Why the VIX Is Calm While AI Stocks Tumble: Dispersion
Nvidia and chip names are cracking again, but the VIX barely moves. Here is what stock-level dispersion is telling investors about June 2026.
stock market
172k Jobs, $1T Wiped: Nasdaq’s Worst Week in a Year
A hot May payrolls print pushed Fed rate cuts off the table and triggered a 10.4% single-day SOXX collapse, dragging Nasdaq to its worst week in a year.
Lululemon Plunges 12% as FY26 Guidance Cut Eclipses Beat
LULU beat Q1 FY26 but cut full-year guidance by ~$350M after Americas comps fell 5%. Pre-market: -12.6%. The international story is still working.
TSMC at AGM: ‘Will Be a Long Time’ Before AI Supply Catches Demand
TSMC CEO C.C. Wei told the June 4 AGM AI demand still outpaces supply, signaling pricing power as Arizona buildout hits $165 billion.
CrowdStrike Beats and Raises — Why CRWD Still Dropped 9%
CRWD beat Q1 FY27, raised full-year guidance, and announced a 4-for-1 split. A $1.35B billings print missed — and the stock fell 9% after hours.
Broadcom Reports Tonight: $2.3T AVGO and the AI XPU Print
Broadcom prints Q2 FY26 at 5 PM ET. AVGO is at all-time highs, options price a big move, and the AI accelerator number is the only one that matters.
Micron’s $1 Trillion Moment: HBM and the AI Memory Reset
Micron crossed $1 trillion in market cap on June 1, 2026 after a 6.6% pop to $1,035, a 263% YTD gain driven by AI-memory demand.
Marvell’s $177B AI Bet: Q1 Beat, 102.4 Tbps Switch, NVLink
Marvell is up 138% YTD on a Q1 FY27 beat, the industry’s first 102.4 Tbps AI switch, and a widening Nvidia NVLink Fusion partnership.
Blackstone Asia PE Fund Closes at Record $13.1B
Blackstone Capital Partners Asia III closed at $13.1 billion, topping its $10 billion target and more than doubling its predecessor.
HPE Surges 23% on Record Q2, Pulls 2028 Targets Forward
Hewlett Packard Enterprise blew past Q2 FY26 estimates with $10.68B revenue and $0.79 EPS, raised FY26 guidance sharply, and said it will hit its 2028 AI targets this year.