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Tuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
Shares of U.S. technology megacaps tumbled on Monday as SpaceX fell for the third straight session and hyperscalers Alphabet and Amazon looked set to lose billions of dollars in market value, driven by AI spending concerns. SpaceX slid over 10% after last week's blistering post-IPO rally. Alphabet dropped 6%, set for its biggest one-day fall since May 2025 and on pace to erase more than $256 billion in market capitalization.
(Bloomberg) -- Alphabet Inc. shares tumbled on Monday following the departure of another high-profile artificial intelligence leader to a rival.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentIran Cites ‘Major Progress’ After All-Night Talks With USThe stock fell as much as 7.2%, t
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
US futures were pointing higher at the start of the week as investors return from the Juneteenth holiday weekend, with technology stocks expected to lead gains despite lingering uncertainty over the Middle East and the prospect of further Federal Reserve tightening. Dow Jones futures were up...
Corporate bond issuance in the year through May totaled $1.23 trillion, up 21% from a year ago.
Waymo Recalls 3,900 Vehicles After Construction Zone Software Problem
Waymo is recalling 3,871 robo-taxis to correct software that might allow a vehicle to enter a freeway construction zone, according to a National Highway Traffic Safety Administration notice. For starters, it illustrates the size of the Waymo robo-taxi fleet. The Alphabet -owned ride-hailing network operator is expanding across the country, along with other companies, including Tesla Amazon.com -backed Zoox, and others.
NHTSA identifies a Fifth Generation ADS flaw that could cause vehicles to enter closed freeway zones at speed
Waymo identified a software problem that could likely cause the vehicles to enter a closed freeway construction zone and continue driving at speed.
JPMorgan Chase (JPM), Alphabet's (GOOG, GOOGL) Google and more than two dozen other companies have b
(Bloomberg) -- SpaceX shares are poised for a fourth straight day of gains, reinforcing the company’s place among the world’s largest after it surpassed Amazon.com Inc. by market value.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealShares
A jury had found the two companies liable for designing platforms that harmed a young user and awarded $6 million in damages
The catalyst for investors' dumping AI stocks again Tuesday isn't totally clear. But Brian Jacobsen, chief economic strategist for Annex Wealth Management, suggested Alphabet's recent capital raise and SpaceX's impending IPO could be contributing to the ongoing declines.
Markets are ripping as Bitcoin miners pivot to AI infrastructure. We cover AWS rumors, Galaxy Digital's surge, Michael Saylor's latest multi-million Bitcoin buy, the Texas 4CP mining curtailment, and Elon Musk’s massive $26B xAI compute deals with Google and Anthropic.
Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth
Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.
Earlier this year, Meta cut thousands of employees and told investors the reductions were necessary to fund its AI ambitions. The company redirected that payroll into infrastructure, researchers, and models designed to compete with OpenAI, Anthropic, and Google. Mark Zuckerberg called it the most ...
Investing.com -- Meta Platforms (NASDAQ:META) shares fell 7% on Friday after the Financial Times reported the company is considering a major equity raise to fund its artificial intelligence infrastructure.
Technology stocks tumbled sharply Friday as the Nasdaq headed for its worst week in a year. Nasdaq Inc. shed nearly 2% in afternoon trades, as Nvidia, Micron and Sandisk fell. Tech behemoths like Amazon and Google edged lower.
Dow Jones futures fell slightly after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.
Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc Capital Markets analyst John Vinh’s reaction on CNBC’s Squawk Box, where he defended his Overweight rating on Broadcom (NASDAQ:AVGO) while reiterating ... Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play
Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.
Broadcom forecast third-quarter revenue above Wall Street expectations on Wednesday, betting on robust demand for its custom AI chips and networking gear. However, shares of the Palo Alto, California-based company fell more than 2% in extended trading. They had gained nearly 8% last week in the run up to earnings.
Google, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck.
The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.
Investing.com -- Meta Platforms, TikTok parent ByteDance, Snap, and Alphabet’s YouTube have agreed to pay roughly $27 million to settle claims brought by a Kentucky school district alleging their platforms contributed to a student mental health crisis, Reuters reported on Friday.
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