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Shares of creative software giant Adobe (NASDAQ:ADBE) jumped 5.8% in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.
Qualcomm Inc. (NASDAQ:QCOM) is one of the 10 Stocks Entering June in the Wrong Direction. Qualcomm snapped a two-day winning streak on Monday, shedding 8.78 percent to finish at $228.99 apiece, as investors resorted to profit-taking following the previous trading day’s record high, while digesting the impact of Nvidia Corp.’s foray into the devices market. […]
A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.
A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.
A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.
A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 6.3% in the afternoon session after over 150 million shares traded hands (well above average) as CEO Jensen Huang's keynote at Computex in Taipei delivered two major announcements.
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 9.4% in the afternoon session after the company benefited from a sector-wide rally in artificial intelligence (AI) server stocks and announced a new server designed for AI workloads.
HPE stock was poised to open sharply higher on Tuesday after a blowout quarter for the maker of servers and networking products.
Nvidia and Microsoft have launched the RTX Spark AI superchip for Windows PCs, targeting AI powered personal computing. Spark enabled Windows devices from Microsoft, Dell, HP, Lenovo and others are expected to arrive this fall. The partnership aims to support local AI, personal agents running directly on devices, and new security features. For investors watching NasdaqGS:MSFT, the RTX Spark launch adds a fresh angle to the Windows story by linking the operating system directly to on device...
Nvidia (NasdaqGS:NVDA) announced the RTX Spark superchip platform for Windows PCs and the Vera CPU for data centers, expanding into CPU markets that have traditionally centered on other large chip suppliers. The company introduced open source physical AI tools and agentic AI platforms, including Agent Toolkit, Cosmos, Alpamayo, Isaac Groot for robotics, and Vera Rubin for AI factories. Nvidia also disclosed new partnerships with Microsoft, MediaTek, Dell, TSMC, Uber, VinFast, and Foxconn,...
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 9.4% in the afternoon session after it continued to rally extending double digit gains from the previous session, which was driven by two forces: Snowflake's blowout Q1 results showing enterprise AI adoption is accelerating rather than disrupting software demand, and Dell's confirmation that enterprises are committing to full-stack AI infrastructure at a scale nobody had modelled.
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 7.7% in the afternoon session after competitor Nvidia unveiled its new RTX Spark superchip, a powerful processor for Windows PCs that directly challenges Qualcomm's Snapdragon series.
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 9.5% in the afternoon session after it continued a rally from the previous trading session as the company posted record-breaking fiscal first-quarter results driven by surging demand for its artificial intelligence (AI) servers.
If Nvidia has cracked a way to bring AI agents easily, safely and usefully to the masses, it could — and should — be big.
If Dell Technologies’ latest earnings call is any indication, companies are rushing to lock in AI server capacity much like consumers rushed to stock up on toilet paper during the early days of the pandemic — securing supply now before...
Nvidia has introduced the RTX Spark Superchip and Vera data center processor, both built on Arm architecture. The products target AI focused PCs and data centers and are set to be deployed through partners such as Dell and Lenovo. Arm Holdings (NasdaqGS:ARM) reports substantial customer interest in its AGI CPUs, with demand described as doubling. The announcement highlights an expansion of Arm’s role from IP licensing into deeper hardware partnerships across AI computing. Arm sits at the...
Hewlett Packard Enterprise (NYSE:HPE) posted record second-quarter results on Monday and accelerated its long-term financial goals by two years as expansion of AI data centers boosts demand for its servers and networking products, sending its shares soaring 36% during extended hours of trading.
Today, June 1, 2026, investors are weighing a revenue and earnings beat against surging AI infrastructure demand and record trading volume.
Dell Technologies (NYSE:DELL) has become one of the market’s biggest AI winners. The stock has rocketed over 250% year to date and more than 100% in the past month alone, fueled by explosive demand for AI infrastructure. Yet even some bulls are beginning to question how much future growth is already reflected in the share ... Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD
Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by two years, as expansion of AI data centers boosts demand for its servers and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would bolster demand for suppliers such as HPE.
Hewlett Packard Enterprise reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit the company’s growth. HPE’s earnings follow strong financial results from peer Dell Technologies, proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.
The company recently posted a stellar quarter with its growth rate rising to 88%.
Nvidia stock rises to start the month after the company announces it is entering the Windows laptop market.
Dell launches redesigned XPS 13 with premium features as Apple's budget laptop demand accelerates.
A resurgence in software stocks is carrying the S&P 500 and Nasdaq to fresh highs despite the latest Iran war worries. The Nasdaq was up 0.5%, while the S&P 500 was up 0.2%. The Dow was down 102 points, or 0.2%.
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