NVDA remains the defining stock of 2026. It topped Robinhood's most-traded list for the first four months of the year. The chip giant reports Q1 FY2027 results on Wednesday, May 20. Every sector watches for AI data center signals. AVGO added fresh fuel today — TD Cowen raised its price target to $500, keeping a Buy rating. The analyst upgrades follow HSBC's bold call on CSCO earlier this week, lifting its target to $137.
Short sellers are busy heading into next week. DexCom is drawing fresh bearish interest ahead of its May 27 earnings. Wolfspeed short interest already hit 89% of free float with zero shares left to borrow. Lucid Group sits at 34.7% short interest with borrow costs near 10%. Options markets reinforce the bearish consumer tone — posted one of the worst options scores in the large-cap universe this week.
Natera received FDA approval today for its Signatera CDx test as a companion diagnostic in muscle-invasive bladder cancer. The approval unlocks a new commercial pathway. Shares jumped sharply on the news.
Insider selling dominated May filings. CoreWeave saw $920 million in sales from major stakeholder Magnetar Financial since May 1. LifeStance Health logged $280 million in combined sales filed this week. These are the largest single-company insider flows this month by a wide margin.
Next week brings a packed earnings calendar. TGT, INTU, and LOW all report Wednesday alongside NVDA. Retail results will test whether consumer spending remains resilient.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
