| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| SMCI | $46.09 | +11.6% | PART | β | This Risk ETF Is Riding Its Best Seven-Day Stretch in a Year |
| ORCL | $225.78 | +10.8% | PART | β | Prediction: AMDβs Rapid Data Center Expansion Fuels Bullish Target |
| MSFT | $450.24 | +5.4% | PART | β | Dell Soars Most Since 2018 on Outlook Fueled by AI Servers |
| MU | $971.00 | +5.1% | PART | β | Earnings-related move |
| AVGO | $446.77 | +4.7% | PART | β | Jobs report on tap for soaring US stocks as rate path, bond yields eyed as risks |
| MOD | $278.91 | +3.0% | PART | β | Earnings-related move |
| ANET | $159.47 | +2.7% | PART | β | AI/datacenter demand catalyst |
| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| FLNC | $18.88 | -11.6% | PART | β | AI/datacenter demand catalyst |
| COHR | $361.47 | -4.1% | PART | β | AI/datacenter demand catalyst |
| GEV | $968.32 | -2.8% | PART | β | AI/datacenter demand catalyst |
| GOOGL | $380.34 | -2.5% | PART | β | Weekly Wrap: Crypto Prices Breakdown As Bitcoin Falls In May |
| SCCO | $191.30 | -1.8% | PART | β | AI/datacenter demand catalyst |
| BE | $285.00 | -1.7% | PART | β | Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads? |
| POWL | $284.42 | -1.6% | PART | β | Powell vs. EnerSys: Which Industrial Stock has Better Prospects? |
| Ticker | Headline | Impact |
|---|---|---|
| SMCI |
S&P 500 Posts Monthly Gain to New High, Ninth Straight Weekly Rise
MT Newswires
The Standard & Poor's 500 index rose 1.4% this week, marking its ninth consecutive weekly increase a Also: Wall Street hits new closing highs on tech strength, Middle East deal hopes β |
Positive |
| FLNC |
The Best 3 Industrial Energy Stocks to Buy and Hold for Decades
Motley Fool
Booming demand for energy solutions from hyperscalers is giving these three industrial stocks a massive boost. Also: 3 Overrated Stocks Weβre Skeptical Of β |
Negative |
| ORCL |
Snowflake, Oracle, ServiceNow Stocks Rally As AI Trade Heats Up Again
GuruFocus.com
AI Frenzy Ignites Software Stocks As ServiceNow Leads Explosive Surge Also: Why Is The US Stock Market Up Today? β |
Positive |
| MSFT |
AI spending fervor is comparable to industrial push during World War 2
Yahoo Finance Video
Zacks Investment Research senior stock strategist Andrew Rocco comments on the heightened spending seen across the AI tr... Also: Wall Street hits new closing highs on tech strength, Middle East deal hopes β |
Positive |
| MU |
Tech stocks today: Dell stock soars on AI sales, Anthropic overtakes OpenAI as world's most valuable AI startup
Yahoo Finance
Tech stocks rose to start the holiday-shortened week as investors looked to the latest mega IPOs and continued to assess... Also: AI server sales push Dell stock to new heights: Earnings takeaways β |
Positive |
| AVGO |
Dow Jones Futures: Market Hits Highs On Iran Hopes; Nvidia, Tesla Lead 5 Trillion-Dollar Stocks Near Buy Points
Investor's Business Daily
The stock market hit fresh highs on Iran deal hopes. Nvidia, Tesla lead five trillion-dollar titans near buy points. Also: 'Volatility equals opportunity' in options trades as tech soars β |
Positive |
| COHR |
This Risk ETF Is Riding Its Best Seven-Day Stretch in a Year
Barrons.com
An exchange-traded fund focused on riskier S&P 500 stocks is riding its best seven-day stretch in a year. The Invesco S&... Also: Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Opti β |
Negative |
| MOD |
Major data center supplier CEO just explained growing AI problem
TheStreet
Modine Manufacturing (MOD) rose roughly 5% after earnings, but the bigger story may be what management revealed about th... Also: Modine Manufacturing Co (MOD) Q4 2026 Earnings Call Highlights: Record Revenue a β |
Positive |
| GEV |
GE Vernova vs. Constellation Energy: Which AI Power Stock Wins?
Zacks
Both GEV and CEG are well positioned to benefit from surging electricity demand from AI data centers. Also: GE Vernova (GEV) Stock Sinks As Market Gains: What You Should Know β |
Negative |
| ANET |
Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates
24/7 Wall St.
Shares of Dell Technologies (NYSE:DELL) are up 33% in early Friday trading to roughly $424, capping a blowout reaction t... Also: ANET Capitalizes on AI Infrastructure Spending: More Upside Ahead? β |
Positive |
| Ticker | Play | Expiry | Ξ / Ξ | ΞΈ / Ξ½ | Tech | Rating |
|---|---|---|---|---|---|---|
| AMD | $520C | Dec'26 (180d) | 0.58 / 0.0082 | $-31.29 / $1.42 | 70 | |
| ORCL | $230C | Dec'26 (180d) | 0.53 / 0.0197 | $-13.19 / $0.63 | 44 | |
| MU | $970C | Dec'26 (180d) | 0.64 / 0.0052 | $-53.47 / $2.56 | 43 | |
| SMCI | $50C | Dec'26 (180d) | 0.38 / 0.0544 | $-3.39 / $0.12 | 41 | |
| AVGO | $450C | Dec'26 (180d) | 0.57 / 0.0074 | $-31.52 / $1.23 | 39 |
| Sector | Count | Avg Chg | Up | Down | Top Performer |
|---|---|---|---|---|---|
| DC Power/Cooling | 7 | -0.0% | 4 | 3 | MOD +3.0% |
| Hyperscaler | 5 | +2.4% | 2 | 3 | ORCL +10.8% |
| Materials | 2 | -1.0% | 0 | 2 | FCX -0.2% |
| Networking | 2 | +2.1% | 2 | 0 | ANET +2.7% |
| Optical | 2 | -2.4% | 0 | 2 | LITE -0.7% |
| Power Gen | 6 | -2.0% | 2 | 3 | TLN +1.4% |
| SemiCap | 4 | +0.1% | 3 | 1 | ASML +0.4% |
| Semis | 7 | +2.6% | 4 | 3 | SMCI +11.6% |
| Storage | 2 | -0.1% | 0 | 1 | WDC +0.0% |
| Ticker | Score | Ξ Score | Label | Price |
|---|---|---|---|---|
| ORCL | 44.2 | +4.4 | PART | $225.78 |
| MRVL | 57.3 | -3.9 | PART | $205.00 |
| FLNC | 54.0 | -3.6 | PART | $18.88 |
| AVGO | 39.4 | +2.5 | PART | $446.77 |
| COHR | 65.0 | -2.5 | PART | $361.47 |
| MSFT | 35.6 | +2.4 | PART | $450.24 |
| FCX | 45.8 | -1.8 | PART | $65.71 |
| Signal | Count | Tickers |
|---|---|---|
| VERY BULLISH | 12 | AVGO, MSFT, GOOGL, AMZN, META, ORCL, ANET, CSCO... |
| BULLISH | 7 | NVDA, AMD, MRVL, MU, VST, FCX, MOD |
| NEUTRAL | 7 | TSM, VRT, CEG, POWL, SCCO, ASML, LRCX |
| BEARISH | 5 | ETN, WDC, LITE, KLAC, GNRC |
| VERY BEARISH | 5 | GEV, HUBB, STX, COHR, BE |
| Ticker | Name | Price | Chg% | Score | Label | Sector | Vol Ratio |
|---|---|---|---|---|---|---|---|
| SMCI | Super Micro | $46.09 | +11.6% | 40.7 | PART | Semis | 2.0x |
| ORCL | Oracle | $225.78 | +10.8% | 44.2 | PART | Hyperscaler | 1.9x |
| MSFT | Microsoft | $450.24 | +5.4% | 35.6 | PART | Hyperscaler | 2.2x |
| MU | Micron | $971.00 | +5.1% | 43.0 | PART | Semis | 1.1x |
| AVGO | Broadcom | $446.77 | +4.7% | 39.4 | PART | Semis | 2.1x |
| MOD | Modine | $278.91 | +3.0% | 63.6 | PART | DC Power/Cooling | 1.0x |
| ANET | Arista | $159.47 | +2.7% | 40.9 | PART | Networking | 1.1x |
| CSCO | Cisco | $120.42 | +1.5% | 57.7 | PART | Networking | 1.5x |
| TLN | Talen Energy | $386.80 | +1.4% | 34.3 | OPEN | Power Gen | 0.9x |
| ABBNY | ABB Ltd | $107.11 | +0.7% | 66.7 | FULL | DC Power/Cooling | 0.1x |
| VRT | Vertiv | $315.71 | +0.5% | 58.7 | PART | DC Power/Cooling | 0.8x |
| CEG | Constellation Energy | $287.75 | +0.5% | 40.8 | PART | Power Gen | 0.7x |
| ASML | ASML | $1,612.76 | +0.4% | 47.0 | PART | SemiCap | 0.7x |
| HUBB | Hubbell | $473.61 | +0.2% | 42.3 | PART | DC Power/Cooling | 0.7x |
| MRVL | Marvell | $205.00 | +0.1% | 57.3 | PART | Semis | 1.1x |
| AMAT | Applied Materials | $450.06 | +0.1% | 45.7 | PART | SemiCap | 0.8x |
| LRCX | Lam Research | $318.18 | +0.1% | 56.3 | PART | SemiCap | 1.1x |
| VST | Vistra | $160.23 | -0.0% | 40.8 | PART | Power Gen | 0.6x |
| WDC | Western Digital | $531.21 | +0.0% | 56.3 | PART | Storage | 0.8x |
| STX | Seagate | $879.80 | -0.1% | 66.0 | FULL | Storage | 0.9x |
| FCX | Freeport-McMoRan | $65.71 | -0.2% | 45.8 | PART | Materials | 0.9x |
| ETN | Eaton | $400.60 | -0.3% | 55.8 | PART | DC Power/Cooling | 1.1x |
| KLAC | KLA Corp | $1,921.71 | -0.3% | 55.7 | PART | SemiCap | 1.1x |
| AMD | AMD | $516.10 | -0.4% | 69.5 | FULL | Semis | 0.6x |
| META | Meta | $632.51 | -0.4% | 27.3 | OPEN | Hyperscaler | 1.3x |
| GNRC | Generac | $277.91 | -0.6% | 63.6 | PART | Power Gen | 1.0x |
| LITE | Lumentum | $854.96 | -0.7% | 59.3 | PART | Optical | 1.0x |
| AMZN | Amazon | $270.64 | -1.2% | 49.7 | PART | Hyperscaler | 1.4x |
| NVDA | NVIDIA | $211.14 | -1.5% | 30.3 | OPEN | Semis | 1.4x |
| TSM | TSMC | $418.45 | -1.5% | 34.8 | OPEN | Semis | 0.8x |
| POWL | Powell Industries | $284.42 | -1.6% | 38.4 | PART | DC Power/Cooling | 0.9x |
| BE | Bloom Energy | $285.00 | -1.7% | 62.6 | PART | Power Gen | 1.1x |
| SCCO | Southern Copper | $191.30 | -1.8% | 52.1 | PART | Materials | 1.2x |
| GOOGL | Alphabet | $380.34 | -2.5% | 44.1 | PART | Hyperscaler | 1.6x |
| GEV | GE Vernova | $968.32 | -2.8% | 47.3 | PART | DC Power/Cooling | 2.3x |
| COHR | Coherent | $361.47 | -4.1% | 65.0 | PART | Optical | 1.1x |
| FLNC | Fluence Energy | $18.88 | -11.6% | 54.0 | PART | Power Gen | 0.8x |