US Market Call: Earnings Momentum Fuels a Stock Market Melt-Up

The S&P 500 reached record highs at 7,580.06, driven by strong earnings momentum (FEMO) rather than irrational exuberance. Technology stocks lead with projected 47.2% EPS growth in 2026, while valuations remain reasonable compared to the 1990s tech bubble. Analyst consensus forecasts S&P 500 operating EPS at $339.24 for 2026 and $394.52 for 2027. Investor sentiment remains cautious, suggesting further upside potential.

06/01/2026, 4:14 AM • Investing

NVIDIA DGX Station for Windows Puts a Trillion-Parameter AI Supercomputer on Every Enterprise Desk

NVIDIA announced DGX Station for Windows, a deskside AI supercomputer powered by the GB300 Grace Blackwell Ultra Desktop Superchip, designed to enable enterprise developers to build and deploy AI agents on Windows. The system supports models up to 1 trillion parameters and will be available in Q4 2026 from major manufacturers including ASUS, Dell, HP, and others. The announcement was made in collaboration with Microsoft and includes NVIDIA OpenShell for secure agent development.

06/01/2026, 12:35 AM • GlobeNewswire

NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI

NVIDIA unveiled RTX Spark, a new superchip designed for Windows PCs that enables personal AI agents with 1 petaflop of AI performance and 128GB unified memory. The chip combines NVIDIA's Blackwell GPU with a 20-core Grace CPU and partners with Microsoft to deliver secure on-device agent capabilities. RTX Spark laptops and desktops from major manufacturers will launch in fall 2026, targeting creators, developers, and gamers with support from Adobe, game studios, and other software providers.

06/01/2026, 12:26 AM • GlobeNewswire

Enterprise Software Leaders Build AI Agents With NVIDIA

NVIDIA announced new Agent Toolkit software including NemoClaw blueprints, Nemotron 3 Ultra models, and OpenShell secure runtime to enable enterprises to build autonomous AI agents. Major partners like Cadence, Dassault Systèmes, Siemens, Synopsys, CrowdStrike, and Palantir are deploying these agents for engineering workflows, cybersecurity, and operations. NVIDIA also partnered with Microsoft, Canonical, and Red Hat to integrate OpenShell across Windows, Linux, and enterprise platforms.

06/01/2026, 12:21 AM • GlobeNewswire

Will Nvidia Stock Rise During June 1 to June 4 From CEO Jensen Huang's Participation in COMPUTEX 2026?

Nvidia CEO Jensen Huang is scheduled to deliver a keynote at COMPUTEX 2026 in Taipei on June 1-4, where the company is expected to announce new AI and computing products. During COMPUTEX 2024, Nvidia stock surged 10.4% compared to the S&P 500's 1.4% gain, suggesting potential for positive market movement from major product announcements and presentations by Nvidia executives throughout the week.

05/31/2026, 9:16 PM • The Motley Fool

Is Iren the Next Winner of Nvidia's Neocloud Spending Spree?

Iren has rallied 45% year-to-date following a strategic partnership with Nvidia to deploy AI chips across up to 5 gigawatts of data centers. The deal includes a $3.4 billion five-year agreement for Nvidia to use 60 megawatts of Iren's capacity, plus Nvidia's option to purchase up to 30 million Iren shares at $70 per share. This partnership accelerates Iren's deployment timelines and revenue growth, similar to Nvidia's profitable investments in CoreWeave and Nebius.

05/31/2026, 2:12 PM • The Motley Fool

7 Billionaires Just Sold Shares of This AI Giant That's Climbed 105,000% Since Its IPO. And 1 Bought the Stock. Which Should You Follow?

In Q1 2026, seven billionaire investors reduced or closed their Microsoft positions, while Bill Ackman of Pershing Square opened a significant new position with 5.6 million shares representing over 14% of his portfolio. The article analyzes whether investors should follow the sellers or Ackman's bullish stance, noting Microsoft's strong positioning in AI through its cloud business and software integration, trading at 25x forward earnings.

05/31/2026, 12:10 PM • The Motley Fool

Wall Street Says the Stock Market's Return Will Crush the Long-Term Average in the Next Year

Wall Street analysts expect the S&P 500 to deliver 14.7% returns over the next year, significantly above its 9.3% annual average over the past 20 years. This optimism is driven by anticipated 25% earnings growth in 2026, fueled by AI infrastructure spending and corporate tax breaks. However, the article cautions that geopolitical tensions, rising oil prices, and elevated Treasury yields present significant risks that could derail these forecasts.

05/31/2026, 5:12 AM • The Motley Fool

Micron Just Entered the Trillion-Dollar Club. Is It Too Late to Buy the Stock?

Micron Technology has reached a $1 trillion market valuation, joining an exclusive club of tech giants. The company is experiencing startup-like growth driven by AI demand for memory products (DRAM, NAND, HBM). With revenue surging nearly 200% to over $23 billion and strong forward guidance, analysts view the stock as a compelling buy despite recent gains, citing reasonable valuation and significant growth potential from emerging agentic AI applications.

05/31/2026, 5:05 AM • The Motley Fool

Can Arm Holdings Triple Your Money by the End of the Year?

Arm Holdings has tripled in value since the start of 2026, driven by strong demand for energy-efficient Arm-based CPUs in AI data centers. The company is expanding beyond licensing into manufacturing its own chips, with management projecting $25 billion in revenue by 2031. However, the stock's current valuation of 159x earnings makes another tripling unlikely despite strong growth prospects.

05/31/2026, 1:30 AM • The Motley Fool

Datadog Share Value Has More Than Doubled As Investors Recognize a Growing Market Opportunity

Datadog's stock has more than doubled from April lows, reaching all-time highs as the cloud monitoring company crossed $1 billion in quarterly revenue for the first time with 32% year-over-year growth. The company benefits from growing demand for AI usage tracking and cost optimization, though it faces competitive pressure from cloud providers like AWS and Azure. Despite a premium valuation of 22x sales, Datadog maintains strong fundamentals with $915 million in free cash flow and a valuable land-and-expand business model.

05/30/2026, 5:28 PM • The Motley Fool

Stop Trying to Beat the Market: This Vanguard ETF Outperforms 90% of Professional Fund Managers

Over 90% of actively managed large-cap funds underperform the S&P 500 over 15 years due to high fees exceeding 1%. The Vanguard S&P 500 ETF (VOO) offers a low-cost alternative with a 0.03% expense ratio, allowing investors to match index performance while keeping nearly all earnings. With $974 billion in assets and broad exposure to large-cap U.S. stocks, it's presented as a superior choice to active management.

05/30/2026, 4:15 PM • The Motley Fool

1 AI Stock That Could Turn $500 per Month Into $1 Million

Nebius Group is positioned as a potential long-term AI infrastructure winner with 684% YoY revenue growth and multibillion-dollar commitments from Meta ($27B) and Microsoft ($17.4B). While achieving the $1M return target would require 18.4% annualized returns over 20 years, Nebius' strong demand visibility and Nvidia backing support its growth prospects, though significant capital spending ($20-25B in 2026) poses execution and dilution risks.

05/30/2026, 2:13 PM • The Motley Fool

Wix Stock Has Crashed This Past Year, and One Investor Exited a $4.35 Million Position

Elwood Capital Partners liquidated its entire 52,033-share position in Wix.com during Q1 2026, valued at approximately $4.35 million. The exit comes as Wix stock has declined 63% over the past year, significantly underperforming the S&P 500's 28% gain. While Wix showed operational strength with 14-15% revenue and bookings growth and momentum in AI products, the company reported a $57.5 million net loss, leaving investors uncertain about profitability and whether AI investments will generate sustainable shareholder value.

05/30/2026, 2:11 PM • The Motley Fool

Does Warren Buffett's Successor, Greg Abel, Know Something That Wall Street Doesn't? He's Piling Into a "Magnificent Seven" Stock at Close to 30x Earnings That Other Billionaire Hedge Fund Managers Are Dumping.

Greg Abel, the new CEO of Berkshire Hathaway, has more than tripled the company's position in Alphabet in Q1 2026, making it the fifth-largest holding at 6.7% of the portfolio. This move contrasts with other prominent billionaire investors like Bill Ackman and Stanley Druckenmiller who are reducing their Alphabet stakes. Abel's aggressive bet on Alphabet appears to be a strategic play on the company's AI capabilities and dominant market position, despite concerns about high capital expenditures impacting free cash flow.

05/30/2026, 7:25 AM • The Motley Fool