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The Latest Breaking News from MarketBeat

MarketBeat Week in Review – 08/24 - 08/28

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole

3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole

Amid Fed rate uncertainty after Kevin Warsh's Jackson Hole speech, Charles Schwab, Cullen/Frost Bankers, and Jackson Financial each offer distinct ways to benefit from varying interest rate scenarios.

IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings

IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings

IREN's fiscal Q4 revenue fell year-over-year but beat estimates as AI cloud revenue surged, even as shares dropped and management pointed to 2029-2030 for sustained profitability.

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Boeing's $131B F-15 Win: Mach 1 Momentum or Just Altitude?

Boeing secured a $131.23 billion Pentagon contract ceiling for F-15 sustainment through 2037, bolstering its defense backlog even as commercial aviation headwinds and heavy debt persist.

Okta Stock Surges 29%—Is $200 the Next Stop?

Okta shares surged after strong Q2 results and raised guidance, with revenue up 10.6% and analysts lifting price targets, some to $200, as AI-driven demand for identity security boosts growth.

BWX Technologies’ Army Reactor Win Could Redraw Its Nuclear Growth Story

BWX Technologies will build a 20-megawatt reactor at Fort Campbell under the Army's Janus program, shifting toward a vendor-owned power model backed by an $800 million divestiture and $8.39 billion backlog.

Meta’s $18 Billion Settlement May Be a Win for Investors

Meta agreed to pay up to $18 billion to settle state youth social media addiction lawsuits, far below the roughly $200 billion in potential civil penalties cited by state plaintiffs.

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Intuit’s Earnings Reset May Be More Pivot Than Plunge

Intuit’s Earnings Reset May Be More Pivot Than Plunge

Intuit stock has fallen nearly 48% this year after soft fiscal 2027 guidance, but mid-market growth, AI adoption, and heavy share buybacks point to a strategic reset rather than a broken business.

Salesforce Turns the Corner as AI Fears Start to Fade

Salesforce shares rose after Q2 revenue, earnings, and guidance beat forecasts, prompting analyst price target hikes and heavy institutional buying that suggest the stock has bottomed.

Could Falling Yields Make REIT Stocks Worth a Second Look?

Could Falling Yields Make REIT Stocks Worth a Second Look?

As Treasury yields retreat from August highs, Realty Income, Prologis and American Tower offer income investors dividend growth, yield and diversified real estate exposure worth reviewing.

CrowdStrike’s “Mythos Moment” Tests the Bigger AI Security Trade

CrowdStrike’s “Mythos Moment” Tests the Bigger AI Security Trade

CrowdStrike shares jumped 14% after beating Q2 FY2027 estimates and raising its ARR outlook, as agentic AI-driven cybersecurity demand fuels growth alongside rivals like Palo Alto Networks.

3 Stocks Facing New Pressure From Section 338 Tariffs on Canadian Goods

3 Stocks Facing New Pressure From Section 338 Tariffs on Canadian Goods

New Section 338 tariffs on Canadian-made goods are pressuring Canada Goose, West Fraser Timber and Amrize, with each stock showing weakening technicals amid stalled U.S.-Canada trade talks.

Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape

Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape

AMD's equity investment and joint development deal with Nutanix, alongside rising analyst price targets and strong institutional buying, underpin the case for NTNX stock's continued rally.

SEC Probe Puts Wall Street Leverage Risk Back in Focus

SEC Probe Puts Wall Street Leverage Risk Back in Focus

SEC subpoenas Goldman Sachs, JPMorgan, Citigroup and Bank of America over margin lending to hedge fund Situational Awareness, which suffered a 67% drawdown amid an AI stock sell-off.

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A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole

Call option volume in the Invesco DB U.S. Dollar Index Bearish Fund (UDN) surged roughly 1,144%, as traders weigh the Treasury's expanded bond buybacks against the Fed's Jackson Hole policy stance.

Five Below’s Turnaround Is Working—But Has the Stock Run Too Far?

Five Below's sales, margins and earnings are beating expectations and guidance was raised, but analysts remain split as valuation and tariff risks temper the stock's rally.

Permian Resources Rally Faces a Test

Permian Resources beat earnings estimates with record free cash flow and reduced debt, but after a 66% stock rally, analysts see limited further upside from current price targets.

Google Cloud Just Gave Rezolve AI a Major Vote of Confidence

Alphabet's selection of Rezolve AI for Google Cloud Web3 data pipelines sent shares up nearly 22%, fueling short covering ahead of the company's Sept. 1 earnings report.

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Strategy’s $1.59B Gamble: Checkmate at $80K?

As Bitcoin nears $80,000, spot ETFs, Strategy Inc.'s $1.59 billion cash pool, and MARA Holdings' operational struggles reveal a divergent digital asset investment landscape.

Semtech Stock Rallies on Strong Q2 Results and Raised Guidance

Semtech topped Q2 estimates with 32.5% revenue growth and raised guidance, driven by data center demand, improved margins, debt reduction, and a consensus price target near $200.

Marvell’s Big AI Test Comes One Day After NVIDIA’s Blowout Quarter

Marvell Technology reports earnings Thursday after a 188% year-to-date stock run, with investors watching data center growth and its custom silicon pipeline, including the Alphabet chip deal, following NVIDIA's blowout results.

Alphabet Is Building a Base—Could a Breakout Be Next?

Alphabet stock is consolidating above prior resistance near $340, backed by strong margins, a low valuation, Berkshire's bigger stake, and analysts' consensus Buy rating with 22% upside.

NVIDIA’s Blockbuster Quarter May Still Undersell How Big the AI Buildout Is

NVIDIA's Q2 FY2027 results show accelerating revenue, wider margins, surging cash flow, and over $25 billion in capital returns, with strong FY2028 guidance and analyst price targets implying further upside.

When Unusual Volume Isn't Noise: 3 Small-Caps Sending Signals

Canada Goose, Capital Clean Energy Carriers and SOPHiA Genetics have each seen unusual trading volume recently, driven by tariffs, LNG demand, and a strong earnings beat, respectively.

Is Quantinuum Emerging as a Leader in the Quantum Race?

Quantinuum's first earnings report as a public company showed 279% revenue growth, raised 2026 guidance, $2.1 billion in cash, and rising bookings, though profitability remains distant.

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