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After Friday's sharp selloff, this week packs in Apple's WWDC, May inflation data, Oracle and Adobe earnings, an ECB rate decision, and what could be the largest IPO in history.
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The U.S. added 172,000 jobs in May, nearly double what Wall Street expected, keeping the unemployment rate at 4.3%. Treasuries sold off and stocks tumbled as markets repriced the odds of Fed rate cuts this year.
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Broadcom crushed Q2 estimates with $22.2B in revenue and AI chip sales up 143% YoY — then watched its stock tumble anyway. A softer-than-expected Q3 AI guidance triggered a sector-wide rout, dragging the Nasdaq to its worst day since April 2025.
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Broadcom (AVGO) reports fiscal Q2 2026 after the bell with Wall Street already pricing in another blowout AI quarter. The real question isn't whether it beats — it almost always does — it's whether Hock Tan raises the 2027 roadmap again.
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Trump has floated a Hormuz MoU "within a week" at least three times — yet WTI surged +1.46% to $93.51 on June 2, capping a two-day, 7% rally. The market's verdict: words and barrels are two very different things.
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All three major indexes hit record highs on June 2 as the AI infrastructure supply chain surged in unison, shrugging off geopolitical risk and a looming Fed meeting. Here's what moved the market and what to watch next.
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HPE's fiscal Q2 blowout — revenue $10.68B vs. $9.79B expected, non-GAAP EPS $0.79 vs. $0.53, plus a sweeping guidance raise — triggered the stock's largest single-day gain since its IPO and forced Wall Street to retire the "legacy IT vendor" label for good.
Deep Dive
Berkshire has been stealthily accumulating Alphabet since Q3 2025, making it the firm's 5th-largest holding. On June 1, it added another $10B in a private placement — the same night Alphabet launched an $80B equity offering and raised its 2026 capex guidance to $180–190B.
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Alphabet just launched the largest single equity offering in corporate history — $80 billion for AI infrastructure — with Berkshire Hathaway quietly taking $10 billion of it. Wall Street's response: sell first, ask questions later.
Deep Dive
Broadcom drops Q2 earnings after the bell on June 3. We run the math on the $73B backlog, the 2027 $100B AI roadmap, and TSMC's capacity ceiling — because tonight the supply-side commentary matters more than the headline number.
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NVIDIA officially planted its flag in PC chips with the RTX Spark Superchip at GTC Taipei — and the market immediately repriced Intel, AMD, and Qualcomm to pay for it. This is the last piece of Jensen Huang's full-stack AI ambition.
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Marvell (MRVL) posted its biggest-ever single-day gain — up 32.6% to $290.79 — after Jensen Huang publicly called it the next trillion-dollar company at Computex. Getting there requires roughly a 4x from here, and the real test starts with the next earnings print.