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The “Bespoke 50” is a basket of noteworthy growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along
2026/06/26
NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion
Dell (DELL) stock dropped 5% Thursday after GF Securities downgraded it to Hold, citing stretched valuations and emerging market share risks ahead of 2027. The
Micron's earnings beat fuels chip rally, Qualcomm targets $15B AI revenue by 2029, Apple drops 5%, and oil prices fall—today's market-moving developments. The post
🌏 Asia: Tech roared back overnight after blowout Micron earnings and a bullish Qualcomm forecast eased AI-bubble fears. Nikkei 225 jumped 4.0%, Kospi surged 5.2
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version
TLDR Micron beat earnings expectations and gave a strong outlook, sending semiconductor stocks higher Qualcomm raised its AI data center revenue forecast to $15
TLDR GF Securities analyst Jeff Pu downgraded Dell from Buy to Hold, citing limited upside after a near 200% stock rally The analyst maintained a $445 price target
Mid-year is when analysts sharpen their pencils. With Q1 2026 earnings season behind us and fresh full-year models in hand, June has produced a cleaner read on
TLDR Sandisk stock surged 18% Thursday after rival Micron crushed Q3 earnings, reporting $25.11 EPS vs. $20.78 expected and $41.5B in revenue. Sandisk doesn’t report