Amazon CEO Says Chip Business 'On Fire' As AWS Steps Up Challenge To Nvidia
Amazon’s cloud unit reported a $15 billion annual AI revenue run rate and a custom‑chip business now exceeding $20 billion, double the Q4 figure. CEO Andy Jassy highlighted the rapid growth of its Trainium 3 accelerator, which promises better price‑performance than Nvidia GPUs. AWS plans to spend $200 billion on AI‑focused data centers in 2026, with much of the capex already under customer contracts. The news lifted Amazon stock above its 200‑day moving average, signaling market optimism.
Tesla Changing Course? Reportedly Working On Cheap Compact SUV
Tesla is reportedly developing a compact SUV that would be smaller than the Model Y and priced below the current $37,000 base of the Model 3. The vehicle is expected to be built at Tesla’s low‑cost Shanghai factory, though a production timeline...
How Wes Cummins Foresaw The AI Boom
Wes Cummins, CEO and co‑founder of Applied Digital, turned a modest Dallas startup into a $7 billion AI‑infrastructure leader, driving revenue from $8.5 million in 2022 to $264 million in the latest quarter. The firm’s strategy of building high‑density data centers in rural...
Nvidia And Tesla Grab Headlines, But This Stock Is Grabbing Gains
Benchmark Electronics (BHE) has emerged as a surprise outperformer, posting a 41.5% year‑to‑date gain while giants like Nvidia, Tesla, and Alphabet lag behind. The Arizona‑based contract manufacturer benefits from surging demand for liquid‑cooled high‑performance computing systems that power AI workloads....
Stock Market Today: Nasdaq-100 Stretching Win Streak; Chip Stocks KLA, Kulicke & Soffa Jump (Live Coverage)
U.S. equity markets rallied Thursday as the Dow Jones jumped 0.8% after President Trump urged Israel to halt attacks on Lebanon, while the Nasdaq‑100 extended its winning streak to seven days, gaining 0.6% to a March‑high. Chip‑equipment makers KLA and...
How OpenClaw Became Google's Next Big AI Threat After ChatGPT
OpenClaw, an open‑source autonomous AI assistant, has surged in early 2026, offering messaging‑driven agents that operate locally on personal computers. The platform can create subordinate agents, manage files, and execute multistep tasks without constant cloud access, drawing praise from Nvidia’s...
PVH Scores Relative Strength Rating Upgrade; Hits Key Threshold
PVH Corp., the parent of Calvin Klein, saw its Relative Strength rating climb from 80 to 84 after reporting a Q4 earnings rebound. Earnings per share swung from a 7% decline to a 17% gain, while revenue rose 6% year‑over‑year....
IBD Rating Upgrades: Monster Beverage Shows Improved Relative Price Strength
Monster Beverage's Relative Strength Rating rose from 70 to 73, signaling improved technical momentum. The stock cleared a 66.75 buy point in a first‑stage flat base and is now considered extended, out of the buy range. EPS growth slowed to...
Stocks Showing Improving Market Leadership: Ferguson Enterprises Earns 81 RS Rating
Ferguson Enterprises’ Relative Strength (RS) rating jumped from 78 to 81, placing the stock in the top percentile of price momentum. The company reported 12% earnings‑per‑share growth despite a 6% decline in sales, and it is forming a cup‑without‑handle pattern...
Stocks With Rising Relative Strength: Crown Holdings
Crown Holdings (CCK) saw its Investor's Business Daily Relative Strength rating climb from 61 to 72, signaling stronger price momentum over the past year. While earnings growth decelerated to 9% from 13%, revenue growth accelerated to 8% from 4% in...
Jackson Financial Sees IBD RS Rating Rise To 73
Jackson Financial (JXN) saw its Investor’s Business Daily Relative Strength rating climb from 70 to 73, indicating modest price momentum over the past year. The rating, which measures a stock’s performance against the IBD database, remains below the 80‑plus level...
PG&E Reaches 80-Plus Relative Strength Rating Benchmark
Pacific Gas & Electric (PG&E) saw its Investor's Business Daily Relative Strength Rating rise from 76 to 81, breaching the coveted 80‑plus threshold that signals strong price momentum. The utility posted a 16% earnings jump and 3% sales growth in...
IBD Rating Upgrades: Gates Industrial Flashes Improved Price Strength
Gates Industrial (GTES) saw its IBD Relative Strength Rating climb from 61 to 73, indicating improving price momentum over the past year. The company reported 6% earnings‑per‑share growth and 3% sales growth in its latest quarter. It currently ranks 14th...
Stocks Generating Improved Relative Strength: InterContinental Htls ADR
InterContinental Hotels Group’s ADR saw its Investor's Business Daily Relative Strength rating climb from 70 to 77, indicating stronger price momentum relative to the market. The stock is forming a cup‑without‑handle pattern near a $150.89 entry point, with a breakout...
Kontoor Brands Earns IBD Rating Upgrade
Kontoor Brands saw its Investor’s Business Daily Relative Strength rating climb from 61 to 73, moving the stock closer to the coveted 80‑point benchmark that often precedes major price rallies. The company reported a 25% surge in quarterly earnings and...
OSI Systems Meets 80-Plus Relative Strength Rating Benchmark
OSI Systems' IBD SmartSelect Composite Rating rose to 96, up from 94, while its Relative Strength Rating jumped to 82, entering the 80‑plus percentile. The company posted 7% earnings growth and 11% sales growth in the latest quarter. It is...
Stocks Showing Rising Market Leadership: MoonLake Immunotherap Earns 85 RS Rating
MoonLake Immunotherapeutics (MLTX) saw its shares surge after the company signaled alignment with the FDA on a development path for its skin‑disease drug. The stock’s Relative Strength Rating jumped from 79 to 85, crossing the 80 threshold that historically precedes...
Ball Corp Earns Relative Strength Rating Upgrade; Hits Key Threshold
Ball Corp’s Relative Strength (RS) Rating jumped from 78 to 82, breaking the critical 80‑plus threshold that historically signals early‑stage market leadership. The move places the metal‑packaging firm at the 82nd percentile of price performance over the past 52 weeks....
Stocks Showing Rising Market Leadership: Kingsoft Cloud ADR Earns 84 RS Rating
Kingsoft Cloud ADR’s Relative Strength rating jumped from 77 to 84, signaling strong market momentum. The stock is charting a cup‑without‑handle pattern with a $17.79 entry target and requires a breakout volume 40% above average. Quarterly sales rose 29% while...
Stocks Flashing Renewed Technical Strength: LATAM Airlines Group ADR
LATAM Airlines Group ADR saw its Investor's Business Daily Relative Strength rating jump to 84, up from 77. The rating places the stock in the top 20% of performers over the past 52 weeks. Quarterly earnings growth accelerated dramatically to...
XP Scores Relative Strength Rating Upgrade; Hits Key Benchmark
XP’s Relative Strength (RS) Rating jumped from 78 to 83, breaching the critical 80 mark that often precedes strong uptrends. The broker‑dealer reported earnings accelerating to 28% year‑over‑year, up from 15% in the previous quarter, while revenue surged to 26%...
Ametek Scores Relative Strength Rating Upgrade; Hits Key Benchmark
Ametek (AME) improved its Investor’s Business Daily Relative Strength rating from 80 to 84, crossing the 80‑point threshold that historically precedes strong price rallies. The company reported sales growth of 13% year‑over‑year, while earnings margin fell from 14% to 7%...
Toyota Motor ADR Sees Relative Strength Rating Climb To 73
Toyota Motor ADR’s Investor’s Business Daily Relative Strength rating jumped from 68 to 73, indicating a notable uptick in price momentum over the past year. The move places the stock closer to the 80‑point threshold that often precedes strong gains,...
Construction Ptrs Cl A Sees IBD RS Rating Improve To 72
Construction Ptrs Cl A (ROAD) saw its Investor's Business Daily Relative Strength rating jump from 64 to 72, edging closer to the 80‑plus level that historically precedes strong price moves. The stock is in a consolidation pattern with an entry...
Quanex Building Products Earns Technical Rating Upgrade
Quanex Building Products (NX) saw its Investor’s Business Daily Relative Strength rating climb from 70 to 77, signaling improved price momentum. The upgrade places the stock closer to the 80‑plus threshold that historically precedes strong uptrends. Meanwhile, the company reported...
Comfort Systems, IBD Stock Of The Day, Gaps Above Buy Point
Comfort Systems USA (FIX) surged 6.9% to 1,523.82, gapping above its 1,500 buy zone after an Iran cease‑fire announcement. The breakout is backed by strong technicals, including a 98‑point Relative Strength rating and support near the 50‑day line. Fundamentals are...
This Latin America Telco, Up 27% This Year, Breaks Above Buy Point
America Movil (AMX) surged past its 26.16 buy point, putting the stock in a 27.47 buy range as it climbs 27% year‑to‑date. The carrier added 8.4% YoY to reach 331 million wireless subscribers, while earnings jumped dramatically, with EPS up 148% in...
Alphabet's Wing Drone Unit, DoorDash Expand Into Atlanta. Google Stock Turns Green In 2026.
Alphabet’s Wing drone unit and delivery partner DoorDash have launched services in Atlanta, marking the fifth U.S. market for the collaboration. The rollout adds to Wing’s growing footprint, now supported by Walmart in eight U.S. markets and hundreds of stores....
Applied Materials Debuts New Gear For Making AI Chips
Applied Materials unveiled two new deposition systems—Precision Selective Nitride PECVD and Trillium ALD—designed for sub‑2 nm, angstrom‑class logic chips. The tools deliver atomic‑level material control, cutting parasitic capacitance and enabling complex metal‑gate stacks that improve performance‑per‑watt for AI workloads. The announcement...
Manufacturing Company Sees Long-Term Growth After Its Latest Acquisition
ITT Corp. closed a $4.775 billion cash‑and‑equity acquisition of SPX FLOW, a maker of pumps, valves and mixers that generated over $1.3 billion in 2025 revenue. The deal accelerates ITT’s 2030 strategic plan for portfolio transformation, moving the target four years ahead of...
Meta Stock Jumps After Superintelligence Lab Reveals First AI Model
Meta Platforms unveiled its first post‑restructuring large‑language model, Muse Spark, on Wednesday. The model now powers the chatbot in the Meta.ai app and is billed as a world‑class assistant for visual understanding, health, shopping and more. The announcement sent Meta shares...
Coinbase Jumps On Schwab News But Gains Fade; Is Coinbase Stock A Buy Now?
Bitcoin surged past $69,000 after Charles Schwab announced plans to offer direct cryptocurrency trading in the first half of 2026, lifting Coinbase (COIN) shares by nearly 2%. The rally came amid a brief cease‑fire in the Iran conflict and short‑position liquidations....
Dow Jones Futures Jump, Oil Prices Dive On Trump-Iran Cease-Fire; What To Do Now
Dow Jones, S&P 500 and Nasdaq futures surged 2‑3% after President Trump announced a two‑week cease‑fire with Iran and the reopening of the Strait of Hormuz. Crude oil plunged about 15% to below $96 per barrel, while the 10‑year Treasury yield...
Aehr Test Systems Posts Mixed Quarterly Report, Raises Bookings Outlook
Aehr Test Systems reported a fiscal Q3 loss of $0.05 per share, with revenue dropping to $10.3 million, down 44% year‑over‑year. Despite the earnings miss, the company posted $37.2 million in bookings, surpassing analyst expectations. Management raised its full‑year FY2026 revenue guidance...
Oil Stocks Are Hot. Here Are 9 Worth Getting To Know.
Oil and gas stocks have surged as the Iran war lifted crude prices, with International and Canadian exploration‑production groups each gaining 49% year‑to‑date. Field services firms Halliburton and SLB drove a 38% rise for their 29‑stock group, while offshore drillers...
Stock Of The Day Suddenly Sees This Product Surge In Price. That's Not All That's Driving It.
Linde (LIN) is highlighted as the IBD Stock of the Day as its shares approach a $510.65 buy point. A geopolitical shock in Qatar has tightened global helium supply, boosting prices and benefitting Linde, a leading U.S. helium producer. At...
Microsoft In Downtrend Amid War Woes; Is Microsoft A Buy Or Sell Now?
Microsoft’s shares slipped below key moving averages after a Q2 earnings beat but a muted FY26 sales outlook, sending the stock to an 11‑month low. The company posted $4.14 earnings per share on $81.27 billion in revenue, yet its $81.2 billion forecast...
Finance Stock Joins Two Elite Lists With 20% Gain; Shares Trading In Buy Range
Marex (MRX) has been added to Investor’s Business Daily’s IBD 50 and sector‑leader lists after a 20% gain in 2026, positioning the stock in a buy zone following a cup‑with‑handle breakout. The company posted fourth‑quarter earnings of $1.13 per share, a...
Dow Jones Medical Giant Johnson & Johnson Eyes Latest Buy Point
Johnson & Johnson is approaching a flat‑base buy point of $251.71, with an early trigger at $247.21, as the Dow Jones index attempts to rebound from recent lows. AstraZeneca’s COPD drug posted positive Phase III results, placing its stock about 5%...
Bearish Action On Snowflake Stock Points To This Option Trade
Snowflake (SNOW) slipped 1.6% to $149.38, breaking a broader market rally and signaling bearish momentum. The article proposes a bear‑call spread (170/175 strikes, May 15 expiry) costing about $1 per share, offering a maximum $100 gain and a capped $400 loss—roughly...
Arista Upgraded To Buy On Google, Anthropic Data Center Orders
Arista Networks was upgraded to Buy with a new $180 price target after securing sizable data‑center orders from Alphabet’s Google. Rosenblatt analyst Mike Genovese expects 2026 revenue growth to exceed consensus, potentially reaching 40% as AI‑driven demand surges. The company projects...
Tesla Stock Tumbles, Cathie Wood Buys Shares For First Time Since July
Tesla shares slipped nearly 4% to $338.90, marking a seven‑month low and extending a seven‑week decline. ARK Invest, led by Cathie Wood, purchased 39,691 Tesla shares across three ETFs, a $13.8 million buy—the first since July. The purchase represents less than 0.2%...
Intel Joins Elon Musk's Terafab Chip Factory Project
Intel announced a partnership with Elon Musk’s companies—SpaceX, Tesla and xAI—to co‑develop the Terafab semiconductor factory. The joint effort targets a 1 terawatt‑year compute output to feed AI, robotics and autonomous‑vehicle workloads. Intel’s stock jumped 4.2% to $52.91, approaching a $54.60...
Oil Prices Reach Low Boil Ahead Of Strait Of Hormuz End Game
Crude oil prices climbed to $115.79 a barrel, the highest level since the Iran‑Israel conflict began, as the U.S. deadline for Tehran to relinquish control of the Strait of Hormuz approaches. The S&P 500 slipped 0.9% amid fears that a further...
Tesla Delivery Growth Lifts These EV Battery Suppliers, Report
Tesla’s first‑quarter deliveries rose 6% year‑over‑year, bucking a broader slowdown in China and the U.S. that has dampened global battery demand. The uptick lifted its key battery partners, with Panasonic’s shipments increasing 2.7% to 5.3 GWh, while LG Energy Solutions saw...
Delta Stock: Earnings Coming Up — It Has This Jet Fuel Advantage Over Peers.
Delta Air Lines will report earnings first among U.S. carriers as jet fuel prices spike amid the Iran‑War. The airline’s ownership of the Monroe Energy refinery in Pennsylvania gives it a strategic edge in securing Northeast jet fuel supply, cushioning...
How The Iran War Is Reshaping Global AI Strategy
Iranian missile and drone attacks have begun targeting data centers in the Gulf, hitting Amazon Web Services facilities in the UAE and Bahrain and an Oracle site in Dubai. The strikes expose a new class of strategic asset, prompting concerns...
Broadcom Stock Rises On Google AI Chip Deal
Broadcom announced a long‑term agreement with Alphabet to supply custom AI chips, including TPUs and networking components, extending through 2031. The deal also expands collaboration with Anthropic, granting the AI startup access to about 3.5 GW of TPU‑based compute beginning in...
8 'Rock Solid' Stocks Hold Strong During Iran War Chaos
Eight S&P 500 stocks—U.S. Bancorp, Allstate, KeyCorp, Aflac, Philip Morris International, Emerson Electric, AES and Electronic Arts—have remained virtually flat this year despite the broader index’s 3.4% decline amid inflation and the Iran‑related war shock. The so‑called “rock‑solid” group spans financials, consumer staples, industrials, utilities...
Liberty Global Cl C Earns Technical Rating Upgrade
Liberty Global Class C (LBTYK) saw its Investor’s Business Daily Relative Strength rating climb from 68 to 73, signaling improved price momentum. The stock is trading on a flat base with a $13.12 buy point, while the latest quarter posted 0%...