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

By Amanda Cooper LONDON, June 2 (Reuters) - Global stocks rallied on Tuesday, buoyed by fresh AI optimism after Anthropic moved towards a U.S. stock market listing, while oil prices and bond yields

Marvell Technology shares have jumped more than 20% in premarket trading, after Nvidia's Jensen Huang said the company could be the next chip firm to join the trillion-dollar club. Speaking at the Computex trade show in Taiwan, Huang predicted a surge in demand for artificial-intelligence hardware fueled by the emergence of autonomous models. Addressing the technical challenges of scaling massive AI data centers, Huang said that computing is becoming increasingly disaggregated and distributed, and to tie these sprawling systems together, the industry must rely heavily on advanced connectivity.

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.

Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered ‌the AI server maker pulling forward its long-term financial ‌targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with ​Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon ‌are set to spend ⁠more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking ⁠products.

Musk defended SpaceX's lofty valuation, noting that Tesla's IPO market cap was just 0.1% of its current $1.3 trillion value.

Paris-listed shares jumped 8.2%, adding to a rally that has led the stock to nearly triple its value since the start of the year.

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.

HPE stock was poised to open sharply higher on Tuesday after a blowout quarter for the maker of servers and networking products.

Transcript: Caroline Woods:The S&P 500 to 8100. That's a bold call for my next guest. But while he still likes U.S. stocks, he says some of the biggest opportunities right now may actually be overseas. Joining me now with five international stock picks is James Demmert, founder and CIO at Main ...

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

The company says it has reached an agreement to sell $10 billion of stock to Berkshire Hathaway as part of the plan.

Anthropic just filed confidentially to go public.

The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) has done something this year that surprises a lot of holders. Despite the Federal Reserve cutting rates 75 basis points over the past 12 months to a 3.75% upper bound, TLT is down about 1% year to date and trades near $85. The long end of the ... Watch This One Number to Know If TLT Will Rally Over the Next 12 Months

Today, June 1, 2026, investors are weighing a revenue and earnings beat against surging AI infrastructure demand and record trading volume.

Hewlett Packard Enterprise stock soared after the information technology company reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit growth. HPE’s earnings follow strong financial results from peer Dell Technologies proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

HPE stock surged on a big fiscal Q2 earnings beat. HPE raised its 2026 full-year guidance and projected 8% to 12% sales growth in fiscal 2027.

Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by ‌two years, as expansion of AI data centers boosts demand for its servers ‌and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on ‌AI infrastructure this year, which would ⁠bolster demand for suppliers such as HPE.

Hewlett Packard Enterprise reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit the company’s growth. HPE’s earnings follow strong financial results from peer Dell Technologies, proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

The deal is expected to close in the third quarter of FY27.

Money-losing tech stocks outpaced major indexes as strategists warn about rising yields and speculation.

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

Dell Surges as Bernstein Sees Massive Upside From Exploding AI Demand

The U.S. investment firm has until June 26 to make a firm bid or walk away.

Investing.com -- IBM shares climbed about 9% on Monday after Barclays initiated coverage of the technology company with an Overweight rating, citing the company's evolution into a software-focused business with steady growth prospects and expanding margins.

By Chibuike Oguh NEW YORK, June 1 (Reuters) - Global stocks clung to record highs on Monday as strong corporate results, fueled in part by artificial intelligence optimism, outweighed investor

Zoom Communications stock jumps after Anthropic files confidentially for its IPO. Is Zoom’s early Anthropic investment about to pay off?

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

Bitcoin and chip stocks have dramatically diverged over the past six months. Bitcoin traded at around $71,000 Monday, down more than 40% since its peak above $126,000 in early October. Meanwhile, the PHLX Semiconductor Index, stuffed with high-fliers like Nvidia, Intel and Micron, just posted its strongest performance through the first 100 trading days of any year on record.