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Amazon has signed a multiyear, multibillion-dollar agreement with Corning to supply fiber optics for its U.S. data centers — Corning's third major AI contract of 2026. Shares jumped as much as 9% on the news.
Deep Dive
Jensen Huang called Marvell "the next trillion-dollar company" at Computex, triggering its biggest-ever single-day surge. Now the question is whether the fundamentals can actually back the valuation.
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HPE's fiscal Q2 blowout — revenue $10.68B vs. $9.79B expected, non-GAAP EPS $0.79 vs. $0.53, plus a sweeping guidance raise — triggered the stock's largest single-day gain since its IPO and forced Wall Street to retire the "legacy IT vendor" label for good.
Deep Dive
Berkshire has been stealthily accumulating Alphabet since Q3 2025, making it the firm's 5th-largest holding. On June 1, it added another $10B in a private placement — the same night Alphabet launched an $80B equity offering and raised its 2026 capex guidance to $180–190B.
Deep Dive
Broadcom drops Q2 earnings after the bell on June 3. We run the math on the $73B backlog, the 2027 $100B AI roadmap, and TSMC's capacity ceiling — because tonight the supply-side commentary matters more than the headline number.
Deep Dive
Micron's stock is up 189% YTD with gross margins surging toward 81% — but with UBS targeting $1,625 and Citi at $840, Wall Street can't agree on how long the good times roll. The real story isn't beating SK Hynix; it's riding an 18–24 month DRAM supply vacuum.
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Salesforce's Agentforce posted $800M in ARR and 29,000 contracts — the most-cited figures in AI agent commercialization. But clearing three structural hurdles separates those numbers from real GAAP profit, and the most optimistic timeline puts meaningful earnings impact in FY28.
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Salesforce reports FY27 Q1 after the bell tonight with one question dominating: can Agentforce keep scaling? Options are pricing in an ±8.7% move — more than double the stock's recent post-earnings average.
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Broadcom (AVGO) surged to an intraday record of $419.91 on May 25, 2026, pushing its market cap past $1.9 trillion for the first time. With TSMC's Q2 guidance raised and every Mag 7 AI chip running through Broadcom's design shop, the "stealth Nvidia" thesis just got validated again.
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SPY closed at $745.64 and QQQ at $717.54, both near multi-month highs — even as Nvidia slid 5%. The AI trade isn't breaking; it's rotating. This week's PCE print and oil move will decide whether the indexes can hold.
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IBD's weekend watchlist flags three stocks sitting at three distinct layers of AI infrastructure — chip equipment, power grid, and optical interconnects. For investors who feel NVIDIA's upside is already priced in, these are the cheaper, higher-conviction ways to stay long the same trade.
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Nvidia crushed revenue, operating margin, and guidance, yet shares slid for three straight days after earnings. The market isn't saying AI is broken — it's saying "strong" is no longer enough.