Sponsored by Miso Robotics: “One of the Largest Industries Ever” — That’s what NVIDIA CEO, Jensen Huang, said about robots. That’s why it’s a very big deal that Huang’s hand-picked this company to help perfect the next generation of restaurant-kitchen AI robots. Hurry to join as a shareholder today.

The analysts are doing the driving this morning. A wave of price target hikes has chip equipment names leading the market higher, and the broader semiconductor space is bouncing hard after last week's selloff.

On the losing side, a software favorite just watched its own bulls blink ahead of earnings, and a utility that almost never moves is suddenly moving down.

That’s what NVIDIA CEO, Jensen Huang, said about robots. And he’s not alone. Stock market expert Ark Invest valued the industry at a massive $24 trillion.

So it’s a very big deal that Huang’s NVIDIA hand-picked Miso Robotics to help perfect the next generation of restaurant-kitchen AI robots.

Miso’s Flippy Fry Station AI robot already has 200K+ hours under its belt in live kitchens for brands like White Castle. And now, with NVIDIA’s collaboration, Flippy canis performing up to 35% faster.

The shear size of the $1 trillion fast food industry unlocks serious potential. For Flippy alone, 100,000+ US fast-food locations could be customers. That’s a $4B annual revenue opportunity in the US alone. And Flippy is just one piece of Miso’s AI platform.

In fact, Miso just added big-name customers like Jersey Mike’s, Auntie Anne’s Pretzels, Cinnabon, Häagen-Dazs, and more to the fold. Industry powerhouse Ecolab already invested. Don’t miss the AI boom. Hurry to join as a Miso shareholder today.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com

Lam Research (LRCX): +5%

Morgan Stanley hiked price targets across the chip equipment complex, and Lam is sitting at the top of the S&P 500 premarket, with Applied Materials and KLA each up just under 4% on the same call. When the companies selling the tools behind every fab get re-rated at once, it signals Wall Street thinks the AI capacity buildout still has room to run.

ASML Holding (ASML): +4%

Bernstein raised its price target on the Dutch lithography giant by more than 30% to $2,300, pointing to unprecedented expansion in logic and DRAM capacity driven by AI. A hike of that size is less a tweak and more a statement: the firm thinks the market is still underestimating how much chipmaking capacity is coming.

Advanced Micro Devices (AMD): +4%

Chips broadly are bouncing after last week's two-day slide sent the iShares Semiconductor ETF down more than 11%. AMD is leading the rebound, with Intel up 2.5% and Broadcom rising nearly 2% alongside it. Traders are treating last week's drop as a buyable dip rather than a broken trend, at least for now.

T-Mobile US (TMUS): +1%

Bank of America upgraded the carrier to Buy from Neutral, arguing the stock's more than 20% slide from its February highs is overdone and that sentiment in telecom has hit peak bearishness. Upgrades built on "it can't get much worse" logic tend to mark the moment contrarians start circling.

DataDog (DDOG): -4%

Bernstein downgraded the software name to Market Perform from Outperform. The firm still sees a potential AI winner long term, but flagged difficult comparisons heading into earnings and a possible peak in non-AI growth. When even the bulls start hedging ahead of a print, the setup gets nervous fast.

CMS Energy (CMS): -3%

The Michigan utility is sliding in premarket trading, an outsized move for a name that usually trades quietly. When a regulated utility drops this hard before the bell, it tends to get attention.

That’s what NVIDIA CEO, Jensen Huang, said about robots. And he’s not alone. Stock market expert Ark Invest valued the industry at a massive $24 trillion.

So it’s a very big deal that Huang’s NVIDIA hand-picked Miso Robotics to help perfect the next generation of restaurant-kitchen AI robots.

Miso’s Flippy Fry Station AI robot already has 200K+ hours under its belt in live kitchens for brands like White Castle. And now, with NVIDIA’s collaboration, Flippy canis performing up to 35% faster.

The shear size of the $1 trillion fast food industry unlocks serious potential. For Flippy alone, 100,000+ US fast-food locations could be customers. That’s a $4B annual revenue opportunity in the US alone. And Flippy is just one piece of Miso’s AI platform.

In fact, Miso just added big-name customers like Jersey Mike’s, Auntie Anne’s Pretzels, Cinnabon, Häagen-Dazs, and more to the fold. Industry powerhouse Ecolab already invested. Don’t miss the AI boom. Hurry to join as a Miso shareholder today.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com

Delta Air Lines (DAL)

Delta reports Friday, and it's the name traders keep circling in this week's setup: the first major airline print of Q2 earnings season, landing before the big banks kick things off next week. Chatter on StockTwits and across week-ahead coverage centers on one swing factor, fuel, with oil headlines around the Strait of Hormuz whipping the cost picture back and forth into the print.

The stock has been one of the year's strongest airline performers, and this morning Raymond James trimmed its rating to Outperform from Strong Buy while still raising its price target to $104, a sign of how crowded the bull case has become. Whether Friday's numbers validate the run or hand some of it back is the question traders seem to be positioning around.

✌️That’s it for today.