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Wednesday's Exclusive Story
5 Stocks to Buy in May Before the Next AI Surge HitsReported by Thomas Hughes. Originally Published: 5/1/2026. 
Key Points
- The AI bubble hasn't burst; the second wave is about to be unleashed.
- AI critical stocks are breaking out to fresh highs and have ample upside potential.
- And it isn't only AI stocks in an upswing, as turnaround efforts drive this blue-chip behemoth to fresh highs.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
April closed quickly with the S&P 500 up roughly 10% and breaking out to fresh highs. Near-term technicals are very bullish, pointing to further gains by midyear, and the 7,500 target may be easily surpassed. The underlying force is AI and the massive datacenter buildout underway. The fear of AI bubbles bursting has passed as investors have priced in what was only a hiccup in the initial surge. The demand boom overwhelmed NVIDIA’s (NASDAQ: NVDA) capacity to supply GPUs; that problem is being resolved, and the GPUs sold will need to be connected. The takeaway: NVIDIA’s price surge and the AI boom to date were largely the industry preparing for what’s coming next. Starbucks: An AI Story in DisguiseStarbucks (NASDAQ: SBUX) is hardly an AI stock, but AI underpins modern technology and CEO Brian Niccol is leaning into tech. Starbucks looks like a buy in May after its recent fiscal Q2 2026 results showed the Niccol-led turnaround gaining momentum. The company delivered sustained growth for the fifth consecutive quarter, accelerating sequentially and year over year, with comps up across the board. Core markets showed particular strength — U.S. comps rose 7.1% — and there was a surprising lift to profits.
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The company repeatedly cautioned that revenue growth would precede profit recovery. The May takeaway is that increased revenue leverage — driven by comp growth and improved store-level economics — produced accelerated bottom-line performance, and that strength is expected to continue. Management raised guidance, prompting analysts to lift price targets and the stock to reach a new high. The likely outcome: the stock could rise roughly 10% to about $115 in the near term, then push to fresh highs later in the year. Advanced Micro Devices: It's Not Just About GPUsAdvanced Micro Devices (NASDAQ: AMD) could be a buy this year thanks to its GPU outlook. The MI450 launch puts it closer to NVIDIA and should substantially increase GPU availability for the AI industry. Revenue is expected to surge in the triple digits as soon as the third fiscal quarter, and there are other catalysts at hand. Intel’s results suggest CPU demand is rising, underpinned by GPU deployment and the shift to inference. The takeaway: AMD's upcoming releases likely contain strengths not yet fully priced into the stock and could trigger a robust revision cycle. 
AMD's stock broke to fresh highs in April, accelerating its advance. By early April the stock was trading above analyst-consensus fair value after surging more than 60% in a month. However, analyst trends suggest at least another 20% upside remains. If upcoming results affirm the potential, analysts will likely raise price targets to narrow the valuation gap with NVIDIA, which currently trades at a premium. Amkor Pulls Back to Buy ZoneAmkor (NASDAQ: AMKR) isn’t a high-flying name, but it’s critical to NVIDIA’s supply chain and is seeing robust growth as a result. The stock rocketed higher this year, outpacing bullish sentiment and setting up the correction seen in April. 
The May takeaway is that support at prior highs is holding, the outlook remains robust, and price targets continue to climb toward the $90 range. That represents roughly a 50% upside relative to current levels and could be reached well before year-end. Catalysts include strong NVIDIA results and demand from other end markets, including smartphones, which helped drive Amkor’s Q1 2026 outperformance. Credo Technologies: Putting High-Speed Connections on LockdownCredo (NASDAQ: CRDO) is benefiting from patent disputes being resolved in the company’s favor, establishing it as the owner of critical IP and securing revenue. The IP centers on Active Electric Cables (AECs), which incorporate silicon technology into data-delivery cables and improve performance to AI-capable levels. 
The key factor is the impact on copper cables, enabling longer, thinner wires and cost-effective alternatives to fiber for short-distance applications (such as within datacenters). The late-April price pullback has set up a buying opportunity, and analyst trends are bullish — indicating increased coverage, firmer sentiment, and a strong chance of a fresh all-time high. Aeluma: A Quantum Play on DatacentersAeluma (NASDAQ: ALMU) is a key AI play: its compound semiconductor technology focuses on quantum dot lasers and cost-effective, scalable mass-market production. Quantum dot lasers address the data-transmission challenge, enabling fast, efficient, tunable and—crucially—low-heat solutions. 
April catalysts included new government contracts funding the conversion from concept to production, which is already underway. Near-term catalysts include ramping production and commercializing the technology. Five analysts rate the stock a Moderate Buy; there is an 80% buy-side bias, and price targets are firming, pointing to roughly 35% upside. |
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