Fabrinet Is Becoming a Quiet Winner in the AI Optics Buildout Fabrinet is well-positioned as a manufacturing specialist for major tech companies, focused on optics and photonics, the future of AI. MarketBeat · Jun 26
3 Stocks Building the Future of Agentic AI Payments Coinbase, Circle, and PayPal are building the payment infrastructure that could enable AI agents to transact autonomously MarketBeat · Jun 26
This Single Factor Is Holding Back Carvana’s Disruptive Edge Carvana’s business model is delivering results, but high interest rates may be limiting upside for CVNA stock despite strong earnings growth MarketBeat · Jun 26
BlackBerry’s Rally Is Running on a Bigger AI Story Than Earnings Alone BlackBerry beat Q1 fiscal 2027 estimates with revenue of $152.9 million, up 26% year-over-year, as its QNX software unit expands into physical AI markets. MarketBeat · Jun 26
MDA Space Targets US Defense Market With $620M Acquisition MDA Space is expanding its sovereign defense footprint through cross-border acquisitions and securing lucrative government infrastructure contracts. MarketBeat · Jun 25
Carnival's Second Quarter: Is the Stock Still Complicated? Carnival stock delivered record quarterly results and strong booking trends, but investors face risks from debt, fuel costs, and geopolitical uncertainty. MarketBeat · Jun 25
Domino's Stock Slides to 52-Week Low as Investors Digest CEO Change Domino's named company veteran Joe Jordan as its next CEO as slowing sales growth and a weaker outlook weigh on shares. MarketBeat · Jun 25
Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal Microsoft’s 20-year power deal with Chevron secures AI infrastructure capacity, lowers energy risk, and strengthens Azure’s competitive advantage. MarketBeat · Jun 25
Getty Images’ OpenAI Deal Gives the Stock a New AI Licensing Story The strategic partnership between Getty Images and OpenAI validates licensing value and accelerates the massive structural merger with Shutterstock. MarketBeat · Jun 25
Cerebras Systems, Inc: The Next Rags-to-Riches AI Story? Cerebras is on track to dominate in the inference industy but there are some hurdles to overcome: Analysts are optimistic and see value for investors. MarketBeat · Jun 25
Micron’s HBM Surge Could Redefine the AI Growth Story Micron is better positioned than NVIDIA for the AI boom as each AI-capable GPU requires multiple stacks of its HBM memory units. MarketBeat · Jun 25
European Banks Are Outperforming : Can These 3 Keep It Going? European bank stocks trade at single-digit earnings multiples while posting strong net interest income growth, suggesting the sector remains undervalued. MarketBeat · Jun 25
Qualcomm’s $4B AI Deal Takes Aim at NVIDIA’s Software Moat Qualcomm is aggressively expanding its enterprise artificial intelligence footprint by acquiring Modular and securing major cloud infrastructure partnerships. MarketBeat · Jun 25
Paychex Stock Looks Beaten Down, But Not Broken Paychex stock is down roughly 45% from highs, but fiscal Q2 revenue grew 12.5%, adjusted EPS beat estimates, and institutions are accumulating shares near long-term lows. MarketBeat · Jun 25
MarketBeat · Jun 25 2 Space and Defense Stocks Turning Backlogs Into Revenue Growth Outside of SpaceX, these two space and defense firms are quietly standing out for robust backlogs and noteworthy sales growth.
MarketBeat · Jun 25 Energy Fuels Just Made a Bold Bet on Rare Earth Magnets Energy Fuels is securing a domestic mine-to-magnet supply chain to establish a resilient Western duopoly in critical minerals for high-tech applications.
MarketBeat · Jun 25 Washington’s Quantum Push Puts IBM and IonQ on the Throne Strategic federal moves to take direct equity stakes in public quantum developers cement high-performance computing as an urgent national security priority.
MarketBeat · Jun 25 FedEx’s Earnings Drop May Be Missing the Bigger Freight Story FedEx's structural improvements and divestitures have it on track to reduce debt and buyback shares, boost shareholder value, and drive its stock price upward.
MarketBeat · Jun 24 Why KB Home Could Reward Patient Investors Later KB Homes is in contraction as home buyers remain on the sidelines; the catatlyst is lower interest rates and KBH is well-positioned for when they fall.
MarketBeat · Jun 24 Meta's Internal Turmoil: Morale Nears 20-Year Low at the Wrong Time After a large layoff and AI reshuffling, Meta's employee morale is nearing historic lows just as investors want the company to accelerate product development.
MarketBeat · Jun 24 Tesla's New NHTSA Probe Lands at the Worst Possible Time The fresh NHTSA probe is bad timing for a stock that's already in danger of forming a downtrend, but the broader Tesla bull case remains intact.
MarketBeat · Jun 24 Nano Nuclear’s AI Data Center Deal Puts the Stock Back in Focus NNE stock is consolidating near its 50-day SMA as Nano Nuclear builds a nuclear value chain spanning microreactors, HALEU fuel, and data center power supply.
MarketBeat · Jun 24 EVs Are Big Winners of the Iran War—Just Not American Ones The Iran war's oil shock highlights a global energy divide: Record U.S. oil production insulates domestic markets while global EV adoption rapidly accelerates.
MarketBeat · Jun 24 Dividend Increases: From Over 10% Yields to Over 10% Dividend Growth Dividends are on the rise for several interesting stocks that sit on the spectrum of high dividend yields to high dividend growth.
MarketBeat · Jun 24 From Quantum to Clothing: Insider Trades Hit 3 Big Names See these top names across quantum computing, artificial intelligence and clothing that insiders are buying and selling.