JPMorgan analyst Harlan Sur reiterated an Overweight rating and a $580 price target on Broadcom (AVGO), dispelling market fears about delays in Broadcom's AI chip project with Google. The analyst confirmed that the TPU v9 program, a next-generation AI accelerator for Google, is firmly on schedule for a 2028 production ramp. Broadcom also has an 18-month head start with its TPU v8i 3nm chip already qualified and beginning production, while Google's internal team is still optimizing its rival chip.

Cantor Fitzgerald has increased its price target for KLA Corporation (NASDAQ:KLAC) to $325 from $250, while maintaining an Overweight rating. The firm believes ASML offers the most earnings per share upside in the semiconductor equipment sector and sees a significant catch-up trade opportunity for the company due to its underperformance. While still favoring Lam Research, Applied Materials, and KLA, Cantor Fitzgerald anticipates more limited EPS upside for these companies and potential modest relative underperformance during earnings season.

4D Molecular Therapeutics (4DMT) has secured a strategic credit facility for up to $200 million from Hercules Capital, enhancing its financial strength and operational flexibility. This non-dilutive capital will support 4DMT's operations into the second half of 2028 and fund the advancement of its gene therapy pipeline, including 4D-150 for wet AMD and DME. The agreement includes an initial $20 million draw, with further tranches contingent on milestones and lender approval.

MeetingTV, an online video conferencing startup, is suing Palo Alto Networks and Koi Security, alleging that a security report falsely linked its infrastructure to a Chinese hacking operation. MeetingTV claims Koi Security's report, which was later partially updated, relied on "hallucinated" AI findings that continue to cause its domains to be blocked by security vendors. The lawsuit raises questions about AI's role in threat intelligence and the responsibility of cybersecurity researchers for the impact of their findings.

Oracle has introduced four new Fusion Agentic Applications and enhanced inventory optimization features within its Oracle Fusion Cloud SCM platform. These AI-powered tools aim to improve supply chain performance by increasing inventory visibility, reducing risks, and boosting manufacturing efficiency. The new capabilities help organizations better manage inventory, qualify suppliers, ensure production readiness, and optimize Kanban replenishment to minimize stockouts and improve service levels.

Oracle Financial Services has been recognized as a Category Leader in four areas of the Chartis Credit Lending Operations 2026 Quadrant Report: Loan Origination, Loan Management, Limits Management, and Collateral Management. This highlights its AI-enabled corporate lending platform's ability to provide connected workflows, embedded analytics, and unified risk and lending operations across the credit lifecycle. Following this news, Oracle's stock (ORCL) saw a moderate positive market reaction, gaining 3.81%.

American Express Company (AXP) is presented as a strong stock pick due to its resilient lending programs. Recent performance metrics for May 2026 show healthy consumer and small business card balances, with a low net write-off rate for principal. Although the article suggests other AI stocks might offer higher returns, AXP's stable position as a globally integrated payments company with diverse services is highlighted.

4D Molecular Therapeutics (FDMT) has secured a strategic credit facility with Hercules Capital for up to $200 million, drawing an initial $20 million. This non-dilutive financing is expected to extend the company's cash runway into the second half of 2028, supporting its gene therapy pipeline and pre-commercial planning for 4D-150. The remaining funds are contingent on company options, milestone achievements, and lender approval.

Alphabet Inc. (NASDAQ: GOOGL) has completed the largest equity capital raise in US corporate history, totaling $84.75 billion, to fund the expansion of its AI infrastructure and global compute capacity. The raise was structured into a $30 billion public offering, a $10 billion private placement with Berkshire Hathaway, and a $40 billion at-the-market program. The company expects net proceeds from the public offering to be approximately $17.8 billion and $16.6 billion from the Class A/C stock and depositary share portions, respectively.

Truist Bank has provided a $300 million acquisition facility to Jadian IOS (JIOS) to support the firm's continued expansion in the industrial outdoor storage (IOS) sector. JIOS has acquired over 70 properties in 2026 and currently manages approximately $2 billion in assets across 30 markets. The financing, arranged by Cooper-Horowitz, is seeded by 11 existing IOS properties and will enable JIOS to further grow its national footprint.