| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| SCCO | $175.17 | +2.8% | PART 50 | β | How The Southern Copper (SCCO) Investment Story Is Evolving As The Analyst Narrative Holds |
| BE | $259.61 | +2.4% | PART 57 | β | FuelCell Energy Jumps After Canaccord Turns Bullish on Data Center Opportunity (FCEL) |
| ASML | $1,777.77 | +1.6% | PART 52 | β | BofA Remains Bullish on ASML Holding (ASML) β Hereβs Why |
| KLAC | $2,139.37 | +1.5% | PART 60 | β | Can KLA Outgrow Chip Equipment Market Through 2030? |
| AMAT | $499.21 | +1.4% | PART 51 | β | Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25% |
| MOD | $278.18 | +1.1% | PART 62 | β | 5 Booming Industrial Stocks Set to Benefit More on AI Data Center Boom |
| LRCX | $327.16 | +0.8% | PART 56 | β | Why Lam Research (LRCX) Stock Is Trading Up Today |
| Ticker | Price | Chg% | Score | MA Signal | Why |
|---|---|---|---|---|---|
| COHR | $355.94 | -11.4% | PART 64 | β | Micron, Marvell, Super Micro, Coherent, Smucker, and More Stocks That Explain Todayβs Mark |
| LITE | $821.76 | -8.2% | PART 58 | β | Hereβs What Analysts Are Saying About Lumentum Holdings (LITE) |
| MRVL | $266.88 | -7.6% | PART 64 | β | Micron, Marvell lead chip stocks lower in AI trade reversal |
| SMCI | $40.64 | -7.6% | PART 40 | β | Spotting Winners: Super Micro (NASDAQ:SMCI) And Hardware & Infrastructure Stocks In Q1 |
| VRT | $289.52 | -3.7% | PART 55 | β | Vertiv Deepens NVIDIA Ties As AI Power And Valuation Questions Grow |
| STX | $846.01 | -3.5% | PART 62 | β | Citi Remains Bullish on Seagate Technology (STX) β Hereβs Why |
| POWL | $283.51 | -3.4% | PART 38 | β | Powell Industries Order Surge Tests Earnings Power And Margin Durability |
| Ticker | Headline | Impact |
|---|---|---|
| COHR | Micron, Marvell, Super Micro, Coherent, Smucker, and More Stocks That Explain Todayβs MarketBarrons.com The artificial-intelligence trade fizzles out and it appears Mondayβs rally might have been a one-off. Also: Tech stocks tumble again β Also: Nasdaq Slides as Chip Stocks Reverse Course β | Negative |
| LITE | Hereβs What Analysts Are Saying About Lumentum Holdings (LITE)Insider Monkey Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best NASDAQ stocks to buy and hold for 3 years. On June 3, Northland Also: Lumentum Stock Falls 15% in a Month: Is This Dip a Buying Opportunity? β Also: Corning Stock Rises. Glassmaker Scores Multibillion-Dollar Deal With Amazon β | Negative |
| MRVL | Micron, Marvell lead chip stocks lower in AI trade reversalYahoo Finance Micron led the semiconductor chips lower after an initial bounce on Tuesday. Also: Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOs β Also: Broadcom Stock And The Ninety-Billion-Dollar Roadmap β | Negative |
| SMCI | Nasdaq Composite Falls to 5-Week Low Amid Tech PullbackMT Newswires US equities fell Tuesday, with technology stocks pulling back following a jump in the previous sessi Also: Spotting Winners: Super Micro (NASDAQ:SMCI) And Hardware & Infrastructure Stocks β Also: Micron, Marvell, Super Micro, Coherent, Smucker, and More Stocks That Explain To β | Negative |
| VRT | Vertiv Deepens NVIDIA Ties As AI Power And Valuation Questions GrowSimply Wall St. Vertiv Holdings Co (NYSE:VRT) expanded its partnership with NVIDIA to co develop an 800 volt DC power architecture for A Also: 5 Booming Industrial Stocks Set to Benefit More on AI Data Center Boom β Also: 3 Space Stocks That Could Double When SpaceX Starts Trading β | Negative |
| STX | Tech stocks tumble againAxios Another sharp selloff hit tech stocks Tuesday, with some AI -related shares posting double-digit losses shortly after no Also: Citi Remains Bullish on Seagate Technology (STX) β Hereβs Why β Also: 1 Profitable Stock to Own for Decades and 2 We Turn Down β | Negative |
| POWL | Powell and American Superconductor Shares Are Soaring, What You Need To KnowStockStory A number of stocks jumped in the morning session after the industrial sector recovered, carried by the broad market rebo Also: Powell Industries Order Surge Tests Earnings Power And Margin Durability β Also: Why Is Powell Industries (POWL) Up 1.5% Since Last Earnings Report? β | Negative |
| CSCO | Anthropic launches Mythos-class Claude Fable 5 model, available to the publicYahoo Finance Anthropic has launched Claude Fable 5, its most powerful AI model yet. Also: Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback β Also: Equities Markets Fall Intraday Amid Tech Sell-Off β | Negative |
| AMD | Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOsYahoo Finance Video MANGOS β no, not the tropical stone fruit β is the latest Big Tech acronym to be at the top of investors' minds ahead of Also: AI Stocks Lead Tech Sector Slide. 'Summer Swoon Has Arrived.' β Also: Broadcom Stock And The Ninety-Billion-Dollar Roadmap β | Negative |
| ORCL | AI Stocks Lead Tech Sector Slide. 'Summer Swoon Has Arrived.'Investor's Business Daily AI stocks and shares of major tech players stumbled Tuesday as an attempt to rebound from a sell-off last week fizzled. Also: Oracle Earnings Put AI Momentum in Focus β Also: Warner Bros Stock Hits 3-Month Low. The Paramount Merger Spread Is Too Good to β | Negative |
| Signal | Count | Tickers |
|---|---|---|
| VERY BULLISH | 5 | GOOGL, CEG, HUBB, FLNC, MOD |
| BULLISH | 7 | MRVL, AMZN, ORCL, ANET, SMCI, POWL, FCX |
| NEUTRAL | 11 | NVDA, AMD, MSFT, META, MU, VRT, TLN, LITE, AMAT, LRCX, BE |
| BEARISH | 10 | AVGO, TSM, VST, GEV, SCCO, WDC, COHR, ASML, KLAC, GNRC |
| VERY BEARISH | 3 | CSCO, ETN, STX |
| Ticker | Score | P/C Ratio | Call Vol | Put Vol | Signal | Activity |
|---|---|---|---|---|---|---|
| MRVL | PART 64 | 0.64 | 154,131 | 99,267 | BULLISH | MODERATE |
| MOD | PART 62 | 0.23 | 845 | 191 | VERY BULLISH | MINIMAL |
| FLNC | PART 52 | 0.28 | 5,806 | 1,648 | VERY BULLISH | MINIMAL |
| AMZN | PART 46 | 0.65 | 126,767 | 82,752 | BULLISH | MODERATE |
| FCX | PART 45 | 0.6 | 2,083 | 1,244 | BULLISH | MINIMAL |
| HUBB | PART 42 | 0.36 | 296 | 107 | VERY BULLISH | MINIMAL |
| GOOGL | PART 42 | 0.35 | 111,338 | 38,842 | VERY BULLISH | MODERATE |
| ORCL | PART 40 | 0.49 | 77,813 | 38,117 | BULLISH | MODERATE |
| Sector | Avg Chg% | Up | Down | Top Performer | Tickers |
|---|---|---|---|---|---|
| DC Power/Cooling | -1.4% | 2 | 5 | MOD +1.1% | VRT, GEV, POWL, HUBB, ETN, ABBNY, MOD |
| Hyperscaler | -1.0% | 1 | 4 | GOOGL +0.3% | MSFT, GOOGL, AMZN, META, ORCL |
| Materials | +1.6% | 2 | 0 | SCCO +2.8% | FCX, SCCO |
| Networking | -2.9% | 0 | 2 | ANET -2.7% | ANET, CSCO |
| Optical | -9.8% | 0 | 2 | LITE -8.2% | COHR, LITE |
| Power Gen | -0.6% | 2 | 4 | BE +2.4% | CEG, VST, TLN, BE, FLNC, GNRC |
| SemiCap | +1.3% | 4 | 0 | ASML +1.6% | ASML, AMAT, LRCX, KLAC |
| Semis | -2.9% | 1 | 6 | TSM +0.3% | NVDA, AMD, AVGO, MRVL, TSM, MU, SMCI |
| Storage | -2.6% | 0 | 2 | WDC -1.7% | WDC, STX |
| Ticker | Score | Delta | Label | Price | Sector |
|---|---|---|---|---|---|
| COHR | 64 | -5.0 | PART | $355.94 | Optical |
| VST | 40 | +2.0 | PART | $146.22 | Power Gen |
| POWL | 38 | -1.9 | PART | $283.51 | DC Power/Cooling |
| STX | 62 | -1.8 | PART | $846.01 | Storage |
| AMD | 65 | -1.7 | FULL | $475.51 | Semis |
| ANET | 39 | -1.7 | PART | $152.16 | Networking |
| LITE | 58 | -1.6 | PART | $821.76 | Optical |
| Ticker | Name | Price | Chg% | Score | Label | Sector | Mkt Cap | P/E |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA | $208.19 | -0.2% | 30 | OPEN | Semis | $5043B | 16.4 |
| AMD | AMD | $475.51 | -3.0% | 65 | FULL | Semis | $775B | 159.0 |
| AVGO | Broadcom | $392.16 | -1.1% | 31 | OPEN | Semis | $1857B | 20.3 |
| MRVL | Marvell | $266.88 | -7.6% | 64 | PART | Semis | $234B | 91.4 |
| MSFT | Microsoft | $403.41 | -2.0% | 32 | OPEN | Hyperscaler | $2997B | 20.9 |
| GOOGL | Alphabet | $364.26 | +0.3% | 42 | PART | Hyperscaler | $4442B | 25.2 |
| AMZN | Amazon | $244.19 | -0.4% | 46 | PART | Hyperscaler | $2627B | 31.5 |
| META | Meta | $584.59 | -0.1% | 26 | OPEN | Hyperscaler | $1484B | 16.2 |
| ORCL | Oracle | $205.81 | -2.8% | 40 | PART | Hyperscaler | $592B | 25.6 |
| TSM | TSMC | $427.92 | +0.3% | 35 | OPEN | Semis | $2219B | 21.9 |
| MU | Micron | $935.89 | -1.4% | 42 | PART | Semis | $1055B | 44.2 |
| ANET | Arista | $152.16 | -2.7% | 39 | PART | Networking | $192B | 34.2 |
| CSCO | Cisco | $120.36 | -3.1% | 56 | PART | Networking | $474B | 40.1 |
| SMCI | Super Micro | $40.64 | -7.6% | 40 | PART | Semis | $24B | 21.4 |
| VRT | Vertiv | $289.52 | -3.7% | 55 | PART | DC Power/Cooling | $111B | 72.9 |
| CEG | Constellation Energy | $251.65 | +0.4% | 36 | PART | Power Gen | $90B | 21.9 |
| VST | Vistra | $146.22 | -0.5% | 40 | PART | Power Gen | $49B | 24.5 |
| TLN | Talen Energy | $358.74 | -1.7% | 32 | OPEN | Power Gen | $16B | 10.1 |
| GEV | GE Vernova | $920.15 | -1.5% | 45 | PART | DC Power/Cooling | $247B | 26.9 |
| POWL | Powell Industries | $283.51 | -3.4% | 38 | PART | DC Power/Cooling | $10B | 41.2 |
| HUBB | Hubbell | $486.47 | +0.3% | 42 | PART | DC Power/Cooling | $26B | 28.7 |
| ETN | Eaton | $401.72 | -0.4% | 56 | PART | DC Power/Cooling | $156B | 39.2 |
| ABBNY | ABB Ltd | $101.12 | -2.2% | 62 | PART | DC Power/Cooling | $184B | 38.0 |
| FCX | Freeport-McMoRan | $64.25 | +0.5% | 45 | PART | Materials | $92B | 34.0 |
| SCCO | Southern Copper | $175.17 | +2.8% | 50 | PART | Materials | $146B | 29.7 |
| WDC | Western Digital | $517.72 | -1.7% | 53 | PART | Storage | $178B | 31.0 |
| STX | Seagate | $846.01 | -3.5% | 62 | PART | Storage | $190B | 80.4 |
| COHR | Coherent | $355.94 | -11.4% | 64 | PART | Optical | $70B | 170.3 |
| LITE | Lumentum | $821.76 | -8.2% | 58 | PART | Optical | $64B | 145.7 |
| ASML | ASML | $1,777.77 | +1.6% | 52 | PART | SemiCap | $685B | 37.2 |
| AMAT | Applied Materials | $499.21 | +1.4% | 51 | PART | SemiCap | $396B | 30.9 |
| LRCX | Lam Research | $327.16 | +0.8% | 56 | PART | SemiCap | $409B | 41.2 |
| KLAC | KLA Corp | $2,139.37 | +1.5% | 60 | PART | SemiCap | $279B | 42.9 |
| BE | Bloom Energy | $259.61 | +2.4% | 57 | PART | Power Gen | $74B | 59.7 |
| FLNC | Fluence Energy | $23.46 | -2.5% | 52 | PART | Power Gen | $4B | 116.3 |
| GNRC | Generac | $260.99 | -1.8% | 58 | PART | Power Gen | $15B | 81.8 |
| MOD | Modine | $278.18 | +1.1% | 62 | PART | DC Power/Cooling | $15B | 123.1 |