| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| MU | $949.28 | +9.9% | PART | — | Micron stock rebounds along with chip sector following broader market rout |
| MRVL | $288.85 | +9.6% | PART | — | S&P 500 inclusion catalyst |
| KLAC | $2,108.06 | +9.3% | PART | — | Is KLA Corporation (KLAC) A Good Stock To Buy Now? |
| AMAT | $492.17 | +8.6% | PART | — | Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year? |
| LRCX | $324.45 | +7.0% | PART | — | AI demand catalyst |
| COHR | $401.93 | +6.6% | FULL | — | Nvidia Gets The Headlines. But This Optical Networking Stock Was The Bigger AI S |
| ASML | $1,749.04 | +6.5% | PART | — | 5 Stocks to Boost Your Portfolio on Soaring Semiconductor Sales |
| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| BE | $253.57 | -3.8% | PART | — | Earnings beat |
| CEG | $250.67 | -1.6% | PART | — | Constellation Geothermal Expansion Tests Valuation After Share Price Pullback |
| GOOGL | $363.31 | -1.4% | PART | — | Why Apple's AI pivot with new Siri is raising some red flags |
| SCCO | $170.48 | -1.4% | PART | — | AI demand catalyst |
| META | $585.39 | -1.3% | OPEN | — | AI demand catalyst |
| VST | $146.90 | -1.3% | PART | — | At US$149, Is Vistra Corp. (NYSE:VST) Worth Looking At Closely? |
| MSFT | $411.74 | -1.2% | OPEN | — | AI is 'not existential' to Apple as it is for rest of Silicon Valley |
| Ticker | Headline | Impact |
|---|---|---|
| AMD | Micron stock rebounds along with chip sector following broader market routYahoo Finance Micron was poised to rebound 7% on Monday morning following a recent market sell-off. Also: Will AMD Stock Hit a $1 Trillion Market Cap in 2026? → Also: Intel Leads Chip Rally on AI Foundry Hopes → | Positive |
| AMZN | Amazon–Corning AI deal, Marvell stock surges on S&P 500 inclusionYahoo Finance Video Yahoo Finance's Julie Hyman takes a look at some of Monday's trending tickers and stories, including Corning's (GLW) and Also: Corning Lands Multibillion-Dollar Amazon Deal as Data Center → Also: What You Missed About Google Stock Right Before It Went 2x → | Neutral |
| ORCL | Stocks reel from a coming rate hike — and brace for a huge IPO: What to watch this weekYahoo Finance The highly anticipated SpaceX IPO, Oracle earnings, and inflation data will keep investors busy this week. Also: SpaceX IPO, Oracle earnings, May CPI: What to watch this wee → Also: Oracle poised for OCI breakout as AI tailwinds build ahead o → | Neutral |
| ANET | Is Arista Networks, Inc. (ANET) A Good Stock To Buy Now?Insider Monkey Is ANET a good stock to buy? We came across a bullish thesis on Arista Networks, Inc. on Compounding Lab’s Substack. In Also: Ciena's Mountain Of Orders Is Starting To Look A Little Scar → Also: Arista Networks, Inc. (ANET) is Attracting Investor Attentio → | Neutral |
| CSCO | Tech-Heavy Nasdaq Snaps 3-Day Losing StreakMT Newswires The Nasdaq Composite rose Monday following a three-day slump, buoyed by the technology sector's rebo Also: Cisco Stock Nearing 52-Week High: Buy, Sell or Hold? → Also: Equities Mostly Rise Intraday as Tech Jumps, Markets Monitor → | Positive |
| TLN | Data-Center Stocks Like Corning and Vertiv Are Getting ClobberedThe Wall Street Journal The fear of higher rates slowing the debt-fueled AI buildout is battering shares in firms across the data-center supply Also: AI Power Boom Revives Natural Gas as Infrastructure Bet → Also: Assessing Talen Energy (TLN) Valuation After Strong Multi‑Ye → | Neutral |
| GEV | GE Vernova (GEV) Deepens its Commitment to India With a New LaunchInsider Monkey GE Vernova Inc. (NYSE:GEV) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, GE V Also: Is Electrification Becoming GE Vernova's Most Valuable Busin → Also: Is GE Vernova Inc. (GEV) A Good Stock To Buy Now? → | Neutral |
| POWL | Powell Industries Order Surge Tests Earnings Power And Margin DurabilitySimply Wall St. Powell Industries (NasdaqGS:POWL) reported strong order growth in Q2 2026. New orders nearly doubled year over year, acc Also: Why Is Powell Industries (POWL) Up 1.5% Since Last Earnings → Also: VWDRY vs. POWL: Which Stock Should Value Investors Buy Now? → | Positive |
| HUBB | Is Vertiv Stock Outperforming the S&P 500?Barchart As Vertiv has outpaced the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects. Also: How The Hubbell (HUBB) Investment Narrative Is Evolving With → Also: Can AI Data Center Demand Accelerate nVent Electric's Revenu → | Neutral |
| ABBNY | ABB Reshapes AI Data Center Focus As Robotics Move Nears SoftBankSimply Wall St. ABB and NVIDIA are expanding their collaboration to integrate advanced AI infrastructure into data centers, including di Also: Top Robotics Stocks Worth Investing in the Second Half of 20 → Also: Are Industrial Products Stocks Lagging ABB (ABBNY) This Yea → | Neutral |
| Signal | Count | Tickers |
|---|---|---|
| VERY BULLISH | 4 | MRVL, TLN, HUBB, FLNC |
| BULLISH | 12 | NVDA, AVGO, GOOGL, META, ORCL, ANET, CSCO, SMCI... |
| NEUTRAL | 10 | AMD, MSFT, AMZN, TSM, MU, FCX, COHR, LITE... |
| BEARISH | 8 | VST, GEV, ETN, WDC, STX, AMAT, KLAC, GNRC |
| VERY BEARISH | 2 | POWL, SCCO |
| Ticker | Score | P/C Ratio | Call Vol | Put Vol | Signal | Activity |
|---|---|---|---|---|---|---|
| MRVL | PART | 0.37 | 181,462 | 66,764 | VERY BULLISH | MODERATE |
| CSCO | PART | 0.55 | 9,796 | 5,422 | BULLISH | LOW |
| VRT | PART | 0.43 | 4,212 | 1,802 | BULLISH | MINIMAL |
| BE | PART | 1.04 | 17,633 | 18,374 | BEARISH | LOW |
| FLNC | PART | 0.18 | 5,059 | 908 | VERY BULLISH | MINIMAL |
| Sector | Tickers | Avg Chg% | Top Performer | Up | Down |
|---|---|---|---|---|---|
| DC Power/Cooling | 7 | +1.1% | POWL +3.1% | 4 | 1 |
| Hyperscaler | 5 | -1.0% | AMZN +-0.3% | 0 | 5 |
| Materials | 2 | -0.2% | FCX +0.9% | 1 | 1 |
| Networking | 2 | +1.8% | CSCO +2.1% | 2 | 0 |
| Optical | 2 | +5.2% | COHR +6.6% | 2 | 0 |
| Power Gen | 6 | +0.0% | FLNC +5.1% | 2 | 3 |
| SemiCap | 4 | +7.9% | KLAC +9.3% | 4 | 0 |
| Semis | 7 | +5.4% | MU +9.9% | 7 | 0 |
| Storage | 2 | +3.2% | STX +3.5% | 2 | 0 |
| Ticker | Score | Delta | Label | Price | Chg% |
|---|---|---|---|---|---|
| AVGO | 31.1 | -9.1 | OPEN | $396.60 | +2.8% |
| ORCL | 41.1 | -8.7 | PART | $211.82 | -0.9% |
| FLNC | 52.3 | -5.5 | PART | $24.07 | +5.1% |
| BE | 56.2 | -4.6 | PART | $253.57 | -3.8% |
| MSFT | 32.1 | -4.5 | OPEN | $411.74 | -1.2% |
| FCX | 43.7 | -4.4 | PART | $63.91 | +0.9% |
| ANET | 40.3 | -4.1 | PART | $156.40 | +1.4% |
| Ticker | Name | Price | Chg% | Score | Sector | P/E | Mkt Cap |
|---|---|---|---|---|---|---|---|
| MU | Micron | $949.28 | +9.9% | PART | Semis | 44.8 | $1071B |
| MRVL | Marvell | $288.85 | +9.6% | PART | Semis | 99.6 | $253B |
| KLAC | KLA Corp | $2,108.06 | +9.3% | PART | SemiCap | 42.3 | $275B |
| AMAT | Applied Materials | $492.17 | +8.6% | PART | SemiCap | 30.4 | $391B |
| LRCX | Lam Research | $324.45 | +7.0% | PART | SemiCap | 40.9 | $406B |
| COHR | Coherent | $401.93 | +6.6% | FULL | Optical | 190.5 | $79B |
| ASML | ASML | $1,749.04 | +6.5% | PART | SemiCap | 36.6 | $674B |
| SMCI | Super Micro | $43.99 | +5.6% | PART | Semis | 23.2 | $26B |
| AMD | AMD | $490.33 | +5.1% | FULL | Semis | 164.5 | $800B |
| FLNC | Fluence Energy | $24.07 | +5.1% | PART | Power Gen | 119.4 | $4B |
| LITE | Lumentum | $895.40 | +3.7% | PART | Optical | 157.1 | $70B |
| STX | Seagate | $876.77 | +3.5% | PART | Storage | 83.4 | $197B |
| POWL | Powell Industries | $293.60 | +3.1% | PART | DC Power/Cooling | 42.7 | $11B |
| WDC | Western Digital | $526.93 | +3.0% | PART | Storage | 31.5 | $182B |
| AVGO | Broadcom | $396.60 | +2.8% | OPEN | Semis | 20.5 | $1878B |
| TSM | TSMC | $426.80 | +2.8% | OPEN | Semis | 21.9 | $2214B |
| CSCO | Cisco | $124.15 | +2.1% | PART | Networking | 41.4 | $489B |
| ETN | Eaton | $403.14 | +1.8% | PART | DC Power/Cooling | 39.4 | $157B |
| ABBNY | ABB Ltd | $103.36 | +1.8% | PART | DC Power/Cooling | 38.9 | $188B |
| NVDA | NVIDIA | $208.64 | +1.7% | OPEN | Semis | 16.5 | $5053B |
| HUBB | Hubbell | $485.03 | +1.7% | PART | DC Power/Cooling | 28.6 | $26B |
| GNRC | Generac | $265.89 | +1.7% | PART | Power Gen | 83.4 | $16B |
| ANET | Arista | $156.40 | +1.4% | PART | Networking | 35.1 | $197B |
| FCX | Freeport-McMoRan | $63.91 | +0.9% | PART | Materials | 33.8 | $92B |
| VRT | Vertiv | $300.57 | +0.0% | PART | DC Power/Cooling | 75.7 | $115B |
| TLN | Talen Energy | $364.78 | +0.0% | OPEN | Power Gen | 10.3 | $17B |
| GEV | GE Vernova | $933.85 | +0.0% | PART | DC Power/Cooling | 27.3 | $251B |
| AMZN | Amazon | $245.22 | -0.3% | PART | Hyperscaler | 31.6 | $2638B |
| MOD | Modine | $275.23 | -0.5% | PART | DC Power/Cooling | 121.2 | $15B |
| ORCL | Oracle | $211.82 | -0.9% | PART | Hyperscaler | 26.3 | $609B |
| MSFT | Microsoft | $411.74 | -1.2% | OPEN | Hyperscaler | 21.3 | $3059B |
| META | Meta | $585.39 | -1.3% | OPEN | Hyperscaler | 16.2 | $1486B |
| VST | Vistra | $146.90 | -1.3% | PART | Power Gen | 24.6 | $50B |
| GOOGL | Alphabet | $363.31 | -1.4% | PART | Hyperscaler | 25.1 | $4431B |
| SCCO | Southern Copper | $170.48 | -1.4% | PART | Materials | 28.9 | $142B |
| CEG | Constellation Energy | $250.67 | -1.6% | PART | Power Gen | 21.8 | $90B |
| BE | Bloom Energy | $253.57 | -3.8% | PART | Power Gen | 58.3 | $72B |