Day: June 4, 2026

$PLTR secured a multi-tiered partnership with $GOOGL, embedding its platform across Google's ecosystem and Google Cloud Marketplace.

The deal deepens Palantir's distribution to Google's enterprise customers while simplifying deployment for users already in the cloud.

$TE wants to rebuild more of the U.S. clean energy supply chain onshore by starting with solar module manufacturing and expanding into battery storage through the $32M KORE Power acquisition.

T1 Energy is trying to position itself as a U.S.-based energy infrastructure supplier

$AVGO Q2 EARNINGS

• Revenue $22.2B vs Est. $22.1B
• EPS $2.44 vs Est. $2.39
• EBITDA $15.2B vs Est. $14.9B
• FCF $10.3B vs Est. $11.8B
• AI Semiconductor $10.8B vs. $11.3B (+143% YoY)

Q3 Guidance
• Revenue $29.4B vs Est. $28.7B
• EBITDA Margin 68% vs. Est. 67%
• AI

$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers.

Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure

$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads

If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck

"The racks are moving towards megawatt scale designs."

$NVTS sells the power conversion layer that feeds them. And it just landed inside $NVDA's MGX ecosystem.

Three headlines, one tape: $IREN lit up an 800MW Australia campus, $TE bought Core Power for $32M, and $NVTS is inside NVIDIA's 800V MGX stack. Full breakdown:

$HON's Quantinuum IPO has drawn over 20 times the shares available, marking one of the more heavily oversubscribed tech spinoffs in recent quarters.

The quantum-computing unit is priced to debut with significant institutional backing before hitting public markets.

$HOOD launched an agentic credit card letting AI agents autonomously purchase domains, build websites, and transact within preset limits.

The card offers 3% cash back and shifts AI from recommendations to direct financial execution.

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