Key Takeaways

• Intel shares rallied approximately 11% on Monday, topping S&P 500 performers following a 13.5% decline the previous week
• Reports suggest Google could place an order for 3 million AI chips with Intel for delivery in 2028
• Nvidia and Tesla are reportedly considering Intel as a potential chip manufacturing partner
• Morgan Stanley notes robust server CPU demand and expects Intel to beat near-term estimates
• Intel shares have climbed 422% over the trailing twelve months; analyst consensus remains Hold with $98.15 average target

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Intel shares staged a dramatic recovery Monday, surging approximately 11% to near $110 after shedding 13.5% the prior week during a session that wiped out $1 trillion from semiconductor valuations.

Intel Corporation, INTC

The rally positioned Intel atop the S&P 500 gainers list for the trading day. The benchmark index advanced 0.8%, with the Nasdaq climbing 1.4%. Intel’s performance significantly outpaced both.

What sparked the move? The Information published a report suggesting Alphabet’s Google might have contracted Intel to produce 3 million tensor processing units — specialized TPU AI chips — by 2028. The alleged order remains unverified, with Google and Nvidia offering no comment. Intel similarly declined to address the speculation.

Investors bought in anyway.

The speculation extended beyond Google. Street Insider indicated that Nvidia could potentially engage Intel as a contract manufacturer for a new processor design that integrates four Nvidia GPUs into one package. Tesla also surfaced in reports as possibly partnering with Intel or licensing its upcoming 14A manufacturing technology for proprietary chips at a planned facility called Terafab.

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Three heavyweight prospects. None confirmed. All driving momentum.

Strong Server CPU Trends Provide Foundation

Setting aside unverified reports, fundamental factors also support a bullish case. Morgan Stanley’s Joseph Moore noted on June 1 that Intel maintains healthy server CPU momentum.

Moore emphasized that the server roadmap — rather than foundry contracts — represents the core Intel investment thesis. He highlighted Intel’s “clear ability to beat-and-raise near term given server CPU shortages.”

Intel CEO Lip-Bu Tan reinforced this narrative during Computex in Taiwan last week, revealing that multiple CEOs have reached out over recent weeks requesting additional CPUs to satisfy demand.

Intel additionally announced a collaboration with Apple’s manufacturing partner Foxconn last week focused on AI infrastructure development, further expanding its manufacturing strategy.

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Rally Details and Market Context

The semiconductor sector experienced broad gains Monday. Broadcom advanced 2.7%, AMD climbed 4%, and Nvidia increased 1.6% following Friday’s worst single-session decline for the PHLX Semiconductor Index since 2020.

Yet Intel’s advance was exceptional. The stock has jumped 190% in 2026 year-to-date and has skyrocketed 422% over the past year.

Despite this impressive performance, Wall Street remains cautious. Among 51 firms monitored by FactSet, the consensus rating stands at Hold, with an average price objective of $98.15 — substantially below current trading levels.

Valuation concerns persist. Intel operates at a loss currently and trades at over 120 times forward earnings estimates for next year.

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Intel’s market capitalization now stands at roughly $498 billion. Monday’s session saw the stock fluctuate between $106.66 and $112.36, with average daily turnover around 122.9 million shares — volume that underscores intense investor attention.

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President Trump’s idea of letting Americans own a piece of the Artificial Intelligence boom has investors hunting the best AI stocks to watch. The early money is already moving, and it is not moving together.

Nvidia, Oracle, and Microsoft all trade on the same headline. Yet their money-flow and options data point three different ways, and the split reveals who Wall Street thinks actually wins.

Nvidia Corporation (NASDAQ: NVDA)

Nvidia tops this AI stocks to watch list because the policy runs through its chips first. It held about 86% of AI data center GPU revenue as of late 2025. The company plans to expand AI access to firms through the hardware Nvidia already supplies.

On June 5, Trump said his team is studying ways for AI firms to give Americans a stake. He plans to meet AI executives this week. The administration has already taken stakes in chipmaker Intel and several rare earth and quantum firms.

Here is the catch. A government stake is bullish for AI demand but mixed for shareholders. It can mean dilution, price caps, or political strings on a company that prints record margins. That tension explains the flows.

The Chaikin Money Flow, which tracks institutional money inflows and outflows, dropped abruptly to -0.16. That reverses the positive spring readings. Large funds appear to be trimming before the rules of any deal are known.

The put-call ratio confirms the caution. The open interest ratio sits near 0.84, up from sub-0.80 lows in May. Calls still lead, but hedging is rising.

Both gauges say the same thing. The smart money is locking in gains while the policy stays undefined.

Nvidia trades near $208, up about 1% on the day, inside a rising channel off the April low near $164. The bull case needs a reclaim of $221 to open room toward $232, helped by Huang’s pricing power and chip demand.

The bear case is a drop below $204 on stake-dilution fears, exposing channel support near $194.

The $221 level separates a fresh leg higher from a retest of the $194 floor.

Oracle Corporation (NYSE: ORCL)

Oracle earns its spot on our AI stocks to watch list as a core Stargate partner in the federal AI infrastructure push. It is the publicly traded name most closely tied to the government’s flagship AI project, so a public stakeholder plan would flow through it.

Unlike Nvidia, Oracle sells capacity, not chips. A bigger government role means more contracted compute, which is pure upside with little dilution risk. That is why money is moving in, not out.

The setup adds urgency. Oracle reports Q4 fiscal 2026 results on June 10. Analysts expect a strong print, and several banks lifted targets ahead of it, with TD Cowen raising its target to $300 on June 8.

The chart backs the bull case. Oracle ran almost vertically off the April low, a flag-and-pole move worth about 88%. Price peaked near $250, then cooled into a tight channel. Seller volume has thinned to late-May levels, hinting the pause may be ending.

The Chaikin Money Flow turned positive in late April and has held there since. It peaked near 0.39 as the price topped $250, then eased but stayed net positive. Big money has not left.

The put-call ratio shifted after Trump’s June 5 remarks. The volume ratio fell to 0.39 from 0.76 on June 2, leading to a surge in call activity. Open interest leaned more toward puts at 0.95, meaning larger standing positions still hedge downside.

Oracle trades near $214, up about 0.5% on the day. The bull case holds above $208 and reclaims the $250 to $253 zone, fueled by earnings and contracted AI demand. The bear case is a sector rotation or dollar shock that drops the price under $178 and invalidates the flag.

The $250 ceiling separates a breakout from a slide back to $178.

Microsoft Corporation (NASDAQ: MSFT)

Microsoft rounds out this AI stocks to watch list as the safest way to own the policy. It is OpenAI’s largest backer, and OpenAI is the exact company the stake talks center on.

The link is direct. The White House and OpenAI CEO Sam Altman are in active talks over a possible US government stake in the ChatGPT maker. Microsoft owns the biggest commercial position in that firm, so a deal reprices its AI exposure overnight.

Want more insights like this? Sign up for Editor Harsh Notariya’s Daily Newsletter here.

That should be bullish. Yet Microsoft is the laggard of the three, and the flows show why. Owning AI through a $3 trillion software giant dilutes the upside. A government stake in OpenAI could also reshape the commercial terms on which Microsoft depends.

The Chaikin Money Flow, the institutional money proxy defined earlier, sits barely positive at 0.03. It has since bled lower, peaking near 0.35 in early May. Buyers are present but fading, a slow drift, not the abrupt exit seen in Nvidia.

The put-call ratio echoes the indecision. The volume ratio reads 0.67, and the open interest is 0.47. Calls lead, but neither side commits with conviction.

Microsoft trades near $415, down about 1% on the day. The bull case reclaims $427 and targets the $446 to $459 zone, driven by Azure growth and OpenAI optionality. These levels surface, keeping the previous swing into consideration.

The bear case loses $397 on stake-term fears, opening the door to a deeper retrace toward $356.

The $427 level separates a recovery leg from a slide back toward $397 or even lower.

The post 3 Stocks to Watch as Trump Floats Giving Americans a Stake in AI appeared first on BeInCrypto.

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The former FTX CEO, Sam Bankman-Fried (SBF), has revealed in an interview with Fox Business that he “absolutely” wants a presidential pardon from Donald Trump.

In a phone conversation with Susan Li, the disgraced crypto mogul confirmed he would welcome such clemency from the White House but denied to answer whether his family is lobbying for it, stating he “can’t speak for them.”

Recall that SBF received a 25-year prison sentence in March 2024 after the dramatic and painful collapse of the exchange he ran for years, FTX, in November 2022.

He was convicted on multiple counts, including wire fraud and conspiracy. Court findings revealed massive financial damage as FTX customers lost around $8 billion, investors around $1.7 billion, and lenders to Alameda Research (SBF’s other venture), approximately $1.3 billion.

SBF has continued to challenge the narrative surrounding the case despite the conviction. In the interview now, he claimed he had not stolen user funds and pointed to ongoing bankruptcy proceedings that have reportedly led to customers recovering more than their original deposits due to the rebound in crypto prices.

According to his estimations, some users may have received up to 170% of their initial balance, which, he added, meant that the platform was ultimately “over-collateralized.”

FTT, the native token of the FTX exchange, reacted with an instant price uptick after the interview went live. The token is currently up by over 50% on a daily scale, trading around $0.37 for the first time in almost a month.

The post FTT Skyrockets as SBF Seeks Presidential Pardon While Serving 25-Year Sentence: Report appeared first on CryptoPotato.

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Bitcoin price clawed back ground, barely trading above $63,000 after a brutal weekend that saw the asset crash to $59,000 amid the current bearish prediction. It was the lowest print since Donald Trump’s 2024 election victory.

However, there is a catalyst from the derivatives market, where CME’s newly launched Bitcoin Volatility Index futures are attracting institutional block trades. CME’s BVX benchmark just recorded its first block trades between DV Chain and Monarq Asset Management.

The market is also watching for Strategy’s SEC 8-K filing during US morning hours, which will confirm exactly how much the firm bought or sold over the past several days.

Discover: The Best Crypto to Diversify Your Portfolio

Bitcoin Price Prediction: $65,000? Volatility Expansion Brings More Pain?

Bitcoin’s spot price sits in a technically no-man’s land. The $59,100 low established Friday now acts as the immediate support floor; a weekly close below that level would represent a clear structural breakdown and likely accelerate selling pressure toward the $55,000–$57,000 zone.

The CME BVX framework is worth understanding here. Because BVX is derived from Bitcoin options and Micro Bitcoin options order book data, elevated readings signal that the market is pricing in larger future swings, not necessarily directional. Volume expansion, not a clean breakout.

Bitcoin (BTC)

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If Strategy’s 8-K confirms aggressive BTC purchases, sentiment could flip. BTC could reconquer the $65,000 resistance and target the mid-$70,000s within two weeks.

Or BTC consolidates between $61,000–$64,500 as the market digests the volatility product launch and awaits macro catalysts. But a daily close below $59,000 invalidates the recovery thesis and opens a retest of $55,000.

The consensus leans cautiously bullish, but only if the $59,000 floor holds. The launch of CME volatility futures could amplify near-term price swings as institutions initiate hedges. High BVX = expect sharper moves in both directions.

Discover: The Best Token Presales

Bitcoin Hyper Targets Early-Mover Upside as Bitcoin Battles Rejections

Here’s the uncomfortable reality for spot BTC holders: even a clean recovery to $65,000 from current levels represents just 3% upside. For traders absorbing 18% drawdowns in a week, that risk-reward looks thin. This is where early-stage infrastructure in the Bitcoin ecosystem starts drawing attention, particularly when they’re solving problems BTC itself cannot.

Bitcoin Hyper ($HYPER) is positioning as the first Bitcoin Layer 2 with Solana Virtual Machine (SVM) integration, delivering sub-second finality and smart contract capability to an ecosystem historically locked out of DeFi by slow throughput and high fees.

Bitcoin (BTC)

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The presale has raised more than $32 million at a current price of $0.01368, with a Decentralized Canonical Bridge enabling native BTC transfers and staking rewards available at launch. The premise is direct: preserve Bitcoin’s security, eliminate its programmability ceiling.

For those seeking asymmetric exposure to Bitcoin’s infrastructure layer while BTC itself grinds through a volatility regime, research Bitcoin Hyper here.

The post Bitcoin Price Prediction: CME BTC Volatility Index Trading Frenzy appeared first on Cryptonews.

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Ripple CTO Emeritus David Schwartz stepped into the Zcash crisis on June 7, offering a measured reassurance to ZEC holders rattled by the disclosure of a critical zero-knowledge proof vulnerability in the Orchard shielded pool.

His position: passive holders who never move their coins will not lose their funds, provided the bug was never actually exploited. That condition is doing enormous structural work in a sentence that sounds like comfort.

The core paradox is this. The Orchard vulnerability, patched via an emergency NU6.2 hard fork on June 2, theoretically allowed undetected counterfeit ZEC generation for nearly four years.

Zcash’s own developers cannot prove the exploit was never triggered, because the privacy architecture that makes ZEC valuable also makes supply auditing cryptographically impossible. Schwartz’s reassurance is accurate on its own terms. It cannot be a guarantee.

ZEC fell more than 30% in a single session following the May 29 disclosure, briefly touching its lowest level in over a month.

The market was not pricing confirmed exploitation; it was pricing unverifiable risk, which is a different and arguably harder problem to resolve.

What Schwartz’s statement actually means for holders, and whether it changes anything structurally, is what the rest of this article addresses.

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The Orchard Pool Bug: What the Vulnerability Actually Means for ZEC

Zcash’s Orchard pool was introduced with Network Upgrade 5 (NU5) in May 2022, the network’s most advanced privacy layer, built on Halo 2-based zk-SNARKs designed to eliminate the trusted setup requirement of earlier Sapling circuits.

The vulnerability resided in an under-constrained element within the elliptic-curve multiplication gadget inside the halo2_gadgets crate. In plain terms, crafted inputs could bypass validity checks and produce counterfeit ZEC that still passed verification.

Zcash engineer Taylor Hornby discovered the flaw on May 29, 2026, reportedly with the assistance of AI-assisted formal methods. He confirmed a fully working exploit in a local regtest environment, and that running the same exploit on mainnet would have generated unlimited, undetectable real ZEC.

The exposure window ran from Orchard’s mainnet activation in May 2022 through June 1, 2026, for approximately 4 years. Affected software included all halo2_gadgets versions before v0.5.0, orchard before v0.14.0, and zcashd versions v5.0.0 through v6.12.3.

Shielded Labs and developers responded rapidly, pushing Zebra 4.5.3 as an emergency soft fork to temporarily disable Orchard transactions, then activating the NU6.2 hard fork via Zebra 5.0 at block 3,364,600 on June 2 at 12:05 PM UTC+8.

The circuit is now corrected. Here is the part that matters for holders: the patch closes the vulnerability going forward, but cannot retroactively prove supply integrity was maintained during those four years. That window is permanently opaque.

Ripple Schwartz’s Reassurance: What It Means and What It Cannot Prove

The discussion surfaced after crypto commentator Nate, known on X as @satorinakamoto, challenged whether Zcash could prove the vulnerability had never been triggered, given the network’s opacity.

Schwartz, co-creator of the XRP Ledger and one of the more technically credible voices in the industry, responded directly: ‘They’ll eventually be a bit lonely in the deprecated pool, but they’ll still be safe and accessible.’

His broader point: consensus rules protect every ZEC owner, and protocol designers can define backward compatibility so passive holders retain valid, spendable coins even as the Orchard pool becomes a legacy layer.

The stated reassurance is that holders will not forfeit assets. That is true conditionally; if no exploit occurred, unmoved funds in older pools remain intact. The condition itself, however, is the entire problem.

Shielded Labs stated explicitly in its disclosure: ‘There is no definitive way to determine, using only cryptography, whether such exploitation occurred.’ Schwartz’s credentials lend his statement genuine weight. What they cannot lend it is certainty about a four-year window inside a privacy coin’s most opaque layer.

This is not a dismissal of Schwartz’s view. His framing, that passive holders are safe absent confirmed exploitation, is technically coherent. The actual framing is that ‘absent confirmed exploitation’ is not a condition anyone can verify, including Zcash’s own developers. Both statements can be simultaneously true. The market is pricing the gap between them.

Discover: The Best Token Presales

The post Ripple CTO Says Zcash Holders Are Safe, But the Bug That Could Have Created Fake ZEC for 4 Years Cannot Be Disproven appeared first on Cryptonews.

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Dogecoin (DOGE) has gained a modest 2% on Monday, hovering near $0.086, right above a major support zone. But new fresh analysis shows that the OG meme coin is at a critical structural inflection point.

Long-term technical patterns and on-chain data point to a strong demand area that has historically supported major macro moves.

Demand Zone

According to crypto analyst Ali Martinez, DOGE’s price action has followed multi-year consolidation channels since its launch, where the asset has repeatedly moved through extended ranges that compress volatility and redistribute supply before larger bull cycles begin. At present, Dogecoin is above the $0.081 level, which is the lower mid-range boundary of a five-year parallel channel that has been active since 2021.

Martinez cited on-chain data to explain why this zone is acting as strong support. The UTXO Realized Price Distribution (URPD) is a metric that tracks the price levels at which all circulating tokens were last moved. According to this data, there is a heavy concentration of supply at $0.081, where more than 30 billion DOGE tokens were last transacted. He describes this as a major historical cluster of spot exposure, forming both psychological and structural support at the current price level.

To top that, over the past week, whales have accumulated more than 200 million DOGE tokens, which indicates continued buying interest near this same price zone.

Targets for DOGE

Martinez further outlined a dollar-cost averaging approach instead of trying to time short-term price moves or pick exact bottoms. His framework focuses on building positions gradually across two key levels. The first is $0.081, which aligns with the URPD concentration and the mid-range of the long-term channel. The second is $0.058, which represents the lower boundary of the multi-year channel structure.

He describes two possible scenarios from here. In the first, if the $0.081 level continues to absorb selling pressure, Dogecoin could stabilize and move back toward higher levels within its broader channel, supported by ongoing whale demand. In the second scenario, if broader macro conditions push the price below $0.081 on a weekly close, the structure would move into a deeper valuation phase, following which the next major support sits at $0.058.

In a separate analysis, Alphractal’s Joao Wedson stated that DOGE is now in a price bottoming phase based on the CVDD Signal that has previously marked major market bottoms.

According to him, every time Dogecoin has approached or briefly traded below this level, strong reversals have followed. He added that the next signal would be triggered if DOGE drops below $0.08.

The post Could Dogecoin (DOGE) Be Setting Up for Its Next Big Move? Analysts Think So appeared first on CryptoPotato.

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Strategy purchased 1,550 bitcoin between June 1 and June 7 for $101.3 million, reversing the narrative from its prior week when it sold 32 BTC for the first time since 2022. The company disclosed the purchase in an 8-K filed with the SEC on Monday, June 8. The 1,550 coins were acquired at an… Read the full story at The Defiant

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