Nebius Group’s £1.7 Billion UK Expansion Fuels Bullish Case Despite the Pullback

Nebius Group announced a £1.7 billion ($2.3 billion) UK infrastructure expansion to build AI capacity through three new NVIDIA deployments reaching 65 megawatts by 2027. Despite the stock pulling back 22% from its 52-week high of $278.84 to $218, the company continues accelerating expansion with a $46 billion contracted backlog, including deals with Meta and Microsoft. Bank of America raised its price target to $280, citing strengthening compute demand.

06/10/2026, 1:03 PM • Investing

The SpaceX IPO Could Make Thousands of Employees Millionaires -- but Should Retail Investors Buy In?

SpaceX's anticipated $1.8 trillion IPO at $135 per share is expected to make thousands of employees millionaires, with Elon Musk allocating 30% of shares to retail investors. However, the article cautions retail investors by comparing SpaceX's valuation metrics to Facebook's IPO, noting SpaceX trades at a much higher price-to-sales ratio (95 vs. Facebook's 20) despite similar growth rates. The author recommends waiting for post-IPO volatility to settle before investing, citing Facebook's 50% post-IPO decline as a cautionary example.

06/10/2026, 12:17 PM • The Motley Fool

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

2 Glorious Growth Stocks to Buy During the Latest Tech Sell-Off

During a tech market downturn with the Nasdaq Composite down 7.5% from its peak, Meta Platforms and Lemonade are presented as attractive investment opportunities. Meta is leveraging AI to boost user engagement and advertising revenue, trading at a P/E ratio of 21.3 compared to the Nasdaq-100's 35.3. Lemonade is using AI to transform insurance operations, achieving record growth with 3.1 million policyholders and accelerating in-force premium growth for 10 consecutive quarters.

06/10/2026, 9:15 AM • The Motley Fool

IMF Head Warns Policymakers Not To Ignore Growing Fears Over AI And Jobs— 'We Collectively Did Not Appreciate...'

IMF Managing Director Kristalina Georgieva warned policymakers that AI's job displacement risks must not be ignored, comparing the situation to globalization's uneven impact. While some economists argue AI is creating jobs in infrastructure and specialized roles, concerns persist about potential disruption to 60% of jobs in advanced economies and 40% globally, with younger and middle-class workers facing greatest risk.

06/10/2026, 8:18 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 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

OpenAI Just Filed for an IPO After Anthropic Beat It to the Punch. Here's What That Means for the AI Investing Race.

OpenAI filed for an IPO following Anthropic's confidential IPO filing, marking a shift in AI investment from private to public markets. Both companies are expected to reach ~$1 trillion valuations. The IPOs will bring greater transparency, enable retail investor access, and broaden AI investment opportunities beyond infrastructure plays to direct generative AI model investments.

06/09/2026, 1:27 PM • The Motley Fool

Another Friday-Like Reversal? Markets Broaden as Volatility Persists

Markets experienced a sharp reversal similar to Friday's action, with tech stocks declining after initial gains while broader market sectors recovered. The VIX surged toward 20 as memory and semiconductor shares tumbled. Crude oil fell over 3% on hopes of an Iran deal within 2-3 days. The concentration of returns in the top 20% of tech stocks versus the bottom 20% continues to drive volatility, with the Magnificent 7 turning negative by day's end.

06/09/2026, 1:17 PM • Investing

Tech Stocks' Relief Rally Crumbles: SOXL Craters 15%, AMD Sheds 6% As Recovery Fizzles

A brief morning rally in technology stocks collapsed Tuesday as sellers reasserted control. The Semiconductor ETF (SOXL) plunged 16.43%, while chip stocks including AMD, Broadcom, and Qualcomm fell sharply. Experts attributed the selloff to a rotation out of tech ahead of SpaceX's Friday IPO debut. Only Meta managed modest gains while most large-cap tech stocks declined.

06/09/2026, 12:41 PM • Benzinga

MANGOS Is The New Magnificent Seven — And Half Of It Hasn't Gone Public Yet

Wall Street has coined a new acronym, MANGOS (Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX), representing the next generation of dominant tech stocks focused on AI infrastructure and space commercialization. Three of the six companies are preparing for historic IPOs, with SpaceX targeting a $1.75 trillion valuation and OpenAI filing confidentially. The publicly traded members—Nvidia ($5.05T market cap), Alphabet ($4.37T), and Meta ($1.49T)—are already massive, with significant capital concentration expected if the private companies go public at anticipated valuations.

06/09/2026, 9:14 AM • Benzinga

Forget the Big Chipmakers for a Minute: This Overlooked AI Stock Is Up 114% and Just Landed Deals With Nvidia and Amazon

Corning, a 175-year-old glassmaker, has emerged as a quiet beneficiary of AI infrastructure spending, with its stock up 114% in 2026. The company secured major multibillion-dollar deals with Amazon, Meta, and Nvidia for optical fiber connectivity in data centers. Corning's optical communications sales grew 36% year-over-year in Q1, and the company targets $40 billion in annualized sales by 2030. However, the stock trades at a rich P/E ratio of 90, and investors should be cautious about concentration risk tied to hyperscaler AI spending.

06/08/2026, 11:12 PM • The Motley Fool

Meta Is Reportedly Weighing a Multibillion-Dollar Stock Sale to Fund Its AI Build-Out. Here's What It Could Mean for Shareholders.

Meta is reportedly considering a multibillion-dollar stock sale to fund its massive AI infrastructure spending, which has grown to $125-145 billion for 2026. The move would represent a shift from the company's previous share buyback strategy and comes as Meta's capital expenditures are outpacing revenue growth. While the dilution impact would be modest for a $1.5 trillion company, timing is less favorable than Alphabet's recent $85 billion equity raise, as Meta's stock is down 11% year-to-date.

06/08/2026, 10:31 PM • The Motley Fool

Meta, ABC Form Partnership to Launch Academy to Train and Create Jobs for Construction Craft Professionals

Meta Platforms Inc. and Associated Builders and Contractors (ABC) announced a $115 million partnership called America's Workforce Academy to train data center construction technicians across Indiana, Louisiana, Ohio, and Texas. The program offers a five-week training course with job guarantees, scholarships, and living stipends to address the construction industry's workforce shortage driven by growing data center demand.

06/08/2026, 6:15 PM • GlobeNewswire

Buy The Dip? Not So Fast. 6 Stocks Investors Ignored In Last Week's Chaos

During Friday's 1,100-point Nasdaq decline, retail traders on Robinhood showed a rotation pattern rather than a simple 'buy the dip' strategy. While mega-cap AI names like Tesla, Nvidia, and CoreWeave saw aggressive buying, major software and cloud stocks including Amazon, Microsoft, and Alphabet were net sold despite declining prices. Credo Technology was the most heavily sold stock on the platform, suggesting traders locked in gains from recent rallies rather than adding exposure to beaten-down mega-cap names.

06/08/2026, 3:47 PM • Benzinga