Daily Top US Stock Picks Report

Daily Top US Stock Picks — June 2, 2026: DELL & NVDA

S&P 500 at 7,580 (9-week ATH streak). Two AI infrastructure plays dominate today's tape: Dell Technologies surged 33% on record Q1 FY27 earnings (revenue +88% YoY, AI server revenue +757%), while Nvidia closed +5.7% after unveiling the RTX Spark AI PC superchip and confirming Vera Rubin production ramp. Full thesis, fundamentals, technicals, risk factors, and 1–3 month strategy for both picks.