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Amazon Supply Chain Services Launches LTL Freight for All Enterprises

Meta Officially Launches Meta Business Agent AI to Automate Sales for Global Enterprises

Amazon Expands Carbon Credit Services to Eligible UK Companies for First Time Outside US

DeepMind Economist: No AI Job Cuts Yet, Warns of Potential Chain Reaction

Bank of America Maintains Buy Rating on Apple, Sets Target Price at $380

Cercano and others increase Meta holdings, executives sell shares for taxes

AI Data Center 800V HVDC Power Supply Timeline Delayed, Delta and Lite-On Continue Multi-Spec Solution Layout

NVIDIA Adjusts Vera Rubin Module Capacity Due to LPDRAM Supply Constraints, Highlighting Industry Shortage

NVIDIA Launches Nemotron Voice Skills to Optimize Clinical ASR Workflows

AWS Adopts Random Graph Network Architecture as Default, Cutting Network Devices by 69%

Microsoft AI Head Criticizes Anthropic's Approach to Simulating Consciousness in Claude as Extremely Dangerous

Meta Platforms Partners with AI-Dependent Data Center in India

Goldman Sachs and UBS hold divergent outlooks on Micron ahead of Q3 earnings

OpenAI Negotiates 20-Year Lease Deal, Nvidia to Provide Credit Support

CPO Mass Production Ahead of Schedule: Foxconn Ships Early, NVIDIA and Lumentum Confirm 2027-2028 Ramp-up

Google Cloud Delhi Third-Party Data Center Fire Causes Network Capacity Drop

Google Cuts AI Plus Price to $4.99 and Doubles Storage, Intensifying US AI Price War

Apple Updates App Store Review Guidelines to Crack Down on Low-Quality and Spam Apps

Truist Analyst Reaffirms Buy Rating on Meta, Sets Price Target at $840

Microsoft Market Cap Falls to $2.96 Trillion, Below $3 Trillion

CCSC Tech

Youlife

Core AI

Regentis Biomaterials

Epsium Enterprise

Autozi Internet Tech Global

Leslies

Mega Matrix

eLong Power

Smart Logistics Global

NBIS

CRWV

NVDA

07388

NVDU

NVDD

Nebius and CoreWeave are rapidly growing Nvidia partners.

Nebius

Coreweave

NVIDIA

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XI2CSOPNVDA

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NVIDIA Corporation

2 artificial intelligence (AI) infrastructure stocks outgrowing Nvidia

AMDD

Ark Investment's Cathie Wood recently trimmed her AMD stake while buying Nvidia shares. The article analyzes both stocks: AMD benefits from inference and agentic AI trends with significant CPU market opportunities, while Nvidia remains the AI infrastructure leader with strong growth and attractive valuation. Although Nvidia appears more attractive currently due to valuation and growth metrics, the author suggests investors could hold both stocks given their respective strengths in the evolving AI landscape.

- Cathie Wood of Ark Investment is noted for investing in disruptive technologies, recently trimming her stake in Advanced Micro Devices (AMD) while increasing her position in Nvidia.  
- AMD remains a strong player in inference AI and agentic AI, projecting significant revenue growth, while Nvidia, with its low valuation and rapid revenue increase, leads in AI model training.  
- Both stocks present investment opportunities, though Nvidia may currently appear more attractive, indicating the potential for portfolio diversification.

Motley Fool

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VanEck Semiconductor ETF

iShares Semiconductor ETF

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Invesco PHLX Semiconductor ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

Ark Innovation ETF

Intel

Ark Investment's Cathie Wood Just Sold AMD Shares and Bought Nvidia. Is That the Right Move for Investors?

9984

SFTBY

OpenAI is negotiating to lease a massive 10-gigawatt data center in Ohio, potentially backed by Nvidia. The project, developed by SoftBank's SB Energy on federal land, could cost over $500 billion and operate for 20 years starting in 2028. This infrastructure push coincides with OpenAI's recent confidential IPO filing, as the company prepares for a potential public listing valued at over $850 billion.

- OpenAI is negotiating to lease a large data center campus in Ohio, potentially backed by Nvidia, with a power capacity of up to 10 gigawatts.  
- The project, estimated to exceed $500 billion, is part of OpenAI's preparations for an IPO, with the initial phase expected to be operational by 2028.  
- Developed by SB Energy on federal land, the facility aims to meet surging AI demand and reflects OpenAI's ongoing investment in AI infrastructure.

Tip Ranks

SoftBank Group Corp.

SoftBank

OpenAI Eyes Massive Ohio Data Center Backed by Nvidia

INTC

AI chip stocks NVDA, MU, AMD, and INTC fell in premarket trading on June 10, 2026. The decline was driven by investor caution amid AI sector volatility and broader market pressure following U.S. strikes on Iran. Specific drops included MU down over 4%, AMD over 3.5%, and NVDA/INTC over 2%. Despite short-term volatility influenced by interest rate concerns and geopolitical events, long-term outlooks remain positive due to strong AI demand and strategic partnerships.

- AI chip stocks Micron Technology, Nvidia, Advanced Micro Devices, and Intel are trading lower due to investor caution amid volatility and geopolitical tensions involving the U.S. and Iran.  
- While Nvidia faced pressure from a strong U.S. jobs report, a recent partnership with SK Hynix and potential government equity stakes in AI firms bolstered long-term investor confidence.  
- Despite ongoing volatility, the long-term outlook for AI chip stocks remains positive, with strong future demand expected for AI chips, while key factors to monitor include earnings growth and industry trends.

Micron Tech

INTEL-T

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Why AI Chip Stocks NVDA, MU, AMD, INTC Are Falling Today — June 10, 2026

Senator Elizabeth Warren publicly criticized Nvidia CEO Jensen Huang for refusing to testify before a Senate committee regarding AI export controls and relations with China. Huang declined the invitation, instead offering to host lawmakers at Nvidia's headquarters, but Warren insisted on a public hearing for accountability. This clash occurs amidst heightened U.S.-China tech tensions and ongoing export restrictions impacting Nvidia's sales.

- Jensen Huang declined Elizabeth Warren's invitation to testify on AI export controls, leading to public criticism from the senator.  
- This dispute occurs against the backdrop of U.S.-China tech tensions, with Nvidia facing challenges in China sales due to export restrictions.  
- Huang offered to host lawmakers at Nvidia HQ, but Warren demanded a public forum for greater accountability.

Warren criticizes Nvidia CEO for refusing Senate AI hearing

As Micron earnings approach, investors compare AI hardware stocks MU and NVDA. While both hold Strong Buy ratings, analysts project ~50% upside for Nvidia, whereas Micron is viewed as near fair value. Nvidia dominates AI accelerators, while Micron supplies essential HBM chips.

- Micron and Nvidia are key players in the AI infrastructure, with Nvidia leading in AI accelerators and Micron providing high-bandwidth memory chips.  
- Both companies have seen significant stock gains as investments in AI data centers rise, but upcoming Micron earnings have sparked investor queries about future opportunities.  
- Analysts maintain a Strong Buy rating for both stocks, projecting nearly 50% upside for Nvidia compared to Micron's average price target, which indicates shares may be near fair value.

REX NVDA Growth & Income ETF

MU vs. NVDA: Which AI Hardware Stock Looks Stronger Ahead of Micron Earnings?

GOOG

GOOGL

SPCX

GGLL

GGLS

GOOW

GOOY

Google has signed a three-year, $30 billion contract to rent AI computing capacity from SpaceX at $920 million per month. This significant deal validates SpaceX's emerging AI infrastructure business, shifting investor sentiment from pessimistic to optimistic ahead of its upcoming IPO. The agreement supports SpaceX's high valuation by demonstrating serious demand for its space-based AI data center initiatives.

- SpaceX has secured a $30 billion contract with Google to rent AI computing capacity for three years, significantly impacting investor sentiment about its upcoming IPO.  
- Despite skepticism regarding its $1.77 trillion valuation, the deal enhances SpaceX's credibility as a player in AI infrastructure, especially with its plans for orbiting data centers powered by solar energy.  
- This strategic move could bolster support for the IPO, potentially shifting investor perceptions from pessimistic to optimistic about SpaceX's long-term prospects.

Alphabet - C

Alphabet

SpaceX

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Morningstar

Google Just Committed to Spending $920 Million a Month at SpaceX. Here's What That Means for This Week's IPO.

MSFT

MSFX

MSFU

MSFD

MSFL

MSFO

MSFW

MSFY

Microsoft is disabling Office 2019 for Mac next month by not renewing the license validation certificate. Users must purchase Office 2024 or a Microsoft 365 subscription to continue editing documents, contradicting earlier promises that apps would remain functional. The company updated its support note to assure users their data will not be lost.

- Microsoft is set to deactivate Office 2019 apps for Mac next month due to the non-renewal of a validation certificate.  
- Users will need to either buy Office 2024 or subscribe to Microsoft 365 to keep editing documents.  
- This change contradicts Microsoft's previous assurance that Office 2019 apps would remain functional after the end of support in 2023.

The Verge

Microsoft

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Microsoft is disabling Office 2019 for Mac next month

Waymo has developed a new computer model, the 'Reference Driver,' to benchmark autonomous driving performance against human behavior. Published in Nature Communications with TU Delft, this model uses active inference to simulate realistic human reactions to traffic conflicts, offering greater accuracy than previous versions. This advancement aids safety evaluation and regulatory scrutiny as Waymo expands operations.

- Waymo has developed a new computer model to compare its autonomous driving software with human driving capabilities, in collaboration with TU Delft.  
- This model, called the Reference Driver, enhances understanding of human behavior in crash scenarios and allows for a more realistic benchmark for autonomous vehicle performance.  
- By simulating a driver's internal reactions during conflicts, it enables faster assessment of safety features and is available for academic use to encourage further research.

TechCrunch

Waymo says it built a better benchmark for comparing robotaxis to humans

Godfrey Financial Associates Inc. acquired a new $1.895 million stake in Microsoft (MSFT) during Q4, per SEC Form 13F filings. The position represents 1.6% of the fund's portfolio. Other institutions like Longfellow and Fairway Wealth also adjusted their MSFT holdings. Meanwhile, analysts revised price targets, with an average 'Moderate Buy' rating and $561.20 target. CEO Judson Althoff sold shares worth $7.1M in June.

- Godfrey Financial Associates Inc. purchased 3,919 shares of Microsoft, valued at approximately $1.9 million, making it 1.6% of their portfolio.  
- Several institutional investors increased or established new positions in Microsoft, notably Longfellow Investment Management, which boosted its stake by 51.3%.  
- Microsoft reportedly faces pressure from investor caution despite some positive news, with its stock currently trading at $403.41 and showing a 2.0% decline.

Market Beat

Godfrey Financial Associates Inc. Buys New Position in Microsoft Corporation $MSFT

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