Intel is getting a fresh shot at momentum through its tie-up with Elon Musk. Will fundamentals catch up with sentiment?

Amid AI-driven storage demand, Morgan Stanley hands the baton to Seagate, citing stronger margins and upside, edging out Western Digital.

Sam’s Club’s fee hike could create a favorable tailwind for Costco as pricing power gradually strengthens across the warehouse retail sector.

Legal scrutiny is clouding Super Micro’s strong AI-driven growth, prompting investors to rethink its credibility as the trial timeline tightens.

Oppenheimer sees Monolithic Power benefiting from AI demand, with long-cycle opportunities to translate into sustained upside.

Rising energy risks could lift prices, positioning Cheniere Energy favorably, with strong fundamentals supporting a bullish outlook.

Century Aluminum extended gains as supply disruptions lifted aluminum prices. How much upside remains as the tight supply continues to drive momentum?

Fuel costs weigh on Carnival’s near-term momentum despite solid demand and record bookings. Does the dip open a timely entry point?

Micron stock slipped after Google’s memory-saving AI tool has raised demand worries. Is this sustained pressure or a buying opportunity?

Wedbush has flagged Terafab as a key signal, suggesting Tesla and SpaceX remain on a path toward eventual consolidation.