US stocks tumble as deepening consumer gloom raises stagflation fears

Nvidia has led the AI revolution with its powerful GPUs, notably the A100, which trained ChatGPT and numerous other AI models, solidifying its dominance in the AI chip market. The company's remarkable stock growth reflects its vast addressable market, though another competitor with potential to achieve similar success through AI is emerging. More Context

Intel's Stock Decline Due to Competitive PressuresIntel (NASDAQ: INTC) experienced a significant stock sell-off on Wednesday, with shares closing down 6.3% amid rising competitive pressures. The decline followed news of an upcoming product from Nvidia that could rival Intel in the central processing unit (CPU) market, coupled with reports indicating that Advanced Micro Devices (AMD) is expected to continue capturing market share from Intel in the server CPU sector. These developments have negatively impacted Intel's...

GitLab Inc. (NASDAQ:GTLB) reported a 27% year-over-year revenue growth in Q1 FY2026, reaching $214.5 million, with a non-GAAP operating margin of 12%. Highlights from the earnings call included accelerated AI adoption, strategic wins with customers like Highmark Health and Volkswagen Digital Solutions, and a 35% increase in first-time customers for GitLab Duo. Notably, 52% of Annual Recurring Revenue now comes from the Ultimate tier, indicating strong enterprise demand for advanced security and AI features, reinforcing...

Vera Bradley (NASDAQ:VRA) announced executive transitions, with Ian Bickley taking on the interim role of executive chairman following CEO Jackie Ardrey's planned departure in July and the initiation of a nationwide CEO search. The board established a new strategy and transformation committee, including Andrew Meslow, to expedite operational and strategic initiatives, while suspending previous guidance due to leadership changes and consumer uncertainty. Executives emphasized enhanced cost controls, brand relevance, and wholesale expansion amidst changing customer...

In a recent video, Motley Fool contributors Jason Hall and Tyler Crowe recommend investing in Nike (NYSE: NKE) and Northpointe Bancshares (NYSE: NPB) as their top stock picks for the month. The discussion highlights the potential growth and investment opportunities presented by these companies. It is noted that the stock prices referenced were from May 27, 2025, while the video itself was published on June 11, 2025. Full Article

Data is highly valuable on Wall Street, and investors often face an overwhelming amount of information, especially during earnings season. A key data point that may have been overlooked is the Form 13F filings, which were due on May 15 for institutional investors managing over $100 million; these forms reveal the latest portfolio movements of major money managers. This snapshot offers insights into which stocks, ETFs, and options were bought and sold, providing crucial information...