Scanner DailyTickers — Friday, May 1, 2026

Intel just posted its best month in history (+110% in April 2026), a historic breakout from multi-year lows driven by foundry business traction, CHIPS Act subsidies, and AI chip demand. The 18A process node is gaining customer commitments (Microsoft, Broadcom). Pat Gelsinger’s foundry recovery thesis is finally showing results — Intel Foundry Services booked $5B+ in new orders in Q1. The stock surged from $45 to $94.48 in April alone with massive volume confirmation signaling institutional accumulation. Every major semi name is rallying (AMD best since 2001, MRVL best since 2001, MU best since 2000) — Intel is leading with the most beta. Weak DXY (98.09) boosts international revenue. NFP risk: size at 0.80x until 09:15 ET.

Marvell is posting its best month since January 2001, surging on massive demand for custom AI silicon. AWS and Google are Marvell’s key customers for custom AI accelerator chips (TPU, Trainium), and the hyperscaler AI capex cycle ($1T+ through 2026) is driving structural demand. The stock rallied from ~$100 to $165 in April. Marvell’s 5G infrastructure business adds a secondary growth driver as telecom operators upgrade networks. The momentum structure is pristine: above all moving averages with expanding volume. Unlike NVDA (GPU monopoly), Marvell captures the custom ASIC angle of the AI chip supply chain — a differentiated exposure.

Zscaler is the zero-trust cloud security leader benefiting from the +8% cybersecurity theme in April. As enterprises accelerate cloud migration, traditional perimeter-based security becomes obsolete — Zscaler’s cloud-native zero-trust architecture replaces legacy VPNs and firewalls. Federal government contracts are growing rapidly (FedRAMP certified). The stock is trading well below its 52-week high of $337, suggesting significant upside potential from the April lows. Cybersecurity spending is non-discretionary — the sector grows regardless of macro conditions. Iran geopolitical tensions further increase cybersecurity budget urgency across government and enterprise.

Glaukos is the top healthcare performer in April (+23%), driven by the iDose TR sustained-release drug delivery implant for glaucoma. The iDose TR received FDA approval and commercial launch is exceeding expectations — procedure volumes are ramping faster than any prior ophthalmic device launch. The glaucoma market is $7B+ globally with significant unmet need (patient compliance with daily eye drops is poor). Glaukos’s micro-invasive approach replaces daily drops with a single implant. At $143.67, the stock just hit a new 52-week high of $145.50, confirming the momentum breakout. Healthcare innovation names are outperforming defensive healthcare (+3% vs flat XLV) in this RISK-ON regime.

FTAI Aviation is the pure-play aviation aftermarket and engine MRO company, benefiting from the structural shortage of aircraft engines globally. The stock surged +17% in April as travel demand remains robust and engine maintenance backlogs extend to 18+ months. At $249.67, FTAI has recovered strongly from its February lows near $87. FTAI’s business model (buy used engines, overhaul and lease) generates high-margin recurring revenue that is structurally insulated from the new aircraft delivery delays at Boeing and Airbus. Aviation MRO is one of the few sectors with visible multi-year demand regardless of macro regime.

Spotify is the European Communication Services leader, a Swedish company listed on NYSE, benefiting from the sector’s +7% April rally. Strong subscriber growth continues with 600M+ monthly active users, and the margin expansion story is the key catalyst: gross margins have expanded from 25% to 31%+ over the past year as podcast and advertising revenue scales. At $446.55, the stock is well below its 52-week high of $785, suggesting significant recovery upside. The ad tech platform monetizes the massive user base with AI-powered targeting. Communication Services is the best-performing sector in April, and SPOT captures this rotation as the sector’s streaming infrastructure leader.

Arm Holdings is the chip design IP monopoly powering virtually every smartphone, IoT device, and increasingly every AI accelerator on the planet. Based in Cambridge, UK, ARM licenses its architecture to NVIDIA, Apple, Qualcomm, Samsung, MediaTek, and every custom silicon designer. The April semiconductor supercycle (INTC +110%, AMD, MRVL all historic months) directly benefits ARM — every new chip designed needs an ARM license. At $210.32, ARM is approaching its 52-week high of $237.68, confirming the breakout momentum. The AI accelerator boom means ARM’s royalty revenue per chip is increasing as higher-value designs proliferate. ARM captures the semiconductor rally from a unique angle: not manufacturing chips, but owning the architecture that every chip runs on.

Infosys is the Indian IT services leader, benefiting from the AI consulting and digital transformation mega-trend. As enterprises globally accelerate AI adoption, they need implementation partners — Infosys is the go-to for Fortune 500 companies seeking AI integration into business processes. At $12.46, the stock is near its 52-week low of $12.18, creating a deep-value entry with asymmetric upside. The India IT sector is showing strength as rupee weakness and global AI budgets converge. Dividend yield of 4.18% provides downside protection while waiting for the AI consulting revenue to ramp. Forward PE of 14.3x is cheap relative to Accenture (25x) for similar growth profile.

SOXX (iShares Semiconductor ETF) is the optimal vehicle to capture the historic semiconductor rally without single-stock binary risk. April 2026 was the best month for semiconductors in decades: INTC +110% (best month EVER), AMD best since Jan 2001, Marvell best since 2001, Micron best since 2000. At $461.44, SOXX is near its 52-week high of $463.87, confirming the sector momentum is at maximum strength. The ETF holds NVDA, AVGO, AMD, INTC, MRVL, MU — capturing the entire AI chip supply chain from design (ARM, NVDA) to foundry (INTC, TSM) to memory (MU, SK Hynix). The AI infrastructure capex cycle ($1T+ through 2026) validates structural demand. SOXX provides broader equal-weighted semiconductor exposure compared to SMH.

XLC is the best-performing sector ETF in April (+7%), driven by the massive GOOGL +33% rally (best month since 2004 IPO, Alphabet approaching $4.6T market cap near NVDA). Contains META (14.9% weight), GOOGL (21.2%), NFLX (7.8%), DIS (5.2%). Both META and GOOGL already reported strong earnings — the sector is in confirmed post-earnings momentum with the binary risk behind it. The ad spend recovery thesis is validated by both companies. Communication Services benefits from AI-driven ad targeting improvements (META AI, Google AI Overviews) = margin expansion. At $116.51, XLC is near its 52-week high of $120.41, confirming the sector rotation momentum.