Why Marvell Technology Stock Sank Today

Marvell Technology stock declined 5.4% on June 10, 2026, as part of a broader tech selloff driven by inflation concerns and geopolitical tensions. The May CPI report showed inflation at 4.2% annually—the highest in three years—while escalating Iran war tensions raised concerns about energy prices and interest rate hikes. Despite the pullback, Marvell remains up 197% year-to-date.

06/10/2026, 7:30 PM • The Motley Fool

The AI Trade Nobody Is Making Right Now -- and Why It Could Be 2026's Best Opportunity

ServiceNow and Salesforce are positioned as underrated AI plays in the SaaS sector. ServiceNow's AI Control Tower addresses the need for governance and monitoring of agentic AI agents, with AI commitments expected to hit $1.5 billion (50% increase). Salesforce has made strategic moves through Data 360 and the Informatica acquisition to become a key platform for AI agents, though Agentforce revenue is still small but growing.

06/10/2026, 7:30 PM • The Motley Fool

Why Is Everyone Talking About Broadcom Stock?

Broadcom stock has become a topic of investor interest following a significant decline on June 10, 2026. Despite reporting a strong AI quarter, the stock fell as investors questioned whether its premium valuation is justified. The sell-off has prompted discussions about whether this represents a buying opportunity amid broader weakness in AI-related stocks.

06/10/2026, 7:11 PM • The Motley Fool

Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)

Corning has signed a multiyear deal worth approximately $6 billion with Amazon to supply optical connectivity solutions for data centers, joining similar commitments from Meta and Nvidia. The company's Multicore Fiber technology reduces cable requirements by 75% while improving performance. However, analysts caution that Corning's stock trades at a premium valuation (P/E of 61.7) relative to growth expectations, and investors should be prepared for a 5+ year holding period given execution risks and potential AI demand fluctuations.

06/10/2026, 6:30 PM • The Motley Fool

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

Iren's Ability to Rapidly Scale Its Data Center Footprint Makes It a Long-Term Winner

Data center operator Iren has doubled its gigawatt pipeline to 5.8 GW in less than six months through major acquisitions and deals, including a $3.4 billion contract with Nvidia. The company's $11.33 million per megawatt annual rate suggests potential for $65.7 billion in recurring revenue, though significant execution risks remain in converting capacity into operating, profitable data centers.

06/10/2026, 6:13 PM • The Motley Fool

If You Invested $30,000 in Sandisk Stock at Its Spinoff, Here's How Much You'd Have Today (Hint: You'd Be a Millionaire)

Sandisk has delivered exceptional returns since its February 2025 spinoff from Western Digital, with a $30,000 investment growing to over $1 million. The company benefits from a severe NAND memory chip shortage driven by surging data center demand for AI infrastructure. With expected revenue growth of 332% in Q4 FY2026 and 118% in FY2027, analysts believe the shortage could persist for years as data center capital expenditures are projected to reach $3-4 trillion annually by 2030.

06/10/2026, 4:28 PM • The Motley Fool

SpaceX Just Announced Fantastic News to Nvidia Stock Investors

SpaceX and Google announced a multiyear compute capacity agreement worth $920 million per month, where SpaceX will provide Google access to 110,000 Nvidia GPUs from October 2026 to June 2029. The deal is viewed as positive for Nvidia, as Google's decision to rent Nvidia-powered capacity at scale suggests that custom chip competition (ASICs) is not yet capable of replacing the flexibility and software ecosystem that Nvidia GPUs provide, reinforcing Nvidia's dominant position in AI infrastructure.

06/10/2026, 4:25 PM • The Motley Fool

Should You Buy the Bloom Energy Stock Dip?

Bloom Energy stock has surged over 198% in 2026 following strong Q1 earnings showing 130% revenue growth and a return to profitability. However, shares have recently dipped 13% due to profit-taking by short-term traders rather than company-specific issues. While trading at a high forward P/E of 143, long-term investors may view the pullback as an opportunity given the company's growing demand from AI and cloud infrastructure clients.

06/10/2026, 3:15 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

2 Stocks That Could Soar from SpaceX's $26.5 Trillion Artificial Intelligence (AI) Empire

SpaceX's IPO filing reveals a $26.5 trillion AI opportunity, positioning Nvidia and Tesla to benefit significantly. Nvidia stands to gain from supplying chips for SpaceX's data center satellites and terrestrial infrastructure, while Tesla benefits from its 19 million share stake in SpaceX and access to advanced chips from a planned Texas semiconductor facility for its Optimus robots and full self-driving technology.

06/10/2026, 2:21 PM • The Motley Fool

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

S&P 500 Selloff Shows Inflation Risk Is Still Capping Equity Multiples

The S&P 500 declined 0.88% as May's Consumer Price Index showed headline inflation accelerating to 4.2%, the fastest pace in three years, driven primarily by energy costs. While core inflation remained moderate at 2.9%, the market rotated away from large-cap technology stocks toward defensive sectors and small-caps. Oil prices fell despite U.S.-Iran military exchanges, suggesting contained geopolitical risk. The Federal Reserve faces pressure to potentially raise rates, with markets pricing in a 25-basis-point hike by December.

06/10/2026, 1:38 PM • Investing

Dow Jones Tumbles Over 1% as Energy-Driven Inflation and Iran Conflict Rattle Markets

Major stock indexes fell over 1% on June 10, 2026, as May's Consumer Price Index rose 4.2% year-over-year (highest since April 2023) with energy prices driving over 60% of inflation. President Trump's threats of military action against Iran triggered a midday selloff. Tech stocks and semiconductors led declines, while Bitcoin unexpectedly rose as a safe haven amid geopolitical uncertainty.

06/10/2026, 1:08 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