One networking giant just gave investors a stronger reason to treat it like an AI infrastructure winner. One ticketing platform delivered a clean earnings beat but still needs more public-market proof, while one healthcare software name showed AI engagement but guided to weaker growth. We’ll show you where to buy, where to wait, and where to stay out.
Simpler Heart Option (Sponsored)
One drug company is making nearly $1 billion a year treating a recurring heart condition with a weekly injection - and 82% of eligible patients still aren't on therapy.
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Futures at a Glance📈
Futures are climbing after a tech-led rally pushed the S&P 500 to another record, with Cisco adding fuel after a strong report and upbeat guidance. Inflation is still running hot under the surface, but for now chip strength and AI momentum are keeping traders in risk-on mode.
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What to Watch
Earnings (Premarket):
• Brookfield Corporation [BN]
• Viking Holdings Ltd [VIK]
• Nova Ltd. [NVMI]
• Forgent Power Solutions, Inc. [FPS]
• Legence Corp. [LGN]
• Klarna Group plc [KLAR]
Earnings (Aftermarket):
• Applied Materials, Inc. [AMAT]
• Credicorp Ltd. [BAP]
• Figma, Inc. [FIG]
Economic Reports:
• U.S. retail sales (April): 8:30 am
• Retail sales minus autos (April): 8:30 am
• Initial jobless claims (May 9): 8:30 am
• Import price index (April): 8:30 am
• Import price index minus fuel (April): 8:30 am
• Business inventories (March): 10:00 am
Elite Trade Club Insider
$100 Million Just Went Into One Defensive Name
A major shareholder bought more than $100.5 million worth of stock across three straight sessions in a defensive services company trading near its 52-week low, while the CEO of a beaten-down delivery and ride-hailing platform sold another $1.47 million.
You may see a buy and a sale, but Insider readers will see where big money is stepping into weakness and where leadership is still taking cash out.
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Networking & AI Infrastructure
Cisco Systems Just Made Its AI Infrastructure Case Much Harder to Ignore
Cisco Systems Inc (NASDAQ: CSCO) is finally getting rewarded for being in the right part of the AI buildout. The stock jumped nearly 17% premarket after the company raised its revenue forecast, pointed to stronger hyperscaler demand, and said it now expects $9 billion in AI infrastructure orders this fiscal year, up from its prior expectation of $5 billion.
That is a big reset. Cisco has already taken $5.3 billion in AI infrastructure orders from hyperscalers this fiscal year, and investors are starting to see the company as more than a mature networking name.
Its silicon, optics, switches, routers, and security portfolio all sit closer to the physical infrastructure layer that data centers need as AI inference scales.
The company is also cutting nearly 4,000 jobs, or less than 5% of its workforce, as part of a restructuring expected to cost about $1 billion.
That may sound harsh, but the market is reading it as a sharper focus on AI and higher-growth areas. At roughly 22.8x forward earnings, Cisco still trades below some faster-growing networking peers, which gives the rerating more room if AI orders keep building.
My Take For You: Cisco just gave investors a cleaner reason to treat it like an AI infrastructure name, not just an old networking stock. The order reset is the headline that matters.
My Verdict: Buy this. The risk is that hyperscaler AI orders slow after the initial surge and the restructuring fails to deliver faster growth.
Online Ticketing
StubHub Holdings Gets a Clean Earnings Beat, but the Story Still Needs Scale
StubHub Holdings Inc (NYSE: STUB) gave investors a solid first-quarter update, with EPS of $0.06 beating expectations for $0.02 and revenue of $446.1 million topping estimates of roughly $440.6 million. The stock rose more than 12% after the report, and that reaction makes sense for a newly public consumer platform still trying to prove it can execute.
The appeal is straightforward. StubHub sits in a market where live events remain a durable consumer category, and investors are always willing to pay attention when a marketplace can show better revenue and profit than expected.
Ticketing demand can be cyclical, but the platform model gives the company leverage if volume, pricing, and take rates move in the right direction.
The caution is that this is still early. A small earnings beat is useful, but it is not enough by itself to make StubHub a high-conviction compounder. Insider sales over the past six months also do not help the optics, even if the dollar amount is not massive.
The company now needs to show that this was not just a respectable quarter, but the start of a stronger public-market track record.
My Take For You: StubHub earned the bounce, but it has not earned blind trust yet. The quarter was good, but the stock still needs more operating history before the buy case gets aggressive.
My Verdict: Hold this. The risk is that event-demand softness or weaker take rates expose how early the public-market story still is.
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Healthcare Software
Doximity Shows AI Engagement, but the Forecast Breaks the Bull Case
Doximity Inc (NYSE: DOCS) gave investors plenty of AI usage data, but the revenue outlook is what controlled the stock. Shares plunged more than 20% premarket after the company guided fiscal 2027 revenue to $664 million to $676 million, below the $697.6 million consensus. At the midpoint, that points to only about 4% growth, a major slowdown from the 13% growth reported in fiscal 2026.
The quarter itself was not terrible, but it was not strong enough to offset the guide. Fourth-quarter revenue rose 5% to $145.4 million, slightly ahead of estimates, but adjusted EPS of $0.26 missed the $0.28 consensus. Adjusted EBITDA slipped 6% to $65.8 million, and net income fell sharply from last year.
Management is leaning hard into the AI story. More than 800,000 active prescribers used Doximity’s workflow tools, nearly half used its clinical AI features, and prompts per user almost doubled from January to April.
That sounds promising, but investors are asking the right question: when does engagement become revenue? For now, the answer is not fast enough.
My Take For You: Doximity may have useful AI tools, but useful is not the same as monetized. The market is right to punish a software name guiding to slower growth.
My Verdict: Avoid this. The risk is that AI engagement keeps rising without translating into enough revenue to repair the growth story.
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Movers and Shakers
STAAR Surgical [STAA]: Premarket Move: +15%
STAAR is jumping because China demand is finally giving investors something real to lean on. Q1 revenue hit $93.5 million versus $78.7 million expected, EPS doubled forecasts at $0.10, and Stifel raised its target to $31 from $18.
The key detail is that China’s strength was not just restocking. Management said demand itself improved, and second-quarter trends point to sequential growth. That makes this more than a one-quarter relief bounce.
My Take: Buy the pullback. The stock is near its highs, so do not chase the open, but the China recovery is real enough to keep this name working.
Forgent Power Solutions [FPS]: Premarket Move: +4%
Forgent is moving because the power-infrastructure trade still has buyers. Barclays flagged the stock as one of the better electrical equipment names for a rising market, and the company is sitting directly in the AI data-center buildout through custom electrical distribution equipment.
The numbers back the story. Fiscal Q2 revenue rose 69%, demand is running ahead of expectations, and margins are expected to expand in Q3 and Q4 as production volumes rise.
My Take: Stay long. This is exactly the kind of power-infrastructure name investors should keep owning while hyperscaler spending stays strong.
Kodiak Gas Services [KGS]: Premarket Move: -5%
Kodiak is down because a $750 million stock offering means dilution, and the timing is obvious. Shares are near a 52-week high after more than doubling over the past year, so management is using strength to raise capital and pay down debt.
That is smart for the balance sheet, but not great for existing shareholders today. The company also has $2.61 billion in debt and trades at a rich multiple, so the market is right to push back.
My Take: Do not buy this dip yet. Let the offering price set the floor first, then reassess.
Late-Stage Progress (Sponsored)
A small biotech just passed 75% enrollment in a late-stage clinical trial at some of the top heart centers in the U.S. - Cleveland Clinic, Mayo Clinic, Mass General, and Columbia.
The company's drug already showed clear, measurable results in a mid-stage trial published in a leading medical journal. Now it's going after a recurring heart condition where the only approved treatment is a weekly injection expected to do nearly $950 million in sales this year - and 82% of patients still aren't being treated.
Wall Street already has two Buy ratings on the stock with price targets 3-4x the current share price.
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*This communication is a paid advertisement and is not editorial content, independent research, or an unbiased analysis. Read this disclosure in full before reading the article it accompanies.
Everything Else
🚀 Seven stocks are showing the same early traits the Magnificent Seven displayed before they dominated, and the free report naming all of them is available before broader recognition closes the pricing window.
🚗 Polestar is warning that oil volatility could hit EV demand, because even electric cars cannot fully escape the gas pump drama.
✈️ Air India canceled 27% of international flights as Iran fallout keeps messing with travel routes.
🛫 Allegiant’s CEO says a Sun Country deal is off the table, which is one way to cool merger chatter fast.
💾 SK Hynix is nearing a $1 trillion market value as the AI boom keeps memory chips in the spotlight.
🧩 TSMC says the chip market could hit $1.5 trillion by 2030, because AI still needs a lot more silicon.
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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