Jason Brown (@brownreport) isn't surprised to see a pullback Thursday after stocks ran up hot into Nvidia's (NVDA) earnings. He turns to Goldman Sachs (GS), Teradyne (TER), and Dollar Tree (DLTR) for today's Big 3 and offers reasons for a bull case in each.

TER's UltraFLEXplus shipments more than doubled in the past nine months as AI-driven demand boosts growth in chip testing.

Teradyne rides on booming AI chip-testing demand as the SemiTest segment generates $1B revenues, outpacing Cisco Systems in earnings growth and upside potential.

On May 15, 2026, Teradyne Inc (TER) shares fell 5.2% to a current price of $339.75. This decline adds to a 1-week drop of 5.6% and a 1-month decrease of 6.9%. O

Teradyne's SemiTest segment tops $1.1B in Q1 2026 as AI demand neared 70% of revenue, backed by new test platforms and upbeat Q2 sales guidance.

Steven Dickens sits with Nicole Petallides to dive into some underappreciated players in the AI investment theme including IBM (IBM), Teradata (TER) and even Amazon (AMZN). He talks about the inertia AI capex spending from the Mag 7 names has on secondary derivatives, calling them "hidden gems.

Teradyne is rated a buy, driven by record Q1 2026 results and dominant positioning in AI-related semiconductor testing. Q1 revenue surged 87% YoY to $1.28B, with adjusted EPS at $2.56 and 70% of revenue from AI demand. TER commands a high-barrier duopoly in automated test equipment, leading in AI compute chips and benefiting from robust industry tailwinds.

Quantum ETFs are surging as breakthroughs, funding and AI demand fuel growth, offering diversified exposure to a high-risk, high-reward theme.

NORTH READING, Mass.--(BUSINESS WIRE)--Teradyne, Inc. (NASDAQ:TER) today announced a quarterly cash dividend of $0.13 per share, payable on June 12, 2026, to shareholders of record as of the close of business on May 21, 2026. About Teradyne Teradyne (NASDAQ:TER) designs, develops, and manufactures automated test equipment and advanced robotics systems. Its test solutions for semiconductors and electronics products enable Teradyne's customers to consistently deliver on their quality standards. I.

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