Last night’s AI earnings basically gave the rally what it wanted: actual revenue, better guidance, and another reason to keep the AI trade alive. But this was not all the same quality of earnings. was the cleanest print. Super Micro Computer (NASDAQ:) was messy but saved by guidance. Navitas Semiconductor (NASDAQ:) was still the speculative ...
Listen to the audio version of this article (generated by AI). In the spring of 1999, Wall Street reached a consensus. The dot-com rally, once the exclusive property of a handful of Silicon Valley darlings, was finally broadening out. Retailers were getting websites. Manufacturers were becoming “e-businesses.” Regional banks were upgrading their software. But the ...
Key Points While artificial intelligence (AI) stocks continue to be market darlings, the same can’t be said for software stocks. Software-as-a-service (SaaS) stocks have been absolutely hammered this year, and there doesn’t appear to be any let-up. While many SaaS companies continue to put up solid revenue growth, few outside of Palantir have seen their ...
volume on Tuesday was lower than on the day after Thanksgiving. At least based on the data I have, the total volume was just 35.9 million shares. Christmas Eve, a half day, saw 39.5 million shares traded, Friday, November 28, a half day saw 49.2 million shares, and even July 3 saw 51 million shares ...
’Sell in May and Go Away’ might turn out to be bad advice this year Which stocks are best positioned to buck the seasonal trend? Discover 9 handpicked opportunities to outperform in the coming months. May has arrived, and with it comes a well-known Wall Street idea: Sell in May and go away. The thinking ...
Key Points Intel stock has more than quadrupled over the past 12 months. Recent quarterly results showed an accelerating data center business and significant margin expansion. But some metrics suggest the stock’s run-up may have gone too far. 10 stocks we like better than Intel › Shares of Intel (NASDAQ: INTC) have skyrocketed over the ...
Listen to the audio version of this article (generated by AI). The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull run… Eric Fry with where the smart money goes now… make money before 2028 The layoff itself wasn’t all ...
has been one of the most extraordinary stories in the market over the past year, and this week the momentum has kicked into another gear entirely. The stock closed Monday, May 4, at a new all-time high of $176.42, up over 14% on the day and about 600% over the prior 12 months. For investors ...
Listen to the audio version of this article (generated by AI). Editor’s Note: 🔊 Prefer to listen? You can now listen to today’s issue. Click the play button above. Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My colleague ...
Advanced Micro Devices (NASDAQ:), Super Micro Computer (NASDAQ:) and Navitas Semiconductor (NASDAQ:) are all set to report after the U.S. close on Tuesday, May 5, 2026. Last week’s move was very bullish for the markets. So this week, investors will get a second look into the AI rally to see if actual revenue, forward guidance ...
