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02.06.26 - 21:01
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Alphabet To Raise $80B in Equity, Anthropic Files For IPO | Bloomberg Tech 6/2/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow break down why Alphabet wants to raise $80 billion in equity to fund AI infrastructure expansion, while Anthropic makes its IPO move and files confidentially to go public, pulling ahead of rival OpenAI in the IPO race. Plus, Elon Musk's SpaceX is negotiating to pay razor-thin fees to Wall Street firms handling its IPO. And, HPE CEO Antonio Neri joins on the company's annual sales outlook beating estimates on the back of massive AI infrastructure demand. (Source: Bloomberg)...
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02.06.26 - 18:36
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Börsenradio Schlussbericht, Di., 02.06.2026: DAX kratzt am Rekord - KI-Fantasie treibt HPE +32 % und Marvell +20 % (BRN)
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Der DAX gewinnt 0,5 % und schließt bei 25.124 Punkten. Zwischenzeitlich steigt er bis auf 25.363 Punkte und nähert sich damit seinem Rekordhoch von 25.507,79 Punkten. Dann bremst die unsichere Nachrichtenlage im Nahen Osten. In Europa bleibt die Stimmung dennoch freundlich, der EuroStoxx 50 legt 1,1 % auf 6.103 Punkte zu. An der Wall Street ist das Bild gemischt: Dow Jones +0,3 %, S&P 500 -0,2 %, Nasdaq -0,4 %. KI bleibt das große Thema: HPE springt nach starken Zahlen um 32,1 %, Marvell steigt vorbörslich nach Lob von Nvidia-Chef Jensen Huang um mehr als 20 %. Alphabet verliert 3,6 %, weil der geplante Kapitalbedarf von 80 Mrd. USD für KI-Infrastruktur Fragen aufwirft. Rheinmetall erhält einen Auftrag aus Rumänien im Wert von 5,7 Mrd. Euro, K+S kauft ein Salzgeschäft für bis zu 380 Mio. Euro, UniCredit erhöht den Commerzbank-Anteil auf 34,35 %. Außerdem im Fokus: easyJet, Ferrari und DHL. Und zum Schluss die Börsenweisheit des Tages von Warren Buffett: "Das Beste, was uns passieren kann, ist,...
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02.06.26 - 18:12
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HPE CEO Neri on Blowout AI Revenue Forecast, Pricing and Strategy (Bloomberg)
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HPE shares soared by the most ever after the company gave an outlook for annual sales that topped Wall Street's estimates, citing massive growth in AI-fueled demand for its servers and networking. HPE CEO Antonio Neri joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss the company's demand growth, memory prices and outlook. (Source: Bloomberg)...
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02.06.26 - 18:01
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HPE Rises on Sales Outlook; Victoria′s Secret Soars on Profit Beat | Stock Movers (Bloomberg)
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On this episode of Stock Movers with Alexis Christoforous:
- Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts.
- Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking.
- Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei. (Source: Bloomberg)...
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02.06.26 - 17:18
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HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype? (24/7 Wall St.)
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Hewlett Packard Enterprise (NYSE:HPE) is the loudest stock on Wall Street this morning. Shares are up 25% in early trading to $58.75 after the company posted a quarter that pulled its multi-year roadmap forward by two full years. The rally extends a stunning run: HPE is up 96.84% year to date and 178.65% over the ... HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?...
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