NVDA CEO Jensen Huang is talking up the "next trillion-dollar company" in the AI chip space. Analysts immediately named AVGO and MRVL as the biggest winners as focus shifts to custom silicon. Both stocks are drawing fresh attention today. This theme is running hot across mega-cap tech, with GOOGL, META, and MSFT all cited in the same breath.
MDT kicks off today's reporting slate with Q4 2026 results. The medtech giant carries a $95B market cap and minimal short interest of 1.2%. reports after the close tonight. Analysts have raised targets heading into the print. Cybersecurity sentiment is strong. 's consensus target already climbed from $234 to $244 this week.
GME smashed Q1 estimates overnight. EPS landed at $0.30 versus a $0.16 consensus. That beat sparked a rush of options activity, with near-term expiries clustering on June 5 and June 12.
Short sellers are active across retail. VSCO bears held heavy positions into today's print. CHWY short interest climbed again to 59.7% of free float. WOLF sits at 126.7% SI % FF with zero shares available to borrow — an extreme setup. On the other side, SHAK saw shorts cut positions sharply, down nearly 5 percentage points in a week.
RHM CEO Armin Papperger filed a €5.8M share purchase at €1,250 on June 1. He is the third Rheinmetall insider to buy in May. Defence conviction in Europe remains high as spending commitments hold firm.
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.
