News

WYNN tops Q1 estimates as EPS hits $1.25 and revenues rise 9.2% Y/Y, powered by Wynn Palace gains and Las Vegas EBITDAR growth.

Nebius has been a top-performing stock in 2026.

Iren shares jumped Friday after the Bitcoin miner turned data center company announced a new deal with Nvidia.

Memory and storage stocks are surging in mid-morning Friday trading as the AI memory supercycle thesis goes fully mainstream. Micron Technology (NASDAQ:MU) stock is up 11%, SanDisk (NASDAQ:SNDK) stock is also up 11%, and Western Digital (NASDAQ:WDC) stock is up 3%. The synchronized move extends a parabolic stretch for the group. Micron stock has climbed ... Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case

Has Supermicro finally broken out of its slump?

Archer stock saw solid gains last month, and it's off to a strong start in May.

Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

AFRM beats Q3 estimates as GMV jumps 35% and transactions climb 45%, prompting higher fiscal 2026 guidance.

Micron's AI memory rally is still running hot.

Micron's AI memory rally is still running hot.

Cloud computing businesses are spending a ton now, but will reap the rewards later.

Block Inc (NYSE:SQ) shares rose about 6.5% after it reported stronger-than-expected first-quarter 2026 earnings, highlighted by solid profit growth and improved margins, despite a slight revenue miss. Block (XYZ) reported adjusted earnings per share of $0.85, above analyst expectations of...

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

Today, almost every other company wants to build a Bitcoin (BTC) treasury. But there is hardly anyone who can do it at the pace at which Michael Saylor's Strategy Inc. (NASDAQ: MSTR) does. In fact, in the first quarter of 2026, the company kept raking up Bitcoin throughout its highs and ...

Richtech Robotics (RR) stock is back in focus after the company signed a non binding letter of intent with SoundHound AI to integrate voice AI into its service robots for upcoming hospitality focused demonstrations. See our latest analysis for Richtech Robotics. Those upcoming hospitality demos and recent high profile showcases, such as ADAM serving fans at Vegas Golden Knights games, come after a 30 day share price return of 39.58% and a 1 year total shareholder return of 30.73%, even though...

Marvell Technology (MRVL) has rallied close to 80% year-to-date as the market rotated back toward AI infrastructure names.

GILD beats Q1 estimates as HIV and Trodelvy sales rise, but shares slip after the company cuts its 2026 EPS outlook.

KTCAX, JNGTX and FELIX could benefit as global semiconductor sales surge 79.2% year over year in March amid booming AI demand.

Investors may be wondering whether Qnity Electronics at around US$143.59 is still offering value, or if most of the opportunity is already reflected in the current price. The stock has returned 2.1% over the last week, 20.7% over the last month, and 69.0% year to date, which raises questions about how expectations and risk are being priced in. Recent coverage has focused on Qnity Electronics' position within the semiconductor sector and on how investor sentiment is responding to the...

The most revealing data point from Wednesday’s earnings doubleheader came down to word choice. On May 6, Uber’s CEO said “local” five times and Disney’s CEO said “domestic” 12 times on their respective calls. That linguistic tilt, flagged by the hosts of The Best One Yet, captures a macro shift already showing up in consumer ... As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

Netflix, Inc. (NASDAQ:NFLX) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked if the stock is a buy, given the competition in the streaming space. Cramer replied: Well, okay, it’s not a buy, buy, buy, because we’re still, it’s a quizzical moment for […]

Monarch Casino & Resort, Inc. (NASDAQ:MCRI) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer praised the company’s balance sheet, as he remarked: … In the past 12 months, Monarch Casino & Resorts has rallied nearly 50%, trouncing both the S&P 500 and its larger […]

Sterling Infrastructure, Inc. (NASDAQ:STRL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s post-earnings rally, as he said: Nucor makes the steel… Sterling Infrastructure does a lot of the building too and the roads too. It reported a tremendous quarter last night. […]

Eaton Corporation plc (NYSE:ETN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted adding to the position in the stock for the Charitable Trust, as he commented: There’s Lumentum and Coherent, advanced fiber optics. Eaton for the electricity you need. By the way, that […]

Shares rocketed over 20%, marked by a hefty double beat on revenue and earnings.

OPTU narrows its Q1 loss and expands margins despite broadband subscriber declines, while mobile growth hit a six-year quarterly high.

The aggressive spending on AI data center infrastructure will be a tailwind for Intel, Sandisk, and Micron Technology over the long run.