🆕 Newsmakers — 2:00p ET, 2026-06-05 — new since last alert

📰 NEW MARKET THEMES: • Artificial Intelligence Investment Will Hit 2% Of U.S. GDP In 2026, Analyst Says—Nearing Defense Spending Levels 0.7%. That's how much of their GDPs the next highest-spending countries—Norway and Saudi Arabia—will spend on AI this year, according to TS Lombard. China's data center spending as a share of GDP sits at approximately 0.4%, below Malaysia and Sweden, while the Eurozone allocates… — forbes.com · 06/05 1:35p https://www.forbes.com/sites/maryroeloffs/2026/06/05/artificial-intelligence-investment-will-hit-2-of-us-gdp-in-2026-analyst-says-nearing-defense-spending-levels/ • Saks Global wins court approval for bankruptcy restructuring Saks Global received court approval for its bankruptcy restructuring on Friday, clearing the luxury retailer to exit from ​Chapter 11 with a smaller store footprint and lower debt. — reuters.com · 06/05 1:33p https://www.reuters.com/legal/litigation/saks-global-wins-court-approval-bankruptcy-restructuring-2026-06-05/ • Unpacking a Wild Week For Tech, Semiconductor Stocks All good things must come to an end, and after nine-straight weekly wins, the S&P 500 Index (SPX) and Nasdaq Composite (IXIC) finally cooled off to open June. — schaeffersresearch.com · 06/05 1:32p https://www.schaeffersresearch.com/content/news/2026/06/05/unpacking-a-wild-week-for-tech-semiconductor-stocks • Schwab's Sonders on the Rise of Casino Culture in Markets Liz Ann Sonders, Charles Schwab chief investment strategist, sees a rise of speculative investing and says financial markets are starting to look more like casinos. She speaks with Tom Keene and Scarlet Fu on the debut episode of "Bloomberg Money. — youtube.com · 06/05 1:31p https://www.youtube.com/watch?v=04fJBnTA6J0 • The Hidden $500+ Billion That Could Hurt These AI Stocks Apple and Alphabet are best positioned in the AI race, generating strong positive free cash flow despite industry-wide capex surges. Microsoft, Amazon, Meta, and Oracle face mounting off-balance sheet debt and negative free cash flow, threatening their ability to sustain AI inve… — seekingalpha.com · 06/05 1:29p https://seekingalpha.com/article/4912441-the-hidden-500-plus-billion-that-could-hurt-these-ai-stocks

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.