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Which potential IPO interests you most?

[Zacks.com @ZacksResearch]

The IPO market could be heating up.

Reportedly on deck:

• SpaceX (expected June 12)
• Anthropic (confidential filing reported)
• OpenAI (targeting a fall listing)

Some of the biggest names in AI and space could soon be public companies.

[Zacks.com @ZacksResearch]

$HPE delivered a strong AI-driven earnings report.

• EPS growth: +107.9%
• Sales growth: +40.0%
• AI orders and backlog nearly doubled
• Raised full-year EPS guidance to $3.40 vs. $2.40 expected
• Increased revenue growth outlook to 29%-33%

Shares surged more than 27% after earnings.

[Zacks.com @ZacksResearch]

AI stocks led the market higher again yesterday.

Notable movers:

$ARM +15.73%
$NBIS +14.46%
$DELL +10.70%
$MU +6.64%
$SNDK +3.92%

Which AI-related company are you watching most closely?

[Andrew Rocco @andrewrocco1]

Had Gemini analyze the YTD results so far for the Tech Innovators portfolio I manage for @ZacksResearch 👇👇👇👇

[Andrew Rocco @andrewrocco1]

The 3 Stocks Riding $NVDA 's Massive Vera Rubin Rollout: $FLNC $CRWV $TSM
https://t.co/j4RKRlzIai

@ZacksResearch

[Zacks.com @ZacksResearch]

Quantum computing is attracting billions in new investment, but investors should keep expectations in check.

“They have very, very little in revenue,” said @andrewrocco1, tech analyst at Zacks Investment Research, referring to many pure-play quantum computing companies. “I would think of these as like early-stage biotech.”

Rocco notes that while government funding reduces bankruptcy risk for many of these firms, investors looking for exposure to the space may be better served by established players like IBM and GlobalFoundries.

Reporting by Peter S. Green via @cheddar.

https://t.co/iouA1iOA5Y

[Zacks.com @ZacksResearch]

Latest PCE report:

• Headline inflation: +0.4% m/m (vs. +0.5% expected)
• Core inflation: +0.2% m/m (vs. +0.2% expected)

The Fed’s preferred inflation gauge showed price pressures easing from the previous month.

Meanwhile, Q1 corporate profits rose 10.4% year over year.

[Zacks.com @ZacksResearch]

Costco is winning over price-conscious consumers as fuel costs climb.

“That investment in everyday-low-price positioning during a period of macroeconomic uncertainty is classic Costco,” said @Bhayes135, stock strategist at Zacks Investment Research.

Higher gas prices helped drive stronger-than-expected sales, as more shoppers turned to Costco’s lower-priced fuel and value-focused offerings.

Reporting by @NickPBrown and Juveria Tabassum via @Reuters.

https://t.co/lIziXKV7BI

[Zacks.com @ZacksResearch]

WATCH: Why @andrewrocco1 believes $MU and $SNDK memory chip stocks are at the beginning of their "climactic blow-off top" moves and the growth potential they have for training AI models.

@joshuahlipton @YahooFinance

https://t.co/0LJr5FtfIN

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What matters most for markets right now?

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Dell $DELL delivered a blockbuster earnings report.

• EPS growth: +213.5%
• Sales growth: +87.5%
• Raised full-year revenue guidance to $167B
• Raised EPS guidance 62.2% above consensus

The company cited record AI server orders and a growing AI backlog.

Dell's COO said the “AI opportunity shows no signs of slowing.”

[Zacks.com @ZacksResearch]

The U.S. and Iran reached a memorandum of understanding that would:

• Extend the ceasefire for 60 days
• Continue nuclear negotiations
• Begin reopening the Strait of Hormuz

The agreement still awaits final approval.

Do you think a final deal gets done?

[Zacks.com @ZacksResearch]

Do you think the AI-driven bull market still has room to run?

[Zacks.com @ZacksResearch]

Micron’s explosive rally may not be the clear bullish signal investors think it is.

“Micron looks like it is going to see a climax move soon,” said @andrewrocco1, stock strategist at Zacks Investment Research. “Typically climax moves show up in extreme technicals before they show up in weaker fundamentals.”

Despite becoming one of the top-performing stocks in the S&P 500 this year amid surging AI demand, some analysts warn Micron’s unusually low valuation and rapid momentum could signal growing risks beneath the surface.

Reporting by @RyanVlastelica via @business.

https://t.co/cTMa7uuizZ

[Zacks.com @ZacksResearch]

Is the AI boom really that different from the dot-com era?

In the latest Zacks Market Edge podcast, @TraceyRyniec and Mark Vickery look back at the late-1990s tech boom and compare it to today’s AI rally.

One key point: even in 1999, companies like Cisco, Intel, Dell, and Microsoft were making billions from the internet build-out.

So is “this time is different” really the right argument?

[Zacks.com @ZacksResearch]

Keep an eye on the AI infrastructure stocks.

With the hyperscalers expected to spend over $700 billion this year on AI investments, that's real money that is going somewhere.

It's working its way through the manufacturing economy.

Someone is building the data centers.
Someone is cooling them.
Someone is powering them.

[Zacks.com @ZacksResearch]

Do you think the AI-driven bull market still has room to run?

[Zacks.com @ZacksResearch]

Kevin Matras remains bullish on the AI-driven market rally.

“With these sharp double-digit earnings growth expectations throughout the year, I'm expecting another double-digit market gain as well. And I'm expecting 20%, if not more, as the historic AI boom continues.”

Markets are also watching new Fed Chair Kevin Warsh, who is expected to favor rate cuts sooner rather than later.

@KevinMatras

[Zacks.com @ZacksResearch]

"Growth stocks are soaring this year, and the Invesco $QQQ is up more than 18% so far, while Cathie Wood’s ARK Innovation ETF $ARKK is down on the year.

ARK Invest’s flagship fund focused on “disruptive innovation” still manages about $6.5 billion in assets, but that is a steep decline from its peak of roughly $28 billion in 2021.

It remains to be seen whether Cathie Wood can regain investor confidence and deliver sustained outperformance in a market that has rewarded more profitable, cash-generating technology leaders over speculative growth lately."

— Neena Mishra, CFA, FRM, Director of ETF Research at Zacks