Mohanad Alchakfeh @mohanadyaman: "📊 What markets are watching..."

United Arab Emirates

📊 What markets are watching today — June 2, 2026 Six stories worth your attention this morning: 1. Alphabet raises $80B for AI — Berkshire put in $10B. Google stock dipped on dilution. The infrastructure arms race has no off switch. $GOOG (Alphabet) 2. Nvidia's RTX Spark, a laptop chip built to run AI models offline, no cloud needed. If it works, every major AI subscription model faces disruption. $NVDA (NVIDIA Corporation) $MRVL (Marvell Technology Group Ltd) +25% 3. Anthropic IPO filing, near $1 trillion valuation, confidential filing. The AI IPO wave is here. $ZM (Zoom Video Communications Inc) +10% on its stake. 4. Burry's warning, residual value guarantees on data center leases = off-balance-sheet liabilities that only become visible when the cycle turns. Watch this space. 5. Strategy sells $BTC first time since 2022, forced by $1.7B in annual preferred dividends. Small sale, big signal about the pressure building inside $MSTR's structure. 6. Wall Street FOMO. 36.3% tech rally in two months. Professionals are buying not because they're bullish, but because they can't afford to miss it. That's how bubbles end. The AI trade is crowded, leveraged, and running on career risk as much as fundamentals. Eyes open. Not financial advice.

Not investment advice. The author may have financial interests in the mentioned instruments.