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Find insight on Ferrari, Renault, Stellantis and more in the latest Market Talks covering the auto and transport sector.

June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.

Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.

Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, ​which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.

The charge higher in U.S. technology stocks has made broader indexes as reliant as ever on the group -- and more vulnerable should those market leaders trip up. With stunning gains over the past two months, the S&P 500 technology sector now accounts for more than 39% of the market capitalization of ‌the overall benchmark index, its highest on record and above the level it reached during the 2000 Internet bubble. "If the small number of tech stocks that have been leading this ‌market higher roll over, by definition, the indexes are going to roll over," said Matthew Maley, chief market strategist at Miller Tabak.

By Karen Brettell June 3 (Reuters) - The artificial-intelligence boom already has fueled a record stock-market surge. Now it's driving up long-term Treasury yields too.

Artificial intelligence market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding, raising money from a slate of investors ahead of a possible initial public offering. AlphaSense’s new valuation is nearly double its $4 billion mark from its last fundraise in 2024. The company has raised $350 million from investors including private-equity firm Vitruvian Partners; the venture arm of consulting firm Accenture ; JPMorgan asset-management unit; Goldman Sachs Alternatives; and D.E. Shaw Ventures, AlphaSense Chief Executive Jack Kokko told The Wall Street Journal.

By Juveria Tabassum, Neil J Kanatt and Akriti Shah June 3 (Reuters) - With the Iran war stretching into its fourth month, U.S. retail companies that have so far banked on a resilient consumer could

Apple has agreed to submit the financials of its India business to the country's antitrust body as part of an investigation that found the U.S. firm ‌abused its market position, taking the long-delayed case a step closer to a potential penalty decision, an ‌agency order shows. The case is Apple's most high-profile regulatory headache in India, a key growth market where it has rapidly expanded iPhone production as ​it diversifies beyond China. A confidential Competition Commission of India (CCI) order, reviewed by Reuters, showed Apple last month agreed to supply its India financials - typically needed by the watchdog for penalty calculations.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for

Credo pivots from a Q4 beat to a fiscal 2027 optical inflection, with a second-half ramp that management says could reshape the revenue mix.

Private infrastructure and real estate capital are expected to play a larger role in financing the ‌AI-driven data-center boom, as companies move beyond traditional forms ‌of funding, Goldman Sachs said in a note on Tuesday. Goldman increased its ​combined capex forecast for the four largest hyperscalers - Meta, Microsoft, Amazon, and Alphabet - to $5.3 trillion between fiscal years 2025 and 2030. Prior to the start of first-quarter earnings, the Wall Street brokerage forecast ‌capex at $4.5 trillion for ⁠the same period.

The upcoming May inflation report can make or break the stock market.

Students of stock market history are noticing some eerie similarities between now and 1987.

Google-parent Alphabet’s plan to raise $80 billion through equity sales signals that its AI spending intentions aren’t slowing down. Alphabet’s stock price slipped nearly 4% Tuesday, while the prospect of more capex surges in the future also weighed on the shares of cloud rivals Microsoft, Amazon and Oracle.

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

<body><p>STORY: The Trump administration is asking top AI companies to submit their most powerful models for cybersecurity testing.</p><p>The testing would be voluntary and happen before the models are released to the public.</p><p>This comes as security fears mount in Washington over powerful new AI systems such as Anthropic's Mythos.</p><p>:: Archive</p><p>President Trump signed an executive order directing several federal agencies to reach agreement with developers over such tests.</p><p>Under the order, U.S. agencies will have up to 30 days to test the models before public release.</p><p>The move signals a shift in Trump’s AI strategy, from a fully hands-off approach to more active government oversight on national security risks.</p><p>Google, Anthropic and OpenAI have welcomed the order.</p><p>:: Archive</p><p>OpenAI CEO Sam Altman said it “gets the balance right” by developing the best models while keeping them safe and strengthening cyber defenses.</p><p>The order also aims to protect critical infrastructure such as banks, hospitals and emergency services by scanning for cybersecurity weaknesses.</p></body>

Europe's second-highest court on Wednesday backed Meta Platforms' fight ‌against the labelling of its Marketplace ‌platform as a gatekeeper under EU rules but ​rejected its challenge against the same designation for its messaging app Messenger. "The decision does not satisfy the requirements in terms of ‌reasoning as regards ⁠Marketplace, in that it allows neither Meta to understand the reasons ⁠for its classification as a core platform service that is an online intermediation service ​nor the ​Courts of the ​European Union to ‌exercise their power of review," the General Court said. Meta took its grievance to the Luxembourg-based tribunal after the European Commission said both services were important gateways for businesses ‌to reach users under ​the Digital Markets Act ​because they met ​the quantitative criteria.

Baidu expects to list its chip unit in Hong Kong within this year, and for artificial-intelligence income.to support healthy revenue growth over the next few quarters.

Strong earnings, higher sales, new customer growth, and raised guidance propelled the stock to its biggest single-day gain on Tuesday.

Britain has imposed new conduct requirements on Google's search services, including allowing publishers to stop their content being used to power the U.S. ‌tech giant's AI features, as the watchdog ramps up its oversight. The country's Competition ‌and Markets Authority has flagged concerns about Google's dominance in search, designating the company with the "strategic market status" that ​allows it to set targeted rules to increase trust and transparency. Google accounts for more than 90% of UK queries and the regulator said in January it wanted to give publishers more control over how their content was used.

Britain's competition regulator said on Wednesday it has imposed new conduct requirements on Google's ‌search services, including allowing publishers to opt out of ‌training the U.S. tech giant's AI models, as the watchdog ramps up ​its oversight. The Competition and Markets Authority has flagged concerns about Google's dominance in search services. Google accounts for more than 90% of UK queries, and the regulator had been consulting on ‌the matter to ensure ⁠effective competition.

Palo Alto Networks Inc (PANW) reports a stellar Q3 with 60% growth in Next Generation Security ARR and significant advancements in AI-driven network security solutions.

GitLab Inc (GTLB) reports a 23% revenue increase and strategic AI advancements, while navigating economic headwinds and customer seat contractions.

A look at the day ahead in European and global markets from Tom Westbrook Notwithstanding fresh hostilities in the Middle East, AI shares drove equity markets in Asia to new records on Wednesday.

French quantum computing startup Quobly said on Wednesday it has raised €115 million ($133.72 million) in a ‌funding round led by France's state-backed investment bank Bpifrance, chipmaker STMicroelectronics and ‌Sealsq. The funding follows a wave of public investment in quantum computing in the U.S. and ​Europe. French President Emmanuel Macron last month said France will invest €1 billion in quantum computing, a day after U.S. President Donald Trump's administration announced $2 billion in funding for the technology.

In March, The Information reported that bankers involved in taking the company public expect it to raise a monstrous $60 billion in its IPO.

“Everyone wants a piece of SpaceX,” said Strategas’ ETF strategist Todd Sohn.

Hiring a professional to work on small home repairs can get expensive fast. A 2025 Angi’s State of Home Spending Pulse report revealed that of the homeowners interviewed, 71% said they have postponed at least one home project this year, while 58% said they delayed projects because of high materials ...

Athletic apparel retailer Lululemon (NASDAQ:LULU) will be reporting results this Thursday after market hours. Here’s what you need to know.