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POET Technologies (NASDAQ:POET) has gone from obscure micro-cap to one of the loudest tickers on WallStreetBets in a matter of weeks. The stock surged 114.72% in the past week alone after announcing a $500 million AI infrastructure deal with Lumilens. After that explosive run, our proprietary model suggests the upside is now stretched. Our 24/7 ... This Tiny AI Stock Is Suddenly Getting Massive Attention
The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committed. What is not well modeled is the infrastructure risk sitting between that demand and actual revenue recognition. The power grid is the primary constraint, and it is already affecting deployment schedules in 2026.
Dow futures fell as oil prices and Treasury yields jumped. AI chip plays Applied Materials, Nvidia and Cerebras retreated. The Trump-Xi summit is over.
Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.
Demand for Marvell’s data center and custom AI chips continues to accelerate as hyperscalers ramp up spending on next-generation AI infrastructure.
Broadcom (AVGO) stock currently trades at $440, positioning it as a pivotal force in the global shift toward AI-driven infrastructure. At a 38.5x forward P/E based on 2026 earnings, the valuation appears rich compared to the average figure of 34.8x over recent quarters. However, shifting the lens to a three-year horizon through 2028 reveals a massive earnings power that the market is currently attempting to price in today.
HD, TJX, MRVL and CFFI are drawing attention for growth strategies, AI demand trends and strong market performance.
Marvell (MRVL) stock closed the May 13 trading session at $177.95. That means it has gained 135% since March 5, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up close to 9% in the same period. Why has Marvell outpaced the S&P 500 so much since that date? The company ...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
HD, TJX and MRVL lead Zacks' top research picks as analysts highlight AI demand, retail resilience and Pro-focused growth strategies.
Memory is the new oil of the AI economy, and Micron Technology (NASDAQ:MU) has become its biggest beneficiary. The stock has run 124.41% year to date and a staggering 698.01% over the past year as hyperscalers scramble for HBM, DRAM, and NAND capacity to feed AI training clusters. With Micron now changing hands near $640.20, ... Micron Is Up 698% in a Year. These 3 Stocks Under $15 Ride the Same AI Memory Wave Before Wall Street Notices
Astera Lab's UALink 2.0 push and Scorpio switch expansion are fueling AI infrastructure growth, with deployments expected in 2027.
Marvell Technology Inc (NASDAQ:MRVL) trended this week as investors reacted to rising optimism around AI infrastructure spending, expanding partnerships in custom AI chips, and bullish analyst forecasts tied to next-generation networking demand. China Exposure And AI Policy Headlines Drive Attention Marvell shares gained alongside semiconductor peers as investors monitored fresh U.S.-China AI policy developments and their potential impact on the broader chip supply chain. China contributed 36% o
The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.40%, and June E-mini Nasdaq futures...
CRDO's strong cash position and record growth are powering expansion through AEC scaling, optics bets and strategic acquisitions.
Micron Technology (NASDAQ:MU) is the ticker dominating every memory-cycle headline right now, with traders piling into the assumption that DRAM and NAND pricing will ride the AI buildout straight up. But here’s what you should actually be watching. Memory is, and always has been, a commodity. DRAM and NAND pricing is set by global supply, ... Everyone’s Talking About Micron. Smart Money Is Watching This Stock Instead
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
June S&P 500 E-Mini futures (ESM26) are up +0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.30% this morning, pointing to further gains after a tech-led rally in the previous session, while investors monitor developments from the U.S.-China talks and await a fresh batch of U.S. economic data, with particular attention on retail sales figures.
While chip makers Intel and Micron have been getting all the love in recent days, Marvell got a nice bounce Wednesday after analysts at BofA and Goldman Sachs raised their price targets for it. Marvell shares closed up 8.2% to $177.95, for a new record high. The stock is up more than 100% in 2026 on high demand for its chips and partnerships with Big Tech hyperscalers like Amazon and Microsoft It has had 12 record closes in 2026, with the last one on May 6.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...
The technology company's stock got a nudge from a big-name analyst. The fact that a major player in the technology space just became a shareholder, however, is an even-bigger deal.
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