Gorilla Technology Group (GRRR) announced a roughly $2 billion AI infrastructure agreement with Super Micro Computer (SMCI) to support Yotta Data Services' AI infrastructure project in India. The stock jumped nearly 4% following the announcement. GRRR is trading higher as part of a broader risk-on market session, with the stock trading 42% above its 20-day moving average and showing overbought momentum (RSI at 81.85).

U.S. stock futures fell on Tuesday as markets started June following a record close on Monday. President Trump expressed indifference toward potential Iran negotiations collapse and predicted gas prices would drop to $1.85/gallon. Key movers included HPE surging 26.6% after beating earnings expectations, Marvell Technology soaring 25.3% after Nvidia's CEO called it a 'trillion-dollar company,' and Alphabet declining 2.48% following its announcement of an $80 billion stock offering for AI investments.

Hewlett Packard Enterprise surged 36.40% after hours following a blowout Q2 earnings report that exceeded expectations on both revenue and earnings. The company posted EPS of 79 cents versus 53 cents consensus and revenue of $10.68 billion versus $9.79 billion expected, driven by strong AI infrastructure demand. Dell and Super Micro Computer rallied in sympathy, signaling sector-wide momentum in enterprise AI server spending.

U.S. stock futures rose on Monday as the market ended May at record highs. The Dow Jones, S&P 500, and Nasdaq 100 futures all gained modestly. The U.S. conducted 'self-defense' strikes against Iran over the weekend in response to aggressive Iranian actions. Key stocks in focus include Hewlett-Packard Enterprise, Nvidia, and Uber, with tech stocks leading gains. The Federal Reserve is expected to hold rates steady in June, with markets pricing in a 99.4% probability.

NVIDIA announced the launch of its Vera CPU, designed specifically for AI agent workloads, delivering 1.8x faster performance than x86 processors. The chip is now in full production with support from major manufacturers and cloud providers including Dell, HPE, Lenovo, Oracle Cloud Infrastructure, and others. Key customers evaluating or adopting Vera include Anthropic, OpenAI, NYSE, and ByteDance.

NVIDIA announced that its Vera Rubin platform is ramping into full production, delivering 10x agent throughput compared to previous-generation systems. The platform integrates multiple NVIDIA components and introduces Spectrum-X Ethernet Photonics with co-packaged optics for million-GPU AI factories. Production shipments are set to begin in fall 2026, with 150+ Taiwan-based partners and 350+ factories across 30 countries participating in manufacturing.

NVIDIA announced the DSX platform, a comprehensive framework for building and operating AI factories that integrates software, hardware, and partner technologies. The platform includes new tools like DSX MaxLPS for energy efficiency (enabling 40% more GPUs at optimal power levels) and DSX OS for factory operations. Major partnerships with system manufacturers and cloud providers are expanding the ecosystem for global AI infrastructure deployment.

Super Micro Computer (SMCI) stock surged 37.8% this week, significantly outperforming the S&P 500 and Nasdaq. The gains were driven by positive sentiment around Nvidia CEO Jensen Huang's request for Supermicro to increase scrutiny on AI chip exports to China, which investors interpreted as a sign of continued business relationship strength. Additionally, Dell's blowout Q1 fiscal 2027 earnings results, which far exceeded analyst expectations, boosted investor confidence in the broader AI server industry and lifted Supermicro's valuation.

Ten large-cap stocks were top performers last week, with Dell Technologies leading at 57% gain after beating Q1 expectations and raising FY27 guidance. Snowflake jumped 52.33% following strong Q1 results and a strategic AWS partnership. Other notable gainers included Okta (36.5%), NetApp (28.8%), Best Buy (27.37%), and Ford (22.64%), all driven by better-than-expected earnings or positive guidance updates.

Major tech companies drove AI innovation this week with strong earnings and strategic initiatives. Dell reported record Q1 revenue of $43.84B, significantly beating estimates, while IBM and Red Hat launched a $5B open-source security initiative. Meta expanded into paid subscriptions across its platforms, and CrowdStrike expanded its cybersecurity initiatives. Anthropic surpassed OpenAI as the world's most valuable startup at $965B valuation. Japanese banks gained access to OpenAI's GPT-5.5 model for cybersecurity defense.

Super Micro Computer stock surged 11.59% following announcement of a European AI cloud partnership with Verda deploying its liquid-cooled Nvidia Blackwell-accelerated systems. The gain reflects strong AI server demand, improved export-compliance sentiment, and growing momentum in AI infrastructure. Peer companies Dell Technologies and Hewlett Packard Enterprise also rallied significantly on AI-driven data center enthusiasm.

U.S. stocks reached record highs on Friday as the Dow Jones surged to 51,047, driven by Dell Technologies' blowout earnings report showing 88% revenue growth and $24.4 billion in AI-related orders. The company raised its fiscal 2027 revenue outlook to $165-169 billion and AI server revenue target to $60 billion, sparking broad gains across AI infrastructure and semiconductor stocks. Easing Middle East tensions pressured energy markets, while the S&P 500 advanced 0.2% and is on pace for its ninth consecutive weekly gain.