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Volatile Chipmaker Stocks Emerge as Key Driver of S&P 500 Rally
Bloomberg106d agobullish
Volatile Chipmaker Stocks Emerge as Key Driver of S&P 500 Rally

(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida

Skyworks Solutions, IPG Photonics, and Lam Research Shares Are Soaring, What You Need To Know
StockStory106d agobullish
Skyworks Solutions, IPG Photonics, and Lam Research Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after President Trump landed in Beijing alongside Nvidia CEO Jensen Huang and Micron CEO Sanjay Mehrotra for a summit with President Xi Jinping, raising hopes that the two sides could reach a deal to ease chip export restrictions and stabilise rare earth supply chain, the two pressure points that have most constrained the sector.

Assessing DoorDash (DASH) Valuation As Urban Outfitters Partnership Highlights Non Food Growth
Simply Wall St.106d agobullish
Assessing DoorDash (DASH) Valuation As Urban Outfitters Partnership Highlights Non Food Growth

Urban Outfitters partnership puts DoorDash’s non food delivery push in focus DoorDash (DASH) is back in the spotlight after Urban Outfitters launched a nationwide partnership on the platform, pairing fashion and lifestyle delivery with recent Q1 results and new retail and delivery expansions. See our latest analysis for DoorDash. DoorDash’s recent Urban Outfitters tie up and first quarter earnings sit against a mixed share price picture, with the stock down 27.6% year to date yet still...

Is It Too Late To Consider Alphabet (GOOGL) After Its 140% One-Year Surge?
Simply Wall St.106d agobullish
Is It Too Late To Consider Alphabet (GOOGL) After Its 140% One-Year Surge?

If you are wondering whether Alphabet's current share price still makes sense for new capital, it starts with understanding what the market might be pricing in versus what the underlying business could be worth. The stock last closed at US$396.78, with returns of 16.1% over the past 30 days and 25.9% year to date, while the past year shows a 139.6% gain and the past 5 years show an increase that is roughly 2.5x the starting level, even with a slight 1% pullback over the past week. Recent...

A Look At Mobileye Global (MBLY) Valuation After Strong Q1 FY2026 Update And Share Buyback Announcement
Simply Wall St.106d agobullish
A Look At Mobileye Global (MBLY) Valuation After Strong Q1 FY2026 Update And Share Buyback Announcement

Mobileye Global (MBLY) has drawn investors’ attention after Q1 FY2026 results showed 27% year-over-year revenue growth, higher operating income guidance, and an authorized US$250 million share repurchase program, along with progress in autonomous driving projects. See our latest analysis for Mobileye Global. The Q1 FY2026 update and share repurchase news came after a sharp near term rebound, with a 27.32% 30 day share price return and a 9.03% 90 day share price return, even though the year to...

2 Software Stocks on Our Buy List and 1 We Turn Down
StockStory106d agobullish
2 Software Stocks on Our Buy List and 1 We Turn Down

Software is rapidly reducing operating expenses for businesses. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 15.4% over the past six months. This drawdown is a noticeable divergence from the S&P 500’s 10% return.

Is It Too Late To Consider Buying Amphenol (APH) After Its Strong 1-Year Rally?
Simply Wall St.106d agobullish
Is It Too Late To Consider Buying Amphenol (APH) After Its Strong 1-Year Rally?

For readers wondering whether Amphenol's current share price still offers value or if most of the upside has already been realized, this article breaks down what the numbers can and cannot tell you about the stock. Amphenol's share price last closed at US$125.00, with returns that fell 2.4% over the past week and 17.3% over the past month, while still sitting up 10.5% year to date and 44.9% over the last year. Recent moves in the stock have come alongside continuing interest in the company...

2 Reasons to Avoid LBRT and 1 Stock to Buy Instead
StockStory106d agobullish
2 Reasons to Avoid LBRT and 1 Stock to Buy Instead

What a time it’s been for Liberty Energy. In the past six months alone, the company’s stock price has increased by a massive 117%, reaching $33.19 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

3 Reasons to Avoid OMCL and 1 Stock to Buy Instead
StockStory106d agobullish
3 Reasons to Avoid OMCL and 1 Stock to Buy Instead

Omnicell’s 23% return over the past six months has outpaced the S&P 500 by 13%, and its stock price has climbed to $43.73 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

OneStream (OS) Valuation Check After Expanded Microsoft AI Partnership News
Simply Wall St.106d agobullish
OneStream (OS) Valuation Check After Expanded Microsoft AI Partnership News

OneStream (OS) stock is back in focus after the company and Microsoft outlined a multi year plan to expand their AI collaboration for finance teams, centered on Azure and Microsoft 365 integrations. See our latest analysis for OneStream. At a US$24.00 share price, OneStream has seen stronger momentum over longer periods, with a 90 day share price return of 30.51% and a year to date share price return of 35.44%, while the 1 year total shareholder return stands at 32.74%. Recent attention is...

Assessing Colgate (CL) Valuation After Strong Q1 Beat And 63rd Straight Dividend Increase
Simply Wall St.106d agobullish
Assessing Colgate (CL) Valuation After Strong Q1 Beat And 63rd Straight Dividend Increase

Colgate-Palmolive (CL) stock has been in focus after Q1 2026 results topped expectations, with revenue up 8.4% year over year, adjusted EPS at $0.97, and free cash flow rising alongside another dividend increase. See our latest analysis for Colgate-Palmolive. At a share price of $88.13, Colgate-Palmolive has seen a 5.56% 1 month share price return but is still down 8.83% over 3 months. The 3 year total shareholder return of 18.36% suggests steady long term compounding despite short term...