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Zacks Investment Research is one of the most highly regarded firms in the investment industry for stocks and investment research. The guiding principle behind our work is that there must be a good reason for brokerage firms to spend billions of dollars a year on stock market research. Obviously, these investment experts know something special that may be indicative of the future direction of stock

prices. From day one, we were determined to unlock that secret knowledge and make it available to our clients to help them improve their investment results. DISCLOSURE This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.

06/02/2026

The IPO market could be heating up.

Reportedly on deck:

• SpaceX (expected June 12)
• Anthropic (confidential filing reported)
• OpenAI (targeting a fall listing)

Some of the biggest names in AI and space could soon be public companies.

Which potential IPO interests you most?

06/02/2026

Hewlett Packard Enterprise delivered a strong AI-driven earnings report.

• EPS growth: +107.9%
• Sales growth: +40.0%
• AI orders and backlog nearly doubled
• Raised full-year EPS guidance to $3.40 vs. $2.40 expected
• Increased revenue growth outlook to 29%-33%

Shares surged more than 27% after earnings.

06/02/2026

AI stocks led the market higher again yesterday.

Notable movers:

• ARM Holdings: +15.73%
• Nebius: +14.46%
• Dell: +10.70%
• Micron: +6.64%
• Sandisk: +3.92%

Which AI-related company are you watching most closely?

05/30/2026

Latest PCE report:

• Headline inflation: +0.4% m/m (vs. +0.5% expected)
• Core inflation: +0.2% m/m (vs. +0.2% expected)

The Fed’s preferred inflation gauge showed price pressures easing from the previous month.

Meanwhile, Q1 corporate profits rose 10.4% year over year.

WATCH: Why Andrew Rocco believes Micron Technology (MU) and Sandisk (SNDK) memory chip stocks are at the beginning of th...
05/29/2026

WATCH: Why Andrew Rocco believes Micron Technology (MU) and Sandisk (SNDK) memory chip stocks are at the beginning of their "climactic blow-off top" moves and the growth potential they have for training AI models.

Yahoo Finance

The rally in memory chip stocks has driven Micron Technology (MU) shares 25% higher in the last week as its market cap crossed into the $1 trillion threshold. Sandisk (SNDK) continues its warpath after skyrocketing 4,100% over the past 12 months. Zacks Investment Research senior stock strategist And...

05/29/2026

Dell delivered a blockbuster earnings report.

• EPS growth: +213.5%
• Sales growth: +87.5%
• Raised full-year revenue guidance to $167B
• Raised EPS guidance 62.2% above consensus

The company cited record AI server orders and a growing AI backlog.

Dell's COO said the “AI opportunity shows no signs of slowing.”

05/29/2026

The U.S. and Iran reached a memorandum of understanding that would:

• Extend the ceasefire for 60 days
• Continue nuclear negotiations
• Begin reopening the Strait of Hormuz

The agreement still awaits final approval.

Do you think a final deal gets done?

05/28/2026

Is the AI boom really that different from the dot-com era?

In the latest Zacks Market Edge podcast, Tracey Ryniec and Mark Vickery look back at the late-1990s tech boom and compare it to today’s AI rally.

One key point: even in 1999, companies like Cisco, Intel, Dell, and Microsoft were making billions from the internet build-out.

So is “this time is different” really the right argument?

05/28/2026

Keep an eye on the AI infrastructure stocks.

With the hyperscalers expected to spend over $700 billion this year on AI investments, that's real money that is going somewhere.

It's working its way through the manufacturing economy.

Someone is building the data centers.
Someone is cooling them.
Someone is powering them.

05/27/2026

Do you think the AI-driven bull market still has room to run?

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