Marvell benefits from exponential AI data center growth and leadership in 1.6T optical networking chips. Custom chip programs, including Microsoft Maia 300 and CXL memory expansion, are driving new revenue streams. Severe optical device supply tightness is supporting a 10-20% pricing hike through CY27, but the risk is that the impact on gross margins is probably priced in.
The catalyst is Micron Technology (NASDAQ:MU | MU Price Prediction), whose stock has cooled sharply after a blistering multi-quarter run tied to AI memory demand.
SNDK's 32% three-day slide may be sentiment-driven as AI storage demand, $42B in contracts and a debt-free balance sheet support its outlook.
Investors looking for a classic divergence between physical business fundamentals and near-term market sentiment should take a moment to review Velo3D NASDAQ: VELO. Velo3D's shares have endured severe market punishment over the past month, shedding more than 50% of their market value.
ARX has fallen sharply, but revenue growth, rising fee-based earnings and platform expansion keep its growth story alive despite balanced risks.
VSXY's 2026 rally puts the focus on whether stronger sales, higher guidance, margin recovery and valuation still leave room for upside.
Rocket Lab TodayRKLBRocket Lab$85.96 +5.27 (+6.53%) As of 12:20 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$33.73▼$151.00Price Target$102.76Add to WatchlistRocket Lab NASDAQ: RKLB has had a brutal few weeks.
ABT falls 29.4% YTD as respiratory testing weakness, China uncertainty and acquisition dilution pressure results and outlook.
I keep hitting the buy button on SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction), and the Fed-driven tech sell-off this month has only made my finger heavier.
Sociedad Química y Minera de Chile posted mixed Q1 results, with revenues beating estimates, while revenues were a sizable miss. The bigger story is the dramatic Y-O-Y rise in revenues and earnings, with long-term fundamentals suggesting that positive financial momentum is likely to continue. I initiated a stock position in SQM, with an intent to buy more on further dips, as a broader strategy to build a core lithium position in my portfolio.
Starz Entertainment remains a compelling "Buy," with strong tailwinds and an attractive valuation despite doubling YTD. Exiting the unprofitable Universal Pay Two deal accelerates STRZ's path to a 20% OIBDA margin by late 2027. Byron Allen's 11% stake and takeover interest provide a potential catalyst, but STRZ is undervalued even without a deal.
Virtuix NASDAQ: VTIX executives outlined the company's consumer, enterprise and defense strategy during an investor webinar, while also addressing recent volatility in the company's share price.