Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Nvidia (NVDA) stock is up about 15.98% year to date, at the time of writing, Thursday afternoon, June 4. Meanwhile, the SPDR S&P 500 index (SPY) is up about 10.97% in the same period. While the stock has outpaced the S&P 500, its growth has lagged that of other computer-related ...
↘️ Lululemon Athletica (LULU): The athleisure company cut its outlook for the year, citing challenges including a spike in negative commentary around the brand and a lackluster response to new products.
<body><p>STORY: Asian share markets tumbled on Friday as investors took profits on technology stocks and turned defensive ahead of the weekend.</p><p>There was wariness of the flare-up in Middle East hostilities with U.S.-Iran peace talks in limbo.</p><p>The Iran-backed Hezbollah militia rejected a new ceasefire in Lebanon on Thursday.</p><p>And Israel said it would not withdraw troops from the country...</p><p>undermining U.S. President Donald Trump's efforts to halt fighting there and reach a peace deal with Tehran.</p><p>Meanwhile, an AI-driven selloff after chipmaker Broadcom reported underwhelming results on Wednesday continued into a second day.</p><p>All that left MSCI's broadest index of Asia-Pacific shares outside Japan down 1.8% in Asian trade.</p><p>South Korea's tech-heavy Kospi plunged as much as 7% and Japan's Nikkei fell 1.6%.</p><p>Oil prices were little changed as traders awaited more clarity on U.S.-Iran negotiations...</p><p>though were set for a weekly gain as hostilities earlier in the week raised concerns of a prolonged energy shock.</p><p>European shares slipped at the open and were on track to end the week marginally lower...</p><p>also rattled by the uncertainty.</p><p>The pan-European STOXX 600 index edged 0.2% down in early trade.</p><p>Technology stocks also led declines among sectors with a 2% drop.</p><p>They eased after a strong rally that has helped the shares gain over 33% in the past two months - the most among STOXX 600 sectors.</p></body>
The Morning Bull - US Market Morning Update Friday, Jun, 5 2026 US stock futures are mixed this morning, with Dow contracts edging higher while S&P 500 and Nasdaq futures slip, as investors weigh strong US demand against stubborn inflation and higher rate expectations. The ISM Services index sits at 54.5, a reading that signals many service businesses are still busy, which tends to support jobs and spending. At the same time, durable goods orders are up 4.8%, showing solid appetite for big...
Stocks were headed for the red on Friday as investors ditched tech ahead of the May jobs report, which will give the market a better idea of whether there will be scope for the Federal Reserve to hike interest rates later this year. Futures tracking the Dow Jones Industrial Average rose 29 points, or 0.1%. S&P 500 futures fell 0.6% and contracts tied to the tech-heavy Nasdaq 100 dropped 1.3%.
The Roundhill Memory ETF (DRAM) is a proxy of the red hot memory chip sector.
Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial intelligence — from lasers and optical chips to testing equipment and servers — have delivered gains of up to 2,200% in 2026.View on euronews
Shares have fallen in Asia, with South Korea’s benchmark dropping more than 5%, after sharp declines for some big artificial intelligence-related stocks in the U.S. On Wall Street on Thursday, computer chipmaker Broadcom’s shares sank 12.6% when it gave a forecast that fell short of investors’ expectations, raising concerns over the wider AI and technology sector. U.S. memory chip maker Micron Technology dropped 7.7%, and cybersecurity company CrowdStrike Holdings fell 3.8%.
A look at the day ahead in European and global markets from Tom Westbrook The drawdown in tech stocks that has followed a narrow earnings miss at U.S. chipmaker Broadcom deepened in Asia on Friday,
Quantum computing firm Quantinuum raised $1.68 billion in its initial public offering, reportedly seeing 20 times more demand than shares on offer.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) fell 4.3% in the afternoon session after it reported Q1 FY2027 results that beat headline estimates on revenue, EPS, and net new ARR, however with the stock up 91% since its prior earnings release, the results did not scale to investor expectation.
Asian equities went into reverse Friday on continued worries about the AI trade after disappointing forecasts from chip titan Broadcom, while investors were also keeping a wary eye on stuttering Middle East peace efforts.The latest AI wobble came as investors grew nervous about grinding efforts to end the Middle East crisis.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 14.3% in the morning session after the company reported underwhelming Q2 FY2026 results: the problem was the specific figure that drives Broadcom's valuation multiple, and management's choice not to raise its long-term target.
American stock futures edged lower after a revenue miss and weaker-than-expected outlook from Broadcom sparked concerns about the semiconductor sector's ongoing rally.
Both of these chip giants are central to the AI build-out, but one looks like the better buy today.
Some investors fear that Broadcom stock has peaked. That could be a costly mistake.
The Dow jumped at the open and held its gains for the entire session, closing up 875 points, or 1.7%. Artificial intelligence continues to whipsaw tech stocks, with huge up days followed by significant declines. Tech stocks are so valuable that they move the broader indexes no matter what’s happening elsewhere.
US stock futures mostly fell in the wait for the release of the May jobs report.
US stock futures mostly fell in the wait for the release of the May jobs report.
<body><p>STORY: U.S. stocks mostly gained ground Thursday as progress toward ending the Iran war buoyed investor sentiment.</p><p>The Dow rose 1.7% and notched another record closing high, the S&P 500 added four-tenths of one percent, while the Nasdaq fell a hair.</p><p>Broadcom contributed to the index’s lackluster day. Its shares declined 12.5% after the chip company issued disappointing results. </p><p>:: Archive</p><p>Anna Rathbun, founder and CEO of Grenadilla Advisory, said the changing business conditions discussed by Broadcom on its earnings call could be a warning sign for other AI companies.</p><p>“The traders, the investors and the markets are anticipating potentially falling margins in the future because of the shift in Broadcom's business. Now this actually has implications for rest of AI, right? Because number one, everybody's moving to AI and the costs are definitely going up of raw materials and partnerships, etc. And unless you can pass that down to your customer, at this point they can because the demand is high. At some point they won't be able to. And that means margin pressure. So the markets may be looking at that as a canary in the coal mine. “</p><p>The U.S. House of Representatives passed a measure on Wednesday that would block President Donald Trump from continuing the war on Iran.</p><p>Additionally, a U.S.-mediated ceasefire agreement between Israel and Lebanon, an essential condition of an Iranian agreement to a peace deal, bolstered optimism of a near-term resolution to the war. </p><p>But the truce was rejected by the pro-Iran Hezbollah, which said it would not withdraw troops from Lebanon.</p><p>Other stocks on the move included UnitedHealth which advanced 5% after Bank of America raised its rating on the healthcare conglomerate's shares to "buy."</p><p>And Pinterest climbed about four and a half percent after announcing it would spend $4 billion to strengthen a long-term partnership with Amazon.</p></body>
Most chip stocks stayed lower today after Broadcom's guidance sparked a slump in the industry, but Marvell Technology wasn't one of them. The company, which recently got a high-profile endorsement from Nvidia CEO Jensen Huang, saw its shares bounce back Thursday to finish 4.
Today, June 4, 2026, a historic post-earnings sell-off is forcing investors to rethink AI growth assumptions across chips.
The tech giant's recent sell-off is a buying opportunity.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
