May 31, 2026
Backed by a $1.6 billion hardware deal and a major NVIDIA cloud contract, IREN is turning its power-rich crypto mining footprint into a high-margin AI infrastructure business. The shift could dramatically re-rate the stock as demand for grid-ready data center capacity surges.
May 30, 2026
The AI boom’s real choke point isn’t compute — it’s power delivery. Texas Instruments and onsemi could be among the biggest beneficiaries as data centers and EVs shift to 800-volt architectures.
May 29, 2026
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 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
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’ 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
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 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 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
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
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
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.
