Is your retirement plan actually built to last? Take a 20-second quiz to book a call with Kyle and Dane at DePaolo & May Strategic Wealth. They’ll give you an honest opinion on whether you’re on track. Click here to take the quiz and book a call.

Last week left chip stocks bruised, and this morning the bounce is on. The most beaten-down corner of the market is leading the tape before the bell.

Elsewhere, commitment is getting rewarded: a massive long-term infrastructure deal, a restaurant chain that turned an earnings miss into a rally, and a pair of consumer names that just won over one of Wall Street’s biggest banks.

Most portfolios are a pile of accounts, not a plan. DePaolo & May — a fee-only, fiduciary firm named a Top 25 Rising Star advisory firm by USA Today — will review your situation and tell you honestly if you're on track.

Hut 8 (HUT): +13%

The energy infrastructure company signed a 15-year lease with an existing customer that fully commercializes its 1 gigawatt Beacon Point data center in Texas, a deal worth $9.8 billion. A contract that size converts a buildout into locked-in revenue for the next decade and a half, and the market is repricing the stock around that certainty.

Domino’s Pizza (DPZ): +7%

The pizza chain missed on earnings, and the market shrugged. Revenue came in slightly ahead of expectations, and the CEO pointed to meaningful order count growth across both delivery and takeout. When customer traffic is genuinely building, investors will forgive a soft quarter.

Yeti Holdings (YETI): +5%

Goldman Sachs upgraded the cooler and drinkware maker to Buy, arguing the company has room to grow both its legacy products and its newer franchises. An upgrade built on expansion rather than cost-cutting is the kind the market tends to reward.

Urban Outfitters (URBN): +4%

Goldman also upgraded the apparel retailer to Buy, saying it has faith that management can deliver more consistent comparisons and profit execution. Consistency is the whole thesis here: the street is betting this team has found its footing.

Micron Technology (MU): +4%

Chips are bouncing back after a brutal stretch, with Micron leading the rebound. The iShares Semiconductor ETF (SOXX) rose more than 2% after tumbling 10% last week, with AMD (AMD), Marvell Technology (MRVL), and Intel (INTC) all in the green. After a 10% weekly drawdown, buyers are treating the sector as oversold rather than broken.

Alibaba (BABA): +3%

US-listed shares of the Chinese tech giant rose after it previewed Qwen3.8 Max, a new AI model the company claims trails only Anthropic’s Fable 5. Benchmark boasts are easy to make, but the market is reading this as proof that Alibaba is still a serious contender in the frontier AI race.

Salesforce (CRM): -2%

The software giant keeps drifting lower as the market's fear that AI is cannibalizing legacy enterprise software refuses to fade, pressure that intensified after IBM's weak preliminary numbers dragged the whole group down last week. Until the sector can show AI is additive rather than a threat, rallies keep getting sold.

So why do most investors only think about them in April? DePaolo & May builds forward-looking tax, investment, and retirement strategies for serious portfolios. Answer a few questions and book a no-obligation call with a fiduciary advisor. 

Oracle (ORCL)

Oracle has become the most crowded dip debate on retail platforms. StockTwits message volume on the ticker is up with sentiment flipping to extremely bullish, while Reddit’s options crowd is openly split between the falling-knife camp and the generational-buy camp.

The stock has fallen roughly 60% from its peak as a fresh S&P credit downgrade sharpened scrutiny of the debt Oracle is taking on to fund its AI cloud buildout, and shares are sitting near a support level that traders have cited all year. Whether that floor holds could decide which side of the debate ends up looking right.

✌️That’s it for today.