Tech

CrowdStrike is a buy, just not yet. Here's why

CNBC2026.06.04Source: cnbc.com ↗

On top of the beat-and-raise, CrowdStrike announced a 4-for-1 stock split. But short-term thinkers sold the stock.

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Is It Too Late To Consider Lumentum Holdings (LITE) After The US$2b Nvidia Investment?

Yahoo2026.06.04

If you are wondering whether Lumentum Holdings at around US$938 is priced attractively or already stretched, the key is to look closely at what the current valuation actually reflects. The stock has been very strong over the longer term, with a year to date return of 142.9% and a 7 day move of 4.0%, even though it is down 3.9% over the past month. Recent coverage has focused on the scale of Lumentum Holdings' very large 1 year and 3 year returns, which sit at more than 10x and more than 17x...

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Berkshire’s New Era Under Greg Abel Housing Meets AI Investment Shift

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Berkshire Hathaway (NYSE:BRK.A) is acquiring Taylor Morrison Home Corporation, marking the first major deal under new CEO Greg Abel. The company is committing US$10b in a private placement as part of Alphabet’s US$80b equity raise focused on AI infrastructure. These moves follow Warren Buffett’s retirement and represent early capital deployment decisions under the new leadership. Berkshire Hathaway operates a mix of insurance, utilities, rail, manufacturing, and services businesses,...

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Cooler Master and Spingence Launch Global AI Manufacturing Initiative: Implementing NVIDIA Three-Computer Architecture to Create a Multinational "Digital Brain"

Yahoo2026.06.04

Cooler Master, a global leader in thermal solutions, and Spingence, a premier Taiwanese AI architecture developer, jointly announced their global AI manufacturing transformation achievements at NVIDIA GTC Taipei 2026. The partners have successfully deployed the NVIDIA three-computers for physical AI across four major production bases in Taiwan, China, Vietnam, and the United States. By deeply integrating AI visual inspection agents, thermal physics simulation, digital twins, and enterprise knowl

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