News
Oracle (ORCL) reports Q4 FY2026 earnings after the close on June 10. Consensus calls for EPS of ~$1.96 and revenue of ~$19.08B — but the real story is whether OCI can sustain its 84% growth streak and how fast that $553B backlog converts to cash.
News
NVIDIA and SK Hynix announced a multi-year technology partnership on June 7 to co-develop next-gen memory for NVIDIA's AI factories, covering everything from the Vera Rubin supercomputer to the Jetson Thor robotics platform. NVDA rose ~2.3% in pre-market trading on June 8.
News
Amazon has signed a multiyear, multibillion-dollar agreement with Corning to supply fiber optics for its U.S. data centers — Corning's third major AI contract of 2026. Shares jumped as much as 9% on the news.
News
Apple debuted a redesigned "Siri AI" at WWDC 2026, with core capabilities powered by a custom Google Gemini model worth roughly $1B a year to Alphabet. Shares surged intraday then reversed, closing down about 2%.
News
While AI and semiconductor names tumbled on June 4, the healthcare sector ran the other way — XLV gained ~3%, led by UnitedHealth and Eli Lilly. Two catalysts drove the move: a BofA upgrade on UNH and CVS expanding coverage of Lilly's oral weight-loss drug.
News
Lululemon posted Q1 revenue of $2.5B, up 4% YoY and slightly ahead of estimates, but net income slid sharply, Americas comps fell 6%, and the company slashed its full-year revenue and EPS outlook. Shares tumbled roughly 11% after the print.
Precious Metals
Gold has shed 23% from its January all-time high to a new 2026 low. Central banks bought 244 tonnes in Q1 anyway. Goldman sees $5,400 by year-end; JPMorgan sees $6,300. The structural bull case isn't dead — but the near-term is genuinely messy.
News
CrowdStrike posted a record Q1 with 26% revenue growth and record net new ARR, raised full-year guidance, and announced its first-ever stock split — then watched shares fall roughly 9% after hours.
Deep Dive
Jensen Huang called Marvell "the next trillion-dollar company" at Computex, triggering its biggest-ever single-day surge. Now the question is whether the fundamentals can actually back the valuation.
News
SpaceX's amended S-1 sets a target valuation of at least $1.8 trillion and a June 12 listing date. A single new sentence about "future transactions" has some analysts speculating the company could move to acquire Tesla.
News
After Friday's sharp selloff, this week packs in Apple's WWDC, May inflation data, Oracle and Adobe earnings, an ECB rate decision, and what could be the largest IPO in history.
News
The U.S. added 172,000 jobs in May, nearly double what Wall Street expected, keeping the unemployment rate at 4.3%. Treasuries sold off and stocks tumbled as markets repriced the odds of Fed rate cuts this year.