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Goldman Sachs reveals lurking risks as stock market surges
TheStreet80d agobullish
Goldman Sachs reveals lurking risks as stock market surges

The S&P 500 is up roughly 10% in 2026. Global earnings are being revised higher. Corporate capital spending is at levels not seen in decades. Goldman Sachs published a global strategy note on May 19 that agrees with all of that. And then it explains why the rally may be more fragile than it ...

Cava Stock Looks Spicier But Undercooked After Earnings Beat
Investor's Business Daily80d agobullish
Cava Stock Looks Spicier But Undercooked After Earnings Beat

Cava stock jumped on Wednesday after the fast-growing Mediterranean chain posted stronger-than-expected sales, traffic and earnings growth. Cava Group revenue growth was the fastest since the third quarter of 2024, while same-store sales growth was the best in a year. Restaurant Dive said that Cava's traffic and sales trends "far outpaced its fast casual rivals," noting that Sweetgreen and Wingstop posted some of their worst-ever comparable-store sales gains in Q1.

Exclusive-ASML CEO sees tight supply in booming chip market as AI demand soars
Reuters81d agobullish
Exclusive-ASML CEO sees tight supply in booming chip market as AI demand soars

The booming global semiconductor market will be "tense" with tight supply for the foreseeable future, the head of chip-making machine giant ASML told Reuters, with demand from AI, satellites and robots outpacing what the industry can produce. In a rare ‌interview on the sidelines of a tech event in Antwerp, ASML Chief Executive Christophe Fouquet said that there would likely be sporadic bottlenecks ‌throughout the supply chain of the chip market which could hit $1.5 trillion by 2030. "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," Fouquet ​said, citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand.

Investing.com81d agobullish
TJX shares jump on strong earnings beat and raised outlook

Investing.com -- TJX Companies Inc. (NYSE: TJX) reported first-quarter results that exceeded analyst expectations, driving shares up 3.7% premarket as the off-price retailer raised its full-year outlook on strong sales momentum and margin expansion.

Reuters81d agobullish
Lamda wins cloud deal with Hudson River Trading to supply access to Nvidia chips

Artificial intelligence cloud computing startup Lamda on Wednesday said ‌it has won a cloud contract with high-speed ‌trading firm Hudson River Trading. Lamba, which is backed by Nvidia and ​raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting ‌more than 1,000 of ⁠Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion ⁠in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the ​deal.

Investing.com81d agobullish
Analog Devices beats estimates, guides above expectations

Investing.com -- Analog Devices Inc. (NASDAQ:ADI) reported second-quarter fiscal 2026 results that exceeded analyst expectations, with both earnings and revenue surpassing the high end of the company’s prior outlook.

Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?
24/7 Wall St.81d agobullish
Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?

NVIDIA (NASDAQ:NVDA) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for Nvidia Results” framed it around a single number: “Anything south of 75% gross margins, then we can start having a different conversation. 75% is a bogey.” The ... Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?

Target's sales at comparable stores record the biggest jump in 4 years during the first quarter
Associated Press81d agobullish
Target's sales at comparable stores record the biggest jump in 4 years during the first quarter

Target, which embarked on a turnaround plan under its new CEO earlier this year, reported its largest jump in comparable store sales in four years Wednesday. More customers buying in all six of Target’s main merchandising categories helped deliver the better-than-expected sales, the company said. Comparable sales — those coming from stores and digital channels operating for at least 12 months, rose 5.6% in the three-month period ended May 2.

Intel Stock Surges Back to Winning Ways in Style
Barrons.com81d agobullish
Intel Stock Surges Back to Winning Ways in Style

Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.

Demand soars for Israel's battle-tested weapons tech despite global criticism of its wartime conduct
Associated Press81d agobullish
Demand soars for Israel's battle-tested weapons tech despite global criticism of its wartime conduct

When Israeli defense officials approached Massivit last year about using its unique 3D printers to make military drone parts, CEO Yossi Azarzar jumped at the chance. Although the Israeli company had been producing large set pieces and other designs for the likes of Disney, DreamWorks and Netflix, the opportunity to instead quickly churn out large drone parts for the military was too good to ignore. Business has been booming for the Israeli arms sector, despite widespread criticism of the country’s conduct in its wars in Gaza, with Hezbollah and with Iran.