CLOSED PREVIOUS SESSION The short-term Hot Ideas closed four positions from the previous session with three gains and one loss, averaging +4.8%. RKLB — Rocket Lab USA, Inc. led at +11.9%, followed by CSCO — Cisco Systems, Inc. at +4.7% and BE — Bloom Energy Corporation at +4.1%; CVS — CVS Health Corporation was the drag at -1.3%. HOT IDEAS ON RADAR 25 active today, clustered in AI memory, networking and software. The three featured names each have fresh revenue, margin or product catalysts. MUMicron Technology, Inc.Fiscal Q3 revenue is guided to a record $33.5B, with gross margin around 81%, while AI-driven DRAM/NAND demand remains tight. The stock is up about 81% over 21 trading days. CRDOCredo Technology Group Holding LtdQ3 FY2026 revenue rose 201.5% YoY and 51.9% sequentially, with gross margin at 68.5%. Other catalysts include 800G ZeroFlap optics, the closed DustPhotonics acquisition, and settled patent disputes. DDOGDatadog, Inc.Q1 revenue rose 32% to $1.006B, free cash flow was $289M, and guidance was raised. AI, security and observability adoption is expanding, and the stock is up about 70% from late April. Others on radar LLYSTXFTNTINODXMTRRKLBUSARALABMRVLCRWD+12 more MARKET PULSE Fed commentary stayed inflation-focused after Musalem said risks have shifted higher and $AI may not quickly ease prices, while the data mix was uneven: Q1 GDP was revised to 1.6%, jobless claims rose, and core capital goods orders fell in April. Geopolitics fed the oil move, the Dow slipped 190 points, and the Nasdaq hit record highs; Bitcoin fell below $74,000 to $73,565.71 as Ethereum, $XRP and Dogecoin were down 1.5%. $AI/software strength held up with $SMCI up 9%, $SNDK up 4%, $CRM and $NTNX beat and raised, while $ZS saw a roughly 32% selloff and $RDW surged. |