Alphabet stock climbs 2% on report of massive Anthropic deal
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- S&P 500, Nasdaq fall, dragged by Alphabet and megacap tech; focus on Iran
- Oil falls almost 4% after US-Iran talks signal easing supply risks
- Micron surges 5.5% on blockbuster Anthropic AI deal ahead of earnings
- Alan Greenspan, influential former Federal Reserve chair, dies at 100
- Buy gold stocks as valuations are cheap amid macro tension: BofA
- CoreWeave trains DeepSeek-V3 in two minutes in MLPerf benchmark
- Needham Starts NeoVolta (NEOV) at Buy
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
- Spain's ex-transport minister sentenced to 24 years for corruption
- Companies to add 40 million barrels of oil to US SPR after Iran war ends, energy secretary says
These two stocks are emerging as 'sooner AI compounders': Bernstein
May 6, 2026 4:00 PM EDTBernstein highlighted two stocks it sees as best positioned to capitalize on the artificial intelligence transformation sweeping the enterprise software sector in a note to clients on Wednesday.
In its analysis of the mid-market ERP landscape, the firm picked Microsoft (NASDAQ: MSFT) and Oracle (NYSE: ORCL) as names to watch, while SAP SE (NYSE:... More

