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The potential deal signals Qualcomm’s bid to strengthen its position in AI and data center semiconductors beyond its smartphone core.
<body><p>STORY: Wall Street's main indexes rallied on Monday, with the Dow gaining nearly 1% to notch a record-high close, the S&P 500 climbing about one-and-two-thirds percent and the Nasdaq soaring 3%.</p><p>Investors cheered the news of a preliminary deal between the U.S. and Iran to end their war and reopen the Strait of Hormuz. </p><p>Kevin Mahn is president and chief investment officer at Hennion & Walsh Asset Management.</p><p>"I believe that the theme of the day for investors is that a deal has been reached. We think the strait has been opened, we think, and the market has rallied, at least for now. Obviously, if the first two tenets of that theme start to get unwound, then we're going to see this market rally go in the opposite direction. But as it stands now, we believe that ultimately a deal between the U.S. and Iran will be signed in Switzerland on Friday and in all likelihood, tankers will start to pass through the Strait of Hormuz, and that should start to ease inflationary pressures that are a result of higher oil prices that have been in place now since the beginning of March."</p><p>U.S. crude futures settled down 4.9% and hit their lowest level since March, helping to lift shares of energy-sensitive airline and cruise companies and hurting energy stocks.</p><p>Easing inflation fears also helped boost technology stocks as investors were more comfortable taking on riskier bets.</p><p>Chip giant Nvidia gained 3.5% and Micron Technology jumped nearly 11% after at least two brokerages sharply raised their price targets for the stock.</p><p>Investors now turn their attention to the Federal Reserve's two-day policy meeting, which concludes Wednesday.</p><p>Traders expect the central bank to leave interest rates unchanged, but they'll be watching closely for signals from Kevin Warsh in his first press conference as Fed chair.</p></body>
Investors are starting to brace for the Fed's policy decision after its meeting, which begins today.
Investors are starting to brace for the Fed's policy decision after its meeting, which begins today.
US stock futures wavered as investors shifted their focus from the US-Iran deal announcement to the Federal Reserve's policy meeting.
June 15 () - The Trump administration said on Monday it had closed an investigation, without seeking any penalties, into a July 2024 meltdown at Delta Air Lines sparked by a global outage from CrowdStrike that disrupted the travel plans of 1. The Biden administration opened a probe into the incident after other major carriers were able to resume normal operations much faster.
All eyes will be on new Fed chair Kevin Warsh.
IREN now has 5 GW of capacity under its belt with its Nostrum acquisition.
June 15 () - SpaceX will release quarterly and annual financial results, besides other material news, only through its website and social media account on X and not through wire distribution services, it said in a filing on Monday. The move marks a departure from standard corporate communication practices, which typically involve newswire services like Business Wire or PR Newswire to reach a broad audience of investors and media outlets.
Moby summary of PowerFleet, Inc.'s Q4 2026 earnings call
Anthropic pulled the plug on its Mythos / Fable 5 model after the U.S. government raised concerns, and IREN has completed its acquisition of Nostrum for 490 MW of capacity…
A federal judge handed Elon Musk his second defeat against OpenAI after finding xAI failed to show OpenAI improperly obtained confidential info.
NEW YORK, June 15 (Reuters) - U. stocks rallied on Monday and crude prices dropped after the U.
<p>Semiconductors and U.S. equities at large benefited in a week dominated by the SpaceX IPO. Meanwhile, investors quietly increased their hedges in ultra-short bonds in ongoing, complex markets. </p>
<p>The SpaceX IPO on Friday sent markets soaring, with ETFs like the <a href="https://www.etf.com/nasa">Tema Space Innovators ETF (NASA)</a> benefiting from investors’ enthusiasm and interest. </p>
Chip designer Qualcomm is in talks to acquire AI chip startup Tenstorrent at a price of between $8 billion and $10 billion, The Information reported on Monday, citing a person with direct knowledge of the deal. (Reporting by Jaspreet Singh in Bengaluru; Editing by Joyjeet Das)
Yahoo Finance Senior Reporter David Hollerith explains how SpaceX's (SPCX) initial public offering (IPO) is fueling Morgan Stanley (MS), Goldman Sachs (GS), JPMorgan (JPM), Bank of America (BAC), and Citi (C).
Founded by Stanford graduates Vladimir Tenev and Baiju Bhatt in 2013, Robinhood Markets (Nasdaq: HOOD) is a brokerage platform that has become popular with its stock, cryptocurrency, and tokenized stock offerings. The company's stock hit the all-time high (ATH) of $153.86 on ...
Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.
WASHINGTON, June 15 (Reuters) - The chair of the Senate Commerce Committee on Monday questioned a plan from private investment firm Grain Management to acquire key wireless spectrum from T-Mobile but
The chair of the Senate Commerce Committee on Monday questioned a plan from private investment firm Grain Management to acquire key wireless spectrum from T-Mobile but potentially delay its use for years. Last year, T-Mobile agreed to sell its portfolio of 800 MHz licenses to private investment firm Grain Management for $2.9 billion in cash and all of Grain's 600 MHz spectrum licenses.
Elliott Rodgers will assume the role on Sept. 9, taking on responsibility for Kohl’s enterprise operations including its stores, global supply chain and distribution centers, procurement and loss prevention, the retailer said.
The deal adds AI-driven flash storage optimization to AMD's data center portfolio as memory demand accelerates
Stocks kicked off Fed week on a high note as market participants celebrated news of a potential peace deal between the U.S. and Iran.
Both space stocks recover after Friday's rotation into SpaceX, with Rocket Lab's Neutron program on track for launch this year
Cigna trades at $298.08 and has moved in lockstep with the market. Its shares have returned 7.6% over the last six months while the S&P 500 has gained 8.4%.
Over the last six months, Home Depot’s shares have sunk to $328.82, producing a disappointing 7.9% loss - a stark contrast to the S&P 500’s 8.4% gain. This may have investors wondering how to approach the situation.
<body><p>STORY: Shares of SpaceX rose as much as 17% on Monday, adding to gains after a blockbuster debut on Friday (June 12) that pushed the company's valuation past $2 trillion and cemented its position among the world's most valuable companies.</p><p>"It's really hard for me as a portfolio manager with over 30 years in this business to fathom why a company who had an operating loss of over $4 billion as recently as a year ago has commanded this must investor attention and become the largest IPO in our country's history," Mahn said.</p><p>Still, the success of SpaceX's public listing "tells other companies looking to IPO this year that perhaps the coast is clear, and now is the right time" to go public, he added. "That's a big switch for this market."</p></body>
Department staffers investigating the Warner acquisition were leaning toward recommending a challenge to the merger, people familiar with the matter say.
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