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Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big way. The same issues that have added pressure to stocks once again showed up at the party, as rising interest rates and oil ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, CMS Energy, Commercial Metals, FedEx Freight, Medtronic, Murphy Oil, Sherwin-Williams, TeraWulf, and M

Public SaaS valuations have compressed over two years while private equity dry powder and strategic acquirer balance sheets remain robust, and that gap matters. Mid-cap software names with mature recurring revenue, expanding free cash flow, and decelerating top-line growth appeal to both private equity (PE) sponsors and stack-consolidating strategics. Three names stand out as 2026 ... Which of These 3 Software Stocks Is Most Likely to Be Acquired in 2026?

OpenAI (OPAI.PVT) recently announced it is returning to the robotics business, potentially rivaling Tesla's (TSLA) Optimus robot. Barron's associate editor Al Root discusses the dynamics of the competition in the video above.

It's a nice sum of money, but you have to proactively make sure it lasts.

Strategy (NASDAQ:MSTR), the company formerly known as MicroStrategy sold 32 Bitcoin for $2.5 million last week to fund preferred stock dividends, its first sale since 2022, and the stock has been plunging. Strategy runs enterprise analytics software bolted onto the world’s largest corporate Bitcoin treasury. Michael Saylor’s playbook was to issue equity and exotic preferred ... Buy, Sell or Hold MSTR After Strategy’s First Bitcoin Sale in Years?

Is the attractive yield enough to be patient, or is the ship sinking?

The First Trust Nasdaq Semiconductor ETF does things differently than standard semiconductor ETFs, positioning it as a beneficiary of Micron's surge.

The networking company reports better-than-expected earnings and revenue in its fiscal second quarter.

Broadcom’s results were weighing on Tesla shares. If one AI company stubs its toe, other AI companies will say “ow.”

The iShares Core U.S. Aggregate Bond ETF and other ETFs like it may not look like screaming buys today, but fixed-income investors should look beneath the surface.

Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL) guided 2026 capital expenditures to $175 billion to $185 billion, after spending $91.45 billion in 2025. The freshest hook landed this week with reports ... Why Google’s Record AI Spending May Signal a Turning Point

SpaceX says it plans to raise up to $75 billion when it goes public this month in what could be the largest stock market debut ever, and it would put Elon Musk on course to becoming the first trillionaire.

NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer highlighted the recent COMPUTEX festival and the CEO’s keynote speech, as he stated: What triggered the newfound optimism in this insanely positive tech session that made me feel like it’s not going to […]

The forthcoming mega-IPOs could signal something very important about the stock market.

Anthropic just confidentially filed its S-1 with the Securities and Exchange Commission.

With this retail stock trading 28% down from its peak, investors might be interested in this opportunity.

Stablecoins are having a significant impact on how investors value XRP.

Is there ever a bad time to buy the QQQ?

These two retailers' businesses and execution put them in strong positions to continue doing well.

A strong report wasn't enough to allay market worries.

Inflation has accelerated and economic growth has slowed under President Trump.

Nvidia, Alphabet, and SoundHound AI are all experiencing incredible revenue growth.

Nuro, which counts Nvidia and SoftBank among its backers, is party to a three-way agreement with Uber and electric vehicle manufacturer Lucid.

Oklo stock is trailing the market in 2026. Is this a rare chance to buy, or should you walk away?

History says SpaceX will be a very risky stock when it starts trading later this month.

Broadcom shares sank about 12% in premarket trading on Thursday, a day after the company missed quarterly revenue ‌views and disappointed investors' lofty expectations of stronger momentum from the ‌AI boom. The chipmaker could lose more than $285 billion in market cap at the current price of $418.83, if ​losses hold. Broadcom vies with Nvidia, whose graphics processors remain the gold standard for AI workloads, underscoring intensifying competition at the top of the AI chip market.

<body><p>STORY: The world's largest contract chipmaker TSMC says it's confident in its growth over the next few years...</p><p>thanks to robust demand for computing power and advanced semiconductors as it rides a relentless AI boom.</p><p>The Taiwanese firm's CEO spoke at its annual shareholders meeting on Thursday.</p><p>C.C. Wei said customers are still positive on the outlook for AI, although the company continues to monitor the impact of rising component costs.</p><p>Asked whether TSMC could raise prices for customers, Wei said the firm would like to do that as, quote, "we still need to make money."</p><p>Taiwan plays a crucial role in the global AI supply chain for companies including Nvidia &nbsp;and Apple.</p><p>And its position is anchored by TSMC.</p><p>The tech giant said it was working hard to meet all customer demands...</p><p>although added that it will take a "very long time" to fully satisfy American customers' needs with production in the U.S.</p><p>Looking ahead, Wei said he views autonomous vehicles as long-term growth drivers.</p><p>But TSMC faces political risk as China steps up military pressure on democratically and separately governed Taiwan...</p><p>which Beijing views as Chinese territory.</p></body>

<body><p>STORY: From Jensen Huang's star turn at Computex to Anthropic's move to go public...</p><p>This is AI Weekly.&nbsp;</p><p>:: AI Weekly</p><p>Nvidia CEO Jensen Huang headlined Computex in Taiwan.</p><p>He showed off Nvidia's new Vera central processing unit - or CPU.</p><p>And he unveiled the RTX Spark PC chip, which brings AI capabilities directly into laptops and desktop computers.</p><p>“There is no question this reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. And so this is the beginning of that journey."</p><p>The Nvidia boss was a big draw at Computex, and dined with executives from the likes of Samsung and SK Hynix.</p><p>Dell shares rocketed higher after the computer maker lifted revenue and profit expectations.</p><p>The U.S. giant scored big from soaring demand for AI-optimized servers used in data centers.</p><p>Dell also heavily raised its annual revenue forecast up to $169 billion.</p><p>It's benefiting as tech giants like Alphabet and Amazon aim to spend over $700 billion on AI-related infrastructure this year.</p><p>AI giant Anthropic said it has filed paperwork to go public.</p><p>It gives it a lead over rival and ChatGPT owner OpenAI in a race that could define the future business shape of AI.</p><p>The Claude maker didn't reveal the size or the terms of the offering.&nbsp;</p><p>Its last fundraising round gave it a valuation of nearly $1 trillion, making it worth more than OpenAI.</p><p>Broadcom shares plunged as much as 13% after its latest results.</p><p>Investors were disappointed by the U.S. firm's outlook for demand, while second-quarter revenue also fell short of Wall Street hopes.</p><p>Broadcom said it expects AI chip revenue of $16 billion in the third quarter - just below expectations.</p><p>But CEO Hock Tan said the firm's long-range forecast for AI chip sales was unchanged at $100 billion.</p><p>And&nbsp;Google parent Alphabet said it's looking to raise $80 billion in equity offerings.</p><p>It wants the money to fund a costly expansion of its AI infrastructure.</p><p>That includes a $10 billion investment from Berkshire Hathaway.</p><p>The deal positions Warren Buffett's company as a major investor, and adds a high-profile endorsement of Alphabet's long-term AI and cloud strategy.</p></body>

Investors will monitor initial jobless claims and the Challenger job-cuts report before turning their attention to Friday's nonfarm payrolls release.

The central bank's predictability, which Wall Street holds dear, may soon be a distant memory.