Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

U.S. stocks capped another powerful week of gains as the S&P 500 extended its rally to nine consecutive weeks, its longest winning streak in years, driven by continued enthusiasm around artificial intelligence and semiconductor stocks. The Nasdaq Composite and Dow Jones Industrial Average also closed at fresh record highs, with investors largely looking past persistent inflation concerns and geopolitical uncertainty tied to the Iran conflict.

Semiconductor stocks remained at the center of the rally, led by Micron Technology (NASDAQ:MU), which posted its best monthly performance since 1985 amid surging optimism around AI infrastructure spending. The memory-chip maker crossed the $1 trillion valuation threshold after analysts sharply raised price targets and projected continued explosive demand for AI-related memory products. The broader semiconductor sector also rallied strongly, with investors increasingly viewing the AI boom as a structural shift rather than a short-term cycle.

Despite the strong momentum, investors remain cautious about inflation and market concentration as the rally becomes increasingly dependent on a narrow group of technology leaders. April's inflation readings remained elevated, reinforcing expectations that the Federal Reserve could keep interest rates higher for longer even as equities continue climbing.

Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls

"Salesforce Tops Estimates In Q1, Shares Wobble On Soft Revenue Outlook," by Adam Eckert, reports that Salesforce Inc. (NYSE:CRM) shares fell despite posting a fiscal first-quarter earnings and revenue beat driven by steady demand for its cloud and AI-powered enterprise software, as investors reacted more negatively to softer-than-expected forward revenue guidance that signaled potential near-term growth slowdown, even as the company highlighted continued momentum in its AI initiatives and long-term customer adoption trends across its platform.

"Dell Stock Jumps On Q1 Earnings Beat, AI Demand Shows No Signs Of Slowing," by Erica Kollmann, reports that Dell Technologies Inc. (NYSE:DELL) shares surged after the company delivered a blowout fiscal first-quarter earnings beat driven by explosive demand for AI infrastructure, with revenue jumping sharply year over year and AI-optimized server sales emerging as a key growth engine, while management highlighted a record AI order backlog and raised its full-year outlook as enterprise and hyperscaler spending on AI deployments continued to accelerate, reinforcing investor optimism that AI server demand remains a powerful long-term driver for the company.

"Ford Stock Is Clocking Its Best Rally Since 2009," by Piero Cingari, reports that Ford Motor Co. (NYSE:F) shares surged to their strongest monthly performance since 2009 as investors piled into the stock following rapid momentum around its newly launched Ford Energy business, which is positioned to supply battery storage systems for utilities and AI-driven data centers, with enthusiasm further fueled by rising demand for grid-scale energy infrastructure, analyst optimism over potential multibillion-dollar upside, and a broader market rotation into industrial and energy plays tied to the AI buildout.

For additional bullish calls of the past week, check out the following:

HEICO Stock Surges On Q2 Earnings Beat: Key Details From The Print

MongoDB Stock Darts Higher After The Bell: Here's Why

Virgin Galactic Stock Lifts Off After-Hours — Here's Why

The Bears

"Autodesk Stock Sinks Despite Q1 Earnings Beat," by Adam Eckert, reports that Autodesk Inc. (NASDAQ:ADSK) shares fell despite delivering a fiscal first-quarter earnings and revenue beat and raising its full-year guidance, as investors reacted negatively to the company's $3.6 billion acquisition of maintenance software firm MaintainX, with concerns over valuation, integration risk and potential dilution of near-term margins overshadowing strong subscription growth, improved profitability and continued momentum in AI-driven design and engineering software demand.

"SentinelOne Stock Craters After Q1 Results: Here's Why," by Adam Eckert, reports that SentinelOne Inc. (NYSE:S) shares plunged after the cybersecurity company delivered a mixed fiscal first-quarter report, with earnings beating expectations but revenue coming in slightly below estimates and forward guidance disappointing investors, as the company projected softer near-term growth while also announcing an 8% workforce reduction as part of a restructuring focused on AI, data and cloud investments, with concerns about slowing momentum and tougher competition in the cybersecurity market weighing on sentiment despite continued growth in annualized recurring revenue and improving margins.

"Zscaler Stock Tumbles On Q3 Earnings: Key Details From The Report," by Adam Eckert, reports that Zscaler Inc. (NASDAQ:ZS) shares fell sharply after the company delivered fiscal third-quarter results that beat expectations on both earnings and revenue, but were overshadowed by weaker-than-expected forward guidance, as management signaled a softer outlook for upcoming revenue growth that disappointed investors despite continued strength in annual recurring revenue, improving margins and ongoing demand for cloud security and zero-trust solutions.

For more bearish takes, be sure to see these posts:

Firefly Stock Is Falling After The Close: Here's Why

Short Sellers Are Hammering These 10 Stocks — One Is 86% Short

Why American Eagle Stock Is Getting Hammered After Hours Thursday

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