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Additional Reading from MarketBeat
5 Stocks to Buy in May Before the Next AI Surge HitsAuthored by Thomas Hughes. Article Posted: 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: Elon Musk: This Could Turn $100 into $100,000
April ended quickly, with the S&P 500 up roughly 10% and breaking out to fresh highs. Near-term technicals are very bullish, pointing to additional upside by midyear, and the 7,500 target may be easily surpassed. The underlying force is AI and the massive data-center buildout underway. The fear of AI bubbles bursting has passed, as investors treat the earlier weakness as a brief hiccup. 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 rally to date were mostly the market preparing for what’s coming next. Starbucks: An AI Story in DisguiseStarbucks (NASDAQ: SBUX) might seem far removed from AI, but modern tech underpins nearly every business and CEO Brian Niccol has leaned into technology. Starbucks looks like a Buy in May after its fiscal Q2 2026 results showed the Niccol-led turnaround gaining momentum. The company delivered growth for the fifth consecutive quarter, accelerating both sequentially and year over year, with comps up across the board. Notably, core markets are strong—U.S. comps rose 7.1%—and profits surprised to the upside.
The company had cautioned that revenue growth would come first and profit recovery later. The takeaway in May is that increased revenue leverage—driven by comp growth and improved store-level economics—has produced accelerated bottom-line performance, and strength is expected to continue. Starbucks raised guidance, prompting analysts to lift targets and the stock to new highs. The likely near-term outcome is another roughly 10% gain to about $115, with fresh highs possible later in the year. Advanced Micro Devices: It's Not Just About GPUsAdvanced Micro Devices (NASDAQ: AMD) could be a buy this year thanks in part to its GPU roadmap. The MI450 launch puts it closer to NVIDIA and should significantly increase GPU availability for the AI industry. Revenue is expected to surge by triple digits as soon as the third fiscal quarter, and there are other catalysts in play. Intel’s results point to rising CPU demand, underpinned by GPU deployments and a shift to inference workloads. The takeaway: AMD's upcoming releases are likely to reveal strengths not yet priced in and trigger a robust analyst revision cycle. 
AMD’s stock broke to fresh highs in April, showing strong acceleration after a one-month gain of more than 60%. By early April the stock exceeded analyst-consensus fair value, yet analyst trends suggest at least another 20% upside. If upcoming results confirm the potential, analysts will likely raise targets and narrow the valuation gap with NVIDIA, whose multiples remain several hundred basis points higher. Amkor Pulls Back to Buy ZoneAmkor (NASDAQ: AMKR) isn’t a high-flyer, but it’s critical to NVIDIA’s supply chain and has seen robust growth as a result. The stock rocketed higher this year, outpacing bullish sentiment and setting up the April correction. 
The takeaway in May: support is strong near the prior highs, the outlook remains robust, and price targets continue to climb toward the $90 range. That represents roughly 50% upside from current levels and could be achieved well before year-end. Catalysts include NVIDIA’s results and Amkor’s exposure to other industries, such as smartphones, which helped drive its Q1 2026 outperformance. Credo Technologies: Putting High-Speed Connections on LockdownCredo (NASDAQ: CRDO) has been settling patent disputes largely in its favor, establishing ownership of critical IP and securing revenue. The IP centers on Active Electric Cables (AECs), which integrate silicon into data-delivery cables and raise performance to AI-capable levels. 
The key impact is on copper cabling: AECs enable longer, thinner wires and provide a cost-effective alternative to fiber for short-distance applications (such as inside datacenters). The late-April price pullback has set up a buying opportunity. Analyst trends are bullish—coverage is increasing, sentiment is firming, and a new all-time high is a reasonable possibility. Aeluma: A Quantum Play on DatacentersAeluma (NASDAQ: ALMU) is an AI-relevant name because its compound-semiconductor work focuses on quantum-dot lasers and cost-effective, scalable mass production. Quantum-dot lasers help solve data-transmission challenges by enabling fast, tunable, low-heat solutions. 
April catalysts included new government contracts funding the move 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 point to roughly 35% upside. |
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