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GPTInvest Research Radar

May 29, 2026

Week into the close · data as of 14:30 ET

24 Hot Ideas closed: avg +4.1%, MU +28.2%

Model portfolios beat SPY this week; INOD, CRDO and PLTR are the featured Hot Ideas on radar.

WEEK INTO THE CLOSE — RECAP

Closed this week: ideas
Up: 18 · Down: 6
Best: MU +28.2% · Worst: LITE -10.8%

MODEL PORTFOLIOS — THIS WEEK

GPT Invest Mid-Term +2.1% +0.6 pp vs SPY Max AI Rating +5.2% +3.7 pp vs SPY Hot Ideas +3.5% +2.0 pp vs SPY YTD: Mid-Term +24.9% · Max AI +17.8% · Hot Ideas +43.5% Model/hypothetical, excludes fees. → Full scoreboard

HOT IDEAS ON RADAR (24)

Featured today

INODInnodata Inc.ACTIVE
Strongest catalyst mix: Q1 2026 revenue rose 54% YoY, adjusted EBITDA beat, full-year 2026 revenue growth guidance was raised to 40%+, and new Big Tech engagements are expected to contribute about $51M of 2026 revenue. Stock is in a powerful breakout, up 147% over 21 trading days and at a new high on 2026-05-29.
CRDOCredo Technology Group Holding LtdACTIVE
AI networking momentum remains strong, with latest quarter revenue up 201.5% YoY, 69% gross margin, 39% operating margin, and $140M free cash flow. Recent catalysts include 800G ZeroFlap launch, Rebellions collaboration, DustPhotonics acquisition, and cable-dispute settlements, while the stock is up about 32% over 21 trading days and broke above its prior high.
PLTRPalantir Technologies Inc.ACTIVE
Legitimate near-term momentum setup supported by Q1 revenue growth of 85%, raised full-year guidance, a $300M USDA agreement, Cleveland-Cliffs partnership, and strong U.S. commercial/government AIP demand. Technicals confirm strength, with a new 21-day high at 156.46 and a sharp 14% gain over the last five sessions.

MARKET PULSE

📈 Market Pulse — 2026-05-29 14:31 NYT • Geopolitical hopes are supporting risk appetite as markets react to President Trump signaling a decision on a potential Iran agreement could be near. Stocks are rising on hopes that a ceasefire path could reduce conflict risk, while crude oil prices fell sharply as supply-risk premiums eased. • U.S. policy and Fed signals remain central as officials push back against quick rate moves. San Francisco Fed President Mary Daly said there is “no urgency” on rate cuts or hikes, while Fed Governor Michelle Bowman warned against overreacting to temporary energy-driven inflation. • U.S. economic data surprised to the upside, with the Chicago Business Barometer rising to 62.7 in May from 49.2 in April. The rebound points to stronger business activity and adds importance to next week’s jobs and ISM reports for the Fed-rate outlook. • U.S. equities are extending gains, with the Dow up 160 points and broader indices climbing as AI optimism offsets geopolitical uncertainty. The AI trade remains the dominant equity driver, with software and infrastructure names attracting fresh momentum. • AI hardware is the standout sector after Dell Technologies surged 30% on a strong earnings report that highlighted rising demand from the AI buildout. Super Micro Computer extended its rally to $48, while AI optics cooled as Applied Optoelectronics fell 9%, Coherent dropped 8%, and Lumentum declined 4%. • Crypto saw sharp token-specific moves and regulatory developments. ALLO traded near $0.3109 after rising more than 100% with $488.18 million in 24-hour volume, while SUI resumed normal mainnet operations after a validator fix and U.S.-regulated Bitcoin perpetual futures moved forward with CFTC approvals. 🎯 Watch today: DELL, SMCI, ADSK, MDB, AAOI, COHR, LITE, MSFT, SUI, XRP AI-powered insights → [gptinvest.ai/market-heat] #GPTInvest #AIanalytics #Markets #MarketPulse #MarketUpdate

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