News — AI supercycle headlines

Zacks1d agobullish

Coherent Stock Climbs 171% in 6 Months: Should You Buy Now or Wait?

COHR soars 171% in 6 months as datacenter AI demand surges and industrial bookings rebound, but rich valuation and no dividend raise questions.

COHR WOLF

Motley Fool1d agobullish

MercadoLibre Stock Continues to Struggle to Find Traction. Is the Stock a Buy on the Dip, or Is It Time to Throw in the Towel?

The stock has barely budged over the past five years despite huge revenue growth.

MELI

Simply Wall St.1d agobullish

Oklo Uses AI Partnership To Refine Pluto Reactor And Fuel Design

Oklo (NYSE:OKLO) announced a new partnership project with Battelle Energy Alliance at Idaho National Laboratory to apply AI tools to advanced reactor and fuel-system design. The collaboration focuses on accelerating development of Oklo’s Pluto microreactor and using AI driven engineering methods to support advanced nuclear systems. The project is intended to improve engineering efficiency and deepen technical validation of Oklo’s reactor and fuel concepts. For investors watching NYSE:OKLO,...

OKLO

GuruFocus.com1d agobullish

Intel Rally Faces Reality Check After Triple-Digit Surge

Bank of America says optimism around a potential Apple foundry deal may be outpacing execution reality.

AAPL INTC

Zacks1d agobullish

Cava Group (CAVA) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release

Cava (CAVA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CAVA

Barchart1d agobullish

2 Reasons Why SMCI Stock Soared 25%, And 1 Risk That Still Looms Large

Super Micro is quietly fixing two major problems but there is one risk investors shouldn’t ignore.

SMCI

Zacks1d agobullish

Best Momentum Stocks to Buy for May 12th

ALB, APA and DIOD made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 12th, 2026.

ALB APA

Reuters Videos1d agobullishVIDEO

China's JD.com reports 5% rise in quarterly revenue, beating estimates

<body>STORY: JD.com beat first-quarter revenue and profit expectations on Tuesday.It was seen as a positive sign by investors and shares rose about 1% after the update.Subsidies from local governments have proved helpful to JD.com.It's encouraged consumers to trade in old appliances and electronics, with JD.com the biggest retailer of these goods.Markets watchers will want to see if Beijing's subsidy program can help the firm keep up its momentum.Especially as tariff and consumer-demand pressure mounts.JD.com's home Chinese market has long struggled with weak consumer confidence.That's due to a property slump and higher tariffs imposed by the U.S. on many Chinese goods.The U.S.-Iran war has also raised fuel prices and the cost living - which has hit consumer spending power.JD.com said revenue for the quarter ended March was just under $46.5 billion - that was ahead of analyst forecasts.However, higher costs hit net income.JD.com has spent more on fulfilment costs, research and development as well as marketing.</body>

Zacks1d agobullish

Wall Street Analysts Think Sony (SONY) Could Surge 39.74%: Read This Before Placing a Bet

The consensus price target hints at a 39.7% upside potential for Sony (SONY). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

SONY

Zacks1d agobullish

Should You Buy, Hold, or Fold CoreWeave Stock After Solid Q1 Results?

CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.

CRWV MSFT NBIS

Reuters1d agobullish

Qnity raises annual revenue forecast as AI spending climbs

Semiconductor solutions provider Qnity Electronics raised its annual revenue and profit ‌forecast on Tuesday, driven by demand ‌for artificial intelligence and high-performance computing. Shares of the company gained over 5% in early trading. Demand for semiconductor equipment is surging on AI infrastructure spending, boosting suppliers like Qnity, which makes chips, advanced packaging, ‌interconnects and thermal ⁠management products for data centers.

Trefis1d agobullish

Get Paid 12% To Buy AVGO At A 30% Discount - Here's How

Do you think AVGO stock is a good long-term bet at current levels? What about at a 30% discount at about $300 per share? If you think that is a steal and have some cash ready to go, here is a trade.

AVGO GOOG GOOGL

Zacks1d agobullish

IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?

IBM edges Qualcomm as the better AI tech buy now, backed by hybrid-cloud demand, watsonx upgrades, cheaper valuation and steady cash flow.

IBM QCOM

24/7 Wall St.1d agobullish

Tesla Surges on AI, Rivian Struggles to Stay Afloat

Tesla (NASDAQ: TSLA) and Rivian (NASDAQ: RIVN) both closed the books on Q1 FY2026, and the contrast is impossible to ignore. Tesla posted $22.39 billion in revenue with an automotive gross margin of 21.1%. Rivian delivered $1.381 billion while its automotive segment slipped to a $62 million gross loss. Same industry, very different chapters. AI ... Tesla Surges on AI, Rivian Struggles to Stay Afloat

RIVN TSLA

GuruFocus.com1d agobullish

Tesla China Sales Jump as Roadster Buzz Returns

April sales from Tesla's Shanghai factory rose sharply, but investors remain cautious on the next leg of growth.

NIO TSLA XPEV

Zacks1d agobullish

GE Vernova (GEV) Just Flashed Golden Cross Signal: Do You Buy?

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

GEV

Motley Fool1d agobullish

The Next Phase of the AI Chip Supercycle Is Here. 1 Growth Stock Buy Before It Is Too Late (Hint: It Isn't Intel or Broadcom)

Arm Holdings anticipates a significant surge in revenue and earnings over the next five years.

AVGO INTC

24/7 Wall St.1d agobullish

3 Berkshire Stocks Under $30 and 2 Under $30 Greg Abel May Buy

Warren Buffett built Berkshire Hathaway by paying reasonable prices for durable cash flows, and three of his current bets still trade below $30 a share. With Greg Abel sitting on a record cash pile, the sub-$30 aisle is where value hunters are scanning for the kind of brand-heavy, cash-generative franchises Omaha tends to favor when ... 3 Berkshire Stocks Under $30 and 2 Under $30 Greg Abel May Buy

KHC NU PFE

GuruFocus.com1d agobullish

GameStop Surges 13% After Roaring Kitty Posts Vanish

GameStop jumped, then reversed lower, after cryptic Keith Gill posts appeared and disappeared in postmarket trading.

GME

Zacks1d agobullish

Wall Street Bulls Look Optimistic About Lowe's (LOW): Should You Buy?

The average brokerage recommendation (ABR) for Lowe's (LOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

LOW

Zacks1d agobullish

Is Accenture (ACN) a Buy as Wall Street Analysts Look Optimistic?

Based on the average brokerage recommendation (ABR), Accenture (ACN) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

ACN

Zacks1d agobullish

Is Abbott (ABT) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Abbott (ABT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

ABT

Investing.com1d agobullish

These 2 U.S. retail companies are most likely to beat consensus in Q1: Bernstien

Investing.com -- Bernstein named two U.S. retailers it believes are most likely to beat Wall Street consensus estimates in the first quarter, in a note on Tuesday, though the bank cautioned that the outlook for the rest of the year may matter more to investors than the headline results.

TGT

24/7 Wall St.1d agobullish

Quantum Computing Is Up 26% Today: Is It Outperforming Other Quantum Stocks Like D-Wave, IonQ, and Rigetti?

Quantum Computing (NASDAQ:QUBT) shares are ripping higher in early Tuesday trading, up 26% to around $12.81 from a prior close of $10.18. The surge follows the company’s Q1 2026 earnings report, released after the close on May 11. The move stands out across the pure-play quantum group. IonQ (NYSE:IONQ) is basically flat at around $57, ... Quantum Computing Is Up 26% Today: Is It Outperforming Other Quantum Stocks Like D-Wave, IonQ, and Rigetti?

IONQ QBTS QUBT RGTI

MT Newswires1d agobullish

Gold Trading Lower as USD and Yields Rise as U.S. Inflation Surged Last Month

Gold moved lower early Tuesday, dropping for a second day as the dollar and yields rose after the Un

GLD

Trefis1d agobullish

Micron Stock Surged 9x But History Suggests Caution.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab

AMAT AMD GOOG GOOGL META MSFT MU

Zacks1d agobullish

Fastly's Q1 Revenues Rise 20%: Can Growth Stay Near Record Highs?

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.

FSLY NET

PA Media: Money1d agobullish

Wayve agrees partnership with Government to boost self-driving car tech in UK

.Business Secretary Peter Kyle said the partnership demonstrates that the Government is ‘backing high-growth British scale-ups’.

UBER

Zacks1d agobullish

Flowco Posts Q1 Results: Time to Buy or Stay on the Sidelines?

FLOC tops Q1 estimates on Production Solutions strength, strong free cash flow and a dividend hike - yet a 57.5% rally and premium valuation loom.

HAL

Zacks1d agobullish

Coinbase Global (COIN) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

COIN