| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| MRVL | $176.27 | +4.3% | FULL 66 | β | Why Marvell (MRVL) Is Drawing Fresh Attention for AI Data Center Networking |
| MU | $698.74 | +2.5% | PART 56 | β | Why the memory chip supply shortage won't hurt suppliers |
| BE | $261.34 | +1.0% | PART 65 | β | United Rentals, Mayville Engineering, Flowserve, General Motors, and Bloom Energy Shares Are... |
| LITE | $890.09 | +0.6% | PART 60 | β | Stock Market Today: Dow, Nasdaq End In The Red As Yields Jump; Alphabet Drops On I/O Day (Live... |
| GEV | $1011.80 | +-0.0% | PART 46 | β | Can GE Vernova Benefit From the Global Grid Modernization Boom? |
| ANET | $141.58 | -0.1% | PART 49 | β | Analyst action: Why Arista Networks (ANET) Is Central to AI Data Center Networking Upg |
| CEG | $260.67 | -0.5% | PART 41 | β | Constellation Energy (CEG) Is Down 12.6% After EPS Surges And Buyback Completion β Has The Bull... |
| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| FLNC | $17.91 | -8.3% | PART 60 | β | Fluence Energy Just Ran 98% in One Week. These 4 AI Power Stocks Under $20 Have Not Had Their... |
| VRT | $322.63 | -5.0% | PART 61 | β | How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling |
| GNRC | $243.97 | -3.6% | PART 61 | β | Bear of the Day: Standex International (SXI) |
| TLN | $314.57 | -3.0% | OPEN 29 | β | Earnings preview driving sentiment |
| FCX | $58.70 | -3.0% | PART 50 | β | Stocks Settle Sharply Lower as Bond Yields Jump on Inflation Fears |
| CSCO | $115.38 | -2.9% | PART 57 | β | TER vs. CSCO: Which AI Infrastructure Stock Is the Better Buy? |
| ABBNY | $100.65 | -2.9% | PART 65 | β | Saia creates new AI, data leadership position |
| Ticker | Headline | Impact |
|---|---|---|
| ETN -2.6% |
Why Eaton (ETN) Is Benefiting From AIβs Grid-to-Chip Power Demands Insider Monkey Eaton Corporation plc (NYSE:ETN) is one of the best stocks to buy for next-gen data centers. On May 5, the company reported record first-quarter 2026 ... |
Negative |
| COHR -2.5% |
Coherent (COHR) Gains from AI Infrastructure Investment Insider Monkey Fidelity Investments, an investment management company, recently released its first-quarter 2026 investor letter for βFidelity Growth Strategies Fundβ... |
Negative |
| AVGO -2.3% |
How Broadcom (AVGO) Is Bringing VMware Into Production AI Infrastructure Insider Monkey Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy for next-gen data centers. On May 5, the company announced VMware Cloud Foundation 9.1, d... |
Negative |
| GOOGL -2.3% |
Trump traded over $50 million in 'Magnificent 7' stocks last quarter, loading up on Apple and Google and selling Tesla Yahoo Finance President Trump made 94 different trades of 'Magnificent 7' stocks in the first quarter of 2026, a new ethics disclosure shows, executing millions of ... |
Negative |
| POWL -2.0% |
Strength in Electric Utility Drives Powell: Will the Momentum Last? Zacks POWL is gaining momentum from electric utility and data center demand, driving strong bookings growth and a record backlog. Also: Powell Industries, Inc. (POWL) is Attracting Investor Attention: Here is What Yo β |
Negative |
| HUBB -2.0% |
Assessing Hubbell (HUBB) Valuation After Recent Share Price Pullback Simply Wall St. Hubbell stock snapshot after recent price moves Hubbell (HUBB) has seen its share price give up some ground recently, with the stock down about 3% ove... Also: How Hubbell (HUBB) Is Expanding Around AI-Driven Electrical Infrastructure Deman β |
Negative |
| SCCO -1.7% |
Peru Permit Setback Raises Questions Over Southern Copper Growth Plans Simply Wall St. Peru's government has revoked the construction permit for Southern Copper's TΓa MarΓa project, affecting one of NYSE:SCCO's key growth assets. The dec... |
Negative |
| AMD -1.6% |
How AMD (AMD) Is Bringing AI Acceleration Into Existing Data Center Racks Insider Monkey Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks to buy for next-gen data centers. On May 7, the company introduced its AMD Instinc... |
Negative |
| AMAT -1.6% |
AMAT Q1 Deep Dive: AI Demand Drives Growth in Semiconductor Equipment and Services StockStory Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported revenue ahead of Wall Streetβs expectations in Q1 CY2026, with sales up ... Also: Surging Earnings Estimates Signal Upside for Applied Materials (AMAT) Stock β |
Negative |
| VST -1.5% |
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning 24/7 Wall St. Everyoneβs talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on A... |
Negative |
| Ticker | Play | Expiry | Ξ / Ξ | ΞΈ / Ξ½ | Tech | Rating |
|---|---|---|---|---|---|---|
| NVDA | $220C | Nov (180d) | 0.59 / 0.0063 | $-29.06/d / $0.60 | 56 | |
| NVDA: Score 56/100. Options signal: BULLISH. ATM delta 0.59 with manageable theta. LEAPs offer leveraged exposure to ongoing AI tailwinds. | ||||||
| MSFT | $415C | Nov (180d) | 0.59 / 0.0033 | $-54.91/d / $1.14 | 40 | |
| MU | $700C | Nov (180d) | 0.58 / 0.0020 | $-92.18/d / $1.91 | 56 | |
| AMZN | $260C | Nov (180d) | 0.58 / 0.0054 | $-34.22/d / $0.71 | 50 | |
| CSCO | $115C | Nov (180d) | 0.59 / 0.0120 | $-15.19/d / $0.31 | 57 | |
| Sector | Tickers | Avg Chg | Top Performer | # Up | # Down |
|---|---|---|---|---|---|
| Power Gen | 6 | -2.6% | BE (+1.0%) | 1 | 5 |
| Materials | 2 | -2.4% | SCCO (-1.7%) | 0 | 2 |
| DC Power/Cooling | 7 | -2.2% | GEV (-0.0%) | 1 | 6 |
| Hyperscaler | 5 | -2.0% | MSFT (-1.4%) | 0 | 5 |
| Networking | 2 | -1.5% | ANET (-0.1%) | 0 | 2 |
| SemiCap | 4 | -1.2% | ASML (-0.9%) | 0 | 4 |
| Optical | 2 | -0.9% | LITE (+0.6%) | 1 | 1 |
| Storage | 2 | -0.8% | WDC (-0.6%) | 0 | 2 |
| Semis | 7 | +0.1% | MRVL (+4.3%) | 2 | 5 |
| Ticker | Score | Delta | Label | Price | Chg% |
|---|---|---|---|---|---|
| GEV | 45.6 | -7.8 | PART 46 | $1011.80 | +-0.0% |
| ETN | 48.3 | -6.8 | PART 48 | $371.88 | -2.6% |
| KLAC | 57.7 | -6.2 | PART 58 | $1740.58 | -0.9% |
| VRT | 61.4 | -6.1 | PART 61 | $322.63 | -5.0% |
| GOOGL | 48.7 | -5.8 | PART 49 | $387.66 | -2.3% |
| MOD | 62.8 | -5.7 | PART 63 | $244.49 | -1.1% |
| CSCO | 56.7 | -5.1 | PART 57 | $115.38 | -2.9% |
| Signal | Count | Tickers |
|---|---|---|
| VERY BULLISH | 7 | MSFT, ORCL, ANET, SMCI, TLN, ASML, FLNC |
| BULLISH | 8 | NVDA, MRVL, GOOGL, AMZN, META, MU, CSCO, AMAT |
| NEUTRAL | 7 | AMD, AVGO, TSM, VRT, COHR, BE, GNRC |
| BEARISH | 7 | POWL, ETN, SCCO, WDC, LITE, LRCX, KLAC |
| VERY BEARISH | 7 | CEG, VST, GEV, HUBB, FCX, STX, MOD |
| Ticker | Name | Price | Chg% | Score | Sector | Mkt Cap | P/E | Volume | Vol Ratio |
|---|---|---|---|---|---|---|---|---|---|
| ABBNY | ABB Ltd | $100.65 | -2.9% | PART 65 | DC Power/Cooling | $183B | 37.8 | 0M | 0.1 |
| AMAT | Applied Materials | $406.91 | -1.6% | PART 55 | SemiCap | $323B | 38.3 | 8M | 1.1 |
| AMD | AMD | $414.05 | -1.6% | FULL 66 | Semis | $675B | 138.5 | 37M | 0.8 |
| AMZN | Amazon | $259.34 | -2.1% | PART 50 | Hyperscaler | $2790B | 31.0 | 40M | 0.9 |
| ANET | Arista | $141.58 | -0.1% | PART 49 | Networking | $178B | 48.7 | 9M | 0.7 |
| ASML | ASML | $1459.44 | -0.9% | PART 58 | SemiCap | $562B | 48.6 | 1M | 0.8 |
| AVGO | Broadcom | $411.07 | -2.3% | PART 60 | Semis | $1946B | 80.1 | 21M | 1.1 |
| BE | Bloom Energy | $261.34 | +1.0% | PART 65 | Power Gen | $74B | 62.3 | 9M | 0.8 |
| CEG | Constellation Energy | $260.67 | -0.5% | PART 41 | Power Gen | $94B | 22.7 | 4M | 1.2 |
| COHR | Coherent | $353.63 | -2.5% | PART 65 | Optical | $69B | 168.4 | 6M | 0.9 |
| CSCO | Cisco | $115.38 | -2.9% | PART 57 | Networking | $456B | 38.5 | 32M | 1.3 |
| ETN | Eaton | $371.88 | -2.6% | PART 48 | DC Power/Cooling | $144B | 36.4 | 3M | 1.0 |
| FCX | Freeport-McMoRan | $58.70 | -3.0% | PART 50 | Materials | $84B | 31.1 | 10M | 0.6 |
| FLNC | Fluence Energy | $17.91 | -8.3% | PART 60 | Power Gen | $3B | 138.8 | 9M | 0.7 |
| GEV | GE Vernova | $1011.80 | +-0.0% | PART 46 | DC Power/Cooling | $272B | 29.6 | 2M | 0.8 |
| GNRC | Generac | $243.97 | -3.6% | PART 61 | Power Gen | $14B | 76.5 | 1M | 0.9 |
| GOOGL | Alphabet | $387.66 | -2.3% | PART 49 | Hyperscaler | $4697B | 29.6 | 39M | 1.3 |
| HUBB | Hubbell | $461.50 | -2.0% | PART 44 | DC Power/Cooling | $24B | 27.3 | 0M | 0.7 |
| KLAC | KLA Corp | $1740.58 | -0.9% | PART 58 | SemiCap | $227B | 49.3 | 1M | 1.0 |
| LITE | Lumentum | $890.09 | +0.6% | PART 60 | Optical | $69B | 157.3 | 5M | 0.8 |
| LRCX | Lam Research | $273.38 | -1.6% | PART 62 | SemiCap | $342B | 51.8 | 8M | 0.9 |
| META | Meta | $602.61 | -1.4% | PART 36 | Hyperscaler | $1530B | 21.9 | 11M | 0.7 |
| MOD | Modine | $244.49 | -1.1% | PART 63 | DC Power/Cooling | $13B | 133.6 | 2M | 1.7 |
| MRVL | Marvell | $176.27 | +4.3% | FULL 66 | Semis | $154B | 57.4 | 25M | 1.0 |
| MSFT | Microsoft | $417.42 | -1.4% | PART 40 | Hyperscaler | $3101B | 24.9 | 32M | 0.9 |
| MU | Micron | $698.74 | +2.5% | PART 56 | Semis | $788B | 33.0 | 61M | 1.2 |
| NVDA | NVIDIA | $220.61 | -0.8% | PART 56 | Semis | $5343B | 45.1 | 139M | 0.9 |
| ORCL | Oracle | $181.46 | -2.8% | PART 43 | Hyperscaler | $522B | 32.6 | 17M | 0.7 |
| POWL | Powell Industries | $261.58 | -2.0% | PART 61 | DC Power/Cooling | $10B | 51.1 | 1M | 0.8 |
| SCCO | Southern Copper | $169.00 | -1.7% | PART 49 | Materials | $141B | 28.6 | 1M | 0.7 |
| SMCI | Super Micro | $30.56 | -0.9% | OPEN 31 | Semis | $18B | 16.1 | 23M | 0.6 |
| STX | Seagate | $733.35 | -1.0% | PART 62 | Storage | $164B | 69.7 | 4M | 0.8 |
| TLN | Talen Energy | $314.57 | -3.0% | OPEN 29 | Power Gen | $14B | 9.2 | 1M | 1.2 |
| TSM | TSMC | $392.61 | -0.8% | PART 51 | Semis | $2036B | 33.7 | 14M | 1.0 |
| VRT | Vertiv | $322.63 | -5.0% | PART 61 | DC Power/Cooling | $124B | 81.3 | 9M | 1.4 |
| VST | Vistra | $134.71 | -1.5% | PART 39 | Power Gen | $45B | 22.5 | 6M | 1.1 |
| WDC | Western Digital | $455.80 | -0.6% | PART 48 | Storage | $157B | 27.3 | 6M | 0.7 |