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92 MELI MercadoLibre Just Did What No Company Ever Has: 28 Consecutive Quarters of 30%+ Revenue Growth
  • 📈 Unmatched 28-quarter streak of over 30% year-over-year revenue growth.
  • 💰 Q4 2025 revenue hit $8.76 billion, beating estimates by 44.6%.
  • 📉 Stock fell 19% due to margin compression and lower net income.
 88 MRVL AI Infrastructure Stocks Surge as Analysts Boost Targets on Marvell ...
  • 📈 UBS raised Marvell target to $340 citing CXL demand.
  • 💰 Analysts project Marvell CXL revenue hits $1B in 2027.
  • 🚀 Overall revenue estimates lift Marvell to $23.9B by 2028.
 88 AMD Wall Street analyst sets AMD stock price target for 12 months
  • 📈 Wells Fargo raises AMD price target to $615.
  • ⭐ Maintains 'Overweight' rating citing strong EPYC demand.
  • 💰 2027 EPS estimate raised to $13.40.
 88 CVX BP, Shell, Chevron shares on edge as Morgan Stanley slashes oil forecast
  • 📉 Chevron shares fell over 20% amid weak earnings and sector sell-off.
  • 🗣️ Morgan Stanley forecasts Brent crude averaging $75 in Q3-Q4 due to glut.
  • ⚠️ Analysts warn oil prices could drop to $40 if supply gains momentum.
 88 GOOG Big Tech Entry: Google Parent Alphabet Makes Dow Jones Debut
  • 📈 Alphabet joins Dow Jones on June 30, replacing Verizon.
  • 📊 Stock rose 4% on debut day, boosting the index.
  • 🏆 Now sixth most influential Dow company by share price.

S&P 500

88 AMD Wall Street analyst sets AMD stock price target for 12 months
  • 📈 Wells Fargo raises AMD price target to $615.
  • ⭐ Maintains 'Overweight' rating citing strong EPYC demand.
  • 💰 2027 EPS estimate raised to $13.40.
 88 CVX BP, Shell, Chevron shares on edge as Morgan Stanley slashes oil forecast
  • 📉 Chevron shares fell over 20% amid weak earnings and sector sell-off.
  • 🗣️ Morgan Stanley forecasts Brent crude averaging $75 in Q3-Q4 due to glut.
  • ⚠️ Analysts warn oil prices could drop to $40 if supply gains momentum.
 88 GOOG Big Tech Entry: Google Parent Alphabet Makes Dow Jones Debut
  • 📈 Alphabet joins Dow Jones on June 30, replacing Verizon.
  • 📊 Stock rose 4% on debut day, boosting the index.
  • 🏆 Now sixth most influential Dow company by share price.
 88 GOOGL Big Tech Entry: Google Parent Alphabet Makes Dow Jones Debut
  • 📈 Alphabet joins Dow Jones, replacing Verizon on June 30.
  • ☁️ Google Cloud sales grew 63% in Q1 with AI integration.
  • 🔍 Alphabet controls over 90% of global search traffic combined.
 85 HON Honeywell Aerospace spins off from Honeywell Technologies, starts Nasdaq trading
  • 🚀 Honeywell Aerospace spun off from parent company, trading as HONA on Nasdaq.
  • 📅 Separation finalized June 29, 2026, with one-for-two share distribution to shareholders.
  • 👥 New entity employs 36,000 people serving over 10,000 global customers.

Semiconductors

88 MRVL AI Infrastructure Stocks Surge as Analysts Boost Targets on Marvell ...
  • 📈 UBS raised Marvell target to $340 citing CXL demand.
  • 💰 Analysts project Marvell CXL revenue hits $1B in 2027.
  • 🚀 Overall revenue estimates lift Marvell to $23.9B by 2028.
 88 AMD Wall Street analyst sets AMD stock price target for 12 months
  • 📈 Wells Fargo raises AMD price target to $615.
  • ⭐ Maintains 'Overweight' rating citing strong EPYC demand.
  • 💰 2027 EPS estimate raised to $13.40.
 72 AVGO SmartHarvest Portfolios LLC Cuts Holdings in Broadcom Inc. $AVGO
  • 📉 SmartHarvest cut AVGO holdings by 22.5% to 17,705 shares.
  • 📈 Sovran Advisors increased Broadcom stake by 121.3% in Q4.
  • 💰 Quarterly dividend of $0.65 payable June 30th to record holders.
 72 ON 12 High Growth Semiconductor Stocks to Buy Now
  • 📈 Micron's record Q3 2026 results drive a structural memory sector shift.
  • 💡 Memory chips are critical for AI with durable cycles and strong cash flow.
  • 📊 List features 12 semiconductor stocks over $2B market cap with 30% EPS growth.
 92 MRVL Marvell stock gets fresh boost as UBS raises price target on AI-driven CXL demand
  • 📈 UBS raised price target to $340, implying 27.5% upside.
  • 💰 Revenue forecasts lifted to $16.8B for 2027 and $23.9B for 2028.
  • 🔗 CXL market projected to reach $7-10 billion by 2030.

Big Tech and AI

88 AMD Wall Street analyst sets AMD stock price target for 12 months
  • 📈 Wells Fargo raises AMD price target to $615.
  • ⭐ Maintains 'Overweight' rating citing strong EPYC demand.
  • 💰 2027 EPS estimate raised to $13.40.
 88 GOOGL Big Tech Entry: Google Parent Alphabet Makes Dow Jones Debut
  • 📈 Alphabet joins Dow Jones, replacing Verizon on June 30.
  • ☁️ Google Cloud sales grew 63% in Q1 with AI integration.
  • 🔍 Alphabet controls over 90% of global search traffic combined.
 82 NVDA Nvidia Stock Price Prediction: 95% of Analysts Stay Bullish
  • 📉 NVDA shares drop 9% to $192.53, trading 27% below 52-week high.
  • 📈 95% of analysts bullish with $298.93 consensus price target.
  • 💰 Q1 FY2027 revenue surges 85% to $81.6 billion.
 78 MSFT Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’
  • 📉 Mega-caps like Microsoft drop 22% YTD despite strong AI revenue growth.
  • 🚀 SpaceX IPO sparks record options trading, driving retail liquidation of tech giants.
  • 💰 Oracle spends $55.66B on capex with negative free cash flow of $23.69B.
 72 AVGO SmartHarvest Portfolios LLC Cuts Holdings in Broadcom Inc. $AVGO
  • 📉 SmartHarvest cut AVGO holdings by 22.5% to 17,705 shares.
  • 📈 Sovran Advisors increased Broadcom stake by 121.3% in Q4.
  • 💰 Quarterly dividend of $0.65 payable June 30th to record holders.

Nuclear and Uranium

78 CEG Constellation Energy (CEG) and Walmart Announce Long-Term Nuclear Power ...
  • 🤝 Walmart signs 15-year nuclear power deal with Constellation Energy.
  • ⚡ Contract covers 176 MW supply plus 30 MW new capacity.
  • 📅 Terms begin in 2029 and 2030 for emissions-free electricity.
 78 CEG Does Constellation Energy Stock Add A Different Kind of Risk?
  • 📈 CEG stock surged 8.6% after beating Q1 revenue and earnings estimates.
  • 📊 Five-year annualized return of 40.1% vs S&P 500's 13.4%.
  • ⚠️ Captures 149% of market gains but absorbs 222% of losses.
 78 CEG Constellation Energy Stock (CEG) Opinions on AI Data Center Power Needs - Quiver Quantitative
  • 🏛️ Constellation Energy is a key nuclear provider for AI data centers.
  • 💰 Q1 2026 revenue hit $11.1 billion, up 63.85% year-over-year.
  • 📈 ECP Controlco added 22M shares worth $6.16 billion to its portfolio.
 88 CEG Constellation Energy Stock vs Vistra Stock: Which AI Power Play Has More Upside? - TIKR.com
  • 📊 TIKR targets 15% annualized IRR for CEG vs 1% for VST.
  • 🏗️ CEG closed Calpine deal adding 21,000 MW capacity in early 2026.
  • 💰 CEG FY2026 revenue estimated at $38.8 billion with $2/share accretion.
 82 CEG Constellation Energy (NASDAQ: CEG) Reshapes Its Investment Case With $3.09 Billion Equity Raise And AI Power Contracts - foreignpolicyjournal.com
  • 📈 Constellation raised $3.09B via 11M shares at ~$281 each.
  • 🤝 Microsoft and Meta signed long-duration clean power agreements.
  • ⚡ Proceeds fund Crane Clean Energy Center restart projects.

Data centers

78 HPE Assenagon Asset Management S.A. Decreases Stock Position in Hewlett ...
  • 📉 Assenagon Asset Management sold 475,397 shares, reducing stake by 65.2%.
  • 📈 Vanguard Group added 1.9M shares, increasing holding to over $4.15 billion.
  • 💰 Capital World Investors opened new position worth approximately $901 million.
 82 DELL Dell Technologies Inc. $DELL Shares Bought by ABN AMRO Bank N.V.
  • 📈 ABN AMRO increased Dell holdings by 21.8% to 98,530 shares.
  • 🏦 Vanguard Group boosted position by 4.5% to 31.4 million shares.
  • 📊 Quarterly revenue surged 87.5% YoY to $43.84 billion.
 72 ANET KeyBanc Begins Coverage of Arista Networks (ANET) Stock, Gives Overweight
  • 📈 KeyBanc initiates 'Overweight' with $115 price target.
  • 💰 Arista revenue exceeds $2 billion in Q1 2025.
  • 🤖 Company expands advanced AI cluster capabilities.
 88 HPE Hewlett Packard Enterprise Company $HPE Shares Sold by Banque Cantonale ...
  • 📈 Q2 EPS hit $0.79, beating estimates by $0.25.
  • 💰 Revenue reached $10.68 billion, up 40% year-over-year.
  • 📉 Insiders sold 310,102 shares worth $9.01 million recently.
 82 DELL Dell Technologies Inc. (NYSE:DELL) Given Consensus Recommendation of ...
  • 📈 32 analysts rate Dell 'Moderate Buy' with $490.38 target price.
  • 💰 Q1 EPS hit $4.86 vs $2.96 estimate; revenue reached $43.84B.
  • 🚀 Revenue surged 87.5% YoY driven by client computing and enterprise segments.