HOT IDEAS ON RADAR 31 active today. The featured names are INOD, NVDA and AVGO. INODInnodata Inc.Q1 2026 revenue rose 54% YoY, EPS and adjusted EBITDA beat, adjusted gross margin expanded to 47%, and management raised FY2026 revenue growth guidance to about 40%+. New Big Tech engagements expected to add about $51M in 2026 support visibility. The stock is up about 162% over 21 trading days. NVDANVIDIA CorporationRecord Q1 revenue was $81.6B, up 85% YoY and 20% sequentially. Blackwell/GB300 demand was described as sold out in several areas, new Corning and IREN partnerships extend the AI infrastructure catalyst, and the stock remains in a constructive 21-day uptrend. AVGOBroadcom Inc.Q1 revenue was $19.3B, up 29% YoY, with strong margins and free cash flow. Management highlighted accelerating AI semiconductor demand and secured supply through 2028, while AI/data-center headlines and a breakout chart support near-term continuation. Others on radar DDOGFTNTCRWDIOTSNOWAKAMAFRMSNDKMUNOW+18 more BIG MOVERS — PREVIOUS SESSION Hot Ideas close-to-close moves over the previous session: RKLBRocket Lab USA, Inc.-14.7%; no single clear catalyst in the day's news. DDOGDatadog, Inc.+12.2%; software stocks rallied as AI disruption fears faded and Snowflake’s blowout suggested renewed sector momentum. FROGJFrog Ltd.+11.1%; JFrog rose after announcing its inclusion in the Russell 3000 Index. DELLDell Technologies Inc.+10.7%; Dell gained amid headlines saying AI spending is fueling Dell and HPE, despite profitability concerns. IOTSamsara Inc.+10.2%; no single clear catalyst in the day's news. MARKET PULSE 15:30 ET The AI trade kept driving the tape, pushing U.S. stocks to fresh records while policy, energy and crypto sent mixed signals. AI oversight expectations rose after Trump’s scaled-back order asked firms to share frontier models 30 days before public release, while crypto was under pressure as COIN fell 5% and rotation favored high-flying AI names. Energy stayed active as Reuters said U.S. crude, gasoline and distillate inventories were expected to have fallen, and Louisiana and Oklahoma rare-earth projects won $134 million in funding. Tech news stayed busy too, with Microsoft unveiling new in-house AI models, Marvell getting a lift from Jensen Huang’s “next trillion-dollar opportunity” comment, and Docusign launching agreement workflows inside ChatGPT and Codex. |