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The Latest Breaking News from MarketBeat

Consolidate or Die: Is Rivian The Ultimate Takeover Target?

Rivian Automotive is rapidly transforming from an independent electric vehicle manufacturer into a prime acquisition target backed by legacy industry giants.

Apple Talks Just Changed Everything for Intel

Apple Talks Just Changed Everything for Intel

Apple’s reported talks with Intel reinforce the company’s dramatic turnaround, though after a historic rally, the stock may need time to cool before its next move higher.

Boarding Passes Now Being Issued for the Ultimate eVTOL Arbitrage

Boarding Passes Now Being Issued for the Ultimate eVTOL Arbitrage

Vertical Aerospace establishes itself as a vastly undervalued leader in the advanced air mobility market after securing major capital for commercial growth.

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Western Digital: The Storage Behemoth Skyrocketing on AI Demand

Western Digital has been one of the hottest stocks for going on two years, and its business is continues to grow stronger.

Old Money, New Tech: Western Union's Crypto Reboot

Western Union's strategic deployment of a Solana-based stablecoin signals a fundamental operational overhaul designed to reclaim market share from fintech rivals.

Years in the Making, AMD’s Upside Movement Has Just Begun

Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.

Recession Indicator: eBay's Stock Is Up More Than 50% Over the Past Year

eBay is providing investors with a counter-cyclical recession hedge this year, as gross merchandise volume growth has driven a 26% gain for the stock in 2026.

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Just How Big a Problem Could Amazon’s Cash Burn Rate Be?

Just How Big a Problem Could Amazon’s Cash Burn Rate Be?

Amazon’s cash burn is real, but the spending is increasingly being viewed as necessary fuel for the rally's next leg higher.

Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%

Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%

Low-Earth orbit satellite stock AST SpaceMobile leads a list of three names experiencing an uptick in insider selling during 2026.

BlackBerry Rewrites Its Own Operating System

BlackBerry Rewrites Its Own Operating System

BlackBerry's successful software pivot is validated by strong earnings, a dominant position in automotive tech, and expansion into high-growth AI markets.

Grab Holdings Faces Hurdles, But Upside Potential Is Hard to Ignore

Grab Holdings Faces Hurdles, But Upside Potential Is Hard to Ignore

Grab Holdings is on track to unlock value, buys back shares, and can increase its share price by hundreds of basis points over time.

Shopify’s Valuation Crisis Creates Opportunity in 2026

Shopify’s Valuation Crisis Creates Opportunity in 2026

Shopify is well-positioned to grow and sustain a high-pace but valuation presents a hurdle in 2026 it will take time to cross.

Palantir Drops After a Blowout Q1—What Investors Should Know

Palantir Drops After a Blowout Q1—What Investors Should Know

Palantir stock falls after a blowout Q1 earnings report as valuation concerns, analyst targets, and growth outlook drive investor debate

TSLA: 3 Reasons the Stock Could Hit $400 in May

TSLA: 3 Reasons the Stock Could Hit $400 in May

Tesla’s expanding growth potential and strengthening momentum are aligning to make a move to $400 in May look increasingly likely.

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The Great Chip Divide: AI Chip War Pivots from Hype to Execution

Intel's strategic M&A and leadership changes signal a fundamental turnaround as AMD continues to secure significant enterprise AI and cloud deployments.

3 Reasons Analysts Love DexCom

Continuous glucose monitoring devices are vital to those with type 2 diabetes, and DexCom is cementing its position as a leader in this growing market.

Atomic Dividends: Big Tech's New Energy Bet

The surging power demands from AI and big tech are catalyzing a multi-decade investment cycle in American nuclear energy infrastructure.

Nebius Breaks Out to All-Time Highs—Here's What's Driving It.

Nebius hit an all-time high of $176.42 after announcing a $643 million acquisition of AI inference specialist Eigen AI, with Q1 2026 earnings due May 13.

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The New Fed Chair Trade: Who Wins When Warsh Takes the Helm?

Kevin Warsh’s Fed could reshape interest rates in 2026, creating winners and losers among bank stocks based on rate sensitivity and market volatility

onsemi Stock Dips After Earnings: Why the Dip Is Buyable

onsemi transitioned to growth and forecasts acceleration in Q2 as data center demand and AI underpin the outlook. Analysts are lifting targets.

Leading Insider Sales: April Activity Ramps in These Stocks

Insiders are selling tech stocks while analysts and institutions buy them. Which group are investors to follow, given the mixed signals and outlook for earnings

Monolithic Power Systems: AI Stock Beat, Raised and Upgraded Post-Earnings

Monolithic Power Systems has surged more than 70% in 2026, and analysts are calling for more gains after its latest earnings report.

Amazon Weaponizes Logistics, Triggering Sector-Wide Selloff

Amazon is leveraging its global supply chain to directly challenge legacy carriers, a strategic pivot that unlocks a significant and disruptive new revenue stream.

Norwegian Cruise Line Cuts Outlook as Headwinds Build

Norwegian Cruise Line cuts outlook after mixed Q1 results, citing ongoing execution challenges amid a tough macro backdrop.

Berkshire Hathaway’s Record Cash Hoard: Why and What's Next?

Berkshire Hathaway’s record $397B cash hoard highlights valuation concerns, leadership transition, and where the company may invest next

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