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19 articles with this tag
AI Stock Picks Today: NVDA, PANW, CRM and More - Trade Ideas for August 28, 2026
8 short-term AI stock trade ideas for August 28, 2026: NVDA long (conviction 9/10) after blowout earnings projecting 70% revenue growth; PANW Sep 5 $400 calls pre-earnings (Sept 1); CRM and CRWD post-earnings longs. Scores, stops, and plain-English reasons for each.
AI Stock Picks Today: CRM, TSLA, NET trade ideas August 24, 2026
CRM long into Agentforce earnings (8/10 conviction), TSLA Nevada robotaxi bounce, NET AI-first momentum. 8 short-term AI stock trade ideas for August 24, 2026 with conviction scores, stops, and probability estimates.
Alibaba tumbles on earnings miss as Tesla robotaxi win and Cloudflare agent surge lift AI stocks
Alibaba slid 8.6 pct on a fiscal Q1 earnings miss as AI capital spending ran 4.5 times faster than new cloud revenue growth. Tesla jumped 5.1 pct on Nevada's 5,000-vehicle robotaxi approval and Cloudflare gained 5.1 pct after AI-agent traffic crossed 50 pct of network volume.
AI Stock Picks Today: MU, NVDA, CRWD Trade Ideas August 21, 2026
Eight short-term AI stock trade ideas for August 21, 2026: Micron long on AI memory tightness, CrowdStrike puts ahead of earnings, NVDA calls before results, and five more setups. Conviction, risk, entry, stop, and target for each.
CrowdStrike and Cloudflare Lead Cybersecurity Drop as Micron Outperforms
CrowdStrike fell 5.6% after Axios reported departing CTO Elia Zaitsev is launching an AI venture fund, dragging fellow cybersecurity names lower. Micron Technology rose 4.0% on AI inference memory demand, helping SOXX hold positive at +0.52% as the S&P 500 slipped 0.87% on rising bond yields.
AI Stock Picks Today: NVDA, NET Trade Ideas - August 14, 2026
NVDA leads with 8/10 conviction and Aug 26 earnings. NET surges post Q2 beat (+36% revenue). 8 short-term AI stock trade ideas with conviction scores, stops, and options play.
monday.com and MongoDB power enterprise AI software surge as inflation cools
Enterprise AI software stocks surged on August 13, 2026, as monday.com gained 9.7%, MongoDB climbed 7.9%, and Cloudflare added 6.2% on a wave of earnings beats and soft producer-price data that pushed the S&P 500 to a record close of 7,798.99. Agentic AI adoption is reshuffling sector leadership, with enterprise SaaS names outpacing semiconductor hardware in the short run.
Today's AI stock trade ideas: August 11, 2026
Eight short-term AI stock trade ideas for August 11, 2026. Top pick: Palo Alto Networks (PANW) long with conviction 8/10, driven by AI agent hacking fears and Deutsche Bank analyst upgrade. Plus PLTR, CRWD, NVDA options, AMD short, and more, all with entry, stop, target, and risk scores.
AI Stock Picks Today: PLTR, AMD, AVGO Trade Ideas for August 5, 2026
Palantir Technologies jumped 29 pct after reporting 93 pct revenue growth and raising its full-year outlook. AMD rose 7 pct on a strong beat and the Helios AI rack launch. The SOXX semiconductor ETF surged 6.8 pct. We score 8 short-term trade ideas with entry, stop, target, conviction, and risk ratings.
AI Stock Trade Ideas for August 3, 2026: AMZN Long, MU Short, AMD Earnings Play
10 short-term AI stock trade ideas for August 3, 2026: AMZN long after AWS revenue surged 37%, MU short on China memory competition, AMD options play ahead of tonight's earnings, and more.
AI Stock Picks Today: MSFT, CRWV, MU and More Trade Ideas (July 31, 2026)
Microsoft's blowout Azure quarter lifted semiconductors and AI cloud stocks broadly. Today's best AI stock trade ideas: MSFT long, CRWV recovery, MU momentum, AMD pre-earnings calls, META short, SNOW and NET breakouts. Scores and stops included.
AI Stock Picks Today: ServiceNow, Datadog, ARM Trade Ideas - July 30, 2026
ServiceNow leads today's AI stock picks with Conviction 8/10 post-earnings breakout. ARM is the top short after its July 29 earnings breakdown. Eight trade ideas with entries, stops, and probability scores for active traders.
Super Micro and ARM slide on $7 billion dilution and AI chip hangover, SOXX -1.6%
Super Micro Computer fell 7.6% after announcing a $7 billion equity raise for AI server orders, while ARM Holdings and ServiceNow each shed more than 6% as the semiconductor sector failed to hold Monday''s partial rebound on renewed Iran-driven geopolitical risk.
MongoDB and ARM surge as Computex ignites enterprise AI spending cycle, Nasdaq closes at record
MongoDB surged 20% and ARM jumped 16% Monday as NVIDIA's Computex RTX Spark launch and a wave of Q1 software earnings beats drove the Nasdaq to a fresh all-time high.
Snowflake and ARM lead AI software surge as Q1 beats revive enterprise AI thesis, SOXX +0.97%
Snowflake erupted 36.5% on a Q1 blowout and $6 billion AWS deal, triggering the broadest AI software rally of 2026. ARM Holdings rebounded 10.8%, MongoDB jumped 22% after hours on its own earnings beat, and Cloudflare surged 9% on a new Anthropic partnership.
Meta surges 4% on subscription launch while ARM tumbles 6%; cybersecurity names slide after Zscaler miss, SOXX -1.1%
Arm Holdings fell 5.8% on Wednesday as manufacturing constraints continued to delay revenue recognition from its AGI CPU launch, while Meta Platforms surged 3.7% on a paid subscription rollout across Instagram, Facebook, and WhatsApp. The SOXX semiconductor ETF dropped 1.1% as CrowdStrike, Cloudflare, and Palo Alto Networks all fell more than 3% after Zscaler issued disappointing fiscal fourth-quarter guidance.
Intel and Dell power AI chip rally on Apple chip talks and record server orders, SOXX +5.7%
Intel surged 14% on Apple chip manufacturing talks while Dell jumped 13% on a record $43 billion AI server backlog. Cloudflare tumbled 24% despite an earnings beat as the company cut 20% of its workforce due to AI. SOXX gained 5.67%.
Intel surges 13% on Apple chip talks as AMD and Cloudflare rally on earnings beats, SOXX +4.5%
Intel surged 13% to an all-time high on Bloomberg reports of Apple chip-manufacturing talks; AMD beat Q1 estimates with data center revenue up 57%; Cloudflare jumped 9% ahead of earnings while Palantir fell 7% on a valuation reset despite its own beat. SOXX closed up 4.5%.
Oracle climbs 6% and Intel breaks $99 as Nasdaq closes at record, SOXX +0.9%
Oracle (NYSE: ORCL) gained 6.47% on a Wedbush bull note while Intel (NASDAQ: INTC) extended its YTD rally to 153% on the Tesla 14A foundry deal. Datadog and Cloudflare both up over 6% into next Thursday's earnings. Nasdaq Composite closed at a fresh all-time high; SOXX +0.93%.
