30 May 2026
Labor share of income hits record low as corporate profits soar
Workers at the Stellantis Warren Truck Assembly Plant in suburban Detroit Workers’ share of US economic output has fallen to its lowest level since the government began keeping records in 1947, according to data the Commerce Department released Thursday. The share captured by corporate profits rose to the highest since 1950.
29 May 2026
Cerebras Is Down 22% Since Its IPO Popped. Should You Buy It Now?
Shares of artificial intelligence (AI) chipmaker Cerebras ( CBRS 2.31% ) soared 68% on its first day of trading, but the hangover has been brutal for those who have continued to hold the stock. Shares are down over 22% as of this writing since the close on May 14. After the pullback, investors may be wondering if now is the time to buy shares.
29 May 2026
Meet the Newest Member of the Stock Market's Exclusive $1 Trillion Club (Hint: It's an AI Semiconductor Powerhouse)
On Tuesday, May 26, Micron Technology ( MU +4.22% ) surpassed $1 trillion in market capitalization for the very first time, capping off an explosive 830% gain in its stock over the last 12 months. It's officially the third American semiconductor company to join the exclusive trillion-dollar club, behind Nvidia and Broadcom .
28 May 2026
3 Stocks Rallying on Micron's Price Boost: Substance or Hype?
The raging semiconductor rally received another boost this week when UBS analyst Timothy Arcuri raised his price target on Micron Technology Inc. NASDAQ: MU to a stunning $1625, nearly triple its previous target. The stock was trading under $800 at the time of the upgrade, so the new target represented an upside of more than 100% and a company valuation of over $1.8 trillion.
28 May 2026
NVIDIA validates sim-trained robots in real-world environments
Robots trained entirely in simulation are beginning to perform more reliably in the real world, according to a series of new robotics research papers presented by NVIDIA at the International Conference on Robotics and Automation (ICRA).
28 May 2026
Report: Apple Plans to Make On-Device AI a Key WWDC Focus
Apple reportedly plans to use next month's Worldwide Developers Conference (WWDC) to highlight its on-device AI capabilities as a competitive advantage, leaning on 15 years of custom silicon expertise to make the case for running AI models locally rather than in the cloud.
28 May 2026
Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On
NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is "potentially bigger" than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild. Capital is rotating into this trade now, before the broader market has priced it…
28 May 2026
Meet the Spectacular Vanguard ETF With 45.8% of Its Portfolio Parked in Nvidia, Alphabet, Apple, and Microsoft
The CRSP U.S. Total Market Index is made up of all 3,498 companies listed on American stock exchanges. However, the 59 largest companies represent a staggering 70% of the index's total market capitalization, highlighting the extreme concentration of wealth in the corporate sector. The CRSP U.S. Mega Cap Growth Index exclusively holds those 59 companies. Its top four positions are Nvidia , Apple ,…
27 May 2026
The SpaceX IPO Prospectus: The Good, The Bad, The Verdict
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Starlink’s profitability. The profitability of the space launch business. The unbelievably large market estimates. Is SpaceX actually just an AI company? Can investors benefit from this corporate structure? The leap of faith that is the valuation.
