Today: 13 June 2026
SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

13 June 2026
SGH closed at A$41.51, up 0.70% but underperformed the S&P/ASX 200’s 1.98% surge, as investors weighed solid cash flow and Boral margin gains against a high 36.03 P/E, mixed demand, and M&A risk; the next key catalyst is FY26 results on August 11, with analysts’ average target at A$47.64, 14.76% above Friday’s close.
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Microsoft Sinks Under $390 With Nasdaq in Recovery

Microsoft Shares Fall as Investors Worry About AI Spend, Cloud Push

Microsoft shares slid to $386.92 Friday, down 0.9%, as investors questioned whether soaring AI infrastructure spending—set to top $40 billion in the fiscal fourth quarter—will deliver enough cloud revenue to justify the stock’s 23x earnings multiple, especially after Oracle’s massive capex plans rattled the sector and Microsoft’s margins face pressure from ongoing AI investments.
12 June 2026
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Rigetti Computing Stock Falls as Sale Notice Tests $100 Million Quantum Rally

Rigetti Computing Stock Climbs After $40 Target, But Quantum Valuation Risks Remain

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12 June 2026
Rigetti Computing shares jumped to $21.945 intraday after Rosenblatt reaffirmed a Buy rating and $40 target, spotlighting nearly 99% upside as investors weigh quantum-computing momentum, small revenue, steep operating losses, and possible dilution from government-linked funding, with the next catalyst hinging on converting a $100 million Commerce letter of intent and 108-qubit system demand into funding and customer wins.
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Aurora Picks Up Bullish Rating; Traders Focus on Monday Open

Aurora Innovation Shares Tick Up; Uber Stake Overhang, Driverless Truck Launch Eyed

Uber’s June 2 sale of 67.5 million Aurora Innovation shares at $7.10 each leaves a 15.6% stake and weighs on AUR’s price, as investors await proof of progress on second-generation hardware and a 200+ driverless truck rollout this year; Aurora traded at $6.04, up 1.09%, with Q1 revenue at $1 million and a $223 million net loss.
12 June 2026
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Amazon Shares Slip After $17.5 Billion AI Loan Draws Focus to AMZN Cash Flow

Amazon Shares Slip After $17.5 Billion AI Loan, Cash Flow Pressure Before Prime Day

Amazon shares dropped 1.6% to $237.66 Friday, underperforming rising major ETFs, as investors focused on a new $17.5 billion delayed-draw loan to fund AI infrastructure, raising concerns over rising capital expenditures and shrinking free cash flow, with attention now turning to Prime Day on June 23–26 and upcoming Q2 results for signs of revenue growth and margin impact.
12 June 2026
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Micron Stock Nears $1,000 Again as AI Memory Rally Faces June 24 Test

Micron Stock Nears $1,000 Again as AI Memory Rally Faces June 24 Test

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12 June 2026
Micron soared 11.66% to $995.87 after a sharp pullback, as investors weigh booming AI-driven memory demand against concerns the stock already prices in a near-perfect upcycle; all eyes are on the June 24 earnings call, with analysts forecasting Q3 EPS of $19.46 on $34.07B revenue and debating whether supply constraints can sustain elevated earnings and justify Micron’s $1.14T valuation.
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June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

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28 June 2025
OpenAI CEO Sam Altman said GPT-5 will launch in summer 2025, claiming major improvements over GPT-4. Midjourney released its first text-to-video system, Model V1, in June 2025. Meta delayed LLaMA 4 Behemoth to late 2025 due to performance issues. Google DeepMind introduced Gemini Robotics On-Device, running vision-language-action AI entirely on robots.
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Latest

NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

NCR Voyix soared 10.25% to $7.85, far outpacing the market, as investors focus on the company’s 2026 cash-flow and earnings targets; the next key catalyst is the Q2 2026 earnings update, with stock valuation appearing low if management delivers on margin and cash-flow goals, but risks remain with declining reported revenue and high debt.
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13 Jun
Redwire Drops After SpaceX Listing, Investors Eye Dilution

Redwire Drops After SpaceX Listing, Investors Eye Dilution

Redwire shares plunged 11.6% to $15.12 on heavy volume after announcing a $500 million at-the-market equity program, raising dilution concerns as investors rotated out of smaller space stocks amid SpaceX’s market debut; investors now face uncertainty over Redwire’s ability to convert its record $498.1 million backlog into revenue and cash flow without further share issuance.
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13 Jun
Super Micro Slides Again as $7 Billion AI Financing Fuels Dilution Fears

Super Micro Slides Again as $7 Billion AI Financing Fuels Dilution Fears

Super Micro Computer priced 45.45 million shares at $27.50 and depositary shares linked to 7% mandatory convertible preferred stock, aiming to raise up to $7 billion, sending SMCI down 4.7% to $30.46 as investors weigh dilution risk against $39 billion in non-binding AI server orders and await proof these orders convert to profitable revenue without further margin or share count pressure.
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13 Jun
Nvidia Gets AI Approval From Apple But Shares Stay Flat

Nvidia Market Cap Hovers Near $5 Trillion; Vera China Launch and Blackwell Score Spotlight AI Demand Again

Nvidia closed at $205.19, up 0.16%, as investors weighed strong AI infrastructure demand—including a $10 billion KKR-led Helix Digital Infrastructure launch with Nvidia as an anchor—against high valuation and risks like stalled China GPU shipments, heavy reliance on TSMC, and potential data-center power shortages, with the next major stock catalyst set for the June 24 annual meeting.
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13 Jun
Maase Shares Rise After Times Good Filing

Maase Shares Rise After Times Good Filing

Maase Inc. (MAAS) jumped 15.73% to $14.86 after a June 12 SEC filing revealed its Times Good acquisition brings AI-computing revenue growth potential but also losses, negative cash flow, and a going-concern warning; investors await proof Maase can turn its AI push into funded projects and improved financials.
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12 Jun
Dow closes up as Iran deal hopes and lower oil prices draw focus

Dow closes up as Iran deal hopes and lower oil prices draw focus

The Dow Jones surged 353.42 points to 51,208.20 Friday, fueled by U.S.-Iran peace-deal hopes, falling oil prices, and SpaceX’s market debut, but with the index near its 52-week high and inflation still a major risk, investors are eyeing next week’s Fed decision for signals on rates and future market direction.
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12 Jun
AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

S&P 500 Ends Up as Oil Drops, SpaceX IPO Catches Wall Street’s Eye

SpaceX soared 28% to $172 in its Nasdaq debut after pricing at $135, pushing its market value above $2.25 trillion and dominating trading as investors rotated out of smaller space stocks; the S&P 500, Dow, and Nasdaq all closed higher, buoyed by falling oil prices and hopes for a U.S.-Iran deal, while analysts flagged elevated valuations and upcoming Fed policy as key risks.
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12 Jun
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