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Alphabet's $80B AI Funding Plan Tests Wall Street's Record Rally
Markets Daniel Marsh

Alphabet's $80B AI Funding Plan Tests Wall Street's Record Rally

Alphabet shares fell after announcing an $80 billion equity offering to fund AI expansion, dampening Wall Street's record run. HPE and Marvell surged on AI demand.

GOOGL HPE MRVL NVDA DELL SMCI BRK.B
SoFi Shares Dip 3.6% on AI Coach Launch, Platform Expansion Push
Markets Daniel Marsh

SoFi Shares Dip 3.6% on AI Coach Launch, Platform Expansion Push

SoFi shares fell 3.6% to $17.91 after launching SoFi Coach, an AI money management tool for SoFi Plus members, as the company pushes to expand beyond lending into a full-service finance platform.

SOFI
Hims Completes $1.15B Eucalyptus Acquisition, Shares Dip Slightly
Markets Daniel Marsh

Hims Completes $1.15B Eucalyptus Acquisition, Shares Dip Slightly

Hims & Hers shares fell 0.9% after completing the $1.15 billion Eucalyptus acquisition, gaining 850,000 customers and international reach, but facing execution risks and U.S. weight-loss drug plan shifts.

HIMS NVO LLY
Bluejay Diagnostics Surges on US Manufacturing Pact, but Funding Concerns Loom
Markets Daniel Marsh

Bluejay Diagnostics Surges on US Manufacturing Pact, but Funding Concerns Loom

Bluejay Diagnostics (BJDX) jumped up to 213% in premarket after a US manufacturing deal with Argonaut, but the stock is volatile as Symphony awaits FDA clearance and funding is needed.

BJDX
Ondas Shares Test Premarket After Navy Balloon Contract Award
Markets Daniel Marsh

Ondas Shares Test Premarket After Navy Balloon Contract Award

Ondas Holdings (ONDS) shares traded higher premarket Tuesday after its World View unit secured a $4.8 million U.S. Navy surveillance contract, adding to recent order momentum but highlighting execution risks.

ONDS
Ford Shares Drop in Premarket as Wall Street Tempers AI Battery Optimism
Markets Daniel Marsh

Ford Shares Drop in Premarket as Wall Street Tempers AI Battery Optimism

Ford stock slipped 4.64% Monday to $16.63, trimming May's rally as Wall Street voices caution on the AI battery premium. Analysts flag execution risks despite Ford Energy's potential $3 billion revenue from a new EDF storage pact.

F TSLA GM HPE
Alphabet's $80B Stock Sale Tests Investor Faith in AI Spending
Markets Daniel Marsh

Alphabet's $80B Stock Sale Tests Investor Faith in AI Spending

Alphabet shares fell 2.6% pre-market after announcing an $80B equity raise, with Berkshire Hathaway buying $10B, to fund massive AI infrastructure expansion.

GOOGL BRK.B MSFT AMZN META NVDA
BigBear.ai Stock Faces Key Resistance After Best Week in 8 Months
Markets Daniel Marsh

BigBear.ai Stock Faces Key Resistance After Best Week in 8 Months

BigBear.ai shares slipped premarket after a 5.95% Monday gain, following the best weekly performance in 8 months. The stock faces a critical test at $5.40 resistance as investors assess the Panama logistics deal and mixed financials.

BBAI
Nebius Hits Record High on Nvidia Praise and Major Stake
Markets Daniel Marsh

Nebius Hits Record High on Nvidia Praise and Major Stake

Nebius shares hit a record high of $264.51 after Nvidia CEO Jensen Huang called it a 'world-class AI cloud' and a major AI fund disclosed a 5.6% stake, with strong Q1 revenue and a $20-25B capex plan.

NBIS NVDA META MSFT
Mueller Industries Announces 2-for-1 Stock Split After Record First Quarter
Markets Daniel Marsh

Mueller Industries Announces 2-for-1 Stock Split After Record First Quarter

Mueller Industries will execute a 2-for-1 stock split on July 1, 2026, after posting record first-quarter earnings. The split doubles outstanding shares to 221.1 million.

MLI
Futures Dip as HPE Surge Highlights AI Demand; Alphabet Equity Raise Weighs
Markets Daniel Marsh

Futures Dip as HPE Surge Highlights AI Demand; Alphabet Equity Raise Weighs

U.S. stock futures edged lower Tuesday, with HPE surging nearly 29% on AI server demand, while Alphabet dropped 2% after an $80 billion equity raise. JOLTS job openings data due later.

HPE GOOGL NVDA DELL SMCI MSFT QCOM INTC BRK.B
Archer Aviation Stock Sinks as Certification Hopes Yield to Cash Burn Fears
Markets Daniel Marsh

Archer Aviation Stock Sinks as Certification Hopes Yield to Cash Burn Fears

Archer Aviation trades at $6.84 as focus shifts to 2026 air-taxi tests. Q1 losses widen, cash burn persists, but FAA certification advances to Phase 4.

ACHR JOBY EVTL