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ASML vs. TSMC: Better Semi Stock to Buy Right Now?
24/7 Wall St.91d agobullish
ASML vs. TSMC: Better Semi Stock to Buy Right Now?

In this piece, we’ll have the battle of the semi firms with monopolistic firms atop the semiconductor market. Undoubtedly, both firms are absolutely critical to the production of semis. Without them, none of the chip designers or other names powering big gains in the semiconductor index would be profiting so grandly from the early innings ... ASML vs. TSMC: Better Semi Stock to Buy Right Now?

SentinelOne shares slide despite earnings beat as weak outlook weighs
Proactive91d agobullish
SentinelOne shares slide despite earnings beat as weak outlook weighs

SentinelOne Inc. (NYSE: S) shares fell nearly 11% on Friday after the cybersecurity company topped earnings estimates but issued softer-than-expected second-quarter revenue guidance and announced a roughly 8% workforce reduction. The company reported first-quarter fiscal 2027 revenue of...

Prediction: Royal Caribbean Still Has Room to Run Despite Rally
24/7 Wall St.91d agobullish
Prediction: Royal Caribbean Still Has Room to Run Despite Rally

Our Royal Caribbean Cruises (NYSE:RCL) call sits firmly in the bull camp. Our 24/7 Wall St. price target for Royal Caribbean is $319, pointing to 24.56% upside from the recent close of $256.10. The model carries a 90% confidence score. The recommendation is buy. Metric Value Current Price $256.10 24/7 Wall St. Price Target $319.00 ... Prediction: Royal Caribbean Still Has Room to Run Despite Rally

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
24/7 Wall St.91d agobullish
Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Gap Lowers Sales Outlook; Dell Soars on AI Demand | Stock Movers
Bloomberg91d agobullishVIDEO
Gap Lowers Sales Outlook; Dell Soars on AI Demand | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix. - NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected.

Nasdaq Has Surged 25% in Just Two Months
Barrons.com91d agobullish
Nasdaq Has Surged 25% in Just Two Months

The Nasdaq is riding its best two-month stretch since 2002. The tech-heavy index is up 8.4% this month, bringing its gains since the end of March to about 25%. If the gains hold through the close, it would cement its best two months since November 2002, according to Dow Jones Market Data.

Okta shares surge after first-quarter earnings beat, raised guidance
Proactive91d agobullish
Okta shares surge after first-quarter earnings beat, raised guidance

Okta Inc (NASDAQ:OKTA) shares jumped 24% on Friday after the identity security company reported first-quarter results that topped Wall Street estimates and raised its full-year outlook, with analysts pointing to accelerating demand and an emerging artificial intelligence tailwind. The San...

Forget MongoDB: This Free-Cash-Flow Tech Bargain Is a Far Smarter Buy in the Warsh Era
24/7 Wall St.91d agobullish
Forget MongoDB: This Free-Cash-Flow Tech Bargain Is a Far Smarter Buy in the Warsh Era

MongoDB (NASDAQ:MDB) is back in every AI database headline after a 12.24% EPS beat and a first-ever Rule of 40 quarter. But here’s what you should actually be watching. With Fed Chair Kevin Warsh now prioritizing structural price stability over speculative market support, the long-duration, money-losing momentum trade is precisely the wrong place to hide. ... Forget MongoDB: This Free-Cash-Flow Tech Bargain Is a Far Smarter Buy in the Warsh Era

Hewlett Packard Enterprise jumps as Dell’s AI-driven outlook boosts sector sentiment (HPE)
InvestorsHub91d agobullish
Hewlett Packard Enterprise jumps as Dell’s AI-driven outlook boosts sector sentiment (HPE)

AI infrastructure stocks rally following Dell resultsHewlett Packard Enterprise (NYSE:HPE) surged 18% on Friday, while Super Micro Computer (NASDAQ:SMCI) advanced 10%, as investors responded positively to Dell Technologies’ (NYSE:DELL) stronger-than-expected earnings and upgraded outlook. The gains reflected growing optimism across the artificial intelligence infrastructure sector, with traders betting that robust demand trends seen by Dell could extend to other server and data centre hardware p

MongoDB tops Q1 estimates, raises full-year outlook on Atlas strength
Proactive91d agobullish
MongoDB tops Q1 estimates, raises full-year outlook on Atlas strength

MongoDB Inc (NASDAQ:MDB) reported first quarter results that topped Wall Street expectations on both revenue and earnings, while also raising its full-year guidance, citing continued strength in its Atlas cloud database business. Total revenue for the quarter came in at $687.6 million, up 25%...

MongoDB climbs after first-quarter beat and stronger full-year guidance (MDB)
InvestorsHub91d agobullish
MongoDB climbs after first-quarter beat and stronger full-year guidance (MDB)

Shares advance as results exceed expectationsMongoDB (NASDAQ:MDB) gained more than 4% in pre-market trading on Friday, adding to a 10. 6% rise from the previous session, after the database software provider delivered first-quarter fiscal 2027 results that surpassed analyst forecasts across key financial metrics and increased its outlook for the full year.