Today: 14 June 2026
Quantum Shares Snap Back as IonQ, Rigetti, D-Wave Lose Steam

Quantum Shares Snap Back as IonQ, Rigetti, D-Wave Lose Steam

Quantum stocks ended Friday mixed as the government-funding rally faded, with investors now watching for final CHIPS Act funding terms and D-Wave’s June 18 roadmap event; despite strong order pipelines, valuations remain stretched and insider selling at D-Wave has added caution, leaving the sector risky as future revenue and technical milestones become key for further gains.

SpaceX IPO Rattles Satellite Stocks; Rocket Lab, AST SpaceMobile Fall

SpaceX IPO Rattles Satellite Stocks; Rocket Lab, AST SpaceMobile Fall

SpaceX’s IPO at $135 a share surged 19% to $160.95, setting a new public benchmark for space stocks and triggering a sharp sector-wide selloff; Rocket Lab fell 10.8% despite upcoming Nasdaq-100 inclusion, AST SpaceMobile dropped 15.5% ahead of its June 17 satellite launch, while Planet Labs’ record revenue failed to offset broad profit-taking as investors rotated capital into SpaceX.
Keel Infrastructure Stock Rises as $458 Million AI Data Center Financing Puts Lease Deals in Focus

Keel Infrastructure Stock Rises as $458 Million AI Data Center Financing Puts Lease Deals in Focus

Keel Infrastructure closed a $458 million convertible senior notes deal to fund its shift from Bitcoin mining to AI data center infrastructure, with the stock last at $5.52 and trading near $5.59 premarket; investors are watching for signed AI/HPC leases at Panther Creek, Sharon, and Moses Lake, as lease execution is seen as the next major catalyst for the stock’s valuation.
June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

June 2025 AI News Roundup: Breakthroughs, Surprises, and Global Developments

OpenAI CEO Sam Altman said GPT-5 will launch in summer 2025, claiming major improvements over GPT-4. Midjourney released its first text-to-video system, Model V1, in June 2025. Meta delayed LLaMA 4 Behemoth to late 2025 due to performance issues. Google DeepMind introduced Gemini Robotics On-Device, running vision-language-action AI entirely on robots.

Latest

Super Micro Computer Stock: SMCI Slides as $7 Billion AI Financing Fuels Dilution Fears

Super Micro Computer Stock: SMCI Slides as $7 Billion AI Financing Fuels Dilution Fears

Super Micro Computer shares fell 4.8% to $30.46 after pricing a $7 billion equity and equity-linked financing to fund $39 billion in AI-server orders, but warned these orders are not firm commitments and remain subject to cancellation, delays, and other conditions, raising investor concerns over dilution, cash needs, and execution risk despite strong recent sales growth and improved margins.
Nvidia Stock Holds Near $5 Trillion as China Vera Chip Push and AI Benchmark Put NVDA in Focus

Nvidia Stock Holds Near $5 Trillion as China Vera Chip Push and AI Benchmark Put NVDA in Focus

Nvidia ended Friday at $205.19, up 0.16%, keeping its market value near $5 trillion as investors watch for China’s interest in the Vera CPU to translate into orders and revenue; Reuters reports Nvidia’s China market share has “effectively fallen to zero” after export controls, making Vera’s adoption a key catalyst ahead of the June 24 annual meeting.
Becerra jumps ahead in California governor race, Trump-backed Hilton lags

Becerra jumps ahead in California governor race, Trump-backed Hilton lags

Democrat Xavier Becerra leads Republican Steve Hilton by 21 points among registered California voters, according to a UC Berkeley IGS/Los Angeles Times poll, as official results confirm a November faceoff with Becerra at 28.1% and Hilton at 24.7%; Democrats’ registration edge gives Becerra “a huge advantage,” with results to be certified by July 10.
14 Jun
KEEL keeps moving higher as AI data center rally continues, eyes on $458 million financing

KEEL keeps moving higher as AI data center rally continues, eyes on $458 million financing

KEEL surged 1.27% to $5.59 and another 1.25% after hours as investors weighed its $458 million convertible-note financing for AI data-center buildout; the stock’s next major catalyst is whether it can secure leases at Panther Creek, Sharon, and Moses Lake in 2026, with execution risk and potential dilution from the notes keeping shares volatile despite strong trading volume.
Evergy and Entergy Stocks Rise as Data-Center Power Demand Fuels Utility Valuations

Evergy and Entergy Stocks Rise as Data-Center Power Demand Fuels Utility Valuations

Evergy closed within 1.67% of its 52-week high after Seeking Alpha said its data-center-driven growth is “already priced in,” rating the stock Hold due to execution, financing, and regulatory risks, while Entergy unveiled a $67 billion capital plan and projected 9% retail sales growth tied to data-center agreements and customer savings.
Social Security 2027 COLA Estimate Moves Up; Congress Eyes $200 Raise

Social Security 2027 COLA Estimate Moves Up; Congress Eyes $200 Raise

Early 2027 Social Security COLA estimates have jumped to 3.8%-4.7% as May’s CPI-W inflation hit 4.4%, signaling larger benefit increases but reflecting higher living costs; the final COLA, set in October, depends on upcoming inflation data, while lawmakers debate additional $200 monthly benefit hikes and long-term funding fixes amid looming trust fund depletion by 2032.
Altman Backs Out of Abu Dhabi Trip Amid New Pressure on OpenAI’s UAE Stargate Plans

Altman Backs Out of Abu Dhabi Trip Amid New Pressure on OpenAI’s UAE Stargate Plans

OpenAI CEO Sam Altman abruptly canceled a planned Abu Dhabi trip with key UAE investors just days after the company confidentially filed for a U.S. IPO, intensifying scrutiny of OpenAI’s Gulf partnerships and capital plans as it pursues a potential $1 trillion valuation; no reason for the cancellation was given and Stargate UAE has not been paused, but uncertainty now clouds OpenAI’s regional strategy.
ARK Loads Up on SpaceX Post-IPO, Trims Teradyne, Iridium, Archer

ARK Loads Up on SpaceX Post-IPO, Trims Teradyne, Iridium, Archer

ARK Invest snapped up nearly 3.3 million SpaceX shares on IPO day as SpaceX’s Nasdaq debut soared 19%, ending at $160.95 and a $2.1 trillion valuation, with ARK rotating out of Teradyne, Iridium, Twist Bioscience, and Archer Aviation to make a high-profile bet on Elon Musk’s newly public, still-unprofitable company, according to Investor’s Business Daily and Reuters.
Space stocks trade volatile as SpaceX, Rocket Lab and AST SpaceMobile lead

Space stocks trade volatile as SpaceX, Rocket Lab and AST SpaceMobile lead

SpaceX’s record $75 billion IPO sent its stock up 19.2% to $160.95 and triggered a sharp selloff in Rocket Lab, Planet Labs, Intuitive Machines, AST SpaceMobile, and Virgin Galactic, as investors shifted capital to the new sector giant; AST’s June 17 satellite launch is the next key test for space stocks after Friday’s rout.
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