WEEK RESET The weekly AI Ratings are refreshed for this short-week reset. This is a current top list, not a set of rating moves. This week’s top AI Ratings are TSM at 8.5, MNST at 8.3, MU at 8.3, AGYS at 8.2 and APP at 8.2. Separately, the short-term Hot Ideas closed out last week were a distinct scorecard: 17 in total, 9 up and 8 down, with an average result of +0.5%. SM was the best at +11.7%, AMN was the worst at -13.0%, and SPY was +2.3% over the same tracking frame. HOT IDEAS ON RADAR 24 active today; the featured names cluster around AI memory, infrastructure and connectivity. MUMicron Technology, Inc.Selected for very strong AI-memory momentum, with the latest transcript citing record Q2 revenue, Q3 revenue guidance of $33.5B with about 81% gross margin, strong AI-driven demand and tight supply. Recent releases also included HBM4 high-volume production and other data-center product catalysts, while the stock was up about 70% over the last 21 trading days. MRVLMarvell Technology, Inc.The setup is tied to AI infrastructure, with headlines highlighting raised FY2027 revenue guidance to $11B on 2026-05-20. Support came from custom silicon, data-center networking and optical connectivity demand, and the stock rose about 31% over 21 trading days to a fresh short-term high. CRDOCredo Technology Group Holding LtdMomentum is coming from AI connectivity, including strong Q3 fiscal 2026 results, new optical products, acquisitions to deepen optical capabilities and litigation settlements that removed overhangs. Jefferies added CRDO to Franchise Picks on 2026-05-19, and the stock rose about 20% over 21 trading days with strong liquidity and improving margins. Others on radar DDOGFTNTINODXMTRRKLBWLDNBTSGZSLQDASPOT+11 more MARKET PULSE Geopolitical risk is still setting the tone, with U.S.-Iran headlines keeping energy, inflation and Strait of Hormuz concerns in focus as oil prices jump. Equities are firmer but uneven: the Nasdaq Composite is up more than 1%, the Dow is nearly 100 points higher, and gold is down 1.5%. AI and semiconductors remain the strongest momentum pocket, with the Roundhill Memory ETF up 87% in 50 days and DELL in focus ahead of fiscal Q1 earnings. |