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Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

Marvell stock jumped after Nvidia CEO Jensen Huang called the custom chip maker 'the next trillion-dollar company.'

By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.

The S&P 500's rebound looks a lot thinner once AI enablers are stripped out.

Arm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the ‌export to China of CPUs that are useful for AI because of ‌their widespread use and as it would be difficult to block only AI CPUs. "CPUs are kind of ​like oil relative to the application space," Haas said in an interview with Reuters. Banning artificial intelligence CPUs would be nearly impossible because of the challenge of establishing specific performance thresholds and memory bandwidth limits as is possible with the ‌graphics processing units (GPUs) made by ⁠Nvidia, Haas said.

June 2 (Reuters) - The S&P 500 and the Nasdaq 100 futures edged lower on Tuesday after hitting a series of record highs, while blowout results from Hewlett Packard Enterprise and a funding commitment

The numbers don't add up for SpaceX's astronomical IPO valuation.

Stocks often pop on their first trading day, but larger IPOs tend to the S&P 500 over time.

Jensen Huang walked onto the GTC Taipei stage on June 1 and described a humanoid robot by its weight and height before anything else. Six feet. 150 pounds. "Just like me," he said. The robot standing behind him was built by a Chinese startup. And that detail is more significant than it first ...

Marvell Technology's shares surged ‌more than ‌24% in premarket trading ​on Tuesday after Nvidia CEO Jensen Huang called the chipmaker ‌the ⁠next "trillion-dollar company." Huang and Marvell CEO Matt ⁠Murphy were speaking at an ​event at ​the ​Computex week ‌in Taipei on Tuesday. Marvell shares were last up 24.4% at $272.9, set to add ‌more than $47.2 ​billion in ​market ​capitalisation if ‌gains hold.

The chairman of South Korea's SK Group said on Tuesday its memory chip ‌unit SK Hynix aims to double wafer capacity ‌over the next five years. Chey Tae-won was speaking at the Computex conference ​in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.

The stock may have been treated harshly based on the company's fundamentals alone, but the drop makes more sense in the context of the broader AI landscape.

Broadcom's custom chips and AI networking are winning market share in data centers.

SpaceX may be impressive, but investors should also weigh the downside risk.

Nvidia boss Jensen Huang said on ‌Tuesday the company has enough supply ‌to accommodate robust growth for central processing units (CPUs) as ​well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC ‌press conference during ⁠Computex week in Taipei, a day after the $5 trillion chip giant ⁠unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will ​be launched ​in the fall, ​puts AI capabilities directly ‌into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.

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Nvidia (NVDA) believes the next battle will take place somewhere altogether different. At GTC Taipei, the firm unveiledRTX Spark, a new Windows platform designed for artificial intelligence agents. Rather than just helping users work faster, Nvidia envisions computers that can also reason through ...

We've seen this pattern before with Credo Technology stock.

What's causing setbacks for Rocket Lab stock's incredible rally?

The AI ecosystem got another boost Monday. Anthropic’s surprise IPO filing and Nvidia’s move into the PC market proved good news for a host of tech names exposed to AI. Among them, ARM Holdings jumped nearly 16% on the belief that Nvidia’s entry into PCs will boost the market share of its basic chip designs that rival the x86 chips made by Intel and AMD.

Anthropic just filed confidentially to go public.

Dow Jones Futures: Broadcom, Micron, Nvidia and Sandisk were big winners Monday. Credo plunged on earnings late.

SpaceX just filed its S-1 ahead of what could be the largest IPO in history.

SpaceX's amended filing details its directed share program, Anthropic compute deal and new water scarcity risk.

The semiconductor maker's spectacular ascent over the past year begs the question: Is the stock a buy now?

A new power architecture from Fluence, nVent and Siemens aims to make Nvidia's AI data centers speedier and more efficient.

Arm stock hit a record high on Nvidia's plans to use an Arm design for the central processing unit in its AI PC chip.

FedEx shares just got smaller -- but investors got FedEx Freight stock as a consolation prize.

A 60-year-old with $5 million in retirement assets peels off $1 million for 30-year Treasury Inflation-Protected Securities and lets the remaining $4 million chase growth. The host of the Retire SMART Podcast walked through exactly this allocation on Ep. 419, “Bond vs Bond Fund,” arguing that individual TIPS can carry the income side of a ... I’m 60 with $5 million for retirement: should I lock $1 million in 30-year TIPS for guaranteed income?