CoreWeave, Inc.

Palantir Technologies Inc.

Shares of CoreWeave, a provider of cloud-based services for developing and training AI models, have soared 300% since March, while military and civilian AI developer Palantir is up more than 460% in 12 months. At the same time, their price/earnings multiples are highly inflated compared to companies in the S&amp;P 500 index. While retail investors are buying up both companies in the hope that they will repeat the fate of Nvidia, one of the main beneficiaries of the AI boom, such rapid growth is causing some analysts to compare them to so-called meme stocks. Are the risks justified and what is needed to make the growth sustainable?

Palantir and CoreWeave are growing faster than the S&P 500. Why are they being compared to meme stocks?


Apple Inc.

Tesla, Inc.

Apple unveiled a major design update to all operating systems called Liquid Glass at WWDC, but failed to impress investors, with shares down 1.2% amid expectations of a more radical breakthrough in AI. OpenAI doubled its annual revenue to $10 billion thanks to demand for ChatGPT. Elon Musk's xAI faced slowing demand for its $5 billion debt offering, which is partly attributed to the entrepreneur's conflict with Donald Trump. On these and other topics - in our review of key events by the morning of June 10.

Highlights for this morning: Apple disappointed, Musk's xAI has debt problems, OpenAI has $10 billion in debt

Apple could announce the biggest changes to the look of its operating systems in 12 years

Live translation and a new iOS design: what to expect from Apple at its developer conference


Meta Platforms, Inc.

In South Korea, foreign investors are buying bonds due to political stability and expectations of the country's inclusion in global indices. The Indian stock market is approaching new highs: according to Julius Baer, the revival of consumption in the lower and middle strata of the population, supported by lower taxes and inflation, will be the driver of this growth. Meta is in talks to invest over $10 billion in the startup Scale AI, which has already become an important player in the generative AI ecosystem. These and other topics are covered in our review of key events for the morning of June 9.

Highlights for the morning: Meta's biggest AI deal, Korea buys bonds, India hits record highs

Mary Meeker, a famous technology analyst and venture capitalist, predicted a brilliant future for a new technology - the Internet - in the mid-90s. And, as we can now see, she was right. But there is a nuance: before coming to prosperity, the market of Internet companies in 2000 experienced the "dot-com crash", on which investors lost trillions of dollars. Now, after a multi-year hiatus, Meeker has published a detailed <a href="https://www.bondcap.com/report/tai/">report</a> on her view of the artificial intelligence technology market. From her point of view, AI technologies are developing at an "unprecedented pace" and their prospects are bright. It makes you wonder about analogies: are we not witnessing the blossoming of a new technological "bubble"?

What future of AI is prophesied by internet diva Mary Meeker, who didn't see the dot-com bubble coming

Shopify Inc.

It's actively ramping up collaborations with leaders in artificial intelligence like the creator of ChatGPT and the owner of Facebook


"The unseen AI story": which company's stock is Wells Fargo prophesizing a 20% rise?


BigBear.ai Holdings, Inc.

Lemonade, Inc.

Applied Digital Corporation

The Motley Fool's George Budwell has compiled a&nbsp;<a href="https://www.fool.com/investing/2025/06/05/10-ai-stocks-id-buy-without-hesitation/">list</a>&nbsp;of 10 AI stocks that he would buy "without hesitation." AI has reached an "inflection point" where it's no longer an experimental technology but a necessity for businesses, Budwell argues. This creates a "rare window for investors to position themselves before the masses recognize AI's full potential."&nbsp;

The Motley Fool names 10 AI stocks patient investors should 'buy without hesitation'

Broadcom Inc.

NVIDIA Corporation

Broadcom shares, which are trading near an all-time high, received multiple target upgrades from Wall Street analysts at once

"One of the must-have AI stocks": should you invest in Broadcom ahead of the report?


Reddit, Inc.

Institutional investors are beginning to reconsider over-reliance on U.S. assets amid Donald Trump's trade wars and rising U.S. government debt. Reddit is suing artificial intelligence startup Anthropic for unauthorized use of user data, and bankrupt 23andMe is trying to resell assets, including genetic profiles, to its co-founder. These and other topics are covered in the review of key events by the morning of June 5.

Highlights for the morning: investors fleeing the U.S., Reddit vs. AI startup, $1 billion IPO

Zscaler, Inc.

Palo Alto Networks, Inc.

CyberArk Software Ltd

A new exchange-traded fund tracks the investment ideas of Wedbush analyst Dan Ives, who is popular with retail investors

The chief optimist on Tesla has launched his AI ETF. What stocks did he include in it?

AI developer has no margin for error, analyst warns


"It's like the Tesla effect": should we expect new records from Palantir shares?


Snowflake Inc.

An analyst expects Snowflake shares could rise another quarter, one of the most optimistic forecasts on Wall Street


Artificial intelligence (AI)