Micron Technology reports earnings on June 24th.
Right now, today, MU is in what Danielle Shay calls the earnings “Hot Zone”.
Historically, it has moved an average of 11.8% in the 21-day window leading into its report.
Danielle found this setup in under an hour.
The Five Star Earnings Hot Zone system scans for pre-earnings setups, scores them across five objective criteria, and surfaces the highest-probability names. No hours of manual research. The system does the work...
And MU stood out because it hit her scoring threshold.
So did AST SpaceMobile earlier this year.
She called it on Fox Business before it ran 133%.
And NBIS last July. She picked it at $54 on Charles Payne's show before it gapped 121% overnight.
Time and again, her system identifies the setup before the crowd shows up.
That’s how she gets positioned before the move happens.
On Thursday, June 11th at 7pm CT, Danielle is going live to show exactly how her system works, including a live look at MU and the other names she's watching right now.
This training is completely free to attend.
And Micron reports in less than two weeks.
Mark your calendar….
P.S. Danielle has also been covering semiconductors, AI, and space sector names in her trading room and on Fox Business. She'll show which ones are scoring highest on her Five Star system right now (and why they deliver bigger moves at a fraction of the premium).
MarketBeat Week in Review – 05/25 - 05/29
Author: Chris Markoch. First Published: 5/30/2026.
Key Points
- Stocks made a strong rally to close out the month after the consistent strength and breadth of tech earnings brought money off the sidelines.
- Investors are cautiously optimistic about a potential extension to the ceasefire between the U.S. and Iran; for now, investors are looking to an eventual agreement.
- Next week’s jobs report may set expectations for the direction of interest rates later this year.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Markets moved sharply higher to close the week and month, with technology stocks leading the way. Consistent earnings reports are pulling money off the sidelines as future revenue, and more importantly, earnings guidance, makes it clear there’s still plenty of room for the AI trade to run.
Investors were also casting an optimistic eye toward the Middle East. The U.S. and Iran have seemingly agreed to a 60-day extension of the existing ceasefire. For now, investors are looking past that ambiguity and focusing on the belief that a resolution will come sooner rather than later.
Read this or regret it forever (Ad)
Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
“Don’t Say I Didn’t Warn You”
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.
Don’t be left behind. Click here now.The big economic news next week will be the jobs report on June 5. For now, the expectation is that the Federal Reserve will hold rates steady in June. But if hiring remains strong, the odds of a rate hike in future meetings are likely to increase.
Articles by Thomas Hughes
If you’re wondering why the market is rallying this week, just focus on these articles from Thomas Hughes. The AI trade is playing out in hardware like the custom AI chips (ASICs) from Marvell Technology (NASDAQ: MRVL). The stock went parabolic ahead of its May 27 earnings report, and Hughes explained why a pullback is both likely and an opportunity.
This week also showed that concerns about the SaaS-pocalypse were unfounded. Snowflake (NYSE: SNOW) was a big winner, and Hughes noted that the snowballing effect of the company's AI flywheel should lead to further gains.
Cybersecurity stocks are also coming back into fashion. However, ZScaler (NYSE: ZS) dropped this week after announcing strong AI spending. But Hughes pointed out why this could be a buy-the-dip opportunity.
Articles by Sam Quirke
As if the market wasn’t excited enough about the upcoming SpaceX (NASDAQ: SPCX) IPO, rumors are swirling that Elon Musk has plans to merge SpaceX and Tesla (NASDAQ: TSLA). This will be a developing story, but this week Sam Quirke gave investors an overview of why the groundwork for that move is already in place.
Apple Inc. (NASDAQ: AAPL) has been one of the hottest stocks of 2026. Quirke explained how analysts believe the company’s proprietary ecosystem holds the key to the Agentic AI world as the conversation and dollars shift to the edge, where Apple has an entrenched advantage.
Quirke also covered the launch of Alexa for Shopping by Amazon.com Inc. (NASDAQ: AMZN). The product removes an unexpected source of friction for a company known for its seamless e-commerce experience. Shareholders appear to agree.
Articles by Chris Markoch
After sliding since October, Microsoft Corp. (NASDAQ: MSFT) is showing signs of life. Chris Markoch explained why analysts are taking note of the company’s AI catalysts. That could mean MSFT won’t be on sale for much longer.
Many retail investors will stay away from the SpaceX IPO. However, Markoch highlighted three stocks under $50 that have moved higher because of their business with SpaceX, and why each could have much higher to move.
Retail earnings show that consumers are still spending. However, Markoch found details in some of the major retail earnings that suggest the consumer may not be as healthy as hoped, and how portfolios should be positioned as a result.
Articles by Ryan Hasson
Like many space stocks, Rocket Lab (NASDAQ: RKLB) got a bump after SpaceX released its S-1 filing. But this week, Ryan Hasson reminded investors that Rocket Lab is making news and winning business without the SpaceX halo, which is why analysts continue to reprice RKLB higher.
Hasson also summarized Alphabet’s (NASDAQ: GOOGL) Google I/O 2026 Developer Conference. The company unveiled its most ambitious suite of AI models and features. However, Hasson noted that, for now, investors are taking a wait-and-see approach to a stock that’s up 120% over the last 12 months.
Growth stocks, particularly technology stocks, continue to lift the market. But Hasson reminded investors with a 10-year time horizon not to forget the compounding benefits of five high-yield dividend stocks and ETFs.
Articles by Leo Miller
The NVIDIA (NASDAQ: NVDA) earnings report has become the most important report for the broader market. But Leo Miller noted that this earnings season, the upcoming report from Broadcom (NASDAQ: AVGO) may be 1A, as investors are coming in with high expectations.
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) recently announced a 17% dividend increase. Miller explained how much shareholders will receive and why it’s one of the more solid dividends in the tech sector.
If the market is about to broaden beyond tech stocks, Miller highlighted three stocks that have seen a combined $25 million in insider buying.
Articles by Nathan Reiff
Quantum computing stocks got a lift after an announcement that the federal government will provide incentives to a handful of domestic quantum companies. Nathan Reiff wrote about how the incentives will benefit two of the sector's current leaders.
Amid all the tariff turmoil, it’s important to note that Section 232 on aluminum products remains in place. Reiff explained why that’s bullish for two aluminum stocks that are poised for strong gains.
Articles by Dan Schmidt
When analysts raise their price targets on a company like Micron Technology (NASDAQ: MU), Dan Schmidt reminded investors that it’s important to look at complementary sector stocks that could get a lift. Schmidt highlighted five AI stocks that are rising in sympathy with MU and whether investors should view them as opportunities or hype.
Berkshire-Hathaway (NYSE: BRK.B) just released its first 13F in the Greg Abel era. Schmidt explained why the new CEO's moves show a commitment to value, albeit a nuanced shift toward a book that’s thinner but more highly concentrated.
Articles by Jeffrey Neal Johnson
Glasses aren’t just for improving eyesight. In fact, the inflection point for smart glasses has a new vision that’s focused on augmented reality. Jeffrey Neal Johnson summarized who the likely major players will be in this space, at least in the short term.
Johnson also highlighted the recent multi-million-unit ASIC order that Qualcomm (NASDAQ: QCOM) received from ByteDance. But that’s only one part of Qualcomm’s growth story, which could lead to a significant re-rating for QCOM.
Micron became the latest member of the $1 trillion market cap club. Johnson explained the company’s key role in the AI memory boom and why this may be just the beginning for MU.
Articles by Jennifer Ryan Woods
Retail stocks were in focus this week, and Jennifer Ryan Woods highlighted two specialty names that saw their stock prices rise after strong earnings reports. For Abercrombie & Fitch (NYSE: ANF), the stock climbed 12%, bolstered by the company reiterating its full-year guidance despite ongoing headwinds in the Middle East.
A similar story unfolded for Ross Stores (NASDAQ: ROST). However, Ross Stores also showed strong store traffic that led to a 17% increase in comparable store sales.
Articles by Peter Frank
When an investment bank delivers an earnings report highlighted by growing revenue and a dividend increase, the stock usually goes up. That’s why it’s noteworthy that shares of Piper Sandler (NYSE: PIPR) fell after its solid report. Peter Frank explained why investors focused on a limited bull case.
Frank also explained why AI tools and a platform expansion sent Rocket Companies (NYSE: RKT) back to profitability. However, the company’s near-term outlook will still depend on improvement in the housing market.
Insurance is about risk management. That could be a reason to look at Palomar Holdings (NASDAQ: PLMR). The company’s business model focuses on writing insurance policies that other companies won’t touch. It’s a high-risk model, but see why Frank noted that analysts believe PLMR is worth the risk.
Berkshire Sells Visa, Domino's, and Pool Corp: Should You Follow?
Author: Dan Schmidt. First Published: 5/26/2026.
Key Points
- Berkshire Hathaway's first 13F under CEO Greg Abel shows the company exited 16 positions totaling $8.1 billion, its largest net equity sale since Q3 2024.
- Abel's portfolio now holds just 26 stocks with a record $397 billion cash position, signaling a view that the broader market is currently overvalued.
- Exits from Domino's Pizza and Pool Corp. reflect deteriorating fundamentals and macro headwinds, while the Visa sale appears tied to unwinding departed investor Todd Combs' book.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
The torch has officially been passed. On May 15, Berkshire Hathaway (NYSE: BRK.A) released its first Form 13F under new CEO Greg Abel, marking the first time in more than 60 years that Warren Buffett’s name didn’t appear on the ledger. Abel’s tenure began when the 95-year-old Buffett officially stepped down on Jan. 1, and the new CEO’s first 13F shows an equity book that’s getting slimmer while cash continues to pile up. Berkshire fully exited 16 positions totaling $8.1 billion, its largest net equity sale since Q3 2024. Is this a continuation of Buffett’s value-centric approach, or a new CEO flexing his muscle? A few hints emerge when breaking down the filing.
What Greg Abel’s First Quarter as CEO Says About Berkshire’s Strategy
In many ways, Abel’s first 13F showed that Berkshire remains as focused as ever on patiently waiting for bargains. The company’s equity book now holds just 26 stocks, down from more than 40 last year, and its cash position sits at a record $397 billion. A few points stand out:
-
Read this or regret it forever (Ad)
Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
“Don’t Say I Didn’t Warn You”
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.
Don’t be left behind. Click here now.Higher Concentration: Abel’s equity book is smaller and filled with high-conviction bets, including moving Alphabet Inc. (NASDAQ: GOOGL) into a top-seven position. Buffett was famous for avoiding expensive tech stocks, so this suggests Abel is more willing to swing big when he sees an opportunity, even if it runs against traditional value metrics.
Value Still the Overwhelming Focus: Abel deployed capital into multiple beaten-down stocks trading at discounts to their average value, including Delta Air Lines Inc. (NYSE: DAL) and Macy’s Inc. (NYSE: M). Investments like these show that valuation remains the backbone of the Berkshire portfolio.
Unwinding the Combs Book: One of Berkshire’s top investors, Todd Combs, left for JPMorgan late last year, and many of the positions closed out in Q1 had been opened by him. Closing out Combs’ book was clearly a priority for Abel, who now controls more than 90% of Berkshire’s trading.
Analyzing 3 Berkshire Stock Sales From the Latest 13F
The biggest theme emerging from Abel’s filing is that Berkshire sees the market as overvalued and is raising cash. Many of the stocks sold in Q1 no longer fit the tight valuation profile Berkshire seeks in its holdings, so capital is likely to remain in Treasuries until discounts like those in Delta or Macy’s materialize.
Visa: Strong Fundamentals Point to Likely Philosophical Exit
Visa Inc. (NYSE: V) looks like the kind of company Berkshire would target in the current environment: trading below its 10-year average forward P/E following an exceptional quarter. The company reported revenue of more than $11.2 billion in fiscal Q2 2026, up 17% year-over-year (YOY). EPS also rose 20% YOY, and both figures easily topped analysts’ estimates. Management also raised full-year revenue and EPS guidance.
Abel’s exit from Visa shares looks more like a cleanup of Combs’ equity book than a shift in the underlying thesis. The company reported its strongest quarter in years, and the daily chart shows several bullish technical signals, including a breakout on the Moving Average Convergence Divergence (MACD) indicator. If the price breaks resistance at the 200-day moving average, further gains could follow.
Domino’s Pizza: Fundamental Growth Story Under Pressure
Here’s one case where the exit matches a company’s deteriorating fundamentals. Berkshire opened a position in Domino’s Pizza Inc. (NASDAQ: DPZ) in 2024, and the quick exit following a disappointing pair of quarters points to a change in the company-specific thesis rather than a broader strategy shift. In Q4 2025, management laid out a same-store sales goal of 3% for 2026 and guided to 2.3% for Q1. But in the numbers released during the Q1 2026 conference call on April 27, U.S. same-store sales grew just 0.9%, and international same-store sales actually declined 0.4%. CEO Russell Weiner was forced to revise Domino’s 2026 same-store sales outlook down to the low single digits amid the threat of a pullback in low-income consumer spending.
The chart also paints an ugly picture. DPZ shares are down nearly 25% so far in 2026, and there’s no bottom in sight. The price has faced stiff resistance at the 50-day moving average, pushing shares lower over the past six months. The Relative Strength Index (RSI) is also struggling to move out of bearish territory, so the technicals match the fundamentals at Domino’s. Abel’s decision to exit this position looks shrewd in retrospect.
Pool Corp: Housing Uncertainty Stifles Business Outlook
Pool Corp. (NASDAQ: POOL) is also facing serious headwinds, though the most prominent is beyond management’s control. The company’s growth prospects depend on a robust housing market and new construction spending, both of which have been stymied by persistent inflation and high interest rates. The Q1 2026 earnings report was solid but unspectacular, with net sales growing 6% YOY but falling short of expectations. Most of the sales growth came from price increases, and the company installed just 58,000 pools in 2025, far below the 75,000-100,000 range seen during the post-COVID-19 peak.
Until rates move lower, it's unlikely POOL shares will break out of this bearish momentum. The stock has already had two failed breakouts at the 50-day moving average this year, and the MACD flashed a bearish crossover last month, hinting at more downside ahead. Macro conditions are weighing heavily on the stock, and that’s a variable Abel wants out of the Berkshire portfolio.
This email communication is a paid sponsorship from Simpler Trading, a third-party advertiser of MarketBeat. Why was I sent this message?.
If you need help with your account, please don't hesitate to email our U.S. based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103. USA..
