its gigawatt portfolio since the start of the year.
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually chart patterns like that are unsustainable,” he said. His call ... Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.
Recent filings clarify SpaceX's biggest growth opportunities.
Apple (AAPL) has spent the bulk of the past couple of years trying to convince investors it has not fallen behind in the relentless AI race. Morgan Stanley buys that story. According to TheFly, the firm reset its price target on Apple stock after WWDC 2026, saying the event gave investors a sharper ...
The tech giant's stock sold off after a poorly received earnings report.
Given how things are shaping up, 2026 could be a tough year for the gold stock.
Adding exposure to dividend stocks can be a great way to boost portfolio diversification.
AI hardware shares slide as investors digest Super Micro’s massive stock sale, hot inflation, and rising tensions in the Gulf, today, June 10, 2026.
AMD co-led a $350 million funding round in TensorWave, an AI cloud provider that uses only AMD hardware for its training clusters. The deal positions AMD more directly inside the AI cloud infrastructure stack, alongside traditional chip supply. TensorWave plans to build AI cloud platforms around AMD GPUs, offering an alternative to Nvidia focused setups. Advanced Micro Devices (NasdaqGS:AMD) is drawing attention with this new capital commitment at a time when its stock has had a very large...
A bit too much growth is already baked into its IPO price.
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.
Quantinuum's public debut didn't attract much attention.
Sandisk has been a wild success since its return to the public markets as an independent company.
Google will pay SpaceX $920 million per month to access capacity to GPUs -- and that's great news for Nvidia.
Nvidia stock slipped again Wednesday, with a valuation lower than the benchmark S&P 500 index. The chip maker isn’t immune to the semiconductor sector’s woes, but its impressive cash returns mean it could eventually find a floor as a value stock. Nvidia shares fell 3.7% to $200.42 on Wednesday.
By Caroline Valetkevitch and Joel Jose June 10 (Reuters) - The major U.S. stock indexes ended more than 1% lower on Wednesday, with chipmaker shares extending recent declines and with renewed tensions