The Week Ahead : 4th - 8th May 2026
Highlights: AI Infra, Space & Energy Earnings
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Week Overview
Market Setup: Overbought Conditions, Bullish Overall
Key Themes: AI Infrastructure, Space & Defence, Energy O&G + Nuclear
Focus Areas: Another huge earnings week this week. We’ve had the biggest hitters report last week but we’ve still got some important ones to go. In sheer quantity of stocks reporting this week is larger than last week. Lot’s of setups. I’m excited for the market right now.
The biggest names are again in AI Infrastructure this week. Kicking off Monday evening with PLTR then we’ve got ARM, NET, CRWV, FSLY. We also have the former crypto miners - CIFR, IREN, CORZ, WULF & HUT.
I’m quite bullish on the digital layer of AI Infrastructure. I think that should be a focus. Last week we had BAND, TWLO moving on Voice AI Infra, in March we had FSLY. I think stocks like NET & FSLY this week could be real movers. I believe this likely spills over eventually into select software stocks recovering also.
Space & Defence has a lot of reports also. VOYG, FLY, RKLB, BWXT, RCAT. I’m also seeing a lot of setups in Energy. Specifically Oil and Gas names with a lot of Oil Services reporting. We don’t really want to see these breakout but Nuclear & Renewable names are interesting as well as several Chemicals stocks. Full highlight list is below.
I have a lot of exposure going into next week but it must be admitted that the market is quite overheated right now. Caution with new positions and really looking for correct chart patterns and strong catalysts. There are a lot of setups going into this week. Plenty of charts that look poised so being selective and sticking to the best candidates or nothing is important. It’s a marathon not a sprint!
Relatively light on the macro front. ISM Services and Job Openings on Tuesday morning. Non Farm Payrolls on Friday morning. Both take place before market open..
Macro Events (Eastern Time)
Major Economic Events this week.
Tuesday May 05 2026
09:00 AM - ISM Services PMI APR (Previous: 54.0, Consensus: 53.8, Forecast: 53.7)
09:00 AM - JOLTs Job Openings MAR (Previous: 6.882M, Consensus: 6.87M, Forecast: 6.9M)
Friday May 08 2026
07:30 AM - Non Farm Payrolls APR (Previous: 178K, Consensus: 73K, Forecast: 95.0K)
07:30 AM - Unemployment Rate APR (Previous: 4.3%, Consensus: 4.3%, Forecast: 4.3%)
09:00 AM - Michigan Consumer Sentiment Prel MAY (Previous: 49.8, Consensus: 49.5, Forecast: 50)
Earnings Highlights
Monday Before Open: KRYS, NSSC, ADCT, TWST
Monday After Hours: PLTR, MATX, INVX, CYRX, VVX, AMRC, VAL, BWXT, TDW, RPAY, VOYG, TDUP, FANG, FLY, CRGY, RIG
Tuesday Before Open: PYPL, CCJ, CPSH, DTIL, FDP, ULS, IPGP, KNF, AGCO, XPRO, MD, RGEN, STNG, PDYN, BNTX, IAC, DOCN, BLDP, DD, OCGN, CIFR, KOS
Tuesday After Hours: ANET, MSTR, CPNG, MTCH, TEM, MEC, INNV, FTK, TTAM, DAVE, TLN, DVA, HNGE, PARR, RCUS, CXDO, OUST, VET, TALO, DHT, CYTK, ALAB, NRGV, WOLF, LUMN, NVTS, BBAI
Wednesday Before Open: DIS, CVS, EOG, NRG, GOLF, MDGL, ASTE, LAW, CVGI, FLOC, OSS, MRP, TKR, YOU, SN, KMT, SOLS, TGTX, TSHA, SEDG, OSCR
Wednesday After Hours: ARM, APP, IONQ, Z, ALB, CF, NTR, APA, ATNI, ELA, GTII, IBTA, XZO, GNK, NGVT, BLBD, UTI, CMP, MIRM, SEZL, ZVRA, ARIS, HLF, RRX, AEVA, VIR, MTDR, SYM, LFMD, NEXA, HNST, CGNX, AOSL, NVST, SM, BROS, FSLY, CORZ
Thursday Before Open: HTZ, INFU, ACTG, LGND, ZLAB, BETR, IBP, GCT, BKV, AMLX, LNTH, IRWD, RXO, SABR, HIMX, AMTX, LFST, AMPX, RXT, UUUU
Thursday After Hours: AFRM, NET, AKAM, RKLB, CRWV, IREN, OPEN, XYZ, MP, ARWR, BBIO, NATR, STRZ, KINS, EVCM, ASYS, GTE, ZYME, SSP, INSG, PRTA, LASR, POWI, AMN, SYNA, MITK, GMED, CWEN, FIP, GSIT, XENE, YPF, FROG, CALY, LPTH, RNG, FIGS, RCAT, AAOI
Friday Before Open: ANIP, AMCX, WULF
Full Earnings Watchlist: TradingView Link
Full earnings Watchlist Part 2 (Watchlist Limit): 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:
RDDT, TEAM, CRCL
Have a Great Week!
Born Investor
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.
