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 suffered their sharpest setback in months as stronger-than-expected labor market data fueled fears that the Federal Reserve may need to raise interest rates again. The Nasdaq-100 posted its worst daily decline since the tariff-driven selloff earlier this year, while the S&P 500 and Dow Jones Industrial Average also retreated as investors reassessed expectations for monetary policy.

Technology and growth stocks led the decline, reversing part of the AI-driven rally that had powered markets to record highs in recent months. Higher Treasury yields weighed heavily on richly valued technology companies, while semiconductor and software names came under pressure as traders rotated away from risk assets. The selloff extended beyond equities, with cryptocurrencies experiencing a sharp downturn as Bitcoin and other digital assets fell amid the broader risk-off move.

Bond markets reflected the changing outlook, with traders increasingly pricing in the possibility of another Fed rate hike if inflation remains stubborn and economic activity stays strong. The shift marked a significant change from earlier expectations that policymakers would begin easing later in the year.

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

"Dell Stock Smokes Nvidia With 17X Returns And Blows Past Micron, SanDisk And AMD," by Piero Cingari, reports that Dell Technologies Inc. (NYSE:DELL) has emerged as one of the market's standout long-term winners, generating returns roughly 17 times greater than Nvidia Corp. (NASDAQ:NVDA) over an extended historical period while also outperforming major technology names including Micron Technology Inc. (NASDAQ:MU), SanDisk Corp. (NASDAQ:SNDK) and Advanced Micro Devices Inc. (NASDAQ:AMD), as the company's transformation from a traditional PC maker into a diversified infrastructure and AI server provider has fueled renewed investor interest amid surging demand for enterprise AI computing and data center hardware.

"GameStop Stock Pops On Q1 Results: Highest Quarterly Net Income Ever," by Adam Eckert, reports that GameStop Corp. (NYSE:GME) shares rose after the video game retailer delivered a first-quarter earnings and revenue beat, posting quarterly EPS of 30 cents versus expectations of 16 cents and revenue of $835.3 million that topped analyst estimates, while achieving the highest quarterly net income in company history at $389.6 million and the highest first-quarter operating income ever at $143.3 million, driven by strong growth in collectibles sales, as the board also approved a new $2 billion share repurchase authorization through June 2029, further boosting investor sentiment.

"Software Stocks Rally: ServiceNow, CrowdStrike Lead AI-Fueled Surge," by Piero Cingari, reports that leading software stocks including ServiceNow Inc. (NYSE:NOW) and CrowdStrike Holdings Inc. (NASDAQ:CRWD) rallied sharply as investors rotated back into the software sector amid growing confidence that artificial intelligence is beginning to translate into stronger revenue growth and productivity gains, with enterprise spending on AI-powered software accelerating and analysts arguing that the recent selloff in SaaS names may have created attractive entry points for companies positioned to benefit from the next phase of AI adoption across businesses.

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

Apple Stock Is Already Beating The S&P 500 — Can Siri 2.0 Extend The Rally?

Merlin Stock Soars After The Close: Here's Why

Virgin Galactic Stock Rallies 180% In A Month — Short Sellers Feel The Heat

The Bears

"Lululemon Stock Falls On Weak Outlook As Company Grapples With Recent Headwinds," by Adam Eckert, reports that Lululemon Athletica Inc. (NASDAQ:LULU) shares dropped after the athletic apparel maker reported fiscal first-quarter results that topped analyst expectations but issued a weaker-than-expected outlook, citing ongoing macroeconomic pressures, softer consumer spending and company-specific challenges that have weighed on recent performance, as management pointed to efforts to improve product assortment, drive international growth and strengthen customer engagement, but investors remained concerned about slowing sales momentum and the path to reaccelerating growth.

"Broadcom (AVGO) Stock Plunge? Goldman Sachs' $525 Price Target Says Buy The Dip," by Piero Cingari, reports that Broadcom Inc. (NASDAQ:AVGO) shares pulled back despite maintaining strong fundamentals, prompting Goldman Sachs to reiterate its bullish stance and $525 price target, arguing that the selloff represents a buying opportunity rather than a deterioration in the company's outlook, as Broadcom continues to benefit from surging demand for custom AI chips, networking infrastructure and software assets acquired through VMware, with analysts expecting the company to remain one of the key beneficiaries of the ongoing AI infrastructure spending boom.

"Space Stocks Bleed: Redwire, Momentus Down More Than 20% As SpaceX IPO Fatigue Hits," by Piero Cingari, reports that space-sector stocks including Redwire Corp. (NYSE:RDW) and Momentus Inc. (NASDAQ:MNTS) plunged more than 20% as investor enthusiasm surrounding the highly anticipated SpaceX IPO began to fade, triggering a sharp selloff across speculative aerospace names that had previously rallied on expectations of increased interest in the sector, with traders taking profits and reassessing valuations amid concerns that the IPO-driven momentum had become disconnected from company fundamentals.

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

Alphabet Stock Slides On AI-Fueled Capital Raise That Includes Additional Berkshire Investment

Credo Technology Group Stock Dives Despite Q4 Earnings Beat

Why Is Nokia Stock Falling Friday?

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