The Latest Breaking News from MarketBeat

NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges

NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.

MarketBeat · Feb 19

Palo Alto Networks’ Dip Might Be a Gift if This One Thing Holds

See why Palo Alto’s guidance cut sparked a dip, what analysts and institutions are signaling, and how ARR, RPO, and integration costs shape the setup.

MarketBeat · Feb 19

Forget Chips, Buy Wires: BHP Hits Highs as Copper Overtakes Iron

Smart money is rotating into the mining sector as the artificial intelligence boom creates a massive supply shock for essential physical infrastructure.

MarketBeat · Feb 19

Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN

Berkshire Hathaway seems to have clearly hitched its wagon to one key hyperscaler in the artificial intelligence race, while reducing its position in another.

MarketBeat · Feb 18

3 Names to Watch as Homebuilders Near Breakout

Homebuilding stocks are outperforming early this year, with XHB up 17% as capital rotates out of tech and into defensive, asset-backed sectors.

MarketBeat · Feb 18

Corning’s Surprise AI Boom: Is It Already Too Late to Buy?

Corning's pivot to AI darling may have surprised some long-time investors, but the company's massive rally is real: is there an opportunity to buy in now?

MarketBeat · Feb 18

Value or Growth: 2 Ways to Invest in the Energy Transition

Energy Transfer offers income tied to fossil fuel infrastructure, while Constellation Energy provides long-term growth from nuclear power and AI-driven demand

MarketBeat · Feb 18

Qualcomm’s Analysts Are Throwing in the Towel—Time to Be Brave?

Qualcomm has been collecting several downgrades, but extremely oversold technicals and encouraging price action could make this a compelling contrarian setup.

MarketBeat · Feb 18

3 Discount Retail Stocks to Watch as Earnings Put Valuations to the Test

Dollar Tree, Ross Stores, and TJX head into earnings season with strong momentum but elevated valuations. Here’s what investors should watch this quarter

MarketBeat · Feb 18

CRWD Stock: Buy the Dip or Beware the Valuation?

CrowdStrike stock faces a prove-it moment ahead of earnings as strong ARR growth collides with valuation concerns and rising competition in cybersecurity

MarketBeat · Feb 18