May closed on a positive note. The S&P 500 has held up well through a stretch of choppy trading, and the market is entering June with most of the big earnings season behind it. That doesn’t mean things get quiet. The week ahead brings fresh economic data, more Fed commentary, and at least one major earnings report worth watching closely.
Here are three names I’m keeping an eye on.
Dell Technologies (DELL)
Dell has been one of the quiet stories of 2026. Most investors still think of it as a PC company. But the numbers from the most recent quarter told a different story. AI server demand came in well above expectations, and management raised guidance. The company is building and selling the rack-mounted server systems that house Nvidia’s GPUs — it’s the infrastructure behind the infrastructure, and right now that business is booming.
The stock has moved sharply on the news. I won’t pretend that chasing a stock after a big run is a comfortable feeling. But what’s happening here is different from a speculative surge. This is a fundamental re-rating. Analysts who spent years valuing Dell as a legacy hardware company are being forced to revise their models. When that kind of shift happens, the repricing can go further than most people expect.
CrowdStrike (CRWD)
CrowdStrike reports fiscal first-quarter results Tuesday after the close — June 3 — and the setup going in looks clean. The company is the clear leader in cloud-native endpoint security, and AI adoption across the enterprise tends to expand the attack surface that CrowdStrike gets paid to protect. More AI tools, more endpoints, more potential vulnerabilities. That’s a tailwind that doesn’t go away.
The stock has been recovering steadily since the software outage incident last summer weighed on sentiment. Analyst expectations heading into Tuesday are conservative, which means a solid beat and raise could move this name meaningfully. This is an earnings-dependent pick, so the caveat applies: the number can go either way, and position sizing matters. But the fundamental story is intact, and the bar looks manageable.
Alphabet (GOOGL)
No earnings this week, which is exactly why this name is here. When Tuesday is going to be about CrowdStrike, it helps to have at least one name on the list that doesn’t depend on a binary event.
Alphabet has been quietly rebuilding its AI story after spending much of 2025 playing catch-up to Microsoft. Google Search now includes AI-generated summaries. Google Cloud is gaining ground in enterprise AI workloads. Waymo is generating real commercial revenue. And earlier this month, the company’s I/O developer conference landed well with investors and the analyst community. Several Wall Street firms raised price targets in the weeks since. The stock isn’t cheap, but it’s cheaper than most of its Mag 7 peers on a forward earnings basis, and the business is demonstrably growing. For investors who want quality AI exposure without watching an earnings call Tuesday night, this is worth a look.
