TOP NEWS- SoftBank’s OpenAI bet and rising debt are raising liquidity crunch concerns June 4, 2026Analysts warned that the market's renewed optimism on SoftBank is masking mounting balance-sheet risks.
- Asia-Pacific markets fall on renewed Middle East tensions June 4, 2026Asia-Pacific markets open lower amid renewed tensions between Iran and the U.S. and worries that the conflict may keep inflation elevated.
- Flesh-eating screwworm is confirmed in the U.S., officials say June 4, 2026
- Amazon engineers in Seattle slam employer for building AI data centers while laying off 30,000 staffers June 4, 2026Amazon engineers called out their employer for conducting mass layoffs while it commits to spending $200 billion this year on AI infrastructure.
- Why we're raising our price target on Broadcom despite its post-earnings sell-off June 4, 2026Broadcom's AI business will continue to shine and outpace the conservative forecast.
- CrowdStrike is a buy, just not yet. Here's why June 4, 2026On top of the beat-and-raise, CrowdStrike announced a 4-for-1 stock split. But short-term thinkers sold the stock.
- Inside India newsletter: Why Taiwan and South Korea's stock markets have surged past India within a week June 4, 2026The Indian equity market is losing favour with global investors, as its domestic consumption story weakens and the country lags in AI.
- Broadcom stock plunges on weak software sales, unchanged AI chip forecast for the year June 3, 2026Broadcom reported fiscal second-quarter results on Wednesday and missed estimates for revenue.
- Jim Cramer warns excess supply could be the next biggest threat to the bull market June 3, 2026CNBC's Jim Cramer warned that a growing wave of AI-related capital raises could overwhelm investor demand and create a near-term headwind for stocks.
- OpenAI CEO Sam Altman meets with lawmakers, Trump officials in DC June 3, 2026President Donald Trump signed an executive order about AI this week, which Altman voiced support for.
EARNINGS- Why we're raising our price target on Broadcom despite its post-earnings sell-off June 4, 2026Broadcom's AI business will continue to shine and outpace the conservative forecast.
- CrowdStrike is a buy, just not yet. Here's why June 4, 2026On top of the beat-and-raise, CrowdStrike announced a 4-for-1 stock split. But short-term thinkers sold the stock.
- CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 10% June 3, 2026CrowdStrike shares have rallied nearly 60% this year on skyrocketing demand for cybersecurity in the age of advanced artificial intelligence.
- We're upping our Palo Alto price target after strong earnings vanquish AI disruption fears June 2, 2026The business momentum is clear here, validating the stock's dramatic comeback to fresh highs.
- Palo Alto Networks tops earnings as AI fuels cybersecurity urgency June 2, 2026The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of analyst estimates.
- Ulta shares pop as beauty retailer beats Wall Street expectations and hikes earnings outlook June 2, 2026Ulta Beauty beat on the top and bottom lines for its fiscal first quarter on Tuesday as CEO Kecia Steelman praised the company's strategy.
- Victoria's Secret shares spike 40% after big earnings beat, raised sales outlook June 2, 2026Victoria's Secret has been in the midst of a turnaround under CEO Hillary Super, who said the company is winning over young shoppers across all incomes.
- HPE surges 19% after Monday's blowout earnings, closing its best day ever June 2, 2026CEO Antonio Neri told CNBC that the company is "uniquely positioned" to capture the disruption brought about by artificial intelligence.
- HPE skyrockets 30% on biggest earnings beat since 2018 June 1, 2026HPE's blowout second-quarter earnings report was highlighted by a strong Cloud & AI segment that showed soaring server revenue.
- Dell shares jump 39% after server maker reports fastest sales growth since return to public market in 2018 May 29, 2026Dell has gone from being a sleepy legacy tech company to a high-growth AI story, assembling servers packed with graphics processing units.