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Investment Analysis

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Dell Rallies to Record Highs Ahead of May 28 Earnings Test

Investors are watching whether a reported $43 billion AI‑server backlog will translate into the revenue and profit gains analysts expect.

Palantir Executives Sell More Than $120 Million in Pre-Arranged RSU Tax Sales

Lionsgate Stock Reaches Record High After Strong Fiscal 2026 Results

Workday Rallies After Q1 Beat as AI Agent Adoptio n Boosts Contracts

Palantir Posts Record Quarter but Faces Rising Risk From AI Labs

Analog Devices Beats Q2 Estimates and Moves to Buy Empower for $1.5 Billion

Nvidia’s Warrant Backing Propels Corning Into Major U.S. AI‑Optics Expansion

CAVA Raises 2026 Outlook After Traffic-Driven Q1 Beat

Astera Labs Stock Rockets to Record High on Scorpio Shipments and Beat Quarter

Super Micro Posts Massive Q3 as Stock Bounces After Sales Leadership Shake-Up

Keysight Posts Record Q2 and Raises Fiscal‑2026 Outlook

CrowdStrike Hits New Highs as Wall Street Splits Between $700 Bull Case and Fresh Sell Call

Citi Lifts SanDisk Target to $2,025 on AI-Fueled NAND Tightness

Costco Stock Sets 52-Week High on Dividend Hike and Analyst Upgrades Ahead of Earnings

Rocket Lab Drops as Rate Jitters Test Post‑Earnings Rally

GE Vernova Slides After BNP Paribas Downgrade as Post‑Earnings Rally Cools

Home Depot Q1 Preview Puts Modest Sales Gains Up Against Margin Squeeze

Arista Gains Analyst Upgrades on AI Networking Demand Despite Supply Limits

IREN Closes $3 Billion Convertible Notes to Fuel AI Cloud Expansion

Viking Beats Q1 Forecasts and Taps Leah Talactac as CEO as Bookings and Capacity Climb