Key PointsBroadcom has been on a blistering run over the past year, soaring 85%.

Goldman Sachs added four new stocks to its June conviction list, including Tyson Foods and Block . The stocks are new additions to the investment bank's "Conviction List – Directors' Cut" group of buy-rated stocks. Goldman Sachs also added Casella Waste Systems and TPG to its list of most recommended names for June as part of its monthly reshuffling. In turn, the bank removed Ares Management , Wynn Resorts and Kontoor Brands from its list. The basket now includes 21 stocks that Goldman believes to be its most differentiated fundamental buy ideas across its coverage universe in the U.S. Tyson Foods Goldman added meat processor Tyson Foods to the list, applauding the company's "diversified portfolio with leverage to the hottest area of food." "Look for continued earnings growth at TSN — the U.S.'s largest protein processor and marketer — driven by its diversified protein portfolio, plus further margin expansion driven by ongoing operational improvements, strong demand trends, as well as generally better execution across the board," the firm wrote. Shares of Tyson Foods have added nearly 3% this year. Goldman's $81 price target represents upside of nearly 33% from Friday's close. Block Fintech stock Block was also strongly favored by Goldman. Shares have surged about 19% in 2026. Goldman has a $95 price target on the name, offering upside of 25% from Friday. "A cash generating share gainer with an AI productivity enhancement story," the firm wrote. "The holding company of Square and Cash App is one of the premier consumer neobank and payment platforms in the U.S. and is on a path to higher profitability as it attracts more and stickier users to its platforms through wallet share expansion and product improvements in select verticals." The firm thinks that earnings per share growth this year and next could drive the stock higher from here. TPG Also added to Goldman's conviction list was private equity company TPG. The firm called out the company's "sustainable growth pl...

David Ricks was addressing the pharmaceutical titan's latest hot product.

Key PointsThis is Foundayo, its first pill to earn FDA approval for weight loss.

Jensen Huang outlined agentic AI, physical AI and major partnerships.

根据周一发布的一份修订版申报文件，SpaceX已在其首次公开募股（IPO）发售的股票中，预留了最高5%的股份供“特定员工及相关人士”通过直接股票认购计划进行购买。 此次发行有望筹集创纪录的资金，规模预计在750亿美元左右。此前在今年早些时候，当马斯克将其人工智能初创公司xAI与SpaceX合并时，曾为后者给出1.25万亿美元的估值。历史上，仅有两家科技公司——Facebook和 阿里 巴巴 ——在美国交易所上市的首个交易日市值便达到了1000亿美元以上。 通过直接股票认购计划，公司可以为员工、客户甚至亲友预留一定比例的发行股份。SpaceX在文件中表示，参与者将由“公司高管酌情选定”，且这部分股票不受禁售期（锁定期）的限制。 这一条款使得部分个人能够获得通常只有与IPO承销商关系密切的大型资金管理机构才能享有的收益。 包括Airbnb、Uber和Rivian在内的多家公司都曾在发行中包含过直接股票认购计划。2010年，马斯克带领 特斯拉 完成IPO时，在其发售的1330万股中预留了最多128万股。根据其招股说明书，这些股份专门用于“出售给业务伙伴、董事、员工，以及我们员工和特斯拉客户的朋友与家人（其中特斯拉客户需已从特斯拉获得跑车交付）”。 SpaceX的路演可能于本周启动，该公司最快有望在6月12日登陆 纳斯达克 。 高盛 一直渴望获得此次发行的牵头主承销商席位，其次则是 摩根士丹利 。不过，招股书显示，直接股票认购计划将由摩根士丹利负责管理。 该公司的修订版IPO文件还披露了SpaceX与其AI部门竞争对手兼客户Anthropic之间的商业关系细节。 相关披露澄清，SpaceX一份利润丰厚的“新型云（Neocloud）”交易可能在仅仅六个月后就会终止。 招股书指出，SpaceX正在孟菲斯大都会区的Colossus和Colossus II数据中心向Anthropic出租算力，该算力相当于“约32.5万个英伟达GPU”。 文件称，在“最初的三个月期间”过后，双方达成的协议“任何一方可在提前90天发出通知的情况下予以终止”。 根据协议，在为期两个月的较低费用“爬坡期”结束后，从五月份起至2029年5月，Anthropic需每月向SpaceX支付12.5亿美元的费用。 在此次修订版文件发布之前，马斯克曾在公司的社交平台上发文透露过一些此前未公开的细节。 责任编辑：李桐

LINK (CRYPTO: LINK) isn't a typical cryptocurrency. Unlike many other cryptocurrencies that run on blockchains, LINK is the native token of the Chainlink oracle network. Oracle networks fetch and deliver real-world data -- such as weather reports, stock tickers, sports scores, and shipping data -- to developer-oriented blockchains like Ethereum (CRYPTO: ETH) . Developers use that real-time data to create their decentralized apps. Image source: Getty Images. Continue reading

格隆汇6月2日｜市场消息：苹果(AAPL.O)据悉已准备推出分账功能，进一步拓展金融业务。

Elon Musk is pitching investors on a company that combines rockets and AI, with a claimed market opportunity of $28.5 trillion - a scale challenging long-held assumptions about how companies are valued, and who ultimately drives stock market demand. Bloomberg's Isabelle Lee joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)

Cristiano Amon points to a 40-fold rise in AI tokens by 2030.

The launch tower at SpaceX Launch Complex at launch pad 39-A at the Kennedy Space Center in Cape Canaveral, Florida, U.S., April 6, 2026. Brendan McDermid | Reuters SpaceX has reserved up to 5% of stock being sold in its initial public offering for purchase by "certain employees and persons" in a direct share program, according to an amended filing out Monday. The offering is expected to bring in a record sum, in the range of $75 billion, after SpaceX was valued earlier this year at $1.25 trillion by Elon Musk , when he merged the company with xAI, his artificial intelligence startup. Only two tech companies — Facebook and Alibaba — have been valued at even $100 billion after their first day of trading on U.S. exchanges. Through direct share programs, companies can set aside a certain portion of the offering to employees, customers and even friends. SpaceX said in its filing that participants would be "selected based on the discretion of our executive officers" and that the stock would not be subject to lock-up restrictions. The provision allows certain individuals to reap the kind of benefits that are mostly accrued by large money managers with close relationships to their IPO underwriters. Companies including Airbnb , Uber and Rivian have included direct share programs in their offerings. And when Musk led Tesla through the IPO process in 2010, his electric vehicle maker included up to 1.28 million shares of the 13.3 million it sold in the IPO for "sale to business associates, directors, employees and friends and family members of our employees and Tesla customers who have received delivery of a Tesla Roadster from Tesla," according to its prospectus . Read more CNBC tech news SpaceX skeptics have added reason for concern after Musk comments diverge from IPO filing Infighting, court battles could put long-hyped air taxi breakthrough in jeopardy Blue Origin rocket explodes on launchpad during ground test Nvidia is investing billions into an emerging technology that...

US crude exports hit record high in May as Iran war tightens global oil supplies Reuters

Analyst points to strong AI-driven memory demand and tight supply.

Micron Gains as Raymond James Lifts Target TradingView

West Ham’s record Premier League goalscorer on the club’s decline, the benefits of therapy and always being asked about his car crash “I never thought I needed therapy,” says Michail Antonio during a long conversation about the darker side of football, trauma and where it went wrong for West Ham. “I was always a happy person. But I had so many demons.” This is not just about the moment that almost cost the 36-year-old his life. Antonio knows how lucky he was to emerge from the wreckage with only a broken leg after crashing his Ferrari while driving home from training in December 2024, but it is one part of the story and there are plenty more chapters to write. Continue reading...

Series against New Zealand will be a litmus test to see if the leadership team’s failed approach has really changed There’s a quote from Legacy, James Kerr’s book about the All Blacks, that I have always liked: “Our values decide our character, our character decides our value.” As England’s Test side sets about its great post-Ashes reset, I think it is applicable. Culture is a work in progress and always will be, and the positive that has emerged from their winter in Australia – when, on and off the field, their culture was found wanting – is that they now have an opportunity and an appetite to reset it. Continue reading...

The US president’s war of choice has accomplished nothing and cost the world greatly Donald Trump claims to have mastered the Art of the Deal , but he has just given us a master class in negotiating incompetence. I would love to see an Iranian government that no longer represses its people, menaces its neighbors, or can build a nuclear weapon. Trump has set back all of these efforts. His cabinet of sycophants offered little resistance as he naively bombed first and faced reality later. Trump is reviewing and tinkering with a proposed memorandum of understanding (MOU) drafted by American and Iranian diplomats with the aid of Pakistan and Qatar. It would continue the current ceasefire for 60 days while a more permanent peace accord is negotiated. The precise contours of this preliminary agreement are not known, but its gist seems clear – and is a profound embarrassment for Trump. His unprovoked war of choice has accomplished all of nothing. A new approach is urgently needed. Continue reading...

(Bloomberg) -- McDonald’s Corp. is betting on everything from fancier chicken to new playgrounds as part of a campaign to make fast food feel less like fast food.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in Iran Talks: Markets Wra

The following companies are expected to report earnings after hours on 06/01/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Hewlett Packard Enterprise Company (HPE)is reporting for the quarter ending April 30, 2026. The computer company's consens

Oklo (NYSE: OKLO) and Nano Nuclear Energy (NASDAQ: NNE) are early-stage nuclear companies pursuing a similar ambition: How to shrink the nuclear power plant from a sprawling concrete behemoth into something that can fit much closer to the customers who actually need the power. In this regard, Oklo has its Aurora powerhouse design, while Nano has several designs with epic, mythopoeic names (Kronos, Zeus, and Loki). Some of Nano's reactors are designed to fit on a semi-truck; Oklo's early renderings make its powerhouse look as peaceful as a spa in a mountain cabin. Image source: Oklo. Continue reading