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Bloomberg reports that MSCI's global momentum gauge has beaten the MSCI All Country World Index by 17 percentage points since the end of March — the strongest two-month outperformance on record, in data going back to 1991. The AI trade has broadened beyond chip names into power companies, data center owners, and networking suppliers, helping push the S&P 500 above 7,500 for the first time.
Dell Technologies ripped 15% on Thursday to a new 52-week high of $291.17, fueled by its Dell World showcase and disclosure of a $43 billion AI server backlog heading into FY2027. Management guided full-year AI revenue toward $50 billion, prompting Evercore ISI and Barclays to lift price targets into the $320–$340 range.
Arm Holdings saw a flood of price target hikes after beating fiscal Q4 estimates: Jefferies to $290, Rosenblatt to $270, TD Cowen to $265, and Bernstein initiated at Outperform with a $300 target. The stock climbed 27% in weeks, from ~$201 to ~$258, on surging demand for AGI-optimized CPUs and data center royalty growth.
NVIDIA made history as the first company to reach a $5.5 trillion market capitalization, with shares touching $227.16 intraday. BofA raised its price target to $320 (implying ~45% upside) and projects the AI data center TAM will hit $1.7 trillion by 2030. Meanwhile, Michael Burry issued a public warning on May 24 about the current phase of AI investment — Nvidia felt compelled to respond.
Datadog reported Q1 revenue of $1.006 billion, triggering a Guggenheim upgrade to Buy (from Neutral), calling DDOG "a primary beneficiary of AI-driven growth." Citi placed the stock on a 90-day upside catalyst watch with a $175 target tied to accelerating enterprise agentic AI rollouts. Oppenheimer maintained a $200 target.
Cisco smashed Q3 FY2026 expectations with record revenue of $15.8 billion (up 12% YoY) and $2.1 billion in hyperscaler AI orders in the quarter alone. The company boosted its full-year AI infrastructure order estimate from $5B to $9B, guiding Q4 revenue to $16.7–$16.9B. Shares surged 14%.
AMD's Q1 revenue hit $10.3 billion (up 38% YoY), with data center revenue surging 57% to $5.8 billion, both beating estimates. Meta committed to deploying up to 6 gigawatts of AMD Instinct GPUs. AMD's 2026 stock gain of 66% now outpaces NVIDIA's 15%, pushing its market cap to $731 billion.
Broadcom's Q1 AI revenue reached $8.4 billion, up 106% year-over-year, driven by custom accelerators for Google TPU and Meta MTIA. CEO Hock Tan projected custom AI chips will generate over $100 billion annually by end of 2027. The company holds a $73 billion backlog with an 18-month delivery runway.
Alibaba's Cloud Intelligence Group posted 38% revenue growth to $6.04 billion, with AI-related products hitting $1.32 billion — the 11th consecutive quarter of triple-digit AI growth. CEO Eddie Wu projected AI could comprise over 50% of cloud revenue within 12 months. Shares jumped 7–8% on the report.
Palantir posted Q1 revenue of $1.63 billion (up 85%), its fastest growth since going public in 2020. EPS of $0.33 beat the $0.28 estimate. The company raised full-year guidance to $7.65–$7.66B (71% growth). However, the stock sits at $136, down 27% from its 52-week high, trading at a demanding 154x trailing P/E.
