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CleanSpark (CLSK) Valuation Check After Institutional Buying And AI Data Center Expansion
Simply Wall St.103d agobullish
CleanSpark (CLSK) Valuation Check After Institutional Buying And AI Data Center Expansion

CleanSpark (CLSK) has drawn fresh attention after several institutional investors, including Situational Awareness LP, increased their stakes as the company outlined rapid data center expansion and new hosting services for high performance computing and AI. See our latest analysis for CleanSpark. At a share price of US$13.44, CleanSpark has seen a 44.83% 90 day share price return and a 36.59% 1 year total shareholder return. This suggests momentum has built as institutional buying, data...

Investing.com103d agobullish
Cava stock rises on earnings beat and raised guidance

Investing.com -- CAVA Group Inc (NYSE:CAVA) reported first quarter results that exceeded analyst expectations, driving shares up over 6% in after-hours trading Tuesday as the Mediterranean fast-casual chain raised its full-year outlook.

Analog Devices to buy Empower Semiconductor for $1.5 billion to boost AI power portfolio
Reuters103d agobullish
Analog Devices to buy Empower Semiconductor for $1.5 billion to boost AI power portfolio

U.S. chipmaker Analog Devices said on Tuesday it would ‌acquire Empower Semiconductor for about $1.5 billion ‌in cash, expanding its AI-focused power management portfolio. The companies ​said the deal will help advance power delivery for AI and other compute-intensive applications, for which power bottlenecks can be ‌limiting. • Empower CEO Tim Phillips said the company was founded to ⁠solve "the hardest problem in AI power delivery," which is the power bottleneck that ​curbs AI ​throughput.

Why Arista Networks (ANET) Is Central to AI Data Center Networking Upgrades
Insider Monkey103d agobullish
Why Arista Networks (ANET) Is Central to AI Data Center Networking Upgrades

Arista Networks, Inc. (NYSE:ANET) is one of the best stocks to buy for next-gen data centers. On May 5, the company reported Q1 2026 revenue of $2.71 billion, up 35.1% year over year, and guided for Q2 revenue of about $2.8 billion. CEO Jayshree Ullal said Arista is positioned at the “confluence” of secure client-to-campus-to-cloud […]

CAVA (NYSE:CAVA) Surprises With Strong Q1 CY2026, Stock Soars
StockStory103d agobullish
CAVA (NYSE:CAVA) Surprises With Strong Q1 CY2026, Stock Soars

Mediterranean fast-casual restaurant chain CAVA (NYSE:CAVA) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 32.1% year on year to $438.3 million. Its GAAP profit of $0.20 per share was 14% above analysts’ consensus estimates.

Keysight’s (NYSE:KEYS) Q1 CY2026 Sales Beat Estimates, Stock Soars
StockStory103d agobullish
Keysight’s (NYSE:KEYS) Q1 CY2026 Sales Beat Estimates, Stock Soars

Electronic measurement provider Keysight (NYSE:KEYS) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 31.5% year on year to $1.72 billion. On top of that, next quarter’s revenue guidance ($1.74 billion at the midpoint) was surprisingly good and 5.3% above what analysts were expecting. Its non-GAAP profit of $2.87 per share was 23.7% above analysts’ consensus estimates.

1 Mooning  Stock on Our Buy List and 2 We Turn Down
StockStory103d agobullish
1 Mooning Stock on Our Buy List and 2 We Turn Down

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Wes Moss’ $1.6 Million Portfolio Rule Quietly Beats Government Pensions for Affluent Retirees
24/7 Wall St.103d agobullish
Wes Moss’ $1.6 Million Portfolio Rule Quietly Beats Government Pensions for Affluent Retirees

On the Clark Howard Podcast’s March 31, 2026, episode, certified financial planner and Money Matters host Wes Moss laid out a piece of math that quietly rewrites the retirement playbook for affluent savers: “I like to take an annual amount and translate that to what it would be in money sitting in an account. So ... Wes Moss’ $1.6 Million Portfolio Rule Quietly Beats Government Pensions for Affluent Retirees

Is Accenture plc (ACN) Among the Best Affordable AI Stocks to Buy Right Now?
Insider Monkey103d agobullish
Is Accenture plc (ACN) Among the Best Affordable AI Stocks to Buy Right Now?

Accenture plc (NYSE:ACN) is one of the 8 Best Affordable AI Stocks to Buy Right Now. On May 14, Accenture plc (NYSE:ACN)’s subsidiary Accenture Federal Services and OpenAI announced a strategic partnership to advance AI usage across all the US federal agencies. It stated that Accenture Federal will act as an implementation partner, helping clients […]

IBIT Down 6.4% While FDIG Soars 18.5% in 2026 and Bitcoin Itself Explains Almost Nothing About the Gap
24/7 Wall St.103d agobullish
IBIT Down 6.4% While FDIG Soars 18.5% in 2026 and Bitcoin Itself Explains Almost Nothing About the Gap

The iShares Bitcoin Trust ETF (NASDAQ:IBIT) and the Fidelity Crypto Industry and Digital Payments ETF (NASDAQ:FDIG) offer fundamentally different exposures. One holds bitcoin itself. The other holds companies that touch bitcoin. So far in 2026, the route through companies has been the better trade by a wide margin: FDIG is up 18.52% year to date ... IBIT Down 6.4% While FDIG Soars 18.5% in 2026 and Bitcoin Itself Explains Almost Nothing About the Gap

Lockheed Martin wins another massive military deal
TheStreet103d agobullish
Lockheed Martin wins another massive military deal

Back in late April, Apr 25, 2026, I wrote about Lockheed Martin CEO Jim Taiclet calling the current defense environment a "golden opportunity." These are two words that don't often come up in earnings calls, and two words that were starting to be backed up by serious contract momentum. The ...

Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?
24/7 Wall St.103d agobullish
Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?

Shares of Arm Holdings (NASDAQ:ARM) are trading higher by 4% in midday action Tuesday, extending a year that has put the chip-IP designer in a class of its own among semiconductor design names. ARM stock is up 102% year to date (YTD) through Monday, thereby doubling in under five months. The rest of the chip-IP ... Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?

Constellation Energy (CEG) Is Down 12.6% After EPS Surges And Buyback Completion – Has The Bull Case Changed?
Simply Wall St.103d agobullish
Constellation Energy (CEG) Is Down 12.6% After EPS Surges And Buyback Completion – Has The Bull Case Changed?

Constellation Energy recently reported past first-quarter 2026 results, with sales rising to US$11.12 billion and net income to US$1.59 billion, while completing its US$2.36 billion share repurchase program announced in 2023. The sharp improvement in earnings per share and completion of a multi-year buyback come alongside the Calpine acquisition’s contribution to growth and new long-term, carbon-free power agreements with hyperscale tech customers. We’ll now examine how this surge in...