Dell Technologies is this week’s pick — stellar earnings, a $51 billion backlog, and a 12.7% pullback bring it into value territory.

No pick this week as the S&P 500 closes at a record high for the ninth consecutive week — but Dell’s historic AI earnings sent shockwaves across the sector.

IBM is this week’s pick, coming off a 32.9% dip driven by AI disruption fears, with a rare trifecta of recovery, 10%+ weekly gain, and high volume — plus a quantum computing catalyst that changes the story.

Cardinal Health is this week’s pick after a seven-week drought, as the healthcare sector shows signs of a turnaround.

A solid week for the S&P 500 with a new record high set on May 8.

This week’s value pick is Piper Sandler Companies (PIPR), plus a market recap, scorecard update, and picks on the move.