AI Stocks & Markets

Today's Stories

1. 1

   SpaceX joins NVIDIA and Amazon in borrowing billions to fund the AI infrastructure buildout

   SpaceX has entered the AI bond market (where companies borrow money from investors and promise to pay it back with interest), joining NVIDIA, Alphabet, Amazon, and Oracle, which have collectively raised hundreds of billions of dollars this way. The money is going toward data centers, AI chips, and the physical infrastructure needed to run artificial intelligence at scale. Investor demand for these bonds has been exceptionally strong, reflecting confidence that AI spending will continue for years.

   The cost of building AI infrastructure is so enormous that even the world's most profitable tech companies are borrowing money to fund it — which means the AI boom is far from slowing down, and the products and services you use that run on AI are likely to keep expanding.

2. 2

   NTT launches an $800 million fund to invest in AI infrastructure startups globally

   Japan's NTT (one of the world's largest telecommunications companies) announced it is forming the 'IOWN AI Fund,' worth approximately 80 billion yen (roughly $800 million USD), to invest in startups building the physical and software backbone of AI — things like networking hardware, data centers, and energy-efficient computing. IOWN refers to NTT's next-generation optical networking technology, which uses light instead of electricity to move data much faster. The fund signals that NTT wants to be a major player in shaping how AI infrastructure is built worldwide.

   NTT's investment could accelerate the development of faster, more energy-efficient networks, which would eventually make AI-powered services cheaper and more responsive for everyday users in Japan and beyond.

3. 3

   Amazon is now selling its own AI chips to compete directly with NVIDIA

   Amazon Web Services (AWS), the cloud computing arm of Amazon, has moved beyond just using its custom AI chips internally and is now selling them to outside businesses — putting it in direct competition with NVIDIA, the company that currently dominates the market for AI chips (the specialized processors that train and run AI models). Cloud providers worldwide are on track to spend more than $750 billion on AI infrastructure in 2026 alone, and Amazon is betting it can capture a larger slice of that by offering its own chips as an alternative. This is a significant shift because it challenges NVIDIA's near-monopoly on the most critical hardware in AI.

   More competition in AI chips could eventually lower costs for businesses that use cloud AI services, which in turn could make AI-powered tools you use at work — like document summarizers or customer service bots — cheaper and more widely available.

4. 4

   Analysts say AI infrastructure stocks like NVIDIA, Broadcom, and Vertiv will create more wealth than AI apps

   Investment analysts at The Motley Fool argue that the biggest stock market winners from AI will not be the flashy chatbot companies, but rather the businesses supplying the hardware and power systems that make AI run — specifically NVIDIA (chips), Broadcom (networking semiconductors), and Vertiv (cooling and power systems for data centers). Their case: just as the companies that sold picks and shovels during the Gold Rush often outperformed the miners themselves, the companies enabling AI are collecting money from every player in the AI race, regardless of who wins. All three companies have seen strong revenue growth tied directly to AI data center spending.

   If you follow the stock market or have a retirement account with tech exposure, the 'infrastructure layer' of AI — not just the names you hear about in the news — is where analysts say long-term returns may be strongest.

5. 5

   AppLovin stock could climb 28% as its AI-powered advertising business recovers

   AppLovin (ticker: APP), a company that uses AI to help mobile app developers target and acquire new users through advertising, saw its stock surge in 2025 before pulling back in 2026. Analysts at 24/7 Wall St. now set a price target above $600 per share, representing a potential 28% gain from current levels, arguing that the slowdown was a normal pause rather than a sign that the business is broken. AppLovin's AI ad-targeting technology (software that decides which users to show ads to) has been a key differentiator in the competitive mobile advertising market.

   AppLovin's technology influences which ads appear in the mobile games and apps you use every day, and a recovery in its business means AI-driven advertising in consumer apps is likely to become even more targeted and pervasive.

6. 6

   Cerebras Systems reports first-quarter earnings on June 23 — a key test of AI chip demand

   Cerebras Systems, a startup that makes AI chips designed to be dramatically faster than conventional processors for certain AI tasks, is scheduled to release its first-quarter financial results on June 23, 2026. Analysts expect the results to reflect strong demand for AI infrastructure and growth from Cerebras's partnership with AWS (Amazon's cloud service). The report will be closely watched as an early indicator of whether AI chip spending among businesses remained robust in early 2026.

   Cerebras's results will give investors and businesses a clearer picture of whether corporate AI spending is holding up — which affects how aggressively companies invest in AI tools that workers and consumers ultimately use.

7. 7

   Micron Technology outperformed NVIDIA in 2026 and tops Trump's disclosed AI stock holdings

   According to U.S. government financial disclosure filings, Micron Technology (ticker: MU) — a company that makes memory chips (the components that store data while a computer is actively working) — ranks as the top AI and tech stock in President Donald Trump's personal investment portfolio in 2026. Notably, Micron's stock has outperformed NVIDIA so far this year, driven by surging demand for the high-bandwidth memory chips required in AI servers. Trump's disclosures also list Adeia Inc. (ticker: ADEA), a lesser-known company that licenses patents for media and semiconductor technology, as a holding.

   Micron's strong performance signals that AI's impact on stock markets extends well beyond the famous names like NVIDIA — the memory chips inside every AI server are also becoming a major investment theme that affects the broader tech sector.