It took a second, but investors pushed the stock forward to end the week. Blockbuster results from NVIDIA Corp. NASDAQ: NVDA he gave fuel. In addition to the results, the company’s previous guidance makes it clear that the AI ​​infrastructure business is supported by tangible demand.
Not all news was strong this week. Retailers paint a mixed picture that confirms the bifurcated nature of the consumer, with inflation front and center. To that end, what contributed to the market rally was the news that the Iran conflict may be coming to an end. A quick solution will take the pressure off oil prices.
That conflict is also a good reminder of why US markets will be closed on Monday. The United States will celebrate Memorial Day. We hope you enjoy the weekend, and rest assured that MarketBeat analysts will be keeping you updated on stocks and market news. Here are some of our most popular stories this week.
Writings of Thomas Hughes
One takeaway from NVIDIA’s earnings report is that data center demand is growing faster than production can keep up. That’s bullish for a company like Applied Optoelectronics NASDAQ: AAOIa growing name in the photography market. Thomas Hughes made a bull case that could mean AAOI is in for a period of change and a potential headwind for investors to watch out for.
The next wave of AI applications will take place at the edge (ie, on the device). Hughes explained why that makes the case for Everspin Technologies bullish NASDAQ: MRAM and how investors should approach the stock after a bullish post-earnings move.
One of the most important earnings reports comes from Home Depot NYSE: HDcontrary to the housing market. The company’s guidance predicts continued consumer pressure, but Hughes noted that the post-earnings selloff in HD creates an opportunity.
Writings by Sam Quirke
Any investor who still believes in Tesla Inc. NASDAQ: TSLA Just a car company should read Sam Quirke’s article about corporate pivot happening in real time. Specifically, the company goes all in on Optimus. That may not satisfy Tesla’s critics, but it may change the conversation.
Cybersecurity stocks had a strong recovery, along with Palo Alto Networks NASDAQ: PANW has been one of the most effective names. Despite the short-term technical concerns, Quirke described the underlying strengths that underpin the company’s continued growth.
Apple Inc. NASDAQ: AAPL has been one of the best performing technology stocks in 2026. The company’s latest earnings report showed better-than-expected iPhone demand. However, Quirke explained why the company’s Services business may still be its most elusive asset.
Articles by Chris Markoch
SpaceX NASDAQ: SPCX took an important step toward its IPO by releasing its public S-1 this week. Chris Markoch revealed what the filing said, and didn’t say, about SpaceX. And what investors should watch before and after the company’s scheduled June 12 filing.
Deere & Co. NYSE: DE delivered a strong earnings report fueled by data center demand for its heavy equipment, but Markoch pointed out that the company’s weak guidance for its Precision Agriculture business is causing investors to question the stock’s valuation.
Company Biogen Inc. NASDAQ: BIIB dropped after the company’s Alzheimer’s drug candidate missed its primary endpoint in its Phase 2 CELIA trial. However, Markoch wrote that the sale could be an opportunity as investors realized that the trial results were better than initially reported.
Articles by Ryan Hasson
The upcoming SpaceX IPO is directing more money into the space sector. While SPCX’s potential valuation will garner headlines, Ryan Hasson highlighted three local infrastructure stocks that are well-positioned to attract more capital as the sector’s true potential and benefits are better understood.
If AI trading is back, investors may be wondering why Nebius Group shares NASDAQ: NBIS down 9% despite a strong earnings report. Hasson explained why the sale is due to valuations, not fundamentals, which support the long-term case for future growth..
AI is moving to the edge, and that means moving from the digital world to the physical world. That will be a boom in robots, and Hasson gave investors five robot stocks that could help them ride that boom.
The writings of Leo Miller
If anyone doubts the potential growth of the GLP-1 market, Eli Lilly & Co. NYSE: LLY you may have put that concern to rest. This week, Leo Miller took a look at the company’s latest results regarding the oral GLP-1 drug Foundayo and what it means for LLY.
A reliable stock portfolio can be a strong anchor in any portfolio. But companies that offer both a growing dividend and the opportunity to return capital are more attractive. That’s the case with three stocks Miller found that recently announced dividend increases amid expectations of future growth.
Meta Platforms NASDAQ: META it’s back to work cut mode. Miller explained why the recent announcement of a 10% reduction in capacity did not receive the same attention as previous layoff announcements.
Articles by Nathan Reiff
Spin-offs and mergers can be profitable opportunities for investors, but they also present short-term volatility. This week, Nathan Reiff pointed investors to two exchange-traded funds (ETFs) that give investors exposure to compounding and volatility without the risk of a single stock, a binary outcome.
Aerospace stocks are getting a boost from growing demand in the aerospace and defense sectors. Reiff focuses on three aerospace companies that are attractive targets in those sectors, as well as the exploding aerospace economy.
Articles by Dan Schmidt
The data center construction boom has gone from blueprint to construction. This week, Dan Schmidt helped investors who may be on the sidelines by analyzing the bull case for three infrastructure stocks that have made big gains and are likely to gain momentum.
The “AI will eat software” story is turning into “sell rumours, buy news” in this income era. Schmidt highlighted two software stocks that show AI is a future growth bulwark.
Writings of Jeffrey Neal Johnson
HIVE Digital Technologies NASDAQ: HIVE is not the first bitcoin miner to implement AI infrastructure. But as Jeffrey Neal Johnson wrote this week, there may be something more compelling as power, not processing chips, is the gold of AI buildout.
The creation of AI will happen in several stages. One of those categories is the collateral trade-off that occurs as CPU demand increases. This is a market worth $132 billion, and Johnson gave investors two names that are in the best position to capture market share.
Johnson wrote this week, “The road to commercialization of eVTOL aircraft has been paved with significant steps in manufacturing and technology.” That’s his bullish thesis on Vertical Aerospace NYSE: EVTL after the company announced that it had exceeded two important restrictions.
Writings by Jennifer Ryan Woods
The overall luxury market has held up well given the high rate of inflation and tax concerns. But that is not true for every word. Aarhaus NASDAQ: ARHS specializes in high-end decor and decoration. ARHS was down ahead of its earnings report, and Jennifer Ryan Woods explained why the company’s guidance sent the stock to a 52-week low.
On the other hand, Dillard’s Inc. NYSE: DDS had another strong quarter, but the post-earnings rally quickly faded. Woods pointed out, however, that this could be a matter of valuation concern after the stock has made huge gains over the past five years.
The writings of Peter Frai am
It seems that the only problem with democracy funds is that some investors may say “no thanks.” This week, Peter Frank analyzes the three biggest names in the digital banking space, why they’re growing, and why it’s important to understand the different stories each one is telling.
Sticking to the fintech scene, Frank explained why Corpay NYSE: CPAY make the lack of flash and stable performance. Corpay is a niche provider of specialized payment solutions for business America, and new growth drivers are attracting analysts’ attention.
Block it NYSE: XYZ he went from raising eyebrows to turning heads. Frank analyzed the company’s strong Q1 earnings report, including strong EPS growth, suggesting that the company’s layoffs earlier in the year may have the benefit of the doubt.
Before you consider NVIDIA, you’ll want to hear this.
MarketBeat tracks Wall Street’s top and most effective research analysts and the stocks they recommend to their clients every day. MarketBeat identified five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and NVIDIA wasn’t on the list.
Although NVIDIA currently has a buy rating among analysts, top analysts believe these five stocks are the best.
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