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• Nvidia’s RTX Spark Sets Up Fight Over the Soul of Windows PCs | 2026-06-03
  The future of the personal computer is a hot topic again, courtesy of Nvidia Corp.’s announcement this week with Microsoft Corp. The leader in AI hardware is taking another run at making the central component for laptops, promising to bring the biggest change to the devices in decades.
• RTX's Raytheon awarded $515 million contract for SPY-6 family of radars | 2026-06-03
  /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has been awarded a $515 million contract from the U.S. Navy for the SPY-6 family of radars. The contract...
• Microsoft Moves to Own the AI Stack From Device to Model at Build 2026 | 2026-06-03
  Project Solara, the RTX Spark Dev Box, and MAI Thinking-1 mark Microsoft's push to control the end-to-end AI stack
• Nvidia’s RTX Spark AI PC Superchip Launch Might Change The Case For Investing In QUALCOMM (QCOM) | 2026-06-03
  In late May and early June 2026, Nvidia’s launch of its RTX Spark AI PC superchip targeting Windows on Arm prompted concern about increased competition for Qualcomm’s Snapdragon X processors, just as Qualcomm introduced its Dragonfly AI data-center brand and highlighted broader AI ambitions. The contrast between Nvidia’s detailed PC roadmap and Qualcomm’s still-to-be-explained Dragonfly offering has sharpened investor focus on whether Qualcomm can defend and extend its role in AI PCs and...
• NVIDIA Expands Beyond GPUs With RTX Spark And Vera AI Platforms | 2026-06-03
  NVIDIA (NasdaqGS:NVDA) introduced the RTX Spark superchip for Windows PCs, aimed at bringing agentic AI capabilities directly to consumer and professional devices. The company also announced Vera CPUs for data centers, targeting new AI workloads for hyperscalers and enterprises. RTX Spark is tied to a partnership with Microsoft and MediaTek, while Vera connects to fresh ecosystem support across data center, robotics, and edge platforms. NVIDIA highlighted new supply chain partners, open...
• Bank of America resets Nvidia stock forecast after key event | 2026-06-02
  Nvidia (NVDA) stock closed the June 1 trading session up 6.26% at $224.36. The stock is now up about 20.3% year to date, at the time of writing, Tuesday morning, June 2. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.24% in the same period. While Nvidia was expected to outpace the ...
• RTX wins $515.8M contract modification for SPY-6 radar system: details inside | 2026-06-02
  
• RTX Poland Expansion Adds Capacity And Feeds Ongoing Growth Story | 2026-06-02
  Collins Aerospace, part of NYSE:RTX, has finished a major expansion of its landing gear manufacturing facility in Poland. The enlarged site increases landing gear production capacity by nearly 25% for both defense and commercial aviation programs. The project is set to create almost 200 new jobs and deepen RTX’s role in the European aerospace supply chain. RTX, trading at $174.41, is involved in several long running trends in global aerospace and defense, with this Poland expansion adding...
• NVIDIA partners with Microsoft on agentic AI computing stack | 2026-06-02
  
• HP’s New AI PCs With Nvidia Put Future Growth And Risks In Focus | 2026-06-02
  HP (NYSE:HPQ) has launched a new portfolio of AI-focused PCs and developer workstations in partnership with Nvidia. The range targets creators, gamers, and enterprise users that are working with AI-accelerated workloads. New devices are built around Nvidia RTX Spark and AMD Ryzen AI, with dedicated options for developers and corporate IT teams. For HPQ, this move speaks directly to how personal computing is changing as AI workloads become part of everyday use, from content creation to code...

News source: finlight