Intel Just Experienced a Monster 453% Rally. Is It Time to Sell or Double Down?

Intel stock has surged 453% over the past 12 months following U.S. government backing for its foundry business and preliminary deals with major tech companies. However, the article argues investors should consider taking profits, as the stock's valuation has become disconnected from actual results. Intel Foundry still operates at a loss and must prove it can compete with industry leader TSMC, while political support could change after upcoming elections.

06/05/2026, 5:17 PM • The Motley Fool

Microsoft Shows Off In-House Tech. Is the Stock a Buy?

Microsoft unveiled seven new in-house AI models at its Build developer conference, including its flagship MAI-Thinking-1 model that outperforms OpenAI's GPT-5 with 10x better cost efficiency. The company also introduced a new topological quantum chip (Majorana 2) with significantly improved stability. These developments aim to reduce Microsoft's dependence on OpenAI and lower AI infrastructure costs, positioning the company as both an AI creator and user.

06/05/2026, 4:15 PM • The Motley Fool

Amazon Faces a Blue Origin Setback, but the Long-Term Thesis Remains Intact

A Blue Origin rocket explosion at Cape Canaveral delayed Amazon's Project Kuiper satellite broadband initiative, causing Amazon's stock to sell off. However, analysts argue the market's reaction is disproportionate since Leo is a long-term play with minimal near-term earnings impact. Amazon's core business, particularly AWS cloud services and AI infrastructure investments, remains strong with a PE ratio below 30, prompting multiple analyst firms to maintain Buy ratings with price targets around $320.

06/05/2026, 10:56 AM • Investing

Jim Cramer Says A $4 Trillion SpaceX Could Force Investors To Dump Nvidia, Apple And Microsoft

Jim Cramer warns that investor enthusiasm for SpaceX's anticipated IPO and potential S&P 500 inclusion is driving a rotation out of established tech giants. Investors are selling positions in Nvidia, Apple, Amazon, and Microsoft to fund what could become a $4 trillion SpaceX valuation, highlighting a classic market phenomenon where the next big opportunity is funded by trimming winning positions.

06/05/2026, 10:31 AM • Benzinga

SpaceX's AI Business Lost $6.4 Billion Last Year — And That's Exactly The Point

SpaceX's AI segment posted a $6.4 billion operating loss in 2025, more than quadrupling from $1.6 billion the prior year. The company is making aggressive investments in gigawatt-scale AI infrastructure, viewing the losses as a construction investment rather than a problem. SpaceX estimates the total AI opportunity at $26.5 trillion across infrastructure, enterprise applications, subscriptions, and advertising, following a similar playbook to Amazon and Meta's infrastructure buildout strategies.

06/05/2026, 9:50 AM • Benzinga

SpaceX IPO Faces a Credibility Test Over Goldman’s AI Revenue Model

Goldman Sachs projects SpaceX's AI-related revenue will surge to $322 billion by 2030, potentially surpassing NVIDIA's entire fiscal 2024 revenue. However, the forecast faces credibility concerns due to Goldman's conflict of interest as an IPO underwriter, unverified projections, and skepticism from analysts like Morningstar who value SpaceX at $780 billion versus the $1.75 trillion IPO valuation.

06/05/2026, 9:07 AM • Investing

Anthropic’s AI Pause Call Meets a Credibility Test

Anthropic called for a global AI development pause citing recursive self-improvement risks, but the company's credibility is questioned due to abandoning its safety pledge in February 2026 under competitive pressure, then filing for a near-trillion-dollar IPO by June 2026. While independent evidence supports rapid AI capability acceleration, Anthropic's commercial interests complicate its role as an objective advocate for industry restraint.

06/05/2026, 7:21 AM • Investing

Futurum CEO Daniel Newman Drops Reality Check On AI's Trillion-Dollar Bet: 'We've Barely Scratched The Surface...'

Futurum CEO Daniel Newman warns that expecting massive AI returns within two years is unrealistic, advocating for a 5-year investment horizon. While AI infrastructure spending is projected to grow 20% annually versus 15% revenue growth, most major tech companies show negative ROI on data center investments. Supply chain constraints and the need for $2-5 trillion in additional annual revenue pose significant challenges to justifying the massive AI capex buildout.

06/05/2026, 7:16 AM • Benzinga

Anthropic’s AI Pause Call Meets a Credibility Test

Anthropic's June 4 call for a global AI development pause faces credibility scrutiny due to the company's February 2026 reversal of its Responsible Scaling Policy citing competitive pressure, followed by a near-trillion-dollar IPO filing in June 2026. While independent evidence corroborates genuine AI capability acceleration and recursive self-improvement risks, Anthropic's self-reported metrics lack independent verification, and the contradiction between its safety messaging and commercial ambitions raises questions for investors about the company's true commitment to industry restraint.

06/05/2026, 6:31 AM • Investing

Agentic AI in Scientific Discovery and Research Market Report 2026

The agentic AI in scientific discovery and research market is experiencing rapid growth, projected to increase from $0.26 billion in 2025 to $2.4 billion by 2030 at a CAGR of 56.5%. Key drivers include automation, multi-agent systems, and AI-driven research tools. Leading companies are developing advanced solutions like autonomous hypothesis generation and experimental design, with North America currently the largest regional market.

06/05/2026, 4:44 AM • GlobeNewswire

AI in Smartphone and Wearable Market Report 2026

The AI in smartphone and wearable market is experiencing explosive growth, valued at $86.21 billion in 2025 and projected to reach $332.85 billion by 2030 with a 31% CAGR. Key drivers include edge AI computing, digital health monitoring, 5G expansion, and advancements in sensor technology. Leading companies are innovating with adaptive displays and AI-driven health features, while strategic acquisitions reshape the competitive landscape.

06/05/2026, 4:41 AM • GlobeNewswire

S&P 500: Volatility Crush Rally Potential Builds as Dispersion, Correlations Shift

The S&P 500 showed resilience on Thursday despite a May jobs report, with the VIX falling below 16 and VIX1D below 11, suggesting potential for a volatility crush rally. Broadcom's earnings report significantly reduced single-stock volatility and dispersion, while oil's 3% decline also helped reduce equity volatility. Three-month implied correlations rose, narrowing the spread with dispersion, which historically precedes S&P 500 movements. An inverse head-and-shoulders pattern in oil remains valid as long as it stays above $90.50.

06/05/2026, 2:45 AM • Investing

5 Top Artificial Intelligence (AI) Stocks to Buy With $5,000 Right Now

The article recommends five AI stocks as solid investment picks with $5,000: Nvidia benefits from increased GPU demand for data centers; Amazon and Microsoft are major GPU purchasers with growing cloud services (AWS and Azure); Nebius is a neocloud company focused on AI computing with exceptional growth rates; and Meta Platforms is investing heavily in AI infrastructure with potential upside from upcoming AI glasses products.

06/04/2026, 7:21 PM • The Motley Fool

Should You Buy Leading AI Stocks Today -- Or Wait to Invest in SpaceX, Anthropic, and OpenAI's Supersized IPOs?

The article discusses whether investors should continue buying established AI stocks like Nvidia and Alphabet or wait for upcoming IPOs from SpaceX, Anthropic, and OpenAI. It recommends a strategy based on risk tolerance: cautious investors should favor established tech giants with diversified revenue streams, while aggressive investors might consider the newer AI-focused companies. The best approach is diversification across both established players and IPO stocks at reasonable prices.

06/04/2026, 6:15 PM • The Motley Fool

3 Magnificent Artificial Intelligence (AI) Stocks to Buy and Hold for the Next Decade

The article recommends Amazon, Microsoft, and Alphabet as top AI stocks to buy and hold for the next decade, focusing on their cloud computing businesses. AWS generated 59% of Amazon's operating profits with 28% YoY revenue growth, Microsoft Azure grew 40% YoY, and Google Cloud grew 63% YoY while expanding its custom AI chip sales. All three companies are investing hundreds of billions in data center infrastructure expected to generate strong long-term returns.

06/04/2026, 5:17 PM • The Motley Fool