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May 29, 2026

Qualcomm's TikTok AI Chip Deal Rewrites the Rules

ByteDance’s custom ASIC order marks a major turning point for Qualcomm, proving its push into AI data centers is more than just a side bet. With auto revenue surging and a June catalyst ahead, the stock’s re-rating may still have room to run.

May 28, 2026

Micron’s $1 Trillion Memory Melt-Up

Micron’s AI memory boom is driving a historic revaluation as supply shortages, fixed-price contracts, and soaring margins reshape the semiconductor cycle. Wall Street is no longer pricing it like a commodity chipmaker—it’s treating Micron as essential AI infrastructure.

May 27, 2026

After NVIDIA, Broadcom's Earnings Are Next—Here's What to Watch

Broadcom heads into earnings with Wall Street expecting another blockbuster quarter, but the real intrigue may be its AI chip outlook and what management says about Alphabet’s TPU push. With the stock already rallying hard, even a strong report could spark a sharp reaction.

May 26, 2026

Ross Stores Earnings Beat Sends Stock To New Highs

Ross Stores’ strong earnings beat, booming traffic, and raised outlook pushed shares to a fresh all-time high. Despite a long rally, the off-price retailer continues to outperform in a cautious consumer environment.

May 25, 2026

As Small-Cap Outperformance Continues, These 2 ETFs Provide Exposure

Small caps are still leading the market, and these two ETFs offer a simple way to join the trend. Here’s how IJR and VB stack up for investors seeking growth and broad exposure.

May 23, 2026

CAVA Group’s Stock Looks Delicious After Strong Earnings

CAVA topped earnings and revenue estimates, lifted guidance, and sparked a rally as investors digested continued strong demand. Still, the stock’s rich valuation and potential short-term volatility could keep the ride bumpy.

May 22, 2026

TJX Companies Fires on All Cylinders With 9% Revenue Growth

TJX delivered another standout quarter, with strong sales, margin expansion, and robust cash returns fueling its continued run higher. The off-price leader’s momentum, buybacks, and bullish analyst sentiment suggest more upside ahead.

May 21, 2026

A Deep Dive Into NVIDIA’s Latest Portfolio Moves

NVIDIA’s latest 13F reveals a web of AI-era bets, with some headline investments hidden behind deal structures that keep them off the filing. Here’s what the company is really buying in CoreWeave, Nebius, Coherent, and beyond.

May 20, 2026

Ackman and Berkshire Are Betting Against Each Other on AI

Bill Ackman is trimming Alphabet and loading up on Microsoft and Amazon, while Berkshire is doing the opposite and doubling down on Google. The split reveals two very different ways to play the AI boom.

May 19, 2026

Is Everspin Technologies the Next AI Edge Breakout?

Everspin’s MRAM technology is gaining traction as AI moves to the edge, with strong earnings, new defense deals, and rising institutional interest fueling the breakout case. But after a sharp run, the stock may need a breather before its next leg higher.

May 18, 2026

Robinhood, SoFi, and Webull Are Telling Very Different Stories

SoFi is evolving into a diversified digital bank, Robinhood is still tied to trading cycles, and Webull is chasing growth with profits still in question. The three fintech platforms may share a business model, but their paths—and risk profiles—are increasingly different.

May 17, 2026

3 Stocks to Own If Gas Prices Keep Rising

From refiners to drillers to tankers, these energy names could benefit most if fuel costs keep climbing. Here are three stocks positioned to profit from sustained high gas prices.

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