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The stock market has spent much of 2026 climbing a wall of optimism. The S&P 500 rallied on expectations of lower taxes, lighter regulation, continued artificial intelligence spending, and the belief that monetary policy would eventually become more supportive. Yet markets rarely move in a straight line. The latest challenge isn’t corporate earnings or economic ... The Warsh-Trump Honeymoon Is Officially Over. No Matter What Happens Next, the Stock Market Will Probably Lose

Yahoo Finance's Julie Hyman takes a look at some of Monday's trending tickers and stories, including Corning's (GLW) and Amazon's (AMZN) artificial intelligence (AI) deal, Marvell's (MRVL) upcoming inclusion in the S&P 500 (^GSPC), and Cerebras (CBRS) stock surging after various Wall Street analysts initiated coverage on the company.

The SpaceX IPO is about far more than launching rockets.

Intel stock jumped on a news report that Alphabet unit Google has signed on as a customer for Intel's chip foundry.

Shares of Intel (NASDAQ:INTC) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier. The move extends a remarkable ... Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback

Marvell Technology (NASDAQ:MRVL) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching. The Marvell trade is mathematically exhausted Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single ... Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback

The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers

Nvidia has a new favorite AI memory chips provider, and it could be bad news for Micron.

How does an average annual gain of 18% over the past decade sound?

At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before the debt math turns ugly. CoreWeave operates a specialized GPU cloud for AI training and inference, positioned between hyperscalers like Microsoft and Meta ... Buy, Sell, or Hold: CoreWeave at $100

Despite high volatility, Applied Digital stock is up more than 60% in 2026.

Recent changes have taken a toll on Social Security, and the new report will likely reflect that.

SpaceX is set to explode onto Wall Street with the largest IPO in history.

"We are at the outset of the AI revolution," Huang said, framing last week's $1 trillion-plus wipeout in chip stocks as a near-term positioning event rather than a signal of structural weakness in AI demand.

Wall Street analysts began coverage of recent initial public offering stock Cerebras Systems on Monday with buy ratings.

US stock futures (ES=F, NQ=F, YM=F) attempt to recover from last Friday's sell-off, which saw the Nasdaq Composite (^IXIC) sink by over 4%, Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine how last week's sell-off impacted key components of the AI trade, such as semiconductor stocks.

Micron was poised to rebound 7% on Monday morning following a recent market sell-off.

The S&P 500 is running hot right now.

Stock Market Today: The Dow Jones index rose Monday on Trump's latest Iran comments. Marvell stock surged on news that it'll join the S&P 500..

The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts. Names like Micron (NASDAQ:MU) and SK Hynix have been simply unstoppable of late. That is, until we had that brutal Friday session that ... Is Micron Quietly Preparing for the Collapse in AI Demand?

One of these has averaged annual gains of 69% over the past decade, and it still looks undervalued.

Cerebras shares gained on Monday as multiple Wall Street firms initiated coverage with bullish calls after the quiet period, ‌backing the chip designer's unconventional AI strategy more than three weeks ‌after its strong debut. Shares of the company rose 5.5% in premarket trading, with at least ​nine brokerages — including IPO bookrunners Morgan Stanley, Citigroup, Barclays and UBS — initiating coverage of the stock. The California-based firm designs wafer-scale engine chips roughly the size of a dinner plate to speed up processing, challenging traditional GPU-based systems, like those ‌of Nvidia, that rely on ⁠clusters of interconnected chips.

Nebius plans to reach 65 MW of AI compute capacity in the UK by 2027, backed by named production customers including Revolut and Prima Mente.

US equity futures were edging higher pre-bell Monday as President Donald Trump tried to hold togethe

NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Nvidia’s Computex 2026 has enabled it to deepen its AI growth story, but Deutsche Bank still maintains a cautious yet constructive view. On June 2nd, the investment firm reiterated a Hold rating on the stock with […]

Marvell shares jumped 9% in premarket on news of plans to include the chipmaker in the S&P 500 index.

Most of Tilray's sales come from Canada and the European Union.

Is something seriously wrong with the automation expert, or is this a market overreaction and an opportunity to buy?

Tech stocks are recovering from a brusing sell-off ahead of Oracle earnings, Apple's Worldwide Developers Conference, and the highly anticipated SpaceX IPO.

Tech stocks are recovering from a brusing sell-off ahead of Oracle earnings, Apple's Worldwide Developers Conference, and the highly anticipated SpaceX IPO.