Today's Large Cap Stocks Pulse
Dell surges on AI server boom and $9.7B Pentagon contract
Dell Technologies posted Q1 revenue of $43.8B, an 88% year‑over‑year rise, driven by AI‑optimized server sales that leapt 757% to $16.1B. The company also secured a $9.7B contract with the U.S. Department of Defense for AI hardware, sending the stock up nearly 40% after earnings.
Microsoft’s $107 B Market‑Cap Surge Boosts Nasdaq and S&P 500
Microsoft jumped 3.4%, adding roughly $107 billion to its market value and propelling the Nasdaq Composite 0.8% and the S&P 500 0.6% higher. The rally was fueled by upcoming AI model announcements and a $9.7 billion Pentagon software‑licensing contract awarded to Dell, underscoring the weight of mega‑cap stocks in today’s market moves.
Marvell Beats Estimates, Barclays Lifts Target to $275 on Record Q1 Revenue
Marvell Technology reported record Q1 FY2027 revenue of $2.42 billion, beating estimates and prompting Barclays to lift its price target from $150 to $275, an 83% increase. The boost reflects strong data‑center growth and aggressive guidance for FY2027‑2028.
Dell Stock Soars on Data-Center Revenue and Pentagon Deal
Dell Technologies reported a first‑quarter revenue of $43.8 billion, up 88 percent year‑over‑year, driven largely by AI‑optimized server sales that jumped 757 percent to $16.1 billion. The company also disclosed a $9.7 billion contract with the U.S. Department of Defense to supply AI hardware for...
Equity Index Futures Hit New Records as Market Volatility Dropped. 5/28/26
Equity index futures hit fresh highs as the S&P 500 and Nasdaq set new records—S&P up roughly 0.5% and Nasdaq about 1%—while the Dow remained flat, driven by strength in tech names like Snowflake (up nearly 40%) and several chip...
The Open for Thursday, May 28, 2026
The Open opened with a roundup of Canada‑centric headlines, highlighting Prime Minister Mark Carney’s New York visit to market Canada as a premier investment destination and the looming July 1 deadline for reviewing the Canada‑U.S‑Mexico trade agreement. The segment also flagged...
Korean Chip Stocks Will Win No Matter Who Survives the AI Giants' 'Deathmatch': KB Financial Group
KB Financial Group’s analyst argues that South Korea’s memory‑chip giants remain undervalued and will thrive regardless of which AI heavyweight wins the emerging "deathmatch." The discussion highlighted that Micron trades around 12 × earnings while SK Hynix and Samsung hover at 6‑7 ×,...
Markets SLOWING DOWN Ahead of PCE Inflation
The Trade Brigade Midweek Show focuses on a modest slowdown in index‑level activity as markets await tomorrow’s PCE inflation report, alongside a slew of macro data releases. Despite a temporary dip in semiconductor momentum, the S&P 500 (SPY) and Nasdaq 100 (QQQ)...
These 7 Stocks Pack Explosive ‘Sawtooth’ Earnings Volatility Next Week
The S&P 500 is surging toward all‑time highs, buoyed by record gains in the Dow Jones Industrial Average, Nasdaq 100 and Russell 2000. Current trading hovers just above the 7,330 support level, with a broader safety net down to 7,000. Despite the rally,...
Rolls‑Royce and LSEG Drive FTSE 100 to Record Close, Offsetting Mining Slump
The FTSE 100 closed at a record 10,846.70, up 0.4%, on Thursday after strong earnings from Rolls‑Royce, London Stock Exchange Group and Howden Joinery offset a steep decline in mining shares. The rally highlights a shift toward aerospace, financial‑infrastructure and consumer‑goods...
RBC Lowers Provisions, Even Amid Uncertainty From Tariffs and War
Royal Bank of Canada (RBC) lowered its Q2 credit‑loss provisions to CA$912 million (about $675 million USD), down from CA$1.4 billion a year earlier, while posting its second‑highest quarterly earnings on record. Net income surged 25% to CA$5.5 billion (~$4.1 billion USD) and revenue rose...
Goldman Sachs Lifts 2026 S&P 500 Target to 8,000 as Rally Accelerates
Goldman Sachs raised its 2026 S&P 500 target to 8,000, prompting S&P futures to trade at a daily record high. The upgrade reflects bullish macro momentum and reinforces large‑cap portfolio rebalancing across Wall Street.
Singtel Shares Plunge 13% as Investor Sentiment Falters Amid Geopolitical Risks
Singtel's shares slid 13.3% to $4.35 after the telco warned earnings would grow only in the low‑ to mid‑single‑digit range and cited Middle East conflict uncertainty. The drop reverberated through large‑cap markets, where AI‑chip makers like Nvidia and AMD also...
Dick's Sporting Goods Beats Q1 2026 Estimates, Raises Full-Year Sales Guidance
Dick's Sporting Goods reported $5.16 billion in first‑quarter net sales, a 62.7% jump driven by the Foot Locker acquisition, and GAAP earnings per share of $3.54. The retailer lifted the low end of its 2026 comparable‑sales guidance for both the DICK'S...
Is This Trifecta Signaling a Huge Move for AMZN?
Henry’s video uses a top‑down framework, starting with the Dow Jones index, then the consumer‑discretionary sector ETF (XLY), and finally Amazon’s stock. He highlights that Amazon’s recent inclusion in the Dow adds institutional weight and that the Dow’s “diamond” chart...
Salesforce Taking Longer Than Expected to Shift to AI, Analyst Luria Says
Analyst Gail Luria said Salesforce’s pivot to AI and its 360-degree ‘Agent’ vision is taking longer to drive revenue than investors hoped, with disappointing near-term guidance implying organic growth of roughly 6–8% next quarter versus a longer-term double-digit target. The...
NVIDIA's Stock Flat Since October Amid 85% Revenue Surge
The "Pump Master" never fails. NVIDIA's $NVDA equity is unchanged since October, during the largest tech bull run since the 1990s. *Revenues +85% (+20% sequentially from the prior quarter).
Software Earnings Set to Defy Negative AI Narrative
Look forward to discussing a big night for the software space with Salesforce and Snowflake earnings on deck to prove itself against the negative AI software sector narrative with @TheJudgeCNBC at 3 pm on @CNBCClosingBell @CNBC 🏆🔥📺🍿🐂🎯
Costco Heads Into Earnings with Monthly Sales Already Doing the Heavy Lifting
Costco is set to report its fiscal Q3 after already revealing a strong April sales run, with net sales of $23.92 billion—up 13% year‑over‑year and comparable sales climbing 11.6% on a reported basis. The Zacks consensus expects $69.5 billion in revenue and...
UBS Triples Micron Price Target as AI Memory Demand Fuels 13% Stock Surge
UBS analyst Timothy Arcuri tripled his price target for Micron Technology to $1,625 from $535, sending the stock up more than 13% to $851.70. The upgrade reflects soaring demand for high‑bandwidth memory that powers artificial‑intelligence workloads and Micron's recent supply‑chain...
Vanguard’s Large‑Cap Growth ETF Beats iShares Small‑Cap Rival on Returns
Vanguard’s Russell 1000 Growth ETF (VONG) delivered a 102% total return over the past five years, far outpacing iShares’ Russell 2000 Growth ETF (IWO), which posted a 32% return. The performance gap is driven by VONG’s low 0.06% expense ratio,...
Alphabet Stock Jumps 130% in a Year, Analysts Call It a Buy Ahead of June 2026
Alphabet (GOOGL/GOOG) has rallied roughly 130% in the last year, lifting its market value to $4.6 trillion. Strong AI‑powered revenue growth across Search, YouTube, Waymo and Google Cloud, combined with aggressive capex, has prompted analysts to recommend the stock as a...