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A Look At Nova (NVMI) Valuation After Record Q1 2026 Beat And Upgraded Outlook
Simply Wall St.107d agobullish
A Look At Nova (NVMI) Valuation After Record Q1 2026 Beat And Upgraded Outlook

Nova (NasdaqGS:NVMI) is back in focus after reporting record first quarter 2026 revenue and profitability, beating its own guidance and analyst estimates, and pairing those results with stronger guidance for the second quarter. See our latest analysis for Nova. Nvidia’s weaker session on May 13 pulled the wider semiconductor group lower, and Nova’s stock also fell on that day as investors reduced risk before the Q1 report. Even so, the 90-day share price return of 14.74% and 1-year total...

Odessa American, Texas107d agobullish
Basin rig count up four as prices jump

The rig count in the Permian Basin was up four this week, the latest count Friday by Baker Hughes shows, with 246 rigs active in the region. A year ago, 282 rigs were active in the region. Nationally, the oil and gas rig count is up three from last week at 551 rigs. A year ago, 576 rigs were active. The count shows that 415 rigs sought oil, up five from the previous week, and 128 explored for ...

Boeing confirms China commitment to buy 200 aircraft
AFP107d agobullish
Boeing confirms China commitment to buy 200 aircraft

Aerospace giant Boeing on Friday confirmed that China had committed to purchasing 200 aircraft during a visit to Beijing by US President Donald Trump -- a deal that could ultimately balloon with orders for 750 additional planes.Speaking to reporters aboard Air Force One as he flew home from China, Trump said the deal included "a promise of 750 planes, which will be by far the largest order ever, if they do a good job with the 200."

Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.
24/7 Wall St.107d agobullish
Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper than AMD, cheaper than Broadcom.” That is a bold claim about a company worth $5.7 trillion, and the numbers back the ... Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

3 Defense Stocks to Buy in May
Motley Fool107d agobullish
3 Defense Stocks to Buy in May

With the defense budget projected to exceed $1.5 trillion next year, these three defense contractors are no-brainers.

Is It Too Late To Consider Fortinet (FTNT) After Its Rapid Share Price Surge
Simply Wall St.107d agobullish
Is It Too Late To Consider Fortinet (FTNT) After Its Rapid Share Price Surge

If you are wondering whether Fortinet's current share price reflects its true worth, this article will walk through what the numbers are saying about value right now. Fortinet's stock last closed at US$121.86, with returns of 12.9% over 7 days, 54.8% over 30 days, 56.5% year to date, 18.8% over 1 year, 78.8% over 3 years, and 187.0% over 5 years. This naturally raises questions about how much future upside or downside is already priced in. Recent coverage has focused on Fortinet as a major...

A Look At BWX Technologies (BWXT) Valuation After Earnings Beat Guidance Raise And US$1.4b Navy Contracts
Simply Wall St.107d agobullish
A Look At BWX Technologies (BWXT) Valuation After Earnings Beat Guidance Raise And US$1.4b Navy Contracts

BWX Technologies (BWXT) is back in focus after reporting first quarter 2026 results that topped Wall Street expectations, raising full year guidance and landing more than US$1.4b in new U.S. Navy nuclear contracts. See our latest analysis for BWX Technologies. Even after a recent pullback, with a 30 day share price return down 11.47%, BWX Technologies still shows strong momentum. The year to date share price return is 16.00% and the 1 year total shareholder return is 95.09%, reflecting how...

Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation
Simply Wall St.107d agobullish
Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation

Marvell Technology (NasdaqGS:MRVL) is attracting fresh attention after an equity investment from AMD and new custom AI chip collaborations with Google and Amazon. The company is expanding its AI data center reach through acquisitions, including the purchase of silicon photonics specialist Polariton. These moves follow earlier investment activity from Nvidia and signal growing engagement from multiple large industry peers. For investors watching AI infrastructure, Marvell Technology now sits...

Congressional Nasdaq Buying Raises Questions For Digital Asset Policy Outlook
Simply Wall St.107d agobullish
Congressional Nasdaq Buying Raises Questions For Digital Asset Policy Outlook

Congresswoman April McClain Delaney, a member of the House Subcommittee on Commodity Markets and Digital Assets, has reported multiple purchases of NasdaqGS:NDAQ stock in 2026. The trades occurred as the subcommittee prepares to vote on digital asset legislation that could affect Nasdaq's digital asset related business activities. These transactions are drawing attention because they intersect with her direct role in shaping rules that may influence Nasdaq's future opportunities in digital...

Gold, real estate attractive as market rally likely wanes, expert says
Reuters Videos107d agobullishVIDEO
Gold, real estate attractive as market rally likely wanes, expert says

<body><p>STORY: U.S. stocks on Friday retreated from record highs that have been powered by AI-linked companies.</p><p>A day earlier, with the S&P 500 closing at an all-time high, "two-thirds of the stocks in the S&P 500 were actually down," said Bennett, adding that "nine percent of the S&P 500 actually hit 52-week lows."</p><p>Leadership this narrow often means the rally is "exhausted," she explained. "That'd be consistent with rates staying higher, the economy slowing, which is the environment that I think we're in."</p><p>"As far as areas to invest right now, I do think real assets are interesting - and real assets being more real estate itself, not necessarily a REIT," Bennett said, adding that precious metals are also "attractive in an environment like this."</p></body>

SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG
24/7 Wall St.108d agobullish
SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG

Shares of SolarEdge Technologies (NASDAQ:SEDG) are ripping higher in Friday’s midday session, with SEDG stock up 22% to $61.44. That extends Thursday’s surge into a powerful two-day run, with the one-week move now sitting at 49%. Enphase Energy (NASDAQ:ENPH) is along for the ride, with ENPH stock up 11% to $53.25 and the one-week tally ... SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG

Pinterest (PINS) Valuation Check After AI Driven Q1 Beat And International Advertiser Growth
Simply Wall St.108d agobullish
Pinterest (PINS) Valuation Check After AI Driven Q1 Beat And International Advertiser Growth

Pinterest (PINS) is back in focus after first quarter results topped Wall Street expectations. Management pointed to proprietary AI models, stronger user engagement and a broader, increasingly international advertiser base as key drivers. See our latest analysis for Pinterest. Despite the upbeat first quarter update and new guidance, Pinterest’s recent share price performance has been mixed, with the stock down 11.69% over 7 days but up 23.41% on a 90 day share price return. However, the 1...