The S&P Hit A Record While 8 Of 11 Sectors Fell

The S&P 500 reached a record high of 7,581 in May despite 8 of 11 sectors finishing lower, driven by narrow leadership in AI-related technology stocks. Dell surged 30% on $16.1B in quarterly AI server sales, while oil prices fell 19% on a 60-day Iran ceasefire. The market rally is concentrated in mega-cap tech and semiconductors, raising concerns about breadth and sustainability.

05/29/2026, 5:40 PM • Benzinga

MercadoLibre Margin Pressure Tests the Strength of Its Growth Premium

MercadoLibre (MELI) experienced a sharp post-earnings decline after Q1 2026 results revealed a significant margin compression despite exceptional 49% revenue growth. The company deliberately sacrificed profitability through heavy investments in shipping subsidies, logistics, and fintech expansion across Latin America, particularly in Brazil. While operating margins fell to 6.9% from 15.9% year-over-year, management guidance suggests margins will recover in H2 2026. The stock faces a critical valuation debate: whether the margin trough represents a temporary investment cycle or structural deterioration, with analyst consensus remaining bullish despite price target cuts.

05/29/2026, 1:10 PM • Investing

This Dirt Cheap "Magnificent Seven" Stock May Be a Once-in-a-Decade Buying Opportunity Right Now.

Meta Platforms is identified as the cheapest of the Magnificent Seven tech stocks, trading at 19x forward earnings. The company is heavily investing in AI across its social media platforms and advertising processes, and is launching new subscription plans for consumers and businesses. With over 3.5 billion daily users and a strong earnings track record, Meta may represent a significant buying opportunity as it begins to monetize its AI investments.

05/29/2026, 12:05 PM • The Motley Fool

Marvell’s Pullback May Be the Setup Bulls Were Waiting For

Marvell Technology experienced a pullback after strong fiscal Q1 2027 results, but analysts remain bullish on the stock. With support levels at $180 and $160, the company's strong AI ecosystem position, record margins, and robust guidance suggest a recovery to new highs by year-end. Analyst consensus price targets increased 65% overnight, with the high-end at $300, representing 50% upside potential.

05/29/2026, 11:04 AM • Investing

Meta Platforms Could Open Up a Massive New Revenue Stream

Meta CEO Mark Zuckerberg indicated that launching a cloud computing business is 'definitely on the table' for the company. While Meta's primary focus remains using its massive compute capacity for AI infrastructure and achieving superintelligence, the company has received multiple inquiries from outside companies for cloud services. Launching a cloud business could diversify Meta's advertising-dependent revenue model and capitalize on strong demand in the cloud computing market, where competitors like Amazon, Microsoft, and Alphabet generate significant high-margin revenue.

05/29/2026, 10:17 AM • The Motley Fool

This Global ETF Beat the Nasdaq-100 for Most of the Past Year. Should You Buy It?

The Vanguard International High Dividend Yield ETF (VYMI) outperformed the Nasdaq-100 tracking Invesco QQQ Trust (QQQ) over an 11-month period, delivering 21% annualized returns over three years with a low 0.07% expense ratio and 3.47% dividend yield. While tech stocks have historically outperformed, some investors concerned about high tech valuations and potential AI bubble may consider VYMI for portfolio diversification and steady dividend income.

05/29/2026, 10:15 AM • The Motley Fool

American Airlines Bets on SpaceX as a Flight Path to Profits

American Airlines is partnering with SpaceX to install Starlink Wi-Fi across 500+ Airbus aircraft starting Q1 2027, aiming to capture premium corporate travel demand. The move comes as the airline faces near-term headwinds including guidance cuts, $1.14 billion in new secured debt, and executive departures. The company is reversing its failed direct-to-corporate sales strategy while leveraging superior in-flight connectivity to compete against rivals like Delta, which selected Amazon's Kuiper system.

05/29/2026, 9:09 AM • Investing

Blue Origin’s New Glenn Explosion Pushes SpaceX Competition Further Out of Reach

Blue Origin's New Glenn rocket exploded during a static fire test at Cape Canaveral on May 28, 2026, marking the worst failure in the company's history. This is the third significant setback for New Glenn in 16 months, further widening the competitive gap with SpaceX. The explosion delays Amazon's Leo satellite constellation deployment and threatens NASA contracts, while SpaceX maintains a 99%+ success rate with 165 Falcon 9 launches in 2025 alone.

05/29/2026, 4:31 AM • Investing

Cathie Wood is Buying Cerebras Post-IPO: Should You Follow?

Cathie Wood's Ark Invest has begun purchasing shares of Cerebras Systems (CBRS), an AI chip company that completed its IPO in May 2026, raising $5.5 billion. The company offers faster processing speeds than competitors through its supersize chip design and has seen impressive revenue growth. However, investors should consider their risk tolerance, as Cerebras is not yet profitable and faces strong competition from established players like Nvidia.

05/28/2026, 7:10 PM • The Motley Fool

Famed Investor Stanley Druckenmiller Sold Every Share of Alphabet. He Just Bought 5 AI Hardware Stocks Instead.

Legendary investor Stanley Druckenmiller's family office completely exited its Alphabet position and significantly reduced Amazon holdings in Q1 2026, instead deploying capital into five AI hardware stocks focused on memory, storage, and custom silicon (Sandisk, Micron, Seagate, Broadcom, and Arm). While these hardware stocks have surged dramatically since the quarter ended, the article cautions that they are cyclical businesses already trading at elevated valuations, whereas Alphabet continues to demonstrate strong fundamentals with 22% revenue growth and accelerating cloud business.

05/28/2026, 5:06 PM • The Motley Fool

Stock Market Today, May 28: Tech Stocks Rise as Snowflake Surges After $6 Billion Amazon Deal and Strong Earnings

Tech stocks led market gains on May 28, 2026, with Snowflake surging 38% following strong Q1 earnings and a $6 billion Amazon partnership. The S&P 500 rose 0.49% while the Nasdaq gained 0.65%. Consumer stocks also performed well with Dollar Tree, Best Buy, and Hormel posting significant gains after earnings reports, signaling economic resilience. Synopsys declined 9% despite beating earnings expectations.

05/28/2026, 2:06 PM • The Motley Fool

Snowflake Deepens AWS Tie-Up As AI Data War With Databricks Escalates

Snowflake announced a $6 billion multi-year commitment to AWS for Graviton compute and AI services, alongside strong Q1 results that drove a 35% stock surge. The deal includes expanded product integrations and go-to-market efforts focused on enterprise AI at scale. Snowflake also acquired Natoma to add governance capabilities for AI agents, positioning itself against rival Databricks in the competitive AI data infrastructure market.

05/28/2026, 12:51 PM • Benzinga

Snowflake's AI Moment Is Here: Analysts See 'Inflection' In Market Share Gains

Snowflake stock surged 35% after beating Q1 earnings expectations with $1.39B revenue (33% YoY growth) and raising full-year guidance to $5.84B. The rally was driven by strong adoption of its new Cortex Code AI product and positioning as a foundational AI infrastructure platform. Major analysts upgraded price targets, with Goldman Sachs citing accelerating market share gains and Bank of America calling it a 'blizzard of demand.'

05/28/2026, 10:46 AM • Benzinga

Snowflake Stock Is Soaring After a Blowout Quarter and a New $6 Billion AWS Deal

Snowflake stock surged over 30% following strong fiscal Q1 results and a $6 billion five-year AWS spending commitment. Product revenue growth accelerated to 34% year-over-year, and net revenue retention climbed to 126% for the first time in over a year, driven by AI adoption. However, the analyst cautions that the lofty price-to-sales ratio of 17 may already reflect much of the good news.

05/28/2026, 10:19 AM • The Motley Fool

Is the Worst Over for The Trade Desk?

The Trade Desk faces a challenging transition as growth slows from 25% to 12% year-over-year, with guidance suggesting further deceleration to 8%. While the company maintains strong customer retention above 95% and profitability, investor sentiment has shifted due to competition from closed ecosystems like Amazon, Google, and Meta that offer simplicity. The company must prove its AI platform (Kokai) and connected TV strategy can sustain growth in a tougher advertising landscape.

05/28/2026, 8:15 AM • The Motley Fool