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AI Stocks

Why Did Stocks Crash on a Strong Jobs Report? The US$1 Trillion AI Selloff Explained

KEY POINTS US jobs growth came in much stronger than expected (172,000 vs about 85,000 forecasted), wiping out hopes of near-term Federal Reserve rate cuts. Higher rate expectations hit richly valued growth stocks hardest, especially AI and chip names. Nvidia (NASDAQ: NVDA), Micron (NASDAQ: MU) and Marvell (NASDAQ: MRVL) all fell as…

ByUjjwal MaheshwariJune 6, 2026

Broadcom stock chart showing 13% plunge as investors rotate out of AI chip stocks

Broadcom Plunges 13% Despite a Record Quarter: Has the Great AI Rotation Begun?

Key Points: Broadcom (NASDAQ: AVGO) closed down about 13% even after a record quarter that beat profit forecasts, because its AI revenue outlook was strong but not the blowout the market had priced in. The result itself was good (record revenue, AI chip sales up 143%), but the stock had run about 40%…

ByUjjwal MaheshwariJune 5, 2026

Megaport (ASX:MP1) Surges 11% as Investors Pour A$518m Into Its AI Cloud Bet, Despite the AI Selloff

KEY POINTS Megaport (ASX: MP1) rose about 11% on 5 June 2026 to around A$18.48, after spiking as much as 27% to a record A$21.16 intraday before fading. The company raised about A$518 million from big investors, with nearly all (99%) taking part. A second offer for everyday shareholders opens on 11…

ByUjjwal MaheshwariJune 5, 2026

Archer Materials (ASX:AXE) quantum model caught 118 frauds with one false alarm

Archer Materials (ASX:AXE) quantum machine learning model caught 118 of 148 frauds with one false positive, lifting its commercial profile.

ByMarc KennisJune 5, 2026

Marvell Jumped 32% After Nvidia Called It the ‘Next Trillion-Dollar’ Stock: 3 ASX AI Chip Stocks on the Same Trend

KEY POINTS US chipmaker Marvell jumped 32% in a single session after Nvidia's CEO called it a possible "next trillion-dollar company," lifting AI chip stocks worldwide. Australian investors can play the same AI hardware trend through three ASX tech names. The three: Weebit Nano (ASX: WBT) in next-generation memory, Archer Materials (ASX:…

ByUjjwal MaheshwariJune 5, 2026

DXN (ASX:DXN) Rockets 590% After AI Data Centre Deal Topped Its Market Cap

KEY POINTS DXN (ASX:DXN) closed up about 590% at A$0.145 on 3 June 2026, from a previous close of just A$0.021 (2.1 cents), on heavy turnover of almost 107 million shares. The catalyst was a binding A$8.8 million contract to build a 1.36MW AI data centre for a US-listed neo-cloud operator, a deal…

ByUjjwal MaheshwariJune 3, 2026

Nvidia Is Going All-In on Humanoid Robots: Here’s How to Invest

KEY POINTS There's no pure-play humanoid robot maker on the ASX. The big builders (Nvidia, Tesla, Unitree) are all overseas. The easiest ASX way in is a robot ETF: the pure-play Global X Humanoid Robotics (ASX: HMND), or broader robotics funds like Global X ROBO (ASX: ROBO) and Betashares Global Robotics & AI…

ByUjjwal MaheshwariJune 3, 2026

Megaport (ASX:MP1) is raising A$827m to build a global AI inference cloud

Megaport (ASX:MP1) is raising A$827.3m to fund four new AI contracts worth A$458.9m and build an on-demand GPU Pool platform.

ByCharlie YouldenJune 3, 2026

Micron (NASDAQ:MU) stock chart showing rally past US$1 trillion market cap on AI memory demand

Micron (NASDAQ: MU) Hits US$1 Trillion: Are AI Chip Stocks in a Bubble or Just Getting Started?

Micron Hits US$1 Trillion: AI Chip Bubble or Boom? Micron Technology (NASDAQ: MU) has done something almost no one imagined a year ago: it crossed US$1 trillion in market value for the first time in late May, and its shares have since pushed past US$1,000. The stock has more than tripled since the start of…

ByUjjwal MaheshwariJune 2, 2026

Anthropic IPO news and its impact on ASX tech stocks like NextDC

Anthropic Files for IPO Before OpenAI: What the AI Listing Race Means for ASX Tech Stocks

Anthropic Files for IPO Before OpenAI- What It Means for ASX Tech Stocks Anthropic, the company that makes the Claude AI chatbot, has confidentially filed to go public in the US, and it beat its bigger rival OpenAI to it. The move landed on 1 June and surprised markets, since both companies were expected to…

ByUjjwal MaheshwariJune 2, 2026

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AI Stocks

Why Did Stocks Crash on a Strong Jobs Report? The US$1 Trillion AI Selloff Explained

Broadcom Plunges 13% Despite a Record Quarter: Has the Great AI Rotation Begun?

Megaport (ASX:MP1) Surges 11% as Investors Pour A$518m Into Its AI Cloud Bet, Despite the AI Selloff

Archer Materials (ASX:AXE) quantum model caught 118 frauds with one false alarm

Marvell Jumped 32% After Nvidia Called It the ‘Next Trillion-Dollar’ Stock: 3 ASX AI Chip Stocks on the Same Trend

DXN (ASX:DXN) Rockets 590% After AI Data Centre Deal Topped Its Market Cap

Nvidia Is Going All-In on Humanoid Robots: Here’s How to Invest

Megaport (ASX:MP1) is raising A$827m to build a global AI inference cloud

Micron (NASDAQ: MU) Hits US$1 Trillion: Are AI Chip Stocks in a Bubble or Just Getting Started?

Anthropic Files for IPO Before OpenAI: What the AI Listing Race Means for ASX Tech Stocks

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2020, the Golden Year

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AI Stocks

Stocks in Spotlight

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