MarketBeat Week in Review – 05/11 - 05/15

Summary

Markets were mostly higher this week as investors focused on strong earnings that are keeping the AI trade rolling along. Investors also remain confident that an end to the blockade in the Strait of Hormuz is coming sooner rather than later. That would take the pressure off inflation, which came in hotter than expected on both the consumer and producer levels. Sticky inflation is changing the outlook for rate cuts and is even putting the idea of a rate hike on the table. For now, however, investors are buying into the growth story, which is backed up by mostly solid earnings. That outlook may be tested next week when the major retailers report. The MarketBeat analysts will be following those reports and other news that impacts portfolios. Here are some of our most popular articles from this week. Articles by Thomas Hughes Photonics is gaining traction as demand for artificial intelligence data centers butts up against the limitations of traditional copper. This technology will also be essential for the space economy, and Thomas Hughes gave investors four photonics stocks that could go to the moon before their technology does. Like many nuclear energy stocks, Oklo Inc. NYSE: OKLO has had a meltdown after going nuclear in 2025. Hughes pointed out that Oklo has a promising future, with several potential catalysts but an equal number of headwinds. Hughes also analyzed the earnings report from MercadoLibre NASDAQ: MELI. The “Amazon of Latin America” is growing, but spending a considerable amount to do so. A slight miss on earnings has sent MELI lower, but Hughes explained why it could be ready to rebound. Articles by Sam Quirke Qualcomm Inc. NASDAQ: QCOM is up 50% over the last month, and the bulls are starting to believe the company is finding growth beyond its software niche. But the bears are saying they’ve seen this before. Sam Quirke pointed out that the stock’s direction will come down to execution. Apple Inc. NASDAQ: AAPL is another technology stock that has surpr...