Between May 4 and May 8, 2026, the market stayed in a strong earnings-driven uptrend, but the tone became more selective as investors started debating whether the rally could keep broadening after such a sharp rebound from the March volatility. Early in the week, sentiment stayed constructive as investors focused on another heavy wave of earnings from AI, software, travel, and consumer names, while oil prices remained relatively stable after easing from the Iran-war spike seen earlier in April.

The week’s biggest leadership area continued to be AI and infrastructure-related tech. Palantir gained after reporting stronger-than-expected revenue growth and raising guidance, reinforcing demand trends tied to enterprise and government AI spending. AMD also helped support the semiconductor trade after delivering better-than-expected results and strong data-center commentary, while Arista Networks added to the momentum by posting solid AI-networking demand tied to cloud and hyperscaler spending. Those reports helped keep confidence elevated around the broader AI buildout theme even as investors stayed sensitive to valuation and capex concerns.

Be sure to check out out our recent list of our Top 10 Stocks For May 2026.

Our Momentum Scanner picked these up as the names worth tracking early.

1 Year Chart:

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Potential Setup Validation (Not A Recommendation):

The stock is trading firmly near the $265 level, with recent price action indicating buyers continue to support the current trend.

Risk Considerations:

A move below $250 would likely suggest weakening momentum, potentially opening the door for a broader retracement.

Potential Upside:

If the rally continues to build, the stock could challenge $300, an area that may act as a key near-term inflection point.

Market Cap: $69B

Company Snapshot & Recent Developments:

Cloudflare, Inc. (NYSE: NET) operates a global cloud platform providing cybersecurity, networking, and edge computing services designed to improve the speed, reliability, and security of internet applications.

More recently, the company has been expanding its footprint in AI infrastructure and developer services, with growing focus on enabling AI applications to run closer to end users through its edge network. Cloudflare has also continued rolling out new products tied to AI security, inference, and cloud-based developer tools, helping strengthen its position within next-generation internet infrastructure.

These developments reflect the broader evolution toward an AI-powered internet, where low-latency networks, cybersecurity, and distributed compute are becoming increasingly important.

Why We’re Watching This Stock:

Cloudflare is gaining attention into 2026 as a major player in the intersection of AI, cybersecurity, and edge infrastructure. As AI applications scale globally, demand for fast, secure, and distributed network architecture is expected to increase significantly.

While near-term performance may still be influenced by valuation sensitivity and enterprise spending trends, the long-term opportunity remains tied to the continued expansion of cloud-native infrastructure and AI-driven internet traffic. NET offers exposure to a critical layer of the modern web that stands to benefit from both AI adoption and growing cybersecurity demand.

Revenue:

1 Year Chart:

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Potential Setup Validation (Not A Recommendation):

The stock is maintaining support near the $180 area, with recent trading suggesting buyers are continuing to defend this range.

Risk Considerations:

A decline below $160 would likely shift the technical picture, indicating that downside pressure is beginning to strengthen.

Potential Upside:

If momentum continues to improve, the stock could advance toward $210, which may become a key decision area for traders.

Market Cap: $160.8B

Company Snapshot & Recent Developments:

Corning Incorporated (NYSE: GLW) develops specialty glass, optical communications equipment, and advanced materials used across telecommunications, consumer electronics, automotive, and industrial markets.

Recently, the company has been benefiting from growing demand tied to fiber optic infrastructure and AI-related data center expansion, particularly as hyperscalers increase investment in network capacity. Corning has also continued advancing its optical connectivity solutions and high-performance materials business, positioning itself to support rising data transmission requirements.

These developments reflect the increasing importance of high-speed connectivity infrastructure, where fiber networks and advanced materials are becoming essential components of AI-driven computing environments.

Why We’re Watching This Stock:

Corning is gaining attention into 2026 as a behind-the-scenes beneficiary of the AI infrastructure buildout, particularly through its exposure to fiber optics and data connectivity. As AI workloads continue to scale, demand for faster and more efficient data transmission is expected to rise significantly.

While near-term performance may still be influenced by industrial demand cycles and capital spending trends, the long-term outlook remains supported by expanding network infrastructure and data consumption. GLW offers exposure to a critical enabling layer of the technology ecosystem that supports modern communications and AI infrastructure.

Revenue:

1 Year Chart:

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Potential Setup Validation (Not A Recommendation):

The stock is trading around the $185 region, with recent price behavior suggesting this level is acting as a near-term accumulation zone.

Risk Considerations:

A break below $160 would likely indicate weakening momentum, potentially triggering increased selling pressure.

Potential Upside:

If buyers remain in control, the stock could move toward $220, where it may encounter a major near-term resistance level.

Market Cap: $65.8B

Company Info:

Strategy Inc (NASDAQ: MSTR) is a business intelligence and software company that has become widely known for its large-scale Bitcoin treasury strategy, holding substantial digital asset reserves alongside its enterprise analytics business.

Recently, the company has continued expanding its Bitcoin holdings through additional capital raises and treasury activity, reinforcing its position as one of the most prominent public-market proxies for Bitcoin exposure. At the same time, ongoing institutional interest in digital assets and the broader crypto market recovery have kept the company closely tied to shifts in Bitcoin sentiment and liquidity conditions.

These developments highlight the growing intersection between traditional capital markets and digital asset exposure, where companies leveraging crypto-focused treasury strategies are attracting increased investor attention.

Why We’re Watching This Stock:

Strategy is gaining attention into 2026 as a high-beta play on Bitcoin adoption and digital asset momentum, particularly as institutional participation in crypto markets continues to evolve. Its balance sheet exposure gives investors amplified sensitivity to Bitcoin price movements compared to many traditional equities.

While near-term performance may remain highly volatile due to crypto market swings, capital market conditions, and regulatory developments, the long-term thesis remains tied to continued institutional adoption of digital assets. MSTR offers investors leveraged exposure to the broader Bitcoin ecosystem through a publicly traded company structure.

Revenue:

As always you are more then welcome to send me an email at [email protected] or DM me on instagram @crown.investing if you have any questions about the market or stock opportunities.

Thank you for reading!

Jordan

Disclaimer: The stocks mentioned in this email do not represent the exact positions of Crown Trading, but rather ideas and opportunities we are currently monitoring. Just because a stock is featured here does not mean we own or are actively trading it. The buy levels are not recommendations. This is not financial advice, and neither myself nor Crown Trading is recommending that you buy or sell any securities. All information is for educational purposes only and should not be relied upon for investment decisions. Please do your own research before making any trades.