Jensen Huang Thinks the Artificial Intelligence (AI) Memory Boom Is Impossible to Ignore. Here's My Top Pick That No One Is Talking About.

Nvidia CEO Jensen Huang warns that AI-driven memory shortages will persist for several years as hyperscalers demand enormous quantities of high-bandwidth memory (HBM) and DRAM for AI infrastructure. The article recommends the Roundhill Memory ETF (DRAM) as a diversified way to gain exposure to the AI memory supercycle, which represents a structural shift from cyclical commodity pricing to sustained secular growth.

06/10/2026, 6:15 PM • The Motley Fool

Microsoft announces quarterly dividend

Microsoft's board of directors declared a quarterly dividend of $0.91 per share, payable on September 10, 2026, to shareholders of record as of August 20, 2026.

06/10/2026, 4:05 PM • Benzinga

Why Bloom Energy Stock Plunged Over 10% Today

Bloom Energy stock dropped over 10% after Crusoe Energy paused development of a 1.8 GW data center project in Wyoming where Bloom was set to supply fuel-cell systems. However, utility company Black Hills stated the project remains on track and expects it to begin by early 2028, suggesting the pause may not directly impact Bloom's revenue. The sell-off reflects investor concerns about potential slowdowns in AI spending and data center development.

06/10/2026, 3:16 PM • The Motley Fool

The Largest Public Offering in History: SpaceX IPO Comes With a Stratospheric Risk

SpaceX is set to launch the largest IPO in history on June 12, 2026, at $135 per share with a $1.77 trillion valuation and $75 billion capital raise. However, the company trades at 94x sales while posting a $4.94 billion net loss in 2025. Morningstar values the company at $780 billion (55% below IPO price), citing unproven engineering milestones and a massive gap between narrative and current financials. The offering carries significant risks typical of high-uncertainty IPOs, with historical data showing initial euphoria often followed by substantial declines within a year.

06/10/2026, 2:36 PM • Investing

SpaceX Is Targeting A $28.5 Trillion Market — Here's How It Breaks Down

SpaceX is set to go public on Friday under ticker SPCX with a $1.75 trillion valuation, targeting a $28.5 trillion total addressable market. The company breaks its market into three verticals: Space ($370B), Connectivity ($1.6T via Starlink), and AI ($26.5T). Enterprise AI applications represent nearly 80% of the claimed TAM at $22.7 trillion. Analyst Dan Ives frames SpaceX as a vertically integrated AI and connectivity platform, positioning it as the next phase of the AI revolution.

06/10/2026, 2:15 PM • Benzinga

There's a Ticking Time Bomb Hidden Inside SpaceX's IPO Prospectus. Is It Still Worth the Risk?

SpaceX's IPO prospectus reveals significant shareholder dilution risks. The company's $135 IPO price is backed by only $7.85 in tangible book value per share (94.2% dilution). Additionally, SpaceX faces imminent share issuance obligations: a $19.8 billion EchoStar spectrum deal requiring 261.8 million new shares by November 2027, and a potential $60 billion Cursor AI acquisition requiring 444.4 million shares. Combined with other stock options and authorized shares, these could dilute existing shareholders by roughly 12.6% within 18 months of trading.

06/10/2026, 1:05 PM • The Motley Fool

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

Vanguard and iShares S&P 500 ETFs Compared: Is There Really a Difference?

Vanguard S&P 500 ETF (VOO) and iShares Core S&P 500 ETF (IVV) are nearly identical S&P 500 tracking funds with matching 0.03% expense ratios and virtually identical performance. VOO has a larger asset base at $1.7 trillion, while IVV offers a longer track record and slightly higher dividend yield. Both are excellent low-cost options for long-term investors seeking broad market exposure.

06/10/2026, 11:35 AM • The Motley Fool

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

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

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

Asset Management Market Surges to $18,071 Billion by 2035 as AI, IoT, and Predictive Maintenance Transform Enterprise Operations | Research by SNS Insider

The global Asset Management Market is projected to grow from $885.92 billion in 2025 to $18,071 billion by 2035, with a CAGR of 35.2%. Growth is driven by AI and IoT integration enabling predictive maintenance, with software dominating at 64% market share and cloud-based deployment leading. North America holds 39% market share, while the U.S. market is expected to grow from $96.69 billion to $677.89 billion by 2035.

06/10/2026, 2:45 AM • GlobeNewswire

Nxera Joins OpenFold AI Research Consortium Alongside Leading Global Pharmaceutical and AI Companies to Accelerate AI-enabled Drug Discovery

Nxera Pharma has joined OpenFold, a non-profit AI research consortium for drug discovery, alongside major pharmaceutical and technology companies including Bristol Myers Squibb, Novo Nordisk, Bayer, Roche, AWS, Microsoft, and NVIDIA. The participation aligns with Nxera's strategy to enhance R&D productivity through AI technologies and leverage its NxWave™ GPCR drug discovery platform with open-source structural prediction models.

06/10/2026, 2:35 AM • GlobeNewswire

Worried About Which AI Stock to Buy? This Low-Cost ETF Lets You Own the Whole Trade.

The Vanguard Information Technology ETF (VGT) offers a low-cost way to gain broad exposure to the AI and technology sector with a 0.09% expense ratio, holding over 300 tech companies. However, the fund's diversification is limited by heavy concentration in its top three holdings (Nvidia 19%, Apple 16%, Microsoft 10%), which together account for nearly 45% of the portfolio. While this removes the risk of picking the wrong individual AI stock, investors still face sector-wide downturns, as evidenced by the early June chip stock selloff.

06/09/2026, 9:06 PM • The Motley Fool

Stock Market Today, June 9: Apple Falls as Siri AI Update Raises iPhone Upgrade Questions

Apple stock fell 3.61% following WWDC 2026 announcements of Siri AI and Apple Intelligence updates that investors viewed as underwhelming. Concerns center on unclear monetization timelines and hardware limitations affecting over 850 million iPhones unable to run basic Apple Intelligence features. The broader tech sector also declined, with the Nasdaq falling 0.97% as large-cap tech underperformed.

06/09/2026, 5:20 PM • The Motley Fool