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Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

The SpaceX IPO is about far more than launching rockets.

"We are at the outset of the AI revolution," Huang said, framing last week's $1 trillion-plus wipeout in chip stocks as a near-term positioning event rather than a signal of structural weakness in AI demand.

Cerebras shares gained on Monday as multiple Wall Street firms initiated coverage with bullish calls after the quiet period, ‌backing the chip designer's unconventional AI strategy more than three weeks ‌after its strong debut. Shares of the company rose 5.5% in premarket trading, with at least ​nine brokerages — including IPO bookrunners Morgan Stanley, Citigroup, Barclays and UBS — initiating coverage of the stock. The California-based firm designs wafer-scale engine chips roughly the size of a dinner plate to speed up processing, challenging traditional GPU-based systems, like those ‌of Nvidia, that rely on ⁠clusters of interconnected chips.

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.

June 8 (Reuters) - S&P 500 and Nasdaq futures climbed on Monday, as chip stocks steadied after plunging to over two-week lows, though renewed strikes in the Middle East kept investors largely at bay.

Investors need to understand the relationship between interest rates and stock prices.

Wall Street's largest initial public offering (IPO) is nothing more than a wealth transfer from everyday investors to SpaceX insiders.

The 10 largest U.S. IPO stocks in history have collectively underperformed the S&P 500 by a wide margin.

US stock futures were mixed as concerns about a Middle East ceasefire continued to weigh, and investors braced for fresh inflation data and a blockbuster SpaceX IPO this week.

US stock futures were mixed as concerns about a Middle East ceasefire continued to weigh, and investors braced for fresh inflation data and a blockbuster SpaceX IPO this week.

There's a silver lining in the Fed's initial June inflation forecast -- but we're nowhere close to being out of the woods.

Investors have some good options if the Warsh-led Fed makes an unpopular decision in the near future.

By Jihoon Lee and Yena Park SEOUL, June 8 (Reuters) - South Korea's stock benchmark plunged over 8% on Monday, tripping circuit breakers, after robust U.S. jobs data lifted bets on a Federal Reserve

Will the Federal Reserve act in the best interest of the American people?

By Ben Blanchard, Max A.

Nvidia is teaming up with leading South Korean technology companies to build large-scale artificial-intelligence infrastructure in Asia, seeking to solidify its data-center footprint and expand its AI ecosystem.

Nvidia on Monday announced deals with South Korea's SK Hynix, Naver and Doosan Group to build ‌AI data centres and use the U.S. chip firm's technology, as it ‌looks to continue driving the AI boom. The agreements come during a high-profile trip by Nvidia CEO ​Jensen Huang to South Korea that began on Friday and has seen him have fried chicken with the country's top corporate bosses, throw a baseball pitch and meet with a well-known gamer so far. Nvidia and its partners did not disclose ‌the value of the deals.

Nvidia ‌said on ‌Monday that South ​Korean internet conglomerate Naver would use its ‌technology ⁠to build AI factories ⁠at gigawatt scale to ​meet ​rising ​global demand ‌for AI services and physical AI. The project is aimed at ‌serving ​growing ​global ​demand for ‌AI services and ​physical ​AI applications, Nvidia said. (Reporting ​by ‌Heekyong Yang; ​Editing by Jamie ​Freed)

Three trading days earlier, Marvell Technology (MRVL) had the market in awe. Nvidia chief executive Jensen Huang had stood on a stage in Taipei and called the chip designer “the next trillion-dollar company.” Traders responded by handing the stock its biggest one-day gain ever. By Thursday’s close, ...

Nvidia (NVDA) is a name most investors think about when analyzing the artificial intelligence boom. Nvidia's processors helped turn generative artificial intelligence from a software triumph into a big infrastructural race. Data centers, cloud platforms, and corporate AI systems have all looked to ...

Greg Abel is making Berkshire his own, but investors can see the heavy influence of Buffett.

Broadcom's strong earnings weren't quite enough for an unquenchable Wall Street.

A 68-year-old retiree who moved $180,000 out of stocks and into the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in late 2024 was making a directional rate bet. The pitch was clean: lock in a 4.5% long-bond yield before the Federal Reserve cut rates, then collect price appreciation on top of monthly coupons. The 20-year ... If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up

The transition to artificial intelligence (AI) could ultimately be great for this company.

Animal spirits are running high as private companies like SpaceX and OpenAI look to go public.

The Federal Reserve’s asset cap on Wells Fargo came off in 2025. JPMorgan’s board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The post-stress-test capital return cycle is already running, and the cash is being shoveled out the door faster than most retail investors ... Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.

While much of the market is gearing up to chase the SpaceX listing on day one, Constellation Research Chairman Ray Wang appeared on CNBC’s Squawk Box this morning, June 5, with a different message for retail investors: “I would actually wait for the IPO and wait for the first dip and then come in,” Wang ... “Wait for the First Dip and Then Come In.” How Wall Street Experts Are Playing the SpaceX IPO.

Nvidia and South Korea's SK are expected to announce a plan ‌for cooperation between the two companies on ‌Monday, with the boss of the U.S. chipmaker saying that ​the ongoing memory shortage would persist for "quite a few years". A spokesperson for SK Hynix said group chairman Chey Tae-won and Nvidia CEO Jensen Huang plan ‌to brief media ⁠about the plan on Monday morning, confirming a report by Newsis. Huang separately said ⁠that Nvidia could make announcements with SK on Monday.