ニュース · QuantAbundancia

GuruFocus.com6d agobullish

Sandisk Soars 482% As AI Memory Boom Slashes Valuation Multiples

Sandisk and Micron trade below nine times forward earnings despite surging AI-driven demand for memory chips.

Simply Wall St.6d agobullish

Is It Too Late To Consider Fortinet (FTNT) After Its Rapid Share Price Surge

If you are wondering whether Fortinet's current share price reflects its true worth, this article will walk through what the numbers are saying about value right now. Fortinet's stock last closed at US$121.86, with returns of 12.9% over 7 days, 54.8% over 30 days, 56.5% year to date, 18.8% over 1 year, 78.8% over 3 years, and 187.0% over 5 years. This naturally raises questions about how much future upside or downside is already priced in. Recent coverage has focused on Fortinet as a major...

Motley Fool6d agobullish

Bright Valley Capital Makes Huge Bet on Chinese Flash Sales with a 1.47 Million Share Vipshop (VIPS) Buy

Vipshop Holdings is a leading Chinese e-commerce firm specializing in branded discount retail across apparel, cosmetics, and home goods.

INTC ^GSPC

MT Newswires6d agobullish

Nasdaq, S&P 500 Retreat From Record Highs as Yields Surge Amid Inflation Woes

The Nasdaq Composite and the S&P 500 fell from record highs as inflation concerns pushed Treasury yi

^DJI ^GSPC ^IXIC

Barchart6d agobullish

Stocks Settle Sharply Lower as Bond Yields Jump on Inflation Fears

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

AAL ADI AMD APA ARM ASML AU AVGO+35

Simply Wall St.6d agobullish

Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation

Marvell Technology (NasdaqGS:MRVL) is attracting fresh attention after an equity investment from AMD and new custom AI chip collaborations with Google and Amazon. The company is expanding its AI data center reach through acquisitions, including the purchase of silicon photonics specialist Polariton. These moves follow earlier investment activity from Nvidia and signal growing engagement from multiple large industry peers. For investors watching AI infrastructure, Marvell Technology now sits...

AMD MRVL NVDA

Simply Wall St.6d agobullish

Congressional Nasdaq Buying Raises Questions For Digital Asset Policy Outlook

Congresswoman April McClain Delaney, a member of the House Subcommittee on Commodity Markets and Digital Assets, has reported multiple purchases of NasdaqGS:NDAQ stock in 2026. The trades occurred as the subcommittee prepares to vote on digital asset legislation that could affect Nasdaq's digital asset related business activities. These transactions are drawing attention because they intersect with her direct role in shaping rules that may influence Nasdaq's future opportunities in digital...

NDAQ

Reuters Videos6d agobullishVIDEO

Gold, real estate attractive as market rally likely wanes, expert says

<body>STORY: U.S. stocks on Friday retreated from record highs that have been powered by AI-linked companies.A day earlier, with the S&P 500 closing at an all-time high, "two-thirds of the stocks in the S&P 500 were actually down," said Bennett, adding that "nine percent of the S&P 500 actually hit 52-week lows."Leadership this narrow often means the rally is "exhausted," she explained. "That'd be consistent with rates staying higher, the economy slowing, which is the environment that I think we're in.""As far as areas to invest right now, I do think real assets are interesting - and real assets being more real estate itself, not necessarily a REIT," Bennett said, adding that precious metals are also "attractive in an environment like this."</body>

^GSPC

Motley Fool6d agobullish

D-Wave Quantum Stock Surges 4,550% -- This Quantum Computing Play Could Be the Next Big Thing

This little quantum computing stock could have a bright future.

QBTS

Motley Fool6d agobullish

Why Figma Stock Jumped 18% Friday Morning

Figma stock soared after a stellar Q1 report. Here's why AI fears may be overblown.

FIG

MT Newswires6d agobullish

Update: AI Revenue May Jump Fivefold to $200 Billion This Year as Spending Race Intensifies

(Updates to add stock prices in 22nd paragraph.) The world's largest artificial intelligence firm

AMZN GOOG GOOGL META MSFT

24/7 Wall St.6d agobullish

SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG

Shares of SolarEdge Technologies (NASDAQ:SEDG) are ripping higher in Friday’s midday session, with SEDG stock up 22% to $61.44. That extends Thursday’s surge into a powerful two-day run, with the one-week move now sitting at 49%. Enphase Energy (NASDAQ:ENPH) is along for the ride, with ENPH stock up 11% to $53.25 and the one-week tally ... SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG

ENPH FSLR NVDA SEDG

MT Newswires6d agobullish

Equities Fall, Yields Surge Intraday Amid Inflation Concerns; Oil Jumps

US benchmark equity indexes were lower intraday as Treasury yields jumped amid inflation concerns, w

GOOG GOOGL MSFT ^DJI ^GSPC ^IXIC

MT Newswires6d agobullish

Update: AI Revenue May Jump Fivefold to $200 Billion as Spending Race Intensifies

(Updates to show Anthropic declined to comment in the 16th paragraph.) The world's largest artifi

AMZN GOOG GOOGL META MSFT

Simply Wall St.6d agobullish

Pinterest (PINS) Valuation Check After AI Driven Q1 Beat And International Advertiser Growth

Pinterest (PINS) is back in focus after first quarter results topped Wall Street expectations. Management pointed to proprietary AI models, stronger user engagement and a broader, increasingly international advertiser base as key drivers. See our latest analysis for Pinterest. Despite the upbeat first quarter update and new guidance, Pinterest’s recent share price performance has been mixed, with the stock down 11.69% over 7 days but up 23.41% on a 90 day share price return. However, the 1...

PINS

Zacks6d agobullish

AXTI's AI-Driven Surge: Can Its Record Backlog Aid the Strong Uptrend?

AXTI's indium phosphide backlog tops $100M in Q1 2026 as AI data center demand lifts optical components, but export permits remain a hurdle.

COHR

Zacks6d agobullish

GEV Surges 36.1% in 3 Months: Is the Stock Worth Betting on Now?

GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.

BE GEV

Barrons.com6d agobullish

Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.

President Donald Trump and Chinese leader Xi Jinping’s long-anticipated summit ended with both suggesting an agreement to reset their relationship, but with few concrete breakthroughs otherwise. With such low expectations heading into the meeting, even underwhelming results appear to be enough to soothe investors for now. The cooling of tensions could draw U.S. investors back to Chinese stocks—after wariness about tit-for-tat retaliations between the two superpowers—and boost that market.

BABA

Zacks6d agobullish

Valero Jumps 80.3% in the Past Year: Is the Stock Worth Buying Now?

VLO's refining flexibility, export growth and strong margins fuel an 80.3% stock surge as tight global supply supports profitability.

PBF PSX VLO

Barchart6d agobullish

POET Stock Jumped on $500 Million Deal With Lumilens. Its Financials Have a Long Way to Go.

POET Technologies stock jumped on a potential $500 million Lumilens deal, though the company’s financial fundamentals still remain weak.

MRVL POET

Benzinga6d agobullish

Congresswoman's Nasdaq Buying Spree Raises Red Flags — What You Need To Know

Retail investors are keeping a close eye on congressional trades, especially when potential conflicts of interest arise. A recent trade made by a Congresswoman could be just that. Congresswoman Buys More Nasdaq Stock Rep. April McClain Delaney (D-Md.) recently disclosed...

NDAQ

24/7 Wall St.6d agobullish

Sandisk Price Prediction: Has the Rally Gone Too Far?

The memory rally has been one of the most extraordinary moves of the cycle, and SanDisk (NASDAQ:SNDK) sits at the center of it. After a 3,197% gain over the past year and a 482% year-to-date run, the question is whether fundamentals can keep up with the multiple. Our 24/7 Wall St. price target for SanDisk ... Sandisk Price Prediction: Has the Rally Gone Too Far?

NVDA SNDK

Insider Monkey6d agobullish

TD Securities Reiterates “Buy” Rating On Uranium Energy (UEC) Following Q2 Fiscal 2026 Results

With an upside potential of 16.1%, Uranium Energy Corp. (NYSEAMERICAN:UEC) earns a spot on our list of the best nuclear energy stocks to buy as SMRs go mainstream. Hobson Central Processing Plant is now finally receiving uranium-bearing material from Burke Hollow, after Uranium Energy Corp. (NYSEAMERICAN:UEC) announced on April 8, 2026, that production had finally […]

UEC

Insider Monkey6d agobullish

Citi Reiterates “Buy” Rating On Fluor (FLR) Despite Price Target Cut

Fluor Corporation (NYSE:FLR) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 17.4%. Two contrasting themes emerged when Fluor Corporation (NYSE:FLR) announced its Q1 2026 results: short-term headwinds hurting quarterly performance, while long-term opportunities tied to nuclear energy projects are steadily developing in the […]

FLR

Insider Monkey6d agobullish

JPMorgan Stops Short Of Turning Bullish On Oklo (OKLO) Despite Strong SMR Outlook, Check Out Why

With an upside potential of 24.9%, Oklo Inc. (NYSE:OKLO) earns a spot on our list of the best nuclear energy stocks to buy as SMRs go mainstream. Oklo Inc. (NYSE:OKLO) received a meaningful regulatory de-risking boost on May 6, 2026, when the NRC approved its Principal Design Criteria (PDC) topical report for the Aurora powerhouse […]

OKLO

Insider Monkey6d agobullish

Is NexGen Energy (NXE) One Of The Best Nuclear Energy Stocks To Buy As SMRs Go Mainstream?

With an upside potential of 55.9%, NexGen Energy Ltd. (NYSE:NXE) earns a spot on our list of the best nuclear energy stocks to buy as SMRs go mainstream. On May 9, 2026, Scotiabank raised its price target on NexGen Energy Ltd. (NYSE:NXE) to CAD $22 from CAD $18, keeping an Outperform rating following Q1 2026 […]

NXE

Insider Monkey6d agobullish

NuScale Power (SMR) Is Among The Best Nuclear Energy Stocks To Buy As SMRs Go Mainstream

NuScale Power Corporation (NYSE:SMR) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 58.3%. NuScale Power Corporation (NYSE:SMR) reported Q1 2026 results on May 7, 2026, with the quarter proving “quieter from an announcement perspective.” Revenue came in at just $0.6 million. That was […]

FLR SMR

Insider Monkey6d agobullish

Why Is NANO Nuclear (NNE) One Of The Best Nuclear Energy Stocks To Buy As SMRs Go Mainstream?

NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 66.1%. On May 6, 2026, NANO Nuclear Energy Inc. (NASDAQ:NNE) signed a non-binding MOU with Supermicro, the global AI server and data center infrastructure leader. The agreement aims to explore […]

NNE SMCI

Motley Fool6d agobullish

Oil Prices Are Rising. Here Are the 3 Best Energy Stocks to Buy Right Now.

As crude prices keep rising, three under-the-radar energy stocks offer differentiated upside through low-cost shale production, LNG growth, and global oilfield services exposure.

INTC