Stocks kicked off the week with a broad rally that was fueled by semiconductor companies. The S&P 500 rose 0.6%, hitting a new record. The Dow fell 118 points or 0.2%, while celebrating its 130th birthday today.

Semtech press release ( SMTC ): Q1 Non-GAAP EPS of $0.51 beats by $0.06 . Revenue of $291M (+15.9% Y/Y) beats by $7.47M . Second Quarter of Fiscal Year 2027 Outlook (in millions, except per share data) Net sales $ 328.0 +/- $5.0 Non-GAAP Financial Measures Adjusted gross margin* 54.0 % +/- 50 bps Total semiconductor products gross margin* 62.1 % +/- 50 bps Adjusted operating expenses, net* $ 105.2 +/- $2.0 Adjusted operating income* $ 71.9 +/- $2.3 Adjusted operating margin* 21.9 % +/- 40 bps Adjusted interest and other expense, net* $ 0.5 Adjusted normalized tax rate* 17 % Adjusted diluted earnings per share* $ 0.61 +/- $0.02 Adjusted EBITDA* $ 79.2 +/- $2.3 Adjusted EBITDA margin* 24.2 % +/- 40 bps Non-GAAP diluted share count* 97.7 Click to enlarge More on Semtech Semtech Q4: Strong Finish To The Year, Hold For The Next Year Or So Semtech Corporation 2026 Q4 - Results - Earnings Call Presentation Semtech Corporation (SMTC) Q4 2026 Earnings Call Transcript Semtech Q1 2027 Earnings Preview Semtech outlines over 50% data center revenue growth for FY 2027 amid data center, LoRa, and acquisition momentum

Sergio Delle Vedove/iStock Editorial via Getty Images While Nike ( NKE ) stock has fallen 29.9% year to date, the stock still trades at a premium valuation. Given the competition in both footwear and apparel, the transition back to wholesalers will be more difficult this time. Secondly, the brand no longer resonates with younger consumers as it once did. An underwhelming brand ambassador roster and effective social media marketing from newer brands have created a fragmented market. For these two reasons, Nike no longer deserves a premium valuation relative to peers. Recommendation: Sell. Nike’s precipitous fall over the last five years, losing two-thirds of its market cap, combined with its dividend yield of 3.6%, the highest in its history, has attracted value investors. Have all the headwinds been priced in? I believe this angel has further to fall. The Culprit Nike's fall from grace is largely the result of the former CEO’s strategy to focus more on the Direct-to-Consumer Channel, which ultimately allowed competitors in the footwear market, such as DECK and ONON, to capture shelf space once owned by Nike. Now that Nike has turned to Elliot Hill to lead the "Win Now" turnaround initiative, there is renewed focus on the wholesale channel to regain the shelf space the Company once owned. However, newer brands, such as On ( ONON ) and Deckers Outdoor ( DECK ), have achieved sell-through with retailers, meaning Nike no longer has the leverage it once had and will likely face less favorable terms to secure that shelf space this time around. There were promising signs in NKE’s FY 26 Q2 (ending in November 2025) as Wholesale revenues grew 8%, but this reverted back to only 1% in the following quarter and did not compare favorably to competitors. Wholesale Channel Revenue Growth by Calendar Quarter (NKE, Adidas, ONON, DECK) (Company Filings) While Nike management indicated that this is largely due to markdowns and deliberate efforts to clear inventory, Decker’s (DECK) and...

Box press release ( BOX ): Q1 Non-GAAP EPS of $0.37 beats by $0.01 . Revenue of $305.94M (+10.7% Y/Y) beats by $1.85M . Q2 FY27 Guidance Revenue is expected to be approximately $319 million vs consensus of $316.83M, up 9% year-over-year, or 10% on a constant currency basis. This includes an expected headwind of approximately 170 basis points due to FX. GAAP operating margin is expected to be approximately 10.0% and non-GAAP operating margin is expected to be approximately 28.5%. This includes an expected headwind of approximately 100 basis points due to FX. GAAP net income per share attributable to common stockholders is expected to be approximately $0.11. This includes an expected headwind of approximately $0.03 due to FX. Non-GAAP diluted net income per share attributable to common stockholders is expected to be approximately $0.39 vs consensus of $0.39. This includes an expected headwind of approximately $0.03 due to FX. Weighted-average diluted shares outstanding are expected to be approximately 139 million. Full Year FY27 Revenue is expected to be approximately $1.280 billion vs consensus of $1.27B, up 9% year-over-year, or 10% on a constant currency basis. This includes an expected headwind of approximately 90 basis points due to FX. GAAP operating margin is expected to be approximately 9.0% and non-GAAP operating margin is expected to be approximately 28%. This includes an expected headwind of approximately 70 basis points due to FX. GAAP net income per share attributable to common stockholders is expected to be approximately $0.40. GAAP EPS guidance includes an expected headwind of $0.08 due to FX. Non-GAAP diluted net income per share attributable to common stockholders is expected to be approximately $1.56 vs consensus of $1.57. Non-GAAP EPS guidance includes an expected headwind of $0.08 due to FX. Weighted-average diluted shares outstanding are expected to be approximately 139 million. Shares -6.3% AH. More on Box Box: Valuation Is Still Too Cheap At Thi...

AMD Ryzen 7 7700X3D has been added to CPU-Z ahead of launch TweakTown

Palantir Technologies (NASDAQ:PLTR) and BigBear.ai (NYSE:BBAI) represent two distinct paths within the expanding artificial intelligence (AI) market. Choosing between them requires weighing the established scale of a software giant against the prospect of a smaller company’s ability to grow and deliver more asymmetric upside for investors. Palantir is offering AI-powered operating systems for modern enterprise data, while BigBear.ai targets specialized technology solutions for national security and enterprise customers. They are frequently compared because both generate a substantial portion of revenue from government contracts. Palantir sells a suite of platforms, including Artificial Intelligence Platform (AIP), Foundry, Gotham, and Apollo, to both commercial and government clients. The company has seen significant growth in the commercial sector as businesses integrate its tools to manage complex data operations. Its top three customers accounted for roughly 16% of total revenue in 2025. Customer concentration like this adds a layer of risk to the business. Continue reading

Meta said Vermont had not alleged the company designed Instagram or its features in the state, nor that any claims about the app’s safety or addictiveness were made there. In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. (Photo illustration by Cheng Xin/Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... The Court has allowed Vermont’s lawsuit against Meta to proceed, rejecting Meta’s jurisdiction challenge. Vermont alleges Instagram was designed to be addictive for teens and increase ad revenue through targeted advertising. The case is part of a wider wave of US lawsuits over social media’s impact on young users. Shares of Meta Platforms Inc (META) fell on Tuesday after the US Supreme Court declined to hear the company’s bid to avoid a lawsuit filed by Vermont’s attorney general. The case accuses Meta of designing its Instagram social media app to be addictive for young users. At the time of writing, the META stock was down 0.15%. Read Next Loading... Loading... Court Allows Vermont Lawsuit Against Meta To Proceed The case is part of a broader wave of lawsuits across the US involving individuals, states, municipalities and school districts over the impact of social media on young users. Courts have allowed the Vermont lawsuit to move forward after rejecting Meta’s argument that local courts do not have jurisdiction, reported Reuters. Vermont alleges that Instagram was designed to “exploit teenagers’ developing brains” to drive addiction and increase ad revenue, including targeted ads for teens. The state also claims Meta misled users about the safety of its platform. Meta said Vermont did not allege that Instagram or its features were designed in the state, or that any of the alleged misrepresentations were made there. Separately, CEO Mark Zuckerberg testified in a California tria...

AI infrastructure stocks received a boost today after power components and systems company Vicor (VICR +23.96%) raised its second-quarter revenue guidance from $126 million to $142 million. The news was enough to send Vicor stock soaring, and it also sent Navitas Semiconductor (NVTS +8.96%) shares higher by as much as 15.6% at 11 a.m. today. Why Vicor's results read across well for Navitas As outlined recently, Navitas is a company whose stock is highly sensitive to developments in AI data center infrastructure spending. The reason is that management has deliberately pivoted the company away from its traditional core markets of power chips for mobile phone charging and consumer products toward high-power applications. Indeed, Navitas is a partner of Nvidia in developing next-generation data center power chips. Expand NASDAQ : NVTS Navitas Semiconductor Today's Change ( 8.96 %) $ 2.62 Current Price $ 31.87 Key Data Points Market Cap $6.8B Day's Range $ 30.60 - $ 33.82 52wk Range $ 4.54 - $ 33.82 Volume 47.3M Avg Vol 29.5M Gross Margin -1669.05 % Therefore, when Vicor, whose advanced products focus on data center and hyperscaler segments according to SEC filings, raises its guidance to reflect stronger hyperscaler spending, it signals positive momentum for Navitas. Where next for Navitas The company is loss-making and will be so until 2030, according to the Wall Street consensus from S&P Global Market Intelligence. Given that timeline toward profitability, the stock is highly likely to fluctuate heavily with every twist and turn in the debate over whether AI infrastructure spending is in its early or mid innings.

Digital Turbine press release ( APPS ): Q4 Non-GAAP EPS of $0.16 beats by $0.07 . Revenue of $142.5M (+19.6% Y/Y) beats by $9.27M . Total net revenue for fiscal 2026 was $565.3 million, representing year-over-year growth of 15% as compared to total revenue of $490.5 million for fiscal 2025. GAAP net loss for fiscal 2026 was $37.7 million, or ($0.33) per share, as compared to GAAP net loss for fiscal 2025 of $92.1 million, or ($0.89) per share. Non-GAAP adjusted net income 1 for fiscal 2026 was $64.9 million, or $0.56 per share, as compared to non-GAAP adjusted net income 1 for fiscal 2025 of $38.7 million, or $0.37 per share. Business Outlook Based on information available as of May 26, 2026, the Company currently expects the following for fiscal year 2027 : Revenue of between $630 million and $650 million vs. a consensus of $618.95M. Non-GAAP adjusted EBITDA 2 of between $135 million and $145 million. More on Digital Turbine Digital Turbine: Deep Value Buy Opportunity With Profitable Ad-Tech Trends Digital Turbine Non-GAAP EPS of $0.16 beats by $0.07, revenue of $142.5M beats by $9.27M Seeking Alpha’s Quant Rating on Digital Turbine Historical earnings data for Digital Turbine Financial information for Digital Turbine

Marvell Technology MRVL) has emerged as one of the biggest beneficiaries of the artificial intelligence (AI) infrastructure boom, with its stock delivering massive gains of more than 200% over the past year after rallying over 140% year to date. Investors are now turning their attention to Marvell’s Q1 earnings report, wondering whether the company can sustain its momentum amid soaring demand for AI networking and custom silicon solutions. The semiconductor leader is scheduled to report Q1 results after-market hours on Wednesday, May 27, and expectations are running high following several quarters of explosive AI-driven growth. Zacks Investment Research Image Source: Zacks Investment Research Marvell’s Significance to the AI Boom Marvell has rapidly transformed itself into a major AI infrastructure play, supplying critical data center networking chips, optical interconnect products, and custom AI accelerators used in hyperscale data centers. The biggest catalyst behind Marvell’s rally has been surging demand from cloud giants investing aggressively in generative AI infrastructure, with Amazon AMZN) being its largest customer. Notably, Marvell’s custom AI chip business has become a major growth engine as hyperscalers increasingly seek tailored silicon solutions to optimize AI workloads. Marvell has worked on infrastructure tied to Amazon Web Services’ (AWS) Trainium and Inferentia AI chips, as well as cloud networking and optical connectivity products, with other key hyperscale customers being Microsoft MSFT), Alphabet GOOGL), and Meta Platforms META). Considering this, Marvell previously projected that AI-related revenue would help drive annual sales up another 34% in its current fiscal 2027 to $11 billion, highlighting the scale of the opportunity ahead. Data Center Momentum Likely to Lift Q1 Results Wall Street expects Marvell to post Q1 revenue of roughly $2.4 billion, representing 27% year-over-year growth. On the bottom line, adjusted earnings are expected to c...

Zscaler press release ( ZS ): Q3 Non-GAAP EPS of $1.08 beats by $0.07 . Revenue of $850.48M (+25.4% Y/Y) beats by $14.82M . Financial Outlook For the fourth quarter of fiscal 2026, the company expects: Revenue of $875 million to $878 million vs consensus of $878.66M, growth of approximately 22%. Non-GAAP gross margin of approximately 80%. Non-GAAP income from operations of $206 million to $208 million, growth of 30 to 31%. Non-GAAP net income per share of approximately $1.08 to $1.09 vs consensus of $1.03, assuming approximately 168 million fully diluted shares outstanding and a non-GAAP tax rate of 21%. This represents growth of 21 to 22%. For the full year of fiscal 2026, the company expects: Annual Recurring Revenue of $3.740 billion to $3.749 billion vs consensus of $3.32B, growth of approximately 24%, up from previous guidance of $3.730 billion to $3.745 billion, or growth of 24%. Revenue of approximately $3.3295 billion to $3.3325 billion, growth of 24.6 to 24.7%, up from prior guidance of $3.309 billion to $3.322 billion, or growth of 24%. Non-GAAP income from operations of $755 million to $757 million, growth of approximately 30%, up from prior guidance of $742 million to $748 million, or growth of 28 to 29%. Non-GAAP net income per share of $4.10 to $4.11 vs consensus of $4.02, growth of 25%. This assumes approximately 168 million fully diluted shares outstanding and a non-GAAP tax rate of 21%. This is up from previous guidance for non-GAAP net income per share of $3.99 to $4.02 million, or growth of 22 to 23%. Free cash flow margin of approximately 22.8 to 23.3%, down from our prior expectation of 26.5 to 27%, reflecting capex in the high single-digits as a percent of revenue. Shares +0.7% AH. More on Zscaler Zscaler: An Emerging AI Winner In Cloud Security Heading Into Earnings Zscaler: A Cloud Security Contender At An Attractive Entry Point Zscaler: Strong Double-Digit Growth Ahead Zscaler Q3 2026 Earnings Preview Earnings week ahead: ZS, CRM, SNOW, DELL...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Amazon.com stock overview after recent price move Amazon.com (AMZN) stock edged down 0.8% in the latest session, a small move that still leaves investors weighing its recent run, including a 26.4% gain over the past 3 months. See our latest analysis for Amazon.com. While the latest session pullback is modest, it comes after solid momentum, with a 7 day share price return of 2.69% and a 90 day share price return of 26.43%, alongside a 1 year total shareholder return of 29.27%. This reflects how the market has reassessed both growth prospects and risk around Amazon.com over time. If you are looking beyond Amazon.com for other potential opportunities linked to the rise of cloud and Artificial intelligence, a good next step is to scan 47 AI infrastructure stocks With Amazon.com reporting annual revenue of US$742.8b and net income of US$90.8b, plus an intrinsic discount estimate of 33.1%, you now need to ask whether the recent share price strength still leaves a buying opportunity or if the market is already pricing in future growth. Most Popular Narrative: 40.8% Undervalued Compared with the last close at $266.32, the most followed narrative sees Amazon.com’s fair value at $450, implying a wide gap between price and estimated worth. Amazon is sacrificing short-term margins to secure long-duration dominance in AI infrastructure, advertising, and automated commerce. These investments are already working, and margins are positioned to inflect upward by the end of 2026. Read the complete narrative. Curious what earnings power sits behind that $450 figure? The narrative leans on accelerating profitability, a richer business mix, and a valuation horizon that stretches well beyond current headlines. Result: Fair Value of $450 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on AI and cloud dem...

Assessing Amazon.com (AMZN) Valuation After Recent Share Price Pullback And Strong Multi-Period Gains Yahoo Finance

Meinzahn/iStock Editorial via Getty Images To prevent the spread of Ebola into the US, the CDC has asked staff members to volunteer to conduct screenings at airports where travelers from affected areas in Africa are arriving from. These " CDCReady Responders" include employees from any pay grade, according to an email from NIH Director Jay Bhattacharya seen by Bloomberg. Bhattacharya is performing the duties of the CDC director as that role is currently unfilled. The responders would still receive their regular salary, plus travel expenses. US authorities have placed restrictions on travelers arriving from the Democratic Republic of the Congo, Uganda, and South Sudan. Earlier this month, the CDC banned non-US passport holders from those three countries from entering the US. American citizens arriving from Congo, Uganda, and South Sudan must arrive in one of three airports to undergo screenings: Atlanta's Hartsfield-Jackson International Airport in Atlanta, Washington Dulles International Airport, and Houston’s George Bush Intercontinental Airport. The screenings include questionnaires and temperature checks. If a passenger shows Ebola symptoms, they would be further evaluated to rule out the virus. If a passenger is found to have Ebola, they would immediately be transported to a hospital for treatment and isolation, according to Bloomberg . More on Delta Air Lines, United Airlines Delta Air Lines: Berkshire Hathaway Is Betting On Loyalty And Premium Demand United Airlines: Stronger Than American, Cheaper Than Delta Delta Air Lines: Strong Demand Offsets Part Of Fuel Inflation Lyft in talks with United Airlines for corporate travel perks - Semafor United Airlines sees boost in summer travel from FIFA, solar eclipse, and Harry Styles

Firefly Aerospace ( Nasdaq: FLY ) on Tuesday said it had been awarded a $75 million subcontract from NASA Jet Propulsion Laboratory to deliver four drones to the Moon’s south pole for NASA’s MoonFall mission. The company said the mission is targeted to launch no earlier than 2028 and is part of the first phase of NASA’s Moon Base initiative focused on long-term lunar exploration and infrastructure development. Under the subcontract, Firefly’s Elytra spacecraft will transport the drones during a 45-day transit to the Moon, enter lunar orbit, and deploy them about 50 km above the lunar south pole. The drones, built by JPL, are designed to survey the region, including permanently shadowed areas, using optical cameras and scientific instruments. The mission will also support the search for resources such as water ice for future Artemis program missions, the company said. Separately , Firefly said it had launched a proposed public offering of 12 million shares of common stock, including 4 million shares offered by the company and 8 million shares by certain selling stockholders. The selling stockholders also intend to grant underwriters a 30-day option to purchase up to an additional 1.8 million shares. Firefly said it plans to use proceeds from the offering for general corporate purposes, including supporting growth initiatives and recently awarded programs. The company said it would not receive proceeds from shares sold by the selling stockholders. More on Firefly Aerospace Inc. Firefly Aerospace: I Would Hold, Not Chase Firefly Shares Prepare For Takeoff With Higher Volume Spacecraft Production Firefly Aerospace Inc. (FLY) Q1 2026 Earnings Call Transcript Intuitive Machines tumbles after NASA picks rivals for lunar rover work Space stocks extend gains on optimism around SpaceX public debut

Micron Leads Tech as Nasdaq Hits High: Stock Market Today Kiplinger

Shares of server and PC maker Dell Technologies (DELL +3.54%) and PC and printer maker HP (HPQ 3.35%) each jumped about 15% last Friday, capping a strong week for hardware stocks. The catalyst wasn't anything either company said. It was a standout quarter from rival Lenovo (LNVGY +16.21%), whose revenue climbed 27% and whose artificial intelligence (AI)-related revenue soared 84% -- a signal that the AI boom may be spreading well beyond chipmakers and into the servers and PCs that Dell and HP actually build. Notably, both companies report earnings this week -- HP on Wednesday and Dell on Thursday. And after a move like that, the bar is high. Given that backdrop, here's what to watch going into the reports. Dell: the AI server engine Dell's story is now an AI server story. In its last fiscal year, which ended Jan. 30, 2026, revenue rose 19% to a record $113.5 billion, and its infrastructure solutions group (the division that houses servers and storage) grew 40% to $60.8 billion. The figure that stood out, however, was demand: Dell booked more than $64 billion in AI-optimized server orders during the year and entered the new year with a record $43 billion order backlog. That backlog had stood at just $18.4 billion three months earlier, so it more than doubled in a single quarter. Expand NYSE : DELL Dell Technologies Today's Change ( 3.54 %) $ 10.45 Current Price $ 305.64 Key Data Points Market Cap $193B Day's Range $ 299.13 - $ 308.63 52wk Range $ 106.38 - $ 308.63 Volume 386.8K Avg Vol 8.1M Gross Margin 19.97 % Dividend Yield 0.75 % That brings us to Thursday's report, covering the fiscal first quarter of 2027 (the period ended May 1, 2026). Dell has guided for revenue of roughly $35.2 billion at the midpoint, up about 51% year over year. And it expects AI-optimized server sales to approximately double this year, to around $50 billion. The things to watch are whether that backlog keeps climbing and whether Dell nudges its AI target higher. The PC side, on the other h...

Transcat press release ( TRNS ): Q4 Non-GAAP EPS of $0.56 in-line. Revenue of $89.32M (+15.8% Y/Y) misses by $0.47M . Q4’26 Service Revenue Increased 18% to $61.6 Million Q4’26 Distribution Revenue Grew 11% to $27.8 Million on Increased Demand for Rentals Q4’26 Gross Margins Expanded 50 Basis Points to 34.1% Fiscal 2026 Full Year Revenue Increased 19% to $331.9 Million More on Transcat Transcat acquires Costa Rica-based SCM for $13 million, enters Latin America Transcat appoints new CEO Seeking Alpha’s Quant Rating on Transcat Historical earnings data for Transcat Financial information for Transcat

Following the latest round of quarterly earnings releases, quant ratings provide a fresh snapshot of where small-cap financial stocks stand across important investment metrics. The companies below, with market capitalizations between $2B and $10B, represent the highest- and lowest-rated financial names after recent earnings announcements. The scoring framework reflects performance across valuation, growth, profitability, momentum, and earnings estimate changes. Among the highest SA quant-rated companies, all having a Strong Buy rating, are StoneX Group ( SNEX ), Quant Rating: 4.94. Sezzle ( SEZL ), Quant Rating: 4.90. Oscar Health ( OSCR ), Quant Rating: 4.86. EZCORP ( EZPW ), Quant Rating: 4.84. The Hanover Insurance Group ( THG ), Quant Rating: 4.79. Among the lowest SA quant-rated companies are Ryan Specialty Holdings ( RYAN ), Quant Rating: 1.25, Strong Sell. PennyMac Financial Services ( PFSI ), Quant Rating: 1.30, Strong Sell. Shift4 Payments ( FOUR ), Quant Rating: 1.40, Strong Sell. RLI ( RLI ), Quant Rating: 1.41, Strong Sell. Webull ( BULL ), Quant Rating: 1.50, Sell. More on StoneX, Sezzle, etc. Sezzle: All-In-One Platform Strategy Drives Operating Leverage StoneX Group Inc. 2026 Q2 - Results - Earnings Call Presentation Pawn Loans Surge 31%, Proving Strength Of EZCORP's Core Business Ryan Specialty announces $300M increase to share repurchase program Webull outlines $100M share repurchase as PDT rule change takes effect June 4

格隆汇5月27日｜道琼斯指数5月26日（周二）收盘下跌118.02点，跌幅0.23%，报50461.68点； 标普500指数5月26日（周二）收盘上涨45.66点，涨幅0.61%，报7519.13点； 纳斯达克综合指数5月26日（周二）收盘上涨312.21点，涨幅1.19%，报26656.18点。