09 Jun 2026
Is Marvell the Next Micron?
The artificial intelligence (AI) revolution has boosted several semiconductor players into the realm of trillion-dollar giants. Most recently, Micron Technology ( MU 4.26% ) and its South Korean peers, SK Hynix and Samsung, have joined that exclusive club (though SK Hynix has already slipped back out of it). Investors who were paying attention to Micron's explosive run understand the pattern: A…
09 Jun 2026
Dear Nvidia Stock Fans, Mark Your Calendars for June 11
Nvidia Corporation (NVDA) investors may want to clear their schedules for June 11, but not for the reason many investors initially expected.
09 Jun 2026
Elon Musk shared a fresh look at the AI data centers SpaceX wants to send into orbit
SpaceX is gearing up for the largest IPO in history. Michael Yanow/NurPhoto via Getty Images SpaceX is going all in on AI data centers in space — and the company kicked off its IPO week with a sneak peek.
09 Jun 2026
SpaceX Is Quietly Becoming an AI Compute and Orbital Infrastructure Company
The S-1 filing reveals a company betting its future on AI compute, orbital infrastructure and defense-adjacent contracts and the implications reach well beyond aerospace. SpaceX filed its S-1 with the Securities and Exchange Commission weeks ago and the financial press has focused on the headline numbers: a reported $1.75 trillion valuation, roughly $75 billion in expected proceeds and the…
09 Jun 2026
Should You Buy Micron Technology Stock Before June 24, or Is the Semiconductor Sell-Off About to Get Worse?
Micron Technology ( MU 2.40% ) is one of the world's leading suppliers of high-bandwidth memory (HBM) for data centers, an essential component in the artificial intelligence (AI) hardware stack. HBM is in short supply right now, so Micron has the power to dictate prices, which is fueling a surge in the company's revenue and earnings. Micron stock is up by nearly 700% over the past year, but it…
09 Jun 2026
RKLB, LUNR, RDW Jump Premarket As Musk Pitches AI Satellites, Orbital Data Centers — Analyst Says The Odds Are Just 7%
Morningstar said SpaceX's bull-case "Moonshot" scenario, involving successful orbital data centers and AI satellites, has only a 7% chance of materializing.
09 Jun 2026
Arthur Hayes says higher oil will force Trump into anti-AI rhetoric, crashing stocks and Bitcoin
Arthur Hayes says higher oil prices can corner Trump into attacking AI, and that kind of campaign turn could hit stocks, banks, and Bitcoin at the same time.
08 Jun 2026
CNBC's The China Connection newsletter: Humanoid robots are great, but they need buyers too
A Lingyi iTech factory in Beijing is ramping up production of humanoid robots for various startups. CNBC | Evelyn Cheng Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a snapshot of what I'm seeing and hearing from local businesses.
08 Jun 2026
China's NEO Brain Chip Beats Neuralink to First Commercial BCI Sale
China's National Medical Products Administration (NMPA) approved NEO — a coin-sized invasive brain-computer interface from Neuracle Technology and Tsinghua University researchers — for commercial use beyond clinical trials, making it the world's first invasive BCI cleared for sale, according to MIT Technology Review, Scientific American, and People's Daily reporting on the March 2026 decision…
