STOCK MARKET NEWS
Stock Market News
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$BN INSIGHTS →Donald Trump said the final points of a US-Iran agreement have been approved by all parties and announced he is cancelling planned military strikes against Iran.
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$COPPER INSIGHTS →The Iran conflict is creating a major “super-squeeze” in industrial metals, especially copper and aluminum, as supply disruptions collide with already strong demand.
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$MARKET INSIGHTS →Donald Trump warned Iran will “pay the price” for taking too long to negotiate an extension of the ceasefire and the reopening of the Strait of Hormuz.
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$MARKET INSIGHTS →The U.S. stock market may stop shrinking for the first time since 2003, as a wave of massive AI-related IPOs and equity raises increases the supply of shares available to investors.
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$MARKET INSIGHTS →Palantir CEO Alex Karp warned that major AI companies face a growing risk of government nationalization if the industry fails to address public concerns around AI.
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$MARKET INSIGHTS →President Donald Trump said the U.S. government is exploring a model where the American public could gain an ownership stake in major AI companies.
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$BN INSIGHTS →The U.S. economy added 172,000 jobs in May, more than double expectations (85,000), showing the labor market remains very strong.
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$MARKET INSIGHTS →U.S. stocks pulled back after recent all-time highs, with the S&P 500 down 0.5%, Nasdaq down 0.7%, and Dow down 0.8% as investors weighed AI optimism against Middle East uncertainty.
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$VRT INSIGHTS →Vertiv (VRT) launched PurgeRite NearZero, a new fluid management service designed to significantly reduce water usage during data center commissioning.
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$SIGNALS INSIGHTS →The Trump administration is reportedly in advanced talks to directly fund U.S. drone manufacturers to boost domestic production 3X.
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$NOW INSIGHTS →Okta stock jumped +8% pre-market after reporting a Q1 earnings beat on both revenue and profit, extending a strong after-hours rally.
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$MDB INSIGHTS →MongoDB $MDB reported better-than-expected Q1 earnings, beating Wall Street estimates and sending shares up about +13%.
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$SNOW INSIGHTS →Snowflake $SNOW jumped +30% after hours after reporting Q1 earnings, showing continued strong product revenue growth.
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$SPACEX INSIGHTS →SpaceX completed the largest IPO in history, raising $75 billion at $135/share, valuing the company at approximately $1.78 trillion.
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$SPACEX INSIGHTS →SpaceX’s long-term growth story and IPO valuation depend heavily on Starship, its next-generation rocket designed to enable Mars missions, massive satellite deployments, and future AI infrastructure projects.
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$NBIS INSIGHTS →Nebius ($NBIS) announced a major UK expansion, committing approximately £1.7 billion to AI infrastructure across four UK sites.
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$AVGO INSIGHTS →Bank of America raised its price target to $530 from $450 and maintained a Buy rating, expecting AI revenue growth of roughly 180% in FY2026 and nearly 100% in FY2027.
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$RPI INSIGHTS →Shares of Raspberry Pi Holdings surged about 29% after CEO Eben Upton bought additional company stock.
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$GEV INSIGHTS →GE Vernova secured a 100 MW wind turbine contract for a renewable energy project in Gujarat, India.
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$SPACEX INSIGHTS →Goldman Sachs projects SpaceX’s AI revenue to grow roughly 100x, from $3.2 billion in 2025 to $322 billion by 2030.
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$TMUS INSIGHTS →T-Mobile opened a new Global Capability Center (GCC) in Hyderabad, India.
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$AVGO INSIGHTS →Broadcom (AVGO) reported Q2 revenue of $22.19 billion, slightly below expectations of $22.27 billion.
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$SMCI INSIGHTS →Supermicro announced a new generation of AI infrastructure built around Arm’s new AGI CPUs, targeting the fast-growing market for agentic AI workloads.
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$ORCL INSIGHTS →Nvidia has invested heavily in AI companies, with 70% of its portfolio concentrated in Intel and CoreWeave as of March 31.
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$NOW INSIGHTS →ServiceNow ($NOW) stock jumped +7% after reporting strong Q1 2026 earnings, with revenue rising +22.1% YoY to $3.77B, beating expectations.
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$MSFT INSIGHTS →Microsoft is expected to unveil a new suite of in-house AI models next week at its annual Build developer conference, including a new coding model to strengthen GitHub Copilot.
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$QQQ INSIGHTS →CoreWeave ($CRWV), Nebius ($NBIS), and Rocket Lab ($RKLB) were added to the Nasdaq-100, alongside Astera Labs ($ALAB) and Teradyne ($TER).
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$NBIS INSIGHTS →Nebius (NBIS) launched the Physical AI Living Lab, a 6-month program aimed at helping UK and European robotics startups build and deploy AI-powered robots faster.
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$INTC INSIGHTS →Intel surged more than 10% and was the top-performing stock in the S&P 500 after reports of a major AI chip manufacturing deal with Google.
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$MRVL INSIGHTS →Marvell Technology (MRVL) and Flex (FLEX) will join the S&P 500 on June 22, 2026, replacing Pool Corporation and The Campbell’s Company.
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$CMG INSIGHTS →CMG was upgraded by JPMorgan Chase from Neutral to Overweight after meetings with management.
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$PINS INSIGHTS →Pinterest signed a $4 billion cloud services agreement with Amazon Web Services (AWS), its largest technology infrastructure commitment ever.
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$NET INSIGHTS →Cloudflare announced the acquisition of VoidZero, a company focused on modern developer tooling and AI-native web application infrastructure.
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$TSM INSIGHTS →TSMC remains highly bullish on long-term growth driven by accelerating AI demand.
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$AVGO INSIGHTS →HSBC raised its price target on Broadcom (AVGO) from $450 to $600 while maintaining a Buy rating ahead of upcoming earnings.
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$CRWV INSIGHTS →CoreWeave (CRWV) jumped to around $120–125 after announcing deployment of Nvidia’s new Vera Rubin NVL72 AI platform on its cloud infrastructure.
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$UNH INSIGHTS →UnitedHealthcare will remove two-thirds of prior authorization requirements for patients under 18 years old by the end of 2026.
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$DELL INSIGHTS →Dell $DELL reported better-than-expected earnings and revenue, beating Wall Street expectations in its latest quarter.
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$IBM INSIGHTS →IBM announced a $5 billion AI cybersecurity initiative called Project Lightwell, alongside subsidiary Red Hat, to combat rising AI-powered cyber threats.
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$RR INSIGHTS →Richtech Robotics (RR) gained +18.25% today as investors reacted positively to new AI and robotics developments
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