VG S&P 500

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

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

Google Launches Agent Risk Monitoring for Gemini

Google Launches Gemini 3.5 Real-time Translation Model

EU orders Meta to allow competitors' AI chatbots free access to WhatsApp

Google Opens Exclusive Preview of New Workspace Features to Select Enterprise Customers, Full Rollout Later This Year

Meta Platforms Announces Ad Customization Using Existing Data Without Collecting New Information

Tesla's Full Self-Driving Supervised Version Approved in Denmark

Tesla Revises Cybertruck FSD Transfer Policy Leading to Order Cancellations

Microsoft and KPMG Expand Global Alliance to Deploy Enterprise AI Agents at Scale

EU Rejects Apple's 18-Month Compliance Exemption, Apple Delays AI Siri Launch in EU

EssilorLuxottica and Italian Union Announce Smart Glasses Production in Italy Starting Early 2027

Rosenblatt Reaffirms Neutral Rating on Apple with $276 Target, Hinting at 8.47% Downside

iOS 27 to Limit Daily Apple Intelligence Usage, iCloud+ Subscribers Get Higher Quotas

Microsoft and Atos Expand Partnership to Deploy Copilot for 56,000 Employees in 54 Countries

Waymo Acquires Arizona Autonomous Driving Test Facility from Apple-Linked Partner for $220 Million

NTT DATA and Google Cloud Expand Partnership to Build Global Gemini Enterprise Practice

EU Commission Says Apple's Exemption Request Unfeasible

Morgan Stanley Raises Apple Target Price to $360

CCSC Tech

Epsium Enterprise

Youlife

Core AI

Regentis Biomaterials

E-Home Household

Autozi Internet Tech Global

Ambitions Enterprise

Leslies

Mega Matrix

Pinned News

置顶新闻

Marvell Climbs After Winning S&P 500 Spot

Marvell's (MRVL) core thesis: designing custom ASICs for hyperscalers — Amazon, Microsoft, and GOOGL — giving them an alternative to GPU dependence and a proprietary compute stack. Nvidia not only holds a stake in MRVL but has pulled it into the NVLink Fusion ecosystem, with Jensen Huang publicly calling it a potential 'next trillion-dollar company.' When a stock's valuation increasingly rests on a Jensen Huang endorsement rather than its own two-year earnings outlook, the question becomes: is this the compelling case for custom silicon — or is investor conviction just standing in for a real margin of safety? Huang's backing the name. Are you buying the dip?

Marvell's (MRVL) core thesis: designing custom ASICs for hyperscalers — Amazon, Microsoft, and GOOGL — giving them an alternative to GPU dependence and a proprietary compute stack. Nvidia not only holds a stake in MRVL but has pulled it into the NVLink Fusion ecosystem, with Jensen Huang publicly calling it a potential 'next trillion-dollar company.' When a stock's valuation increasingly rests on a Jensen Huang endorsement rather than its own two-year earnings outlook, the question becomes: is this the compelling case for custom silicon — or is investor conviction just standing in for a real margin of safety? Huang's backing the name. Are you buying the dip?

Jensen Huang Talks Up MRVL — Are You In?

MRVL

.SPX

POOL

MVLL

SPLG

SPXL

UPRO

SPXS

SPXU

MRVU

Marvell Technology shares surged over 9% after S&P Dow Jones Indices announced its inclusion in the S&P 500, effective June 22. Marvell replaces Pool Corp in the benchmark index. This addition is viewed as a positive catalyst, likely driving passive inflows from index-tracking funds. The stock has already rallied roughly 59% since late May, fueled by strong investor enthusiasm for AI infrastructure and forecasts of exceeding $10 billion in custom AI chip revenue by fiscal 2029.

- Marvell Technology's shares rose over 9% following S&P Dow Jones Indices' announcement that it will join the S&P 500 on June 22, replacing Pool Corp.  
- The company's stock has increased approximately 59% since late May, driven by strong investor interest in its AI chip business, forecasted to exceed $10 billion in revenue by fiscal 2029.  
- The inclusion in the S&P 500 is expected to enhance Marvell's share valuation and liquidity, while investors will closely monitor its execution of long-term AI growth targets.

GuruFocus

Marvell Tech

S&P 500

Pool

GraniteShares 2x Long MRVL Daily ETF

SPDR S&P 500

iShares Core S&P 500

SPDR Portfolio S&P 500 ETF

Direxion S&P 500 Bull 3X

Pro UltrPro S&Pro 500

Ultr S&P 500 Pro

Pro Shrt S&P 500

Direxion S&P 500 Bear 3X

Pro UltrPro Shrt S&Pro 500

Direxion Daily MRVL Bull 2X ETF

SSNGY

SMSN

NVDA

07788

NVDQ

NVDD

07388

NVDS

NVDL

South Korean stocks rebounded after a circuit breaker triggered by rate hike fears, driven by NVIDIA and SK Group's AI collaboration. NVIDIA partnered with SK Hynix for next-gen AI memory and with SK Telecom to build 'AI Factory' data centers. These announcements boosted sentiment, narrowing KOSPI losses to 4.16% and SK Hynix declines to 1.59%. Additionally, Samsung and Micron qualified for HBM4 supply, though industry-wide chip shortages persist.

- On June 8, the South Korean stock market fell sharply, with the KOSPI index dropping over 8% due to U.S. interest rate concerns and global tech sell-offs.  
- NVIDIA and SK Hynix announced a multi-year partnership to develop advanced memory for AI applications, with SK Hynix set to supply specialized memory for NVIDIA's products, enhancing collaboration amidst industry supply challenges.  
- Additionally, NVIDIA and SK Telecom agreed to build AI Factory data centers in South Korea by 2027, aiming to establish substantial AI cloud infrastructure for future expansions.

TradingKey

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

NVIDIA

SK Telecom

Micron Tech

XL2CSOPNVDA

XL2CSOPSMSN-U

GraniteShares 2x Short NVDA Daily ETF

XL2CSOPSMSN

T-Rex 2X Inverse NVIDIA Daily Target ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bear 1X ETF

Direxion Daily MU Bear 1X Shares

XI2CSOPSMSN

Direxion Daily MU Bull 2X Shares

XI2CSOPNVDA

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long MU Daily ETF

AXS 1.5X NVDA Bear Daily ETF

GraniteShares 2x Long NVDA Daily ETF

XI2CSOPSMSN-U

VanEck Semiconductor ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

NVIDIA Corporation

Nvidia and SK Group AI Collaboration Boosts Market, Korean Stocks Rebound Strongly After Circuit Breaker, SK Hynix Narrowing Losses to 1.5%

At WWDC 2026, Apple unveiled a major Siri AI upgrade but revealed its most advanced model runs on NVIDIA chips via Google Cloud, marking a shift from its proprietary silicon strategy. Investors reacted cautiously as the update lacked fully autonomous features and clear monetization paths. While NVIDIA shares rose slightly, Apple's stock remained flat amid questions about capital spending and services integration.

- Apple Inc. announced a major Siri AI upgrade at the Worldwide Developers Conference, but its advanced AI model will run on NVIDIA chips via Google Cloud rather than Apple's own silicon.  
- The new Siri offers improved functionality but lacks fully autonomous capabilities, impacting investor sentiment amid concerns over Apple's reliance on external AI infrastructure.  
- The shift to using NVIDIA and Google marks a significant change in Apple's strategy and raises questions about future capital spending and monetization opportunities in AI services.

benzinga_article

ProShares Ultra NVDA

Leverage Shares 2X Long NVDA Daily ETF

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

NVDA WeeklyPay ETF - Roundhill

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

Apple

Alphabet

Alphabet - C

Apple's Biggest AI Bet Yet Runs On NVIDIA, Not Its Own Chips

Gigabyte Technology expects strong AI server order visibility extending into next year, with revenue growth potentially outpacing last year. Chairman Dandy Yeh noted positive business trends and approved a NT$12 per share cash dividend. The company plans to ship Nvidia B300/GB300-based servers in H2 and begin small-volume Vera Rubin shipments. While PC shipments face slower growth due to component shortages, Gigabyte anticipates hybrid cloud-edge AI architectures will drive future industry opportunities.

- Gigabyte Technology Co expects strong demand for its AI servers to continue into next year, with revenue growth anticipated to surpass last year's.  
- Shareholders approved cash dividends of NT$12 per share, reflecting a 65.93 percent payout ratio based on earnings per share of NT$18.2.  
- Despite growth in AI server shipments, PC shipments may slow due to memory shortages, while the trend of rising AI computing suggests a shift toward hybrid architectures combining cloud and edge AI.

Taipei Times

Gigabyte Co sees orders coming

AMZN

GOOGL

Micron Technology shares rebounded over 7% in pre-market trading, driven by Tesla CEO Elon Musk's bullish endorsement and Wells Fargo raising its price target to $1,220. Micron CEO Sanjay Mehrotra highlighted that AI growth is fueling unprecedented demand for high-performance storage, citing structural supply constraints that will likely persist beyond 2026. The company has secured long-term partnerships with major hyperscalers like NVIDIA, Google, and Amazon to solidify its position in the AI memory supply chain.

- Following a sell-off, Micron Technology rebounded significantly, assisted by optimistic comments from CEO Elon Musk regarding chip manufacturing capacity.  
- Micron's CEO, Sanjay Mehrotra, emphasized the growing storage demand driven by advancements in AI, predicting that supply constraints will persist beyond 2026.  
- Micron has forged partnerships with major companies like NVIDIA and Amazon to bolster its position in the AI memory supply chain.

Amazon

Direxion Daily GOOGL Bull 2X Shares

Roundhill AMZN WeeklyPay ETF

Roundhill GOOGL WeeklyPay ETF

Direxion Daily AMZN Bear 1X Shares

Direxion Daily Googl Bear 1x Shares

Direxion Daily AMZN Bull 2X Shares

Tradr 2X Short AMZN Daily ETF

GraniteShares 2x Long AMZN Daily ETF

Graniteshares YieldBOOST AMZN ETF

Kurv Yield Premium Strategy Amazon AMZN ETF

GraniteShares YieldBOOST MU ETF

YieldMax GOOGL Option Income Strategy ETF

Yieldmax Amzn Option Income ETF

Wells Fargo

Tesla

JPMorgan Chase

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Micron Rebounds 7% Pre-Market, Musk Personally Endorses. Wells Fargo Gives $1,220 Price Target

The S&P 500 Technology sector (XLK) recently outperformed the broader S&P 500 by 29.3 percentage points over 50 trading days, a move described as statistically bizarre and roughly 6 standard deviations above normal. Ryan Detrick of Carson Group likened this extreme relative strength to a 'once in 4 million years' event under normal distribution, highlighting the extraordinary concentration of market gains driven by AI-linked mega-cap tech stocks.

- The S&P 500 Technology sector has significantly outperformed the broader S&P 500 by 29.3 percentage points in the past 50 trading days.  
- This performance is noted to be approximately 6 standard deviations above what is considered normal.  
- Such a deviation raises questions regarding the sustainability of this trend in large-cap tech stocks.

Spdr Select Tech

VG Info Tech

iShares US Tech

Tech just pulled a 'once in 4 million years' move

OneAdvanced, in partnership with NVIDIA, launched the UK’s first private sovereign healthcare LLM trained on NHS primary care data. The pilot demonstrated significantly higher triage accuracy than GP control groups and leading frontier models like Claude, while reducing inference costs by up to 150x. Designed for NHS-wide deployment, the model ensures data residency under UK law, aiming to improve patient experience, reduce resource wastage, and increase clinical capacity through accurate, context-aware AI assistance.

Unusual Whales

OneAdvanced Launches the UK’s First Private Sovereign Healthcare LLM Trained on NHS Primary Care Data with NVIDIA

.IXIC

.DJI

Wall Street futures indicate a moderate opening gain, driven by geopolitical de-escalation between Israel and Iran and potential US-Iran deal talks. Oil prices dropped sharply to $92.33/barrel, while the dollar weakened. Previous session saw Nasdaq and S&P 500 rise, with Dow slightly down. Asian markets mixed; Japan surged. Upcoming US data includes CPI, trade balance, and home sales.

- President Trump suggested a potential deal with Iran could be reached soon, resulting in a slight weakening of the dollar and a drop in oil prices, with Brent crude at $92.33 per barrel.  
- U.S. Futures Index indicates Wall Street might open positively, with significant gains in the Nasdaq, while the Dow experienced a minor decline.  
- Key economic data is expected today, including the International Trade deficit and Existing Home Sales figures, as Asian markets showed mixed performance.

rttnews

NASDAQ Composite Index

Dow Jones Industrial Average

United States Oil Fund LP

Pro Ultr Bloomberg Crude Oil

Us Brent Oil

Invesco Nasdaq 100 ETF

Fidelity Nasdaq Composite Index ETF

Invesco QQQ Trust

First Trust NASDAQ-100 Equal Weighted

Direxion Nasdaq 100 Equal Weight Index shares

Proshares UltraPro QQQ

ProShares Ultra QQQ

ProShares Shrt QQQ

Proshares UltraPro Short QQQ ETF

Pro Ultrshort Qqq

SPDR Djia

ProShares Ultra Dow30 ETF

Pro UltrPro Dow30

Short Dow30 Pro

Pro UltrPro Shrt Dow30

NASDAQ-100

SSE Index

Hang Seng Index

Wall Street Might Open Moderately Up

VFSWW

VinFast reported a 42% year-over-year revenue increase to VND23.1 trillion ($920.7 million) in Q1 2026, driven by a 61% surge in EV deliveries and strong e-scooter sales. The company maintained its #1 OEM position in Vietnam and expanded globally, reaching 447 showrooms. VinFast also announced strategic collaborations with NVIDIA for Level 4 autonomous driving technology and plans to expand its after-sales network to over 1,100 workshops.

- VinFast Auto Ltd. reported a 61% increase in electric vehicle deliveries in Q1 2026, totaling 58,577 units, with strong growth in Vietnam and international markets.  
- The company generated revenues of VND23,111.1 billion (US$920.7 million), up 41.7% year over year, driven by robust EV sales and expansion of its global retail network.  
- VinFast aims to enhance its manufacturing and distribution capabilities, while also collaborating on autonomous vehicle technology to support its long-term growth strategy.

Press Releases

VinFast Auto

VINFAST’S GLOBAL REVENUE IN Q1 2026 INCREASED 42% YEAR OVER YEAR

VG S&P 500(VOO.US)