Could a weird new chip turn today's AI servers into paperweights?
For 67 years, making computer chips has meant one thing: slicing a single sheet of silicon into hundreds of pieces.
But three companies just stopped slicing.
Instead, their new AI chips look like something out of a sci-fi movie — one giant square of silicon the size of a dinner plate, carved from the largest wafer they could find.
One solid super-chip.
And the prototypes already crunch more data in minutes than today's top AI systems handle in days.
Tech forecaster George Gilder believes three specific companies are about to converge on this technology and usher in a new age of computing.
This is the same man who called the iPhone years before launch…
Netflix a decade before it dominated…
And Amazon back when it was "just an online bookstore."
In a way that could make today's AI giants the next BlackBerry...
...and turn AI processors into paperweights.
He's calling these three companies the Trillion Dollar Triangle.
Click here to see what he's seen.
To the future,
Roger Michalski
Publisher, Eagle Financial Publications
Ross Stores Earnings Beat Sends Stock To New Highs
By Jennifer Ryan Woods. Posted: 5/25/2026.
Key Points
- Ross Stores delivered another strong earnings beat in the first quarter, as broad-based customer traffic growth helped drive a 21% jump in revenue and a 17% increase in comparable store sales.
- The company issued upbeat second-quarter guidance and raised its full-year outlook after reporting stronger-than-expected margins and earnings in the first quarter.
- While analysts see more limited upside after the stock’s massive multiyear rally, the latest earnings beat and raised guidance helped push shares to a new all-time high following the report.
- Special Report: Elon’s “Hidden” Company
Ross Stores Inc. (NASDAQ: ROST) showed once again that bargain hunting remains alive and well in today's economy. The off-price retailer posted strong first-quarter results on May 21, as higher customer traffic across the board helped drive growth.
The results also extended the company's streak of better-than-expected earnings and helped reignite momentum in the stock.
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Get the SpaceX infrastructure stock name and ticker hereShares, which had recently pulled back as investors took a breather after an impressive run, rose nearly 7% and hit a new all-time high following the report.
Strong Traffic Growth Fuels Earnings Beat
Revenue for the quarter rose 21% year over year to $6.01 billion, topping analyst estimates by $369 million. Comparable store sales increased 17% from the prior-year period. Customer traffic was the main driver of the strong sales trend, though the company said higher tax refunds also helped support consumer spending.
On the earnings call, Chief Executive James Conroy said the increase in traffic was broad-based across demographic groups. "We saw healthy increases in customer count on a comp store basis across income levels, ethnicities, and all age groups, including the young customers."
The strong sales performance also helped drive meaningful margin expansion. Operating margin came in at 13.4%, well above the company's estimate of 11.8% to 12.1%. Net income rose to $650 million from $479 million last year, while earnings per share increased to $2.02 from $1.47 in the prior-year period and easily topped Wall Street expectations of $1.73 per share.
Ross Stores Raises Full-Year Outlook
Ross Stores also offered upbeat second-quarter guidance and raised its full-year outlook. For the second quarter, the company expects comparable store sales growth of 6% to 7%, which could translate to earnings per share of $1.85 to $1.93, compared with $1.56 per share in the year-ago period.
Total sales are projected to rise 9% to 11%, while operating margin is expected to improve to 12.8% to 13.0%, up from 11.5% last year.
For the full year, Ross now expects same-store sales growth of 6% to 7%, building on a 5% gain in 2025. Earnings per share are projected to be between $7.50 and $7.74, up from $6.61 last year. Previously, the company had forecast same-store sales growth of 3% to 4% and earnings per share of $7.02 to $7.36.
Earnings Help Reignite Stock Momentum
The latest quarter marked the 16th consecutive earnings beat for Ross Stores, an impressive stretch that has helped drive shares up more than 85% over the last five years. Over the last year alone, shares have gained more than 50%.
The stock hit an all-time high above $231 on May 7 but had pulled back in recent weeks, likely as investors took profits and looked for signs that the company could continue delivering strong results despite a difficult macroeconomic backdrop. Shares had fallen to around $217 ahead of the earnings report.
However, the strong first-quarter results and upbeat outlook seemed to give investors the reassurance they were looking for. By midday Friday, shares were trading at a new all-time high above $232.
Analysts Stay Bullish, Though Upside May Be Limited
Wall Street has remained largely bullish on Ross Stores following the strong earnings report. The stock currently carries a Moderate Buy consensus rating, based on 17 Buy ratings and five Holds. Since the start of the month, four analysts have raised their price targets on the shares.
Still, after such a strong multiyear run, many analysts see limited to no upside ahead. The average 12-month price target of roughly $223 suggests a slight downside from the current stock price.
Of the 18 analysts with price targets on the stock, 11 have targets below the current share price, ranging from $130 to $227. The remaining targets range from $235 to $290.
Off-Price Retailers Continue to Outperform
Ross Stores is not the only off-price retailer benefiting as consumers have become more selective in their spending. Fellow discount retailers TJX Companies Inc. (NYSE: TJX) and Burlington Stores Inc. (NYSE: BURL) have also enjoyed long streaks of better-than-expected earnings reports as consumers have continued to hunt for deals amid a tough macroeconomic climate.
TJX, which reported another better-than-expected quarter on May 20, has seen its stock rise about 18% over the last year and more than 135% over the last five years.
Meanwhile, Burlington, which is set to report first-quarter earnings on May 28, is up more than 23% over the last year. While the stock is down slightly over the last five years, having given back much of its pandemic-era gains, shares have climbed more than 170% since October 2022.
Ross Stores' valuation is largely in line with its peers. The stock currently trades at a price-to-earnings (P/E) ratio of 35X, compared with 30X for TJX and 34X for Burlington. The broader retail industry currently has a P/E ratio of around 25X.
Ross Stores' strong quarter reinforced the idea that off-price retailers continue to outperform in a difficult retail environment. While many analysts see limited upside following the stock's massive multiyear rally, the latest earnings beat and raised guidance could help reignite momentum in the shares.
Amylyx Stock: Why the Full Pipeline Story Matters
By Chris Markoch. Posted: 5/24/2026.
Key Points
- Amylyx stock is gaining attention as multiple pipeline programs move toward important clinical milestones in 2026.
- The company’s Avexitide candidate targets post-bariatric hypoglycemia, offering a niche but potentially first-in-class GLP-1 antagonist opportunity.
- Investors may see the largest long-term upside from Amylyx’s ALS program, though commercialization remains years away.
- Special Report: Elon’s “Hidden” Company
The idiom “never judge a book by its cover” can cut both ways when it comes to clinical-stage biotechnology companies like Amylyx Pharmaceuticals (NASDAQ: AMLX). The stock is up more than 140% over the past 12 months as the company has advanced its pipeline.
One of the drugs in that pipeline is Avexitide, a treatment for post-bariatric hypoglycemia after Roux-en-Y gastric bypass surgery. In early May, Amylyx announced that it had completed full enrollment in its Phase 3 trial, LUCIDITY. Topline results are expected in Q3 2026, making this a pivotal catalyst for the short-term outlook for AMLX.
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Get the SpaceX infrastructure stock name and ticker hereHowever, this is a story that’s playing out in three distinct chapters that will take years to fully develop. And, as is the case with even large-cap biotech companies, execution is always a risk. Investors saw that with another company, Regeneron Pharmaceuticals (NASDAQ: REGN), on May 18, when it delivered Phase 3 results for its melanoma study of fianlimab + Libtayo that failed to meet the primary endpoint versus Keytruda, the industry standard from Merck & Co. (NYSE: MRK).
That said, positive news is positive news. Amylyx is committed to developing treatments for diseases with high unmet needs. Here’s a full look at the company’s progress as of late May 2026.
Chapter 1: A GLP-1 Contrarian Play
Amylyx is taking the opposite approach to the GLP-1 boom: instead of developing agonists for weight loss, the company is developing a GLP-1 antagonist. Avexitide is a first-in-class GLP-1 antagonist that could become the first-ever FDA-approved therapy for post-bariatric hypoglycemia (PBH). This is a metabolic condition that affects approximately 8% of patients in the United States who have undergone one of the two most common types of bariatric surgery.
A key consideration for investors is that PBH has a small addressable market of around 160,000. So while it’s addressing the GLP-1 market, it’s addressing it in a niche fashion. That doesn’t make it any less relevant. But if investors are going to look at Amylyx with conviction, they’ll need to take a wider view.
Chapter 2: An Important Proof of Concept
Next in the company’s pipeline is AMX0035, the company’s therapeutic for Wolfram syndrome. This is a rare genetic disease that presents significant challenges for patients. It usually begins in childhood with insulin-requiring diabetes and is marked by progressive optic nerve changes that affect vision and can involve broader neurological symptoms that increasingly affect daily life.
The addressable global market is estimated to be about 15,000 to 30,000, with about 1,000 to 2,000 in the United States. AMX0035 is in its Phase 2 HELIOS trial, and Amylyx has already delivered positive results at both the Week 24 and Week 48 milestones. The company plans to share Week 96 data later this year.
This is an incredibly small market, but it can serve as proof of how Amylyx can treat neurodegenerative diseases, which is where the plot thickens.
Chapter 3: When the Plot Really Takes Off
Further back in the company’s pipeline is AMX0114, the company’s treatment for ALS. The global ALS therapeutics market is expected to reach $1.7 billion in 2034 and is growing at a compound annual growth rate (CAGR) of 10%. This is a market with essentially no disease-modifying options. That gives pricing power to companies that develop anything that demonstrably works.
Amylyx completed enrollment of Cohort 2 of its ongoing Phase 1 trial in March 2026, with early biomarker data from Cohort 1 expected in June 2026. Significantly, the drug carries FDA Fast Track designation, and the early readouts have been positive.
But this is still a drug in its early phases. It will be 2029 or 2030 at the earliest before investors will have a line of sight on commercial production.
Time Is Your Friend
Investors who are planning to hold AMLX for the long haul can build a position over time. One idea is to divide a position into thirds and allocate one-third of the capital to each pipeline milestone.
That way, investors can capture the potential upside with less downside risk. The Amylyx analyst forecasts on MarketBeat give the stock a consensus price target of $23, a gain of over 60% from its opening price on May 21. But that implies that the results the company is expected to deliver later this year will be positive.
It’s also important to note that AMLX has about 15% short interest, which is meaningful given the stock's 20% decline over the 30 days ending May 20. That reflects the recent earnings report, which served as a reminder that the company is not profitable and has not yet generated revenue.
The company is a niche play today. Whether it’s being priced for its future growth remains to be seen. Like many biotech stocks, Amylyx has risk, but the upside may be worth a speculative position.
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