Marvell’s AI Moment Raises a Bigger Question for Amazon and ServiceNow

The calendar Q1 2026 earnings reports were incredibly good. The result at the end of the season is that the S&P 500 grew earnings by more than 28%, more than doubling the best-case scenario presented ahead of the period. While impressive, what’s more impressive is …

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Ford Stock Is Off to the Races. Can Its 55% Rally Continue?

Key Points Ford stock is racing higher on excitement over its new energy storage business, which just landed its first major score. April’s vehicle sales fell 14% year over year amid a challenging market. At this point, the stock seems to have gotten too far …

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Integer Holdings 2026 Outlook: Drivers, Risks, Valuation

Integer Holdings ITGR is entering 2026 with a reset outlook that reflects more cautious customer signals and slower-than-expected ramps in a few newer programs. Management now expects organic sales to be flat to down 1% for 2026. Adjusted earnings per share are expected to be in …

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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood is trying to get back on track since blowout returns in 2020 that made her one of the most widely followed growth stock investors in the country. It hasn’t been easy for the co-founder, CEO, and investor at Ark Invest. Her exchange-traded funds …

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Crypto Market Update: Strategy Tumbles After Saylor Breaks "Never Sell" Rule

Here’s a quick recap of the crypto landscape for Wednesday (June 3) as of 8:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$65,978.75, trading 1.9 percent lower over …

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News Flash: You Are the Exit Liquidity for the SpaceX IPO

Key Points The largest initial public offering (IPO) in Wall Street history is a little over one week away. Fast entry rule changes by the Nasdaq and U.S. Russell Equity Indexes will lead to tens of billions of dollars in forced buying by index funds …

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Why Intel Stock Shot Up Again In May

Key Points Intel is riding the momentum around the need for its computer chips for AI processes. The company is making large deals with AI cloud computing players. Shares look pricey at the moment. 10 stocks we like better than Intel › Shares of Intel …

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Big Tech's AI Spending Is on Track to Top $700 Billion This Year. Here's Who May Cash In Next.

Key Points The four largest hyperscalers have guided to as much as $725 billion in capital spending this year. American Electric Power’s incremental contracted load expected by 2030 has jumped to 63 gigawatts, with 89% of it data centers. The utility raised its five-year investment …

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QuidelOrtho's Respiratory Exposure Remains a Key Near-Term Risk

QuidelOrtho QDEL is being reminded that respiratory testing can still significantly influence results even after the post-pandemic reset. A milder and shorter U.S. respiratory season weighed heavily on first-quarter 2026 performance, with management attributing the weakness to lower demand rather than market-share losses. The distinction is …

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Intel Surges 192.5% Year to Date: Should You Bet on the Stock?

Intel Corporation INTC has gained 192.5% year to date compared with the industry’s growth 29.1%. It has outperformed compared to the Zacks Computer & Technology sector and the S&P 500. Image Source: Zacks Investment Research The company has outperformed its peers, NVIDIA Corporation NVDA, and Advanced Micro …

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