RJ Hamster
🐤 AST SpaceMobile Plummets on Galactic Q1 Miss: Can…
WEDNESDAY, MAY 13th
GOOD MORNING
Tuesday’s tape turned defensive as a hot inflation print collided with AI stocks near record highs, reviving the tension between rate anxiety and growth optimism. Technology and semiconductor names bore the brunt as leadership rotated toward healthcare and consumer staples.
April CPI cleared expectations at a three-year high, with surging energy costs doing much of the damage as the U.S.-Iran standoff showed no sign of resolution. With crude above $100 and President Trump declaring the ceasefire “on life support,” traders pushed Fed cut expectations further out, pressuring high-multiple growth names across the board.
Hims & Hers plunged after missing first-quarter estimates on both earnings and revenue, exposing margin vulnerability in consumer health amid an inflationary backdrop. CoreWeave slid on light Q2 guidance, putting AI infrastructure valuations under scrutiny despite a revenue backlog approaching $100 billion. Intel and Qualcomm fell sharply alongside the broader chip complex as macro overhang tightened sector positioning. Zebra Technologies was a bright spot, surging on a strong quarter and a raised full-year profit outlook. Traders are watching NVIDIA’s earnings on May 20 and the Cerebras IPO pricing this week for the next read on AI CapEx conviction.
Featured: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (Ad)
BUSINESS SERVICES
Navy Catalyst Ignites Odysight’s Growth Engine
A landmark Cooperative Research and Development Agreement (CRADA) with the U.S. Navy has served as the ultimate institutional validation for Odysight.ai(NASDAQ: ODYS), sending shares into a volatile, high-volume surge. The deal centers on deploying Odysight.ai’s advanced visual sensing and artific…READ THE FULL STORY
FROM OUR PARTNERS
[Watch] FREE STOCK PICK for Elon Musk’s Starlink SuperIPO
A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk’s fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.WATCH THE FREE VIDEO TO GET THE TICKER TODAY.
TECHNOLOGY
AST SpaceMobile Plummets on Galactic Q1 Miss: Can Vertical Integration Save the SpaceX Rival?
When an aerospace upstart’s next-generation BlueBird satellites are the largest commercial communication arrays to ever be deployed in low Earth orbit (LEO), expectations for that company can be astronomical. So when space-based cellular broadband network provider AST SpaceMobile (NASDAQ: ASTS) rep…READ THE FULL STORY
AEROSPACE
Axon Surged After Earnings and Is Still Down Over 50% From Highs
After getting beaten down for the better part of a year, Axon Enterprise (NASDAQ: AXON) scored a big win after its last earnings report. Shares surged by nearly 11% following the firm’s May release, with the company posting impressive sales, earnings, and guidance. Nonetheless, the defense stock i…READ THE FULL STORY
FROM OUR PARTNERS
The #1 stock to buy BEFORE the June S-1 filing
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early – while everyone else waits on the sidelines.
But one small infrastructure supplier – a critical piece Musk can’t scale the Colossus network without – is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.GET THE SPACEX INFRASTRUCTURE STOCK NAME AND TICKER HERE
TECHNOLOGY
The Event That Could Redefine Apple’s Summer Rally
Shares of tech giant Apple Inc (NASDAQ: AAPL) are trading at all-time highs above $290 following a multi-week rally that’s seen the stock gain close to 18% since the start of April. While broader market strength and renewed risk appetite have certainly helped, there’s another factor increasingly dr…READ THE FULL STORY
MEDICAL
Hims & Hers Stock Plunges After Q1 Miss: Is the GLP-1 Pivot Enough to Fuel a Recovery?
Shares of telehealth provider Hims & Hers Health (NYSE: HIMS) sold off sharply following disappointing Q1 FY2026 financial results, with shares falling more than 12% in after-hours trading after the company reported on May 11. Expectations for the quarter were high, particularly after partneri…READ THE FULL STORY
FROM OUR PARTNERS
5 Stocks Under $5 That Could Explode in Value
Five stocks trading under $5 may be among the most overlooked opportunities in today’s market.
Our free report uncovers five low-priced picks with serious growth potential, hand-selected for value-driven investors ready to act.GET YOUR FREE REPORT
AEROSPACE
Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe?
Rocket Lab (NASDAQ: RKLB) just had one of the most extraordinary weeks ever in its history as a public company. The stock closed at a new all-time high of $117.35 on Tuesday, having surged over 40% in just a few days following its Q1 2026 earnings report. From the low-$80s before the closing bell …READ THE FULL STORY
RETAIL/WHOLESALE
Shake Shack Stock Gets Shaken After Earnings Miss
Shake Shack Inc. (NYSE: SHAK) left investors with a bad taste in their mouths after the premium burger chain’s disappointing first-quarter earnings report sent shares plunging 28%. The sharp sell-off compounded what has already been a brutal stretch for the stock, which has lost roughly half its va…READ THE FULL STORY
RETAIL/WHOLESALE
On Holdings Sets Up for Marathon Rally: New Highs Are Coming
On Holdings’ (NYSE: ONON) share price has its share of headwinds, including macroeconomic pressures, a surprise CEO change, FX conversion, and slowing growth, but these are priced into the market. While headwinds remain, the company continues to perform well, sustaining a high growth pace and wide…READ THE FULL STORY
TECHNOLOGY
The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000
A structural supercycle in the memory sector is colliding with an acute labor crisis at a key global producer, creating a catalyst for domestic semiconductor manufacturers. Labor disruptions at Samsung Electronics (OTCMKTS: SSNLF) are threatening to tighten the already-strained global supply of DRA…READ THE FULL STORY
BASIC MATERIALS
MP Materials Is Quietly Building a Rare Earth Powerhouse
In 2025, rare earth elements company MP Materials (NYSE: MP) was indisputably one of the market’s most discussed and best-performing stocks. Shares ended the year up approximately 224%, buoyed by investments from the U.S. government and deals with massive companies like Apple (NASDAQ: AAPL). Altho…READ THE FULL STORY
WEDNESDAY’S EARLY BIRD STOCK OF THE DAY
A Stock With Upcoming Ex-Dividend:NIKE (NYSE:NKE)
NIKE, Inc., together with its subsidiaries, designs, develops, markets, and sells athletic footwear, apparel, equipment, accessories, and services worldwide. The company provides athletic and casual footwear, apparel, and accessories under the Jumpman trademark; and casual sneakers, apparel, and accessories under the Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks. It also sells a line of performance equipment and accessories comprising bags, sport balls, so…
Should I Buy NIKE Stock? NKE Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of NIKE was last updated on Monday, May 11, 2026 at 6:30 PM.
NIKE Bull Case
- Recent insider buying, including significant purchases by the CEO and a director, indicates confidence in the company’s future performance and could suggest that the stock is undervalued.
- The current stock price is around $43, which may present a buying opportunity for investors looking for value in the athletic apparel market.
- NIKE’s strong brand recognition and diverse product offerings across performance and lifestyle categories position it well for continued market leadership.
- The company’s ongoing focus on direct-to-consumer sales channels, including digital platforms, enhances its ability to connect with customers and drive sales growth.
- NIKE’s commitment to innovation in product development, particularly in signature technologies, keeps it competitive in a rapidly evolving market.
NIKE Bear Case
- Short interest has surged, indicating increased bets against NIKE, which could lead to heightened volatility and downward pressure on the stock price.
- The company is currently under investigation by the EEOC regarding its diversity, equity, and inclusion practices, which could pose governance risks and affect stakeholder relationships.
- Recent negative sentiment surrounding the company’s performance may impact investor confidence and lead to further stock price declines.
- Increased competition in the athletic apparel market could pressure NIKE’s market share and profitability.
- Potential supply chain disruptions and economic uncertainties may affect NIKE’s ability to meet consumer demand and maintain profit margins.
The Early Bird is a daily email newsletter powered by MarketBeatthat covers the top stories that will impact the stock market each day. Read your copy every morning at 7:00 AM Eastern so that you can “catch the worm” when the market opens.
If you have questions about your account, please feel free to email our U.S. based support team at contact@marketbeat.com.
Unsubscribe
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Pl., Suite 620, Sioux Falls, S.D. 57103-7078. USA..
Featured Link: Silver $309?(From Investors Alley)
