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SHOP: As AI e-comm agents ebb, is the payments leader swimming naked?
E-com tools plus payments vertical leader — $Shopify (SHOP.US) posted Q1 2026 results pre-mkt on May 5. Growth and profit both beat Bloomberg consensus.Ex-FX tailwinds, the print offered little surprise vs. buy-side hopes.Guidance for next quarter came with blemishes. While broadly in line with Bloo...Dolphin Research
Tue, May 5
Micron Stock vs. Sandisk Stock: One Is a Much Better Buy, According to a Wall Street Analyst
Key PointsSemiconductor companies Micron and Sandisk are benefiting from a memory chip supply shortage, but CJ Muse at Cantor Fitzgerald sees Sandisk as the better buy.Micron is gaining market share in high-bandwidth memory (HBM) due to its industry-leading HBM3E technology, but the stock trades at ...The Motley Fool
Tue, May 5
Apple Crushed Q2 Earnings, but Tim Cook Just Issued a Warning About This Looming Threat
Key PointsCook warned in Apple's Q2 update about the impact on his company from a lack of memory supply.Apple has several options to address this challenge, including raising prices.The iPhone maker's long-term prospects remain promising despite its near-term memory headwind.10 stocks we like better...The Motley Fool
Tue, May 5
Social Security's 2027 COLA Could Be Much Bigger Than Current Forecasts Imply
Key PointsThe most recent forecasts put Social Security's 2027 cost-of-living adjustment (COLA) between 2.8% and 3.1%.Inflation is accelerating and could remain elevated through the end of the year due to the Iran conflict.In 2027, a 3.8% COLA would mean an extra $79 in monthly benefits for the aver...The Motley Fool
Tue, May 5
Is UnitedHealth Stock a Generational Buying Opportunity?
UnitedHealth (NYSE: UNH) is incorporating artificial intelligence to improve operations.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Con...The Motley Fool
Tue, May 5
Top 10 HK Stock Gainers (5.5)
GD-HKGBA HLDGS(01396) rose 30.29%, with a trading turnover 255.4 Million HKD, and a year-to-date rose 180.9%. PEGBIO CO-B(02565) rose 13.07%, with a trading turnover 59.8 Million HKD, and a year-to-date fell 59.6%. NUOBIKAN(02635) rose 9.27%, with a trading turnover 47.6 Million HKD, and a year-to-date fell 35.7%.Longport
Tue, May 5
Top 5 HK Stock Gainers/Losers (>100B) (5.5)
HUAQIN(03296) rose 7.76%, with a trading turnover 263.6 Million HKD, and a year-to-date rose 26.9%. CKH HOLDINGS(00001) rose 4.13%, with a trading turnover 1.0 Billion HKD, and a year-to-date rose 28.4%. SERES(09927) fell 6.97%, with a trading turnover 93.0 Million HKD, and a year-to-date fell 34.5%. OMNIVISION(00501) fell 5.48%, with a trading turnover 31.6 Million HKD, and a year-to-date fell 19.4%.Longport
Tue, May 5
Premarket Movers | Palantir Drops 3%; Fabrinet down 11%; Duolingo Sinks 13%; Pinterest Soars 17%; Firefly Aerospace Pops 8%
Palantir Technologies Inc. fell 3% in premarket trading on Tuesday after it raised its annual revenue forecast and beat estimates for quarterly results on Monday, a sign of growing demand for its data analytics software from the U.S. government and commercial clients.The rising adoption of artifici...Tiger News
Tue, May 5
Top 10 HK Stock Losers (5.5)
FAMEGLOW(08603) fell 12.19%, with a trading turnover 14.5 Million HKD, and a year-to-date rose 9.6%. NEW VISION CO(02632) fell 9.51%, with a trading turnover 30.8 Million HKD, and a year-to-date rose 94.9%. RUIFENG POWER(02025) fell 9.38%, with a trading turnover 3.8 Million HKD, and a year-to-date fell 14.8%.Longport
Tue, May 5
Yikes! The Federal Reserve's April and Quarterly Annualized Inflation Forecast Was Just Updated -- and It Isn't Pretty
Key PointsThe benchmark S&P 500 and tech stock-driven Nasdaq Composite launched to record highs last week -- but their monumental run-ups may be put to the test by surging inflation.Energy prices are skyrocketing in the wake of the Iran war's historic energy supply disruption.A significant projected...The Motley Fool
Tue, May 5
Want to Invest in SpaceX Before the IPO? These 3 Stocks Give You a Back Door In.
Key PointsSpaceX submitted a confidential filing in advance of its holding an initial public offering.The date of the SpaceX IPO remains unknown.Closed-end interval funds and an ETF provide routes to gain SpaceX exposure today.10 stocks we like better than ARK Venture Fund › With its confidential S-...The Motley Fool
Tue, May 5
Stocks Are Up, but Crypto Is Down. Here's How to Invest.
Key PointsCrypto is doing poorly lately, but the stock market is ripping.That means there are likely bargains to find in crypto.But you'll need to prepare the rest of your portfolio appropriately first.10 stocks we like better than Vanguard S&P 500 ETF › Vanguard S&P 500 ETF (NYSEMKT: VOO) is up by ...The Motley Fool
Tue, May 5
Meta CEO Mark Zuckerberg Just Hinted at the Next Big Thing in AI -- and These 3 Stocks Will Likely Profit the Most
Key PointsMeta's CEO briefly discussed self-improving AI in his company's Q1 earnings call. This technology represents a massive shift that could lead to a more rapid development of AI superintelligence.Likely winners from self-improving AI include Nvidia, Broadcom, and Alphabet.10 stocks we like be...The Motley Fool
Tue, May 5
Lululemon Stock Investors Might Be Surprised to See This
Trade barriers have slowed Lululemon's (NASDAQ: LULU) growth in the United States.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue ...The Motley Fool
Tue, May 5
What History Says About Stock Market Performance in the Second Quarter
Key PointsStocks have historically performed well during the second quarter.However, the gains were largely because April has been an especially strong month in the past."Sell in May and go away" has some merit, but investors are still better off staying in the market.10 stocks we like better than N...The Motley Fool
Tue, May 5
Circle Stock Jumps 5% After Soaring 20% in Previous Trading Day on Clarity Act Compromise That Preserves Stablecoin Rewards
Shares of Circle surged after lawmakers over the weekend struck a compromise on the market structure bill known as the CLARITY Act, preserving stablecoin reward programs under certain conditions.On Friday, key language in the proposed crypto legislation was updated to restrict crypto companies from ...Tiger News
Tue, May 5
Is Rigetti Computing a Buy?
Key PointsRigetti Computing appears to be falling behind its quantum computing peers.Its revenues shrank year over year in 2025's fourth quarter. 10 stocks we like better than Rigetti Computing › Rigetti Computing (NASDAQ: RGTI) is one of the more popular pure-play quantum computing stocks out there...The Motley Fool
Tue, May 5
Why Claiming Social Security Early Might Be the Smarter Move -- Even If You Live a Long Life
Key PointsIf you expect to live a long life, claiming Social Security early could shrink your total lifetime payout.That doesn't mean filing early is a poor choice.There are other perks to having access to that money sooner.The $23,760 Social Security bonus most retirees completely overlook › One of...The Motley Fool
Tue, May 5
Nvidia Rival Cerebras Unveils IPO Details -- Here's What Investors Need to Know
Key PointsThe AI chipmaker could go public as early as May 14. Cerebras plans to issue 28 million shares, raising as much as $3.5 billion. 10 stocks we like better than Nvidia › Competition in the artificial intelligence (AI) chip market is about to ramp even higher. In mid-April, Cerebras Systems f...The Motley Fool
Tue, May 5
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Top News
Japan and South Korea Stocks Open Lower; KOSPI Tumbles 3% to Lead Asian Tech Stocks, Samsung Electronics, SK Hynix and SoftBank Pull Back in Tandem
Gold Price Forecast: Does Gold Falling Below $4,000 Mean the Bull Market Is Over? Will It Still Rise in the Second Half of 2026?
Sandisk (SNDK) Weekend Outlook: Can the S&P 500's Best Stock Extend Its 857% Rally?
Ark Invest Buys SpaceX Dip Against the Trend, Why Cathie Wood Is Bullish on Musk’s ‘Orbital Computing Power Empire’
SpaceX Stock Is Down 30% From Post-IPO High: What Happens Next?
