WEEK RESET This week's top weekly AI Ratings are APP at 8.5, CRS at 8.2, SAP at 8.2, KLAC at 8.1 and LLY at 8.0. The short-term Hot Ideas closed last week totaled 24: 17 up and 7 down, with an average result of +3.6%. MU was the best at +28.2%, while LITE was the weakest at -10.8%. SPY was +1.2% over the same recap window. HOT IDEAS ON RADAR 26 active today. The three featured entries focus on AI/software, cybersecurity and Big Tech AI demand, and each has a recent earnings or guidance catalyst. INODInnodata Inc.Q1 2026 revenue rose 54% year over year on 2026-05-07, full-year 2026 revenue growth guidance was raised to 40%+, and new Big Tech AI engagements are expected to generate about $51M of 2026 revenue. Stock is up about 161% over 21 trading days with continued momentum. SNOWSnowflake Inc.AI/software momentum followed Q1 results and guidance that beat expectations on 2026-05-28. Management raised FY2026 product revenue guidance, gave higher Q3 growth guidance, and cited accelerating product revenue, strong retention and AI adoption; stock is up about 97% over 21 trading days. FTNTFortinet, Inc.The cybersecurity setup follows a 2026-05-06 Q1 beat and higher guidance, with revenue up 20% year over year and billings up 31%. Results came in above the high end of guidance, 2026 revenue guidance was raised, and record operating and free cash flow plus AI/product catalysts support the move; stock is up about 68% over 21 trading days. Others on radar DDOGSNDKMUNOWXMTRPCTLQDACRDOPLTRCRWD+13 more BIG MOVERS — PREVIOUS SESSION In Hot Ideas, these close-to-close moves over the previous session cleared the +10.0% threshold on 2026-05-29: DELLDell Technologies Inc. +32.4%Shares rose after headlines cited AI-led earnings and an upbeat outlook. NOW — ServiceNow, Inc. +14.4%: Shares jumped amid a software rally tied to Nvidia's new AI chip. WDAY — Workday, Inc. +12.4%: No single clear catalyst in the day's news. MARKET PULSE 15:30 ET Geopolitical risk drove the tape, with U.S.-Iran talks deadlocked, Strait of Hormuz risks building, and oil up 6%. U.S. factory activity improved, with ISM manufacturing PMI at 54, while construction spending rose 0.4% to $2.172 trillion. AI names held firm: MU +7%, WDC and SNDK +4%. Semis stayed in focus after NVDA and MSFT unveiled a new AI superchip; ARM was watched, INTC was pressured, and PLAB dropped more than 30%. |