ToffCap on X
$ABVX https://t.co/PZxxt1GzS6
Monday, June 1
Monday, June 1, 2026
Everything we published on this day.
8 stories
PAA Research on X
Alphabet’s capital raise signals rising data-center and token costs as AI search threatens Google’s advertising margins and search traffic.
PAA Research on X
Not sure what to think about the action in the $SMH and $NVDA ecosystem names ripping higher as $GEV and $ENR giving back ALL of their gains since they reported 1Q26 results. Notable at the very least.
Timyan Bank Alert on X
Bogota Savings Bank $BSBK and GSL Savings Bank to Merge https://t.co/QlI0EEI1vT
Mike on X
$HPE let's fucking go. https://t.co/OjNXeIX0yM
Mike on X
@Minnvestor $NVT you'd think would be up more today. Also w/ TPUs and Project Deschutes what w/ Anthropic S-1 and rev growth. Do you think just overlooked?
[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…
Investcorp Credit Management BDC: Visiting the Private Credit Garbage Bin
Investcorp Credit Management BDC is framed as a troubled corner of private credit.
