This May Be the Next Big Catalyst for Intel Stock

Intel's foundry business is gaining momentum with reports of Google placing an order for over three million TPU units in 2028, and Nvidia evaluating Intel's 18A process node. The company's foundry unit generated $5.4 billion in Q1 2026 revenue (up 16% YoY) and accounts for 40% of Intel's top line. While Intel trades at an expensive 141x forward earnings valuation, strong foundry customer growth could justify valuations through accelerated earnings growth.

06/10/2026, 11:23 AM • The Motley Fool

Think SpaceX Will Mark The Market Top? Tom Lee Says History Suggests Otherwise

Fundstrat's Tom Lee dismissed concerns that SpaceX's IPO will mark a market top, arguing that history shows major IPOs rarely coincide with market peaks. Lee cited $7 trillion in available cash on the sidelines and strong demand from high-net-worth investors as reasons the market will absorb the offering well and potentially rally post-IPO.

06/10/2026, 11:16 AM • Benzinga

Jensen Huang Just Delivered Fantastic News to Marvell Stock Investors

Nvidia CEO Jensen Huang endorsed Marvell Technology as a potential next trillion-dollar AI chip company. Marvell's networking, storage controllers, and custom connectivity chips are becoming critical infrastructure components as hyperscalers expand AI data centers. With current market cap at $232 billion, the company could see 4x upside if it maintains design wins in hyperscale deployments.

06/10/2026, 11:14 AM • The Motley Fool

3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off

Following a semiconductor sector sell-off triggered by Broadcom's lackluster guidance, three chip stocks present buying opportunities: Nvidia remains dominant in AI infrastructure with its GPU and CUDA ecosystem; AMD is well-positioned for inference and agentic AI workloads with strong data center CPU technology; and Broadcom, despite triggering the sell-off, is a leader in custom AI chips and optical networking with significant growth potential.

06/10/2026, 10:17 AM • The Motley Fool

Zscaler Redefines Zero Trust SASE for the AI Era

Zscaler announced significant expansions to its Zero Trust SASE solution at Zenith Live 2026, introducing the ZAgent Framework for agentic AI-driven administration and extending security to unmanaged devices, B2B partners, and multi-cloud workloads. The platform now secures over 750 billion daily transactions and includes new capabilities like Zero Trust Browser Extension, B2B Connectivity, and Kubernetes microsegmentation across GCP and AWS.

06/10/2026, 8:00 AM • GlobeNewswire

Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA

Apple's AI announcements at WWDC sparked mixed reactions on Wall Street. While the company unveiled its biggest Siri upgrade in years, the stock fell 3.64% as investors expressed concerns about limited rollout timelines, unavailability in key markets like Europe and China, and Apple's reliance on Google Cloud and NVIDIA chips for advanced AI workloads rather than proprietary solutions. Analysts remain divided on whether the Siri overhaul positions Apple competitively in AI or highlights its growing dependence on partners.

06/10/2026, 6:43 AM • Benzinga

Mark Zuckerberg Teams Up With India's Richest Man To Build Meta's Next AI Powerhouse

Meta Platforms has partnered with Mukesh Ambani's Reliance Industries to build a 168-megawatt AI-enabled data center in Jamnagar, Gujarat, India. The facility will be completed within two years and powered by renewable energy, supporting Meta's global AI infrastructure expansion. This marks Meta's first built-to-suit data center in India and strengthens their relationship following a $5.7 billion investment in Jio Platforms in 2020.

06/10/2026, 5:22 AM • Benzinga

SpaceX Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined

SpaceX's upcoming IPO values the company at $1.77 trillion, exceeding the combined valuation of all 12 S&P 500 aerospace and defense companies (~$1.5 trillion), despite generating only $18.7 billion in revenue compared to their $500 billion combined. While analysts like Gene Munster and Ron Baron express bullish sentiment with predictions of $30 trillion future value, critics including NYU's Aswath Damodaran raise concerns about valuation and market opportunity estimates.

06/10/2026, 5:00 AM • Benzinga

SpaceX IPO Reportedly Sparks $250 Billion Investor Rush, Oversubscribed More Than 3.5X

SpaceX's highly anticipated IPO on June 12 has attracted over $250 billion in investor demand, roughly 3.5-4x oversubscribed against its $75 billion fundraising target. The company is expected to be valued at approximately $1.75 trillion, making it one of the largest IPOs ever. However, some critics, including short seller Jim Chanos, question whether the valuation is justified compared to major tech companies at their IPO.

06/10/2026, 4:09 AM • Benzinga

Better IPO Buy: SpaceX vs Anthropic

SpaceX and Anthropic are both preparing for major IPOs in 2026. SpaceX, a leader in rocket launches and satellite internet (Starlink), shows impressive growth but wasn't profitable last year due to AI investments. Anthropic, maker of Claude AI, has surpassed OpenAI in valuation but lacks publicly available financial details. The article suggests waiting for a SpaceX dip rather than buying at IPO, while recommending caution on Anthropic until full financials are disclosed.

06/10/2026, 3:10 AM • The Motley Fool

Alphabet Is Raising $80 Billion for AI Infrastructure. These 4 Semiconductor Stocks Win the Most.

Alphabet is raising $80 billion to fund AI infrastructure expansion, with spending projected to grow 30% annually through 2030. Four semiconductor companies are positioned to benefit: Nvidia (dominant GPU provider), Broadcom (custom chip designer for Google), TSMC (world's largest chip foundry), and Marvell Technology (developing custom AI accelerators and memory processing units for Google).

06/10/2026, 3:05 AM • The Motley Fool

Elon Musk Says SpaceX Could Put One Million Tons Of Payload In Orbit Within The Next Five Years

SpaceX CEO Elon Musk stated that the company could achieve putting 1 million tons of payload into orbit within approximately 5 years, exceeding current expectations. This follows a Mach33 research report indicating SpaceX could deploy over 40,000 tons of Starlink payload in the next two years, coinciding with the launch of datacenter satellites. The announcement comes amid anticipation of SpaceX's upcoming IPO, with Goldman Sachs projecting the company's revenue could exceed $474 billion by 2030.

06/10/2026, 1:41 AM • Benzinga

Is The Trade Desk Still Investable as the Internet Closes?

The Trade Desk faces significant structural challenges as digital advertising shifts from the open web to closed, proprietary platforms like those run by major tech companies. Investors remain cautious about the company's ability to adapt and reignite growth, with questions about leadership's strategic direction and the company's valuation in this changing landscape.

06/09/2026, 8:31 PM • The Motley Fool

Apple Just Joined the AI Revolution. Investors Could Be in for a Windfall, According to Several Wall Street Analysts.

Apple unveiled Siri AI at its Worldwide Developers Conference, marking its definitive entry into artificial intelligence. The company partnered with Nvidia and Google Cloud to power its Apple Intelligence features, which will operate both on-device and in the cloud with privacy protections. Wall Street analysts are bullish, with Wedbush's Dan Ives setting a $400 price target (38% upside) and Morgan Stanley's Eric Woodring raising his bull target to $440 (51% upside), believing Apple's AI monetization potential is not yet reflected in the stock's current valuation.

06/09/2026, 6:03 PM • The Motley Fool

Professional Equity Management Acquires 306-Unit Class A Community in Red Oak, Texas, Strengthening Sun Belt Portfolio

Professional Equity Management (PEM) announced the acquisition of Emerson at Red Oak, a 306-unit Class A multifamily community in Red Oak, Texas. The property, built in 2023, benefits from significant technology infrastructure investment in the area, including major data center operations from Google, Compass Datacenters, and DataBank. The acquisition is supported by favorable market fundamentals, including strong population growth in the Dallas-Fort Worth region and declining new supply in the Ellis County submarket.

06/09/2026, 5:30 PM • Benzinga