Stocks

AI spending continues as the dominant long-term theme, but capital is rotating toward companies with strong earnings, reasonable valuations, and real infrastructure exposure.

I've traded through enough hype to know quantum AI won't flip everything overnight. But the 2026 signals — funding, hybrids in finance, hardware progress — say it's accelerating. The players and platforms that nail security and optimization will carry the edge.

BlackRock CEO Larry Fink’s recent endorsement of compute as a new asset class, the impending launch of CME compute futures, massive hyperscaler deals such as Google’s $920 million monthly commitment to SpaceX

This Wall Street weekly outlook presents the bullish case for $BTC, $NVDA, $TSLA, and the highly anticipated IPOs of Anthropic ($ANTH) and SpaceX ($SPCX).

Artificial intelligence company Anthropic has taken its most significant step yet toward a public market debut

Bitcoin's current price — trading well below its all-time highs — represents a compelling entry point for long-term investors.

Google announced plans for an $80 billion equity offering. By June 3, strong investor demand led the company to upsize it to roughly $84.75–85 billion.

Anthropic has officially crossed the $1 trillion valuation threshold, becoming one of the most valuable private companies in the world.

Livetradingnews.com has launched a refreshed online platform that marks a significant evolution in how market intelligence is delivered

The funding supports two domestic quantum foundry projects and seven quantum computing companies. In return, the government will receive minority, non-controlling equity stakes in each recipient.

$RACE Italian Deputy Prime Minister Matteo Salvini, not a man known for pulling punches, wrote on X: "It looks nothing like a Ferrari. Is this supposed to be 'innovation'? Who knows what Enzo Ferrari would say."

Cerebras Wafer Scale Engine 3 (WSE-3) — currently the most powerful semiconductor in development on the planet. With 4 trillion transistors, 900,000 AI-optimized cores, 125 petaflops of peak AI performance, and 44 gigabytes of on-chip SRAM, the WSE-3 is not a chip. It is an entire silicon dinner plate turned into a single processor. Its die area measures a staggering 46,225 mm² — 57 times larger than $NVDA Nvidia’s H100 GPU.