Shares of IREN (NASDAQ: IREN) popped on Friday after the provider of artificial intelligence (AI)-focused cloud computing services formed a strategic partnership with semiconductor colossus Nvidia (NASDAQ: NVDA) . Image source: Getty Images. Nvidia and IREN will work together to deploy up to 5 gigawatts of next-generation AI infrastructure. These massive AI factories will be built on Nvidia's DSX architecture and feature its cutting-edge chips. They're intended to support the needs of enterprise AI customers. Continue reading

Apple, Intel reach preliminary chip-making deal, WSJ reports Reuters

Apple, Intel reach preliminary chip-making deal, WSJ reports Reuters

Key PointsRocket Lab signed more launch deals in the first quarter than it did all last year.

Many artificial intelligence ( AI ) stocks skyrocketed in recent years as more companies used their AI hardware and software to automate, accelerate, and optimize their operations. But this year, many of the market's hottest AI stocks stumbled as the Iran war, inflation, and unclear monetary policies drove investors away from higher-growth and speculative investments. That sell-off was painful for investors who had just hopped aboard the AI bandwagon, but it's creating some good long-term buying opportunities for investors who can tune out the near-term noise. Here are two unloved AI stocks that might be worth buying in May as the bulls look the other way: Snowflake (NYSE: SNOW) and SoundHound AI (NASDAQ: SOUN) . Image source: Getty Images. Continue reading

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Moderna Inc (Symbol: MRNA), where a total of 149,161 contracts have traded so far, representing approximately 14.9 million underlying shares. That amounts to about 243.4

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Goldman Sachs Group Inc (Symbol: GS), where a total of 23,512 contracts have traded so far, representing approximately 2.4 million underlying shares. That amounts to abo

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in El Pollo Loco Holdings Inc (Symbol: LOCO), where a total volume of 3,435 contracts has been traded thus far today, a contract volume which is representative of a

primeimages/iStock via Getty Images We've had a hard time keeping up with the price movements today, but suffice it to say that memory stocks are surging again. The rally in these stocks has gotten so large lately that they're starting to crowd Nvidia ( NVDA ) out of the AI winner spotlight. Any mention of AI related to the stock market almost instinctively causes investors to think of NVDA, but when it comes to performance since the launch of ChatGPT, memory stocks, including Micron ( MU ) and Western Digital ( WDC ), have caught up. As of Friday morning, MU's gain of 1,127% since the launch of ChatGPT isn't far behind NVDA's 1,180% gain, while WDC's gain of 1,212% now surpasses NVDA! Ever since the AI boom started, NVDA has built a moat comprised of the best GPUs and its CUDA software ecosystem. Memory, meanwhile, was the most commoditized aspect of the entire tech ecosystem. Try telling that to the memory companies now! The magnitude of the moves in the memory stocks has been even more surprising. Back in early 2024, when NVDA was sitting on year/year gains of more than 300%, investors couldn't believe it. Today, stocks like MU and WDC have experienced y/y gains of triple that or more! A key difference between these rallies in the memory stocks and NVDA is that NVDA surged more than 200% on a y/y basis and continued to build on gains of that magnitude for more than a year. At this point, the rally in memory stocks has been more of a concentrated flash (pun intended) in the pan move than an enduring rally. Can it continue? Most investors would probably say no. Once supply catches up to demand, prices will come down quickly, but when was the last time the market didn't surprise you? Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Applovin Corp (Symbol: APP), where a total of 84,212 contracts have traded so far, representing approximately 8.4 million underlying shares. That amounts to about 193.7%

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in CloudFlare Inc (Symbol: NET), where a total volume of 133,770 contracts has been traded thus far today, a contract volume which is representative of approximatel

J Studios/DigitalVision via Getty Images Artificial intelligence chipmaker Cerebras Systems ( CBRS ) is expected to increase the price range of its initial public offering as soon as Monday. The company will likely raise the price range to $125 to $135 a share, according to a Bloomberg report on Friday, which cited people familiar with the matter. The IPO has garnered orders more than 20 times the number of shares available. Deliberations are still ongoing, and the price range could still increase futher. Cerebras ( CBRS ) on Monday said it was seeking to raise up to $3.5B in its IPO. The AI chipmaker planned to sell up to 28M shares, priced between $115 and $125 each. Cerebras declined to comment to Bloomberg. Cerebra's IPO is expected to be the biggest in the U.S. so far this year, according to data compiled by Bloomberg. Cerebras filed for its initial public offering last month, after it signed a pair of significant deals with OpenAI ( OPENAI ) and Amazon Web Services ( AMZN ). Cerebras's listing is set to price on Wednesday. Cerebras will appear on the Nasdaq Global Select Market under the symbol CBRS. The offering is being led by Morgan Stanley, Citigroup, Barclays, and UBS. More on Cerebras Systems Inc. Wall Street Lunch: AI Chipmaker Seeks $3.5B In IPO, Eyes $26.5B Valuation Cerebras: Trying To Disrupt Nvidia's Inference Monopoly Cerebras: Nvidia Rival Gearing Up For IPO Cerebras Systems aims to raise $3.5B in blockbuster IPO AI chipmaker Cerebras files for IPO following mega deal with OpenAI

Oshkosh Corporation (NYSE: OSK) stock crashed 10.6% through 3 p.m. ET Friday after reporting mixed Q1 earnings. Analysts had forecast the truckmaker would earn $1.04 per share on just under $2.3 billion in quarterly sales. The good news is that Oshkosh actually posted sales of just over $2.3 billion. The bad news is it fell far short on earnings -- just $0.85 per share. Image source: Getty Images. Continue reading

The stakes are high next week as President Donald Trump endeavors to put the Iran war behind him before he meets with Chinese President Xi Jinping, at a key summit in which the two leaders will have no shortage of issues to discuss. Investors are hoping that the Trump administration will reach a resolution with Iran, or reopen the Strait of Hormuz, by the time he meets with Xi. China's added to those hopes by also urging Iran to pursue a diplomatic solution ahead of the summit. But if a resolution does not materialize, and the Strait remains closed, the stock market could suffer. The China summit, on May 14-15, will therefore serve as an impromptu target date for investors who are eager for an end to the war. "The market's been using this China summit as a bit of a deadline," said Scott Ladner, investment chief at Horizon Investments. "If we get to this summit, and the Strait is still closed, I think that has to extend out the time period that the market is going to have to take into consideration." "And that will certainly have a negative impact," Ladner said. The energy shock is already making its way through the U.S. economy. Inflation data on the docket next week will give investors a peek into just how severe the stagflation impact is. According to FactSet, economists expect the consumer price index to have jumped to 3.9% last month from 3.3% previously. So long as the Strait of Hormuz does not continue to remain closed, many investors expect that the U.S. economy will be able to withstand a period of higher prices. This week, shares of Uber and Disney rallied after they both said consumers are still spending with abandon on food delivery and vacations. But a deeper look is showing that higher prices at the pump are exacerbating a K-shaped divide in the economy, with lower-income consumers getting hurt more while higher-earners barely feel it at all. And, even in the most benign scenarios, it will be months before the oil disruption rights itself — as it takes ...

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Broadcom (AVGO) Stock Rallies on Potential $35B Deal, the Largest Private Credit Transaction Ever TipRanks

How Intel Stock Could Be the Biggest Winner from AMD’s Explosive Earnings Win Barchart.com

Following AMD’s strong earnings and upgraded server CPU outlook, Intel is seeing renewed Wall Street optimism around its foundry progress and CPU pricing power.

In trading on Friday, shares of MainStreet Bancshares Inc's 7.50% Dep Shares Series A Non-Cumulative Prfd Stock (Symbol: MNSBP) were yielding above the 7.5% mark based on its quarterly dividend (annualized to $1.875), with shares changing hands as low as $24.76 on the day. Th

Heavy spending on artificial intelligence (AI) infrastructure has supercharged Western Digital (NASDAQ: WDC) stock in 2026, with shares of the data storage company jumping by 170% this year, as of this writing. The good news for investors is that it isn't too late to buy this high-flying AI stock . The incredible demand for storage in AI data centers has led to a severe shortage of hard disk drives (HDDs), creating a massive tailwind for Western Digital that's not going to go away any time soon. The company's latest quarterly results make it clear that it is poised to deliver stronger growth going forward, which will translate into more upside. Let's look at the reasons why shares of Western Digital can continue soaring following stunning gains this year. Continue reading

Yesterday, I told you how a hacker ran me over with a robot lawn mower . We explained how thousands of these bladed Chinese robots, made by Yarbo, could be hijacked with ease - exposing people's GPS coordinates, Wi-Fi passwords, email addresses, and more to any casual hacker who comes along. Today, Yarbo has issued a thorough 1,200-word response that you can read in full below. The company is confirming the security researcher's findings, apologizing, and providing a detailed plan to tackle many of its self-created security issues head-on. Yarbo writes that it's already temporarily cut off remote access and is addressing many of its most he … Read the full story at The Verge.

Image source: The Motley Fool. Thursday, May 7, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

In trading on Friday, shares of Pebblebrook Hotel Trust's 6.375% Series G Cumulative Redeemable Preferred Shares (Symbol: PEB.PRG) were yielding above the 8% mark based on its quarterly dividend (annualized to $1.5938), with shares changing hands as low as $19.90 on the day.

According to an SEC filing dated May 04, 2026, J.Safra Asset Management Corp increased its position in iShares Trust - iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ) by 27,540 shares over the first quarter. The quarter-end value of the holding rose by $5.33 million, a figure that includes both the purchase and market price changes. J.Safra Asset Management Corp increased its holdings, resulting in a post-trade position representing 4.52% of its 13F assets under management (AUM). Top holdings after the filing: Continue reading

Getty Images Why am I talking about Bullish ( BLSH ) today? Well, I gave out my closely guarded Strong Buy rating recently. The target? Securitize ( CEPT ), which is SPAC-merging soon. As if I timed it, the same day, they announced a deal with Computershare ( CMSQF ). It was a big bet on tokenization. Bullish just did a similar thing. Securitize Press Release I also wrote about the Securitize deal. Transfer agents and issuer-sponsored tokens were the key: Actual shares matter. This means issuers have the option to raise capital onchain. This means it applies to more than just their common stocks. This means they can issue bonds and preferred stocks in the same way. This means that employees can be given stock-based compensation onchain. It means a share-based merger can be done onchain. DeFi startups with third-party tokens cannot offer this. What did Bullish do? They said they're acquiring a transfer agent, Equiniti. These announcements are no accident. On-chain finance is upon us. Let's see the role Bullish plays. Let's see the value of the deal. First, what was Bullish before this? Q4 2025 Earnings Presentation They were a crypto exchange and trading platform. They made money from trading volume. They also had subscriptions and other forms of fees. It's a profitable business on this alone. Q4 2025 Earnings Presentation Even during Q4 earnings , they dreamed bigger. They wanted to move the platform beyond crypto alone. They wanted to tokenize. This deal does that. They had a call about it . CEO Thomas Farley had a reasonable thesis: Equiniti has what cannot easily be built, trusted entrenched relationships at the core of the issuer ecosystem. That is exactly the infrastructure needed to bridge traditional capital markets into the blockchain era. By acquiring Equiniti, we are assembling under one roof the 3 elements required for tokenization to become real at scale, the technology stack, the ledger infrastructure and the issuer network. I said the same about the Se...

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Image source: The Motley Fool. Friday, May 8, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Shares of marketing and customer relationship automation software firm HubSpot (NYSE: HUBS) plunged on Friday, falling 20.1% as of 1:37 p.m. EDT. HubSpot has been caught up in this year's " SaaS-pocalypse ," in which fears over AI disrupting the software industry have driven meaningful sell-offs in most software stocks . The phenomenon also means that any imperfection in reported earnings is magnified, and that appears to have happened to HubSpot today following its first-quarter earnings release last night. Continue reading