High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A massive rotation at the expense of big AI spenders has the Magnificent Seven on pace to shed $3 trillion this month. Collectively, Tesla, Apple, Microsoft, Meta Platforms, Nvidia, Amazon.com, and Alphabet have lost $2.99 trillion in market cap so far in June, according to Dow Jones Market Data. The Roundhill Magnificent Seven ETF is on pace for its worst month on record.
Meta has hired the founding team of security startup Virtue AI to protect its upcoming autonomous software agents amid growing federal oversight.
Forget singularity. The future is circularity - or recommerce - fashion marketer Stella McCartney and eBay's Jamie Iannone told Cannes attendees this morning.
<body><p>STORY: :: Micron</p><p>Micron Technology briefly blew past the market value of Big Tech brethren Meta and Tesla for the first time ever on Thursday.</p><p>Micron's stock surge came a day after the memory chip maker - and major supplier to AI powerhouse Nvidia - forecast quarterly profit and revenue well above Wall Street's expectations. </p><p>:: Micron</p><p>The company's shares, which have more than tripled in value so far this year, at one point soared more than 19% on Thursday, giving Micron a market cap of about $1.4 trillion.</p><p>That's roughly ten times higher than Micron's market cap just one year ago.</p><p>The company is the only U.S.-based manufacturer of high bandwidth memory chips used alongside Nvidia's AI processors.</p><p>Micron in its earnings results on Wednesday said customers such as Nvidia had committed a total of $22 billion to lock in supplies of its memory chips.</p><p>That follows in the footsteps of similar deals made by Korean rivals SK Hynix and Samsung.</p><p>The agreements are key to winning over investors who have been wary of the AI boom's durability.</p><p>Earlier this week, memory stocks led a more than $1 trillion stock rout stoked in part by valuation concerns.</p><p>:: Archive</p><p>Micron's results, however, sparked a global chip stock rally on Thursday, as investors grew more confident about persistent demand and tightening supply.</p></body>
META's AI push is fueling revenue growth, ad engagement, and user activity, with billions using AI features as the company ramps up infrastructure.
Apple raises MacBook and iPad prices by $100 to $300 and leaves the door open to more increases
Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most important AI platforms despite fundamentals that keep getting stronger. Three names stand out as platform-scale businesses already monetizing AI at scale, with runways ... 3 High-Growth Stocks to Buy and Hold for the Long Term in June
Heading into Thursday’s session, Microsoft stock had fallen more than 24% in 2026, putting it on track for its steepest first-half decline since a nearly 32% drop in 2000, according to Dow Jones Market Data. For much of its history, Microsoft was best known as the pioneer behind the Windows operating system and wildly popular Office software. Microsoft seemed like an obvious early winner in AI: The company became OpenAI’s first major corporate backer through a $1 billion investment in 2019, aligning itself early on with one of the industry’s juggernauts.
Now is the time to load up on Meta Platforms stock.
Meta stock could see a boost from the company's plan to offer AI business agents on WhatsApp and Messenger, an analyst said.
Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's expansion into the AI data center industry with its new server rack.
Micron’s stunning third-quarter results sparked a rally that briefly pushed its market capitalization to nearly $1.42 trillion.
Sarah Wynn-Williams, a former Facebook policy executive, is suing Meta over its attempts to stop her from talking about her book, “Careless People,” a New York Times bestseller.
Nvidia was falling early Thursday after rising throughout premarket trading as initial semiconductor cheer from Micron earnings quickly reversed. Nvidia shares were down 2% at $2194.98 in early trading after Micron Technology blowout earnings. As Barron’s has written, Nvidia looked to be establishing a trading range with a floor of roughly $200, after breaking through that level in April.
The chipmaker unveiled its Dragonfly portfolio at an investor day, targeting more than $15 billion in data center revenue by fiscal 2029
Shares of Qualcomm (NASDAQ:QCOM) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as ... Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
Company targets deeper content moderation automation.
Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% at $1,236, giving it a market capitalization of $1.398 trillion, compared with Meta's $1.392 trillion. Tesla had a market value stood of $1.4 trillion.
The White House reportedly stepped in to prevent the CEOs of Meta Platforms Inc. and Alphabet Inc., Mark Zuckerberg and Sundar Pichai, respectively, from testifying at a Senate hearing on child safety practices. Instead, the heads of Instagram and YouTube,...
A multi-generation Dragonfly C1000 CPU agreement will power Meta's next-generation server fleet
The company almost doubles its non-handset sales target, helping to revive faith in the stumbling AI trade.
Qualcomm hikes sales target, big bank stress test results are out, Trump cancels housing bill signing, and more news to start your day.
News of the day for June 25, 2026
(Bloomberg) -- Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetGrand Ole Opry House Up For Sale by Owner Ryman HospitalityStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapStocks Climb Late After Micron’s B
Qualcomm hikes sales target, big bank stress test results are out, Trump cancels housing bill signing, and more news to start your day.
Nvidia was rising early Thursday. The chip maker was benefiting from widespread semiconductor cheer, even as more options came onto the artificial-intelligence processor market. Nvidia shares were up 1.5% at $201.94 in premarket trading with chip stocks generally gaining after Micron Technology blowout earnings.
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