How to Read Applied Materials Earnings: What Signals Move the Stock? Applied Materials heads into earnings near all-time highs, and whether it beats or dips, the long-term setup still favors the bulls. MarketBeat · Feb 12
Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype Microsoft’s pullback overlooks the company's Azure migrations, as legacy SQL workloads moving to the cloud may be the real long-term growth driver MarketBeat · Feb 12
IREN Bounces Back: The Market Votes Yes as Big Banks Step In Major banking partners have validated the aggressive expansion into artificial intelligence infrastructure by underwriting significant growth capital. MarketBeat · Feb 12
2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot After a brutal selloff, Qualcomm’s oversold technicals and bullish analyst support are suddenly make its risk/reward profile look unusually attractive. MarketBeat · Feb 12
Offshore Titans: Transocean Buys Valaris for $5.8B The strategic union of Transocean and Valaris establishes a premier offshore drilling contractor positioned to dominate the deepwater energy market. MarketBeat · Feb 12
BlueBird 6 Unfolds: AST SpaceMobile Unlocks Commercial Growth AST SpaceMobile confirms the successful unfolding of BlueBird 6 to validate its technology and unlock commercial agreements with global network operators. MarketBeat · Feb 12
Cloudflare: Another AI-Disrupted Stock You Might Want to Buy Cloudflare is well-positioned to benefit from AI disruption as its business accelerates amid increased agentic traffic across the web. MarketBeat · Feb 11
Shopify Defies Logic: AI Disruption Is a Good Thing Oh no! AI disrupted Shopify's business and helped it sustain a 30% growth pace, enabling solid cash flow and an increase in the buyback authorization. MarketBeat · Feb 11
These 3 Stocks Just Graduated to the MSCI World Index The MSCI World Index's February review adds three new companies to the global benchmark as capital flows into space, AI, and aerospace sectors. MarketBeat · Feb 11
Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential Dynatrace stock surged after the company beat earnings estimates and authorized a new share buyback program, signaling confidence in its long-term value. MarketBeat · Feb 11
Vertiv Earnings Prove the AI Infrastructure Boom Is Intact Vertiv stock surged after earnings as AI-driven data center demand fueled record orders, backlog growth, and strong guidance despite a slightly mixed quarter MarketBeat · Feb 11
Simpson Manufacturing: A Mid-Cap Rally With New Highs in Sight Simpson Manufacturing is on track to sustain growth, improve margin, grow profits, and pay capital returns; institutions are accumulating this stock. MarketBeat · Feb 11
GE Vernova Rallies on the AI Grid Supercycle: Turbines, Transformers, and Cash Returns See why GE Vernova is rallying on data center power demand, how turbines and transformers drive growth, and what cash flow and valuation imply. MarketBeat · Feb 11
Williams Companies Stock Climbs as Investors Focus on Gas Demand Williams Companies posted mixed earnings, but record results and rising natural gas demand are pushing WMB stock to new highs MarketBeat · Feb 11
MarketBeat · Feb 11 Strategic Masterstroke: Paramount Adds a Ticking Fee to Warner Bros. Bid Warner Bros Discovery shareholders are poised to benefit from a bidding war as Paramount adds ticking fees to rival the current Netflix agreement.
MarketBeat · Feb 11 AI Power Crunch: Why Bloom Energy Is the Hidden Winner Bloom Energy is transforming into a critical AI infrastructure provider, delivering rapid power solutions that bypass grid congestion to drive record growth.
MarketBeat · Feb 11 AI Disruption Overblown! 4 Software Stocks to Buy on the Dip SaaS stocks are overextended in February and trading at rock-bottom prices, ready to rebound vigorously given a catalyst.
MarketBeat · Feb 11 Onsemi Is Near a Breakout—And Free Cash Flow Could Fuel It See what onsemi’s Q4 results and 2026 guidance imply for margins, free cash flow, and buybacks—and why ON stock is testing key resistance.
MarketBeat · Feb 11 No Rally? Coca-Cola’s Results Still Look Like a Sweet Deal Coca-Cola Company stock is on track to hit the mid-$80s in H1 2026 after a decent FQ4 report and a 2026 guide affirming growth, cash flow, and capital return.
MarketBeat · Feb 10 3 Stocks to Play the Summer Travel Boom as Demand Surges Again Get the key 2026 travel demand catalysts and why Hilton, Delta, and Marriott stocks are breaking out, plus the guidance and technical levels to watch.
MarketBeat · Feb 10 What to Make of D-Wave's Latest Defense Industry Push D-Wave is once again making efforts to expand into the defense space with a promising partnership with Davidson and Anduril, but can it yield new sales?
MarketBeat · Feb 10 Rocket Lab’s Neutron Hiccup Sparked a Sell-Off—Overreaction or Omen? Understand why Rocket Lab pulled back from January highs, what the Neutron testing incident means, and the key levels and catalysts investors are watching.
MarketBeat · Feb 10 Monolithic Power Systems Is Surging—Has Valuation Caught Up? Monolithic Power Systems is continuing on its very strong run in 2026. However, is this chip stock's promising future already reflected in its valuation?
MarketBeat · Feb 10 Spotify Just Crushed Earnings—So Why Is the Stock Still Down 34%? Spotify delivered strong earnings with improving margins, subscriber growth, and bullish analyst sentiment, making SPOT stock attractive after a sharp pullback
MarketBeat · Feb 10 Draganfly Is Becoming a Key Defense Drone Partner—Faster Than Expected Draganfly is an easily-overlooked nano-cap drone company, but recent partnerships and military contracts are a signal that big growth could be in store.