The Week Ahead : 26th - 29th May 2026
Highlights: IPO Roadshow, AI Earnings, New Themes
Trading Services I Use:
StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use IRISHBORNINVESTOR they will give you another 10% Off.
Week Overview
Market Setup: Bullish
Key Themes: IPO Roadshow, AI Earnings, New Themes
Focus Areas: Short week with Memorial Day in the US. The futures are popping hard even today with the possibility of a pending Iran deal to open up the Strait of Hormuz. We have to presume that the market has priced this in though so I don’t see it as a big surprise. It’s more important that it get’s over the line which seems likely at this point.
The biggest names are again in AI Infrastructure this week. The most important earnings for the market will be in MRVL and DELL. Both likely to beat but stocks are extended with huge expectation. CRM will be important for the SaaS names. None of these have charts I would consider to be with potential for new entries.
I have a small group of charts with potential posted below. VNET Tuesday morning and MDB, ADSK, AMBA Thursday evening look to have the best potential to me in liquid names. API Tuesday evening and MOV Wednesday before open are two lower volume small cap names that have good charts but will need real catalysts and proper volume to come in. Rest of the highlights are posted below.
Space & Defence theme is likely to continue to ramp with the SPCX IPO likely coming in the first two weeks of June. Worth noting that SpaceX falls very much into the AI/DataCenter theme right now and Datacenters in space are likely to continue to be a big narrative. Solar names were also very strong last week with nice Breakouts on no catalysts (FSLR, ENPH, SEDG, NXT). These are stocks to watch for a potential big run. Worth noting that Sell Side conference season is kicking off this week also so we may get some individual catalysts and announcements at these.
On the Macro front we have Core PCE and Job Claims on Thursday morning. Worth noting for sure but I think the market lives on Truth Posts in terms of macro these days not statistics.
Going into this week I am heavy in margin. Long DELL, MRAM, GFS, BAND, TWLO, AAPU, CMPS, AKAM, GOOG, IREN, TH, NVDL, INOD, APLD, BW. Most of my positions have a good cushion and allow me to be relaxed and wait for high quality catalysts and setups for additional entries. Patience this week and into the end of the month. Delayed Reaction/Continuation Watchlist has several names on it below.
New IPOs are worth monitoring. Here is a live watchlist of 2026 IPO Stocks that I am maintaining - 2026 IPO List
Macro Events (Eastern Time)
Major Economic Events this week.
Wednesday May 28 2026
03:00 AM — Fed Logan Speech
07:15 AM — ADP Employment Change Weekly (Previous: 42.25K)
02:55 PM — Fed Cook Speech
03:30 PM — API Crude Oil Stock Change MAY/22 (Previous: -9.1M)
07:00 PM — Fed Jefferson Speech
Thursday May 29 2026
07:30 AM — Core PCE Price Index MoM APR (Previous: 0.3%, Forecast: 0.3%)
07:30 AM — Initial Jobless Claims MAY/23 (Previous: 209K, Consensus: 212K, Forecast: 215.0K)
07:30 AM — PCE Price Index MoM APR (Previous: 0.7%, Forecast: 0.5%)
07:30 AM — PCE Price Index YoY APR (Previous: 3.5%, Forecast: 3.8%)
07:55 AM — Fed Williams Speech
09:00 AM — New Home Sales APR (Previous: 0.682M, Consensus: 0.67M, Forecast: 0.66M)
09:00 AM — New Home Sales MoM APR (Previous: 7.4%, Forecast: -3.2%)
Friday May 30 2026
08:10 AM — Fed Bowman Speech
08:15 AM — Fed Paulson Speech
08:45 AM — Chicago PMI MAY
Earnings Highlights
Here's the earnings calendar formatted correctly:
Tuesday Before Open: CRGO, VNET
Tuesday After Hours: API, SVM
Wednesday Before Open: DKS, DY, MOV
Wednesday After Hours: SNPS, AMSC, MOB
Thursday Before Open: PLAB, RSVR, REX, DSX, ATS
Thursday After Hours: MDB, ADSK, AMBA, COST
Full Earnings Watchlist: TradingView Link
Biotech Catalysts
Flagged Charts: GLSI, INKT, CADL, AGEN, APGE, AXSM, CABA, ALKS, MBX, JAZZ, COCP, MIRA, ATNM, EVMN, PRAX, ADAG, BCYC, ARGX
Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.
Full Q2 Biotech Watchlist: TradingView Link
Stocks in Play Watchlist:
Monitoring This Week:
NXT, VIVO, CIFR, MP, SIDU, MXL, CRCL, SEI, DGXX, LUMN, HNGE, TH, SOLS,
Have a Great Week!
Sean
PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.
