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Broadcom fell 12% after weaker-than-expected earnings on June 3, triggering a broad semiconductor sell-off. Micron Technology dropped over 7% and ARM Holdings 4%, with KeyBanc analyst John Vinh calling the pullback warra
Barclays traders advise buying index puts as protection against a tech-led pullback, noting semiconductors and tech hardware now exceed 30% of the S&P 500. The bank's equities timing indicator signals a sell.
Alphabet plans to raise $80 billion in equity for AI infrastructure, with Berkshire Hathaway investing $10 billion. Meanwhile, LITEON showcases its NVIDIA MGX-based AI infrastructure at COMPUTEX 2026.
Brian Chesky is starting a new AI lab, his first foray into the global AI race. Meanwhile, Meta could sell tens of billions in new stock to finance AI infrastructure.
Big-tech capex is projected to reach $750 billion in 2026, up 70% from 2025, as agentic AI workloads drive infrastructure rebuilds. Parsons Corporation reports 8 of its last 10 $100M+ wins included an AI differentiator.
GitLab restructures with 14% layoffs as AI agents strain developer tools. Coralogix raises $200M Series F at $1.6B valuation for agent observability, while Cisco launches Cloud Control.
Parsons Corporation says eight of its last ten $100M+ wins included an AI differentiator. Alphabet raises $80B, while Airbnb CEO Brian Chesky starts a new AI lab.
Parsons Corporation said AI was a critical differentiator in 8 of its last 10 contracts over $100 million. Meanwhile, Airbnb CEO Brian Chesky is launching a new AI lab, his first venture into the global AI race.
Dallas Fed President Lorie Logan said the current 3.5%-3.75% interest rate is not constraining inflation, signaling potential rate hikes before end of 2026.
Richmond Fed President Thomas Barkin said raising rates may be necessary if supply shocks persist, as April CPI hit 3.8%. Markets now price in rate hikes, with the FOMC voting 8-4 to hold rates at 3.5%-3.75%.
The UK's Financial Conduct Authority will implement a stablecoin regime by October 2027, trailing the US and EU. Meanwhile, Bitcoin volatility wiped out $1.5B in longs.
A UK House of Lords committee warns the country is falling behind the US and EU on stablecoin regulation, calling on the Bank of England to reconsider its proposed 40% unremunerated backing asset requirement.
The Fed held rates steady at Powell's final meeting in April 2026, with PCE inflation at 3.8%. High-yield savings rates top 5.00% but may plateau.
Goldman Sachs raised its CSI 300 12-month target to 5,500, citing AI hardware as the driver of 85% of $3.8 trillion in Chinese equity gains since January 2025. ASPEED also debuted new server management chips at COMPUTEX
Goldman Sachs raised its 12-month target on the CSI 300 to 5,500, citing AI hardware driving 85% of $3.8 trillion in Chinese equity gains since January 2025.
Despite the Fed holding rates steady in April 2026, top high-yield savings accounts still offer up to 5.00% APY, while CD rates climb above 4% as banks anticipate prolonged elevated rates.
The Federal Reserve kept rates steady at its April 2026 meeting under new Chair Kevin Warsh, with inflation at 3.8% and bond markets pricing in a potential hike by 2027.
Multiple Fed officials flag potential rate hikes due to sticky inflation above 2%, while the FOMC voted 8-4 to hold rates at 3.5%-3.75% in April 2026.
Astera Labs is expanding its Taiwan operations and Cloud-Scale Interop Lab, collaborating with AMD, Arm, Intel, NVIDIA, and ODMs to accelerate AI infrastructure deployment. The move leverages proximity to the semiconduct
Astera Labs is deepening its Taiwan operations and opening a Cloud-Scale Interop Lab to accelerate AI infrastructure deployment, collaborating with AMD, Arm, Intel, NVIDIA, and major ODMs.
Astera Labs is expanding its Taiwan operations and Cloud-Scale Interop Lab, collaborating with AMD, Arm, Intel, and NVIDIA to accelerate AI infrastructure deployment.
Alphabet plans $180-190 billion in capital expenditures this year, largely on AI infrastructure, as nearly $8 trillion in AI spending is committed over five years. The scale raises questions about public markets' ability
A UK House of Lords committee calls on the Bank of England to rethink proposed stablecoin restrictions, while Coinbase invests in a stablecoin reserves ETF compliant with the US GENIUS Act.
The S&P 500 and Nasdaq closed at all-time highs, but market breadth is weak with only 60% of S&P 500 stocks above their 200-day moving average, raising concerns about concentration.