One streaming platform is turning AI into a stronger monetization story. One chipmaker may have found a major new data center customer outside its core handset business, while one hardware name keeps converting AI demand into large, concrete orders. We’ll show you why all three setups still look buyable.
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Futures at a Glance📈
Futures are nudging higher after another tech-led record close, with Micron’s monster move keeping the AI trade in focus. Oil is sliding on renewed Iran deal optimism and yields are easing, giving traders a cleaner setup even as valuation worries linger.
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What to Watch
Earnings (Premarket):
• PDD Holdings Inc. [PDD]
• Bank Of Montreal [BMO]
• Bank of Nova Scotia (The) [BNS]
Earnings (Aftermarket):
• Marvell Technology, Inc. [MRVL]
• Salesforce, Inc. [CRM]
• Synopsys, Inc. [SNPS]
• Snowflake Inc. [SNOW]
• Heico Corporation [HEI]
Fed Speakers:
• Dallas Fed President Lorie Logan speech in Japan: 4:00 am
• Federal Reserve Governor Lisa Cook speech: 3:55 pm
• Federal Reserve Vice Chair Philip Jefferson speech: 8:00 pm
Elite Trade Club Insider
$20 Million In Planned Selling Just Hit One Space Stock
Four officers at a space stock up nearly 398% over the past year filed proposed sales worth a combined $20.4 million, while top executives at a manufacturing winner sold another $13.7 million after a 59% one-month surge.
You’re looking through a foggy window at two hot charts, but our Elite Trade Club Insider readers will see where leadership is using momentum to turn gains into cash.
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Streaming & Digital Media
Spotify Technology Is Turning AI Into a Bigger Monetization Story
Spotify Technology SA (NYSE: SPOT) is getting more credit for its AI roadmap after Cantor Fitzgerald raised its price target to $520 from $430 and reiterated an Overweight rating. The call came after Spotify’s 2026 Investor Day, where management outlined new AI-driven product plans, including a partnership with Universal Music Group tied to artist-cover creation.
The bigger story is monetization. Spotify is trying to get more revenue from its most engaged listeners through add-ons across music and other products.
Management also laid out new 2030 financial targets, including mid-teens revenue CAGR, 35% to 40% gross margin, and 20%-plus operating margin. Those targets are stronger than the old “subscriber growth first, profitability later” version of Spotify.
The stock still trades at a premium, with a market cap above $110 billion and a P/E around 35x. It is also down about 19% over the past year, which gives the setup a different feel than a crowded breakout. The business is profitable, the AI roadmap is becoming more concrete, and the margin story keeps improving.
My Take For You: Spotify is becoming less of a streaming subscriber story and more of an AI-powered monetization story. That gives the stock a better long-term setup than the recent chart suggests.
My Verdict: Buy this. The risk is that AI product launches fail to lift ARPU fast enough to justify the higher margin targets.
Semiconductors
Qualcomm Just Found a New AI Infrastructure Door
Qualcomm Inc (NASDAQ: QCOM) may have landed one of its most important non-smartphone wins in years. Reports say the company reached a deal with ByteDance to supply chips for AI data centers, with the TikTok owner expected to buy millions of Qualcomm application-specific integrated circuits. The stock moved higher on the news because investors have been waiting for Qualcomm to prove it can expand beyond handsets.
This deal matters because Qualcomm is trying to enter the custom AI chip race where Broadcom and Marvell have already become major winners. CEO Cristiano Amon recently said the company is working with customers on CPUs, inference accelerators, and ASICs. ByteDance becoming one of the first major customers would give Qualcomm a real proof point in a market that is growing quickly as companies look for Nvidia alternatives.
There are still geopolitical complications. U.S.-China chip rules remain a major risk, and the deal reportedly depends on Qualcomm chips staying within legally acceptable computing thresholds. But if the structure holds, Qualcomm gets access to a huge AI infrastructure customer at a time when China needs more domestic and alternative chip supply.
My Take For You: Qualcomm’s AI infrastructure case just became more serious. This does not replace the handset business, but it gives the market a new growth lane to price in.
My Verdict: Buy this. The risk is that export rules or political pressure limit how much of the ByteDance opportunity can actually scale.
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AI Servers
Dell Technologies Keeps Turning AI Demand Into Real Orders
Dell Technologies Inc (NYSE: DELL) picked up another clear AI infrastructure win after data center operator IREN agreed to buy about $1.6 billion of Nvidia Blackwell systems from Dell. The systems will support IREN’s previously announced five-year, $3.4 billion cloud AI services contract with Dell and are expected to be ready by early 2027.
The deal matters because Dell is increasingly sitting in the middle of the AI buildout. It is not just selling traditional enterprise hardware. It is helping package GPUs, servers, storage, networking, integration services, and warranties into deployable AI infrastructure.
Once commissioned, the contract is expected to lift IREN’s annualized run-rate revenue to $4.4 billion from $3.7 billion, showing how important rapid GPU deployment has become.
The stock has already run more than 167% over the past year and trades near a fresh 52-week high, so investors are clearly pricing in AI server momentum. But Dell still trades at around 35x earnings, which is not extreme compared with many AI infrastructure names. The order book keeps giving the rally support.
My Take For You: Dell is proving it can convert AI demand into large, concrete hardware deals. That makes the stock more than a legacy server story.
My Verdict: Buy this. The risk is that AI server margins tighten if competition rises or customers push harder on pricing.
Trivia: On the worst single day in Dow Jones history — a day that still hasn't been matched — the market fell by a percentage that shook the entire financial world. What percentage did the Dow lose in one session during the 1987 crash?
Movers and Shakers
Redwire [RDW]: Premarket Move: +19%
Redwire is ripping as the space trade keeps heating up. The stock just hit a new 52-week high, is up more than 130% year to date, and got another boost from a $15 million follow-on U.S. Army order for Stalker uncrewed aerial systems.
This is not just retail excitement. Redwire has real defense and space exposure, and investor interest across the sector is rising as SpaceX’s expected IPO pulls more attention into satellite and launch names.
My Take: Stay long, but take some profit into spikes. Redwire has momentum and real contract flow, but after this kind of run, you manage the position instead of chasing every green candle.
Marvell Technology [MRVL]: Premarket Move: +6%
Marvell is climbing again as analysts pile onto the AI networking story ahead of earnings. HSBC upgraded the stock to Buy and raised its target to $300 from $85, while Susquehanna and Citi also lifted targets sharply. The market is buying the idea that AI data centers need more than GPUs. They need faster networking, optical interconnects, and custom silicon.
That is now Marvell’s core story. Data center revenue reached $6.1 billion in fiscal 2026, or 74% of total revenue, up from 40% two years earlier.
My Take: Buy it. Marvell is expensive, but this is one of the cleaner AI infrastructure plays. Buy pullbacks unless earnings break the story.
Zscaler [ZS]: Premarket Move: -23%
Zscaler is getting crushed because guidance broke the mood. The quarter itself was solid, with EPS of $1.08 versus $1.01 expected and revenue of $850.5 million versus $835.6 million expected. But fiscal 2027 ARR and revenue growth guidance of roughly 16% to 17% came in below consensus, and sales leadership turnover made the outlook harder to trust.
That is a bad mix for a high-growth software name. Strong current numbers do not matter much when investors lose confidence in next year’s growth path.
My Take: Stay away for now. Zscaler is still a quality cybersecurity company, but the stock needs to reset and prove the sales shake-up is not turning into a bigger growth problem.
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Everything Else
📊 Future market leaders are starting to take shape, as investors look for overlooked companies that may seem boring now but could look obvious in hindsight later.
💾 SK Hynix shares are riding the AI chip rally toward a $1 trillion valuation, because memory is suddenly the market’s favorite bottleneck.
🏦 The ECB’s Villeroy says inflation risks are rising again, giving Europe one more reason to keep rate-cut hopes on a leash.
🛢️ Piper Sandler says Hormuz could stay closed for months, which is the kind of oil call that ruins everyone’s soft-landing mood.
⚖️ Europe wants to loosen Big Tech’s grip, but internal debate is slowing the push.
🧠 Nvidia’s Jensen Huang says Taiwan is the AI epicentre, which is a compliment with a lot of geopolitical weight attached.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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