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Tech Stocks: News & Catalysts

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A daily article rounding up the key earnings, product announcements, analyst upgrades/downgrades, and macro catalysts shaping tech stock moves.

Tech Stocks: News & Catalysts06/02/2026, 08:07:39 AM

HPE surges 38% after hours, Nvidia plants its flag in PCs, and PANW reports tonight

HPE's Q2 beat sent shares up 38% after hours on 40% revenue growth and doubled AI backlog. Nvidia's COMPUTEX keynote unveiled the RTX Spark Superchip, lifting ARM Holdings 18% and setting up an Intel/AMD disruption. Palo Alto Networks reports tonight with a ~10% swing priced in; Broadcom and CrowdStrike follow Wednesday.

Tech Stocks: News & Catalysts06/01/2026, 07:42:01 PM

Tech Stocks, June 2: Dell's AI server surge, Broadcom on deck, and the DRAM bet Wall Street can't stop making

Dell jumps 32.8% on AI server demand; Broadcom Q2 earnings hit Wednesday with $22B revenue expected; Micron crosses $1T market cap as analysts project the DRAM shortage extends to 2028. Plus: Nvidia at COMPUTEX, CrowdStrike reporting, and BofA's June top picks.

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