Though investors may have been concerned earlier in the year about the data center and AI rally collapsing, recent weeks have helped to solidify the upward trajectory begun months ago. Still, with shares of major player NVIDIA Corp. (NASDAQ: NVDA) suddenly falling early in May 2026, it may be an op....
Good MorningMarkets maintained a risk-on posture as AI-driven earnings momentum continued to dominate positioning, with the central tension sitting squarely between near-term valuation and the scope of the AI buildout still ahead. Breadth remains narrow, with leadership concentrated in hyperscalers and semiconductor names, but the underlying tape is strengthening as blended earnings growth rates push into high-double-digit territory, lifted by Amazon, Alphabet, Meta, and AMD.
The labor market reinforced the bull case on the macro side, with April payrolls coming in well above expectations, jobless claims near their healthiest levels of the year, and wage growth accelerating past 4%. That combination supports consumer durability and keeps the expansion narrative intact heading into summer, though traders are tracking this week's CPI print closely, as elevated energy prices are feeding inflationary pressure that could complicate the Fed's path.
On the corporate tape, AMD's blowout quarter was the headline, with its MI450 lineup pointing toward a hub-and-spoke AI architecture that sustains demand for both AMD and NVIDIA products across inference and training workloads.
Cisco will report on Wednesday, with data center networking demand expected to confirm its rally. Monday.com faces an AI disruption overhang, but analysts have lowered the bar enough to make a positive surprise possible when it reports on Monday. Traders are watching NVIDIA's upcoming mid-cycle report, which carries the most weight for resetting full-year estimates across the AI infrastructure trade. Featured: Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad) 
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Business Services |
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Though investors may have been concerned earlier in the year about the data center and AI rally collapsing, recent weeks have helped to solidify the upward trajectory begun months ago. Still, with shares of major player NVIDIA Corp. (NASDAQ: NVDA) suddenly falling early in May 2026, it may be an op... Read the Full Story |
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From Our Partners |
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A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker. |
| Watch the free video to get the ticker today. |
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Technology |
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It’s not hyperbole to say NVIDIA Corp. (NASDAQ: NVDA) has made many investors millionaires. NVDA is up more than 1,300% in the last five years. Go back 10 years, and NVDA has delivered a staggering total return of over 23,800%. That means an investor who put about $3,500 in NVIDIA stock 10 years a... Read the Full Story |
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Technology |
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Quantum computing earnings season is well underway, with IonQ Inc. (NYSE: IONQ) kicking things off with a Q1 2026 report that surpassed expectations in many ways. This firm set the bar fairly high, particularly with its 755% year-over-year (YOY) revenue growth and notable upward revision to its ful... Read the Full Story |
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From Our Partners |
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When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost. |
| Get the SpaceX infrastructure stock name and ticker here |
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Consumer Discretionary |
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Online betting giant Flutter Entertainment (NYSE: FLUT) has been one of the market’s biggest losers for the better part of a year. The stock topped $300 per share in July 2025, hit an all-time high in August, and has since come crashing down. Overall, shares have fallen more than 60% from the Augus... Read the Full Story |
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Medical |
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The One Big Beautiful Bill Act (OBBA), signed into law on July 4, 2025, reshaped the U.S. fiscal landscape. One of its most publicized provisions is the tax cuts on tips and overtime, which directly put more money into workers' pockets. But while many investors have been looking for that spending ... Read the Full Story |
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From Our Partners |
Amazon's 1997 IPO turned $100 into more than $250,000 - a gain of over 255,000%. Now, Fortune magazine is calling the anticipated Starlink IPO the biggest in history, with an estimated value above $100 billion.
That would make it 287 times larger than Amazon's debut. Venture capitalist James Altucher is sharing how investors can pursue a pre-IPO position in Starlink with as little as $100, before the offering takes place. |
| Learn how to position yourself in Starlink before the IPO |
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Technology |
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When stocks hit all-time highs, investors have to decide whether to let their winners ride or cut back and take profits. The decision usually depends on your risk tolerance and investment timeline, but it's important to evaluate each company individually before making buy or sell decisions. And in ... Read the Full Story |
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Markets |
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Data center business is once again booming, and investors are busy searching for ways to capitalize on a rally that has now extended into several quarters, despite some hiccups along the way. While companies building and operating data centers are a natural target for investors, an area that may ge... Read the Full Story |
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Finance |
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The stock market is hitting new all-time highs, and Berkshire Hathaway is building a cash fortress. That tension tells investors something important about where we are in this cycle. James Early, founder of Curia Financial and a longtime Buffett follower, attended the Berkshire Hathaway annual meet... Read the Full Story |
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Markets |
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It has been a tumultuous few months for gold, as the iconic safe-haven metal started the year by ascending to all-time highs but has since had plenty of ups and downs. President Trump's nomination of Kevin Warsh to the position of chairman of the Federal Reserve Board, the ongoing war in Iran, and ... Read the Full Story |
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Industrials |
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The U.S. dollar index (DXY) is down about 10% since it reached $109.64 in early January 2025. As of May 6, the greenback is trading at a level that investors haven’t seen since 2022. It’s important for investors to answer two questions. Why is it happening and how can they profit from this move? Th... Read the Full Story |
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Monday's Early Bird Stock Of The Day D.R. Horton, Inc. operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States. It engages in the acquisition and development of land; and construction and sale of residential homes in 118 markets across 33 states under the names of D.R. Horton, America's Builder, Express Homes, Emerald Homes, and Freedom Homes. The company constructs and sells single-family detached homes; and attached homes, such as townhomes, duplexes, and ... |
Should I Buy D.R. Horton Stock? DHI Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of D.R. Horton was last updated on Friday, May 08, 2026 at 6:42 PM. D.R. Horton Bull Case
- The current stock price is around $159.95, which may present a buying opportunity for investors looking for value in the homebuilding sector.
- D.R. Horton, Inc. has a strong market capitalization of approximately $46.34 billion, indicating a robust presence in the industry and potential for stability.
- Recent upward revisions in earnings forecasts by analysts suggest a positive outlook for the company's financial performance in the coming years.
- The company has a relatively low debt-to-equity ratio of 0.27, which indicates a conservative approach to leveraging and may reduce financial risk for investors.
- D.R. Horton, Inc. is expanding its operations by opening new communities, such as Badger Heights in Rochester, MN, which could enhance revenue growth and market share.
D.R. Horton Bear Case
- Recent reports indicate mixed signals regarding demand and margins, which could lead to volatility in the stock price.
- Analysts have issued a consensus rating of "Hold," suggesting that while the stock is stable, there may not be significant upside potential in the near term.
- Some analysts have lowered their earnings per share (EPS) estimates for the upcoming quarters, indicating potential challenges in maintaining growth.
- Market pressures from rising input costs and supply chain issues could negatively impact profit margins, affecting overall financial performance.
- Insider selling activity, such as the recent sale of shares by a senior vice president, may raise concerns about the company's internal confidence and future prospects.
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