The AI Supercycle's Most Undervalued Manufacturer Sanmina Corporation's strategic pivot into AI data center hardware manufacturing is driving triple-digit revenue growth and signaling a major valuation reset. MarketBeat · May 3
The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Dylan Jovine of Behind the Markets identifies five chip stocks set to benefit from the SpaceX IPO and the agentic AI wave driving it. MarketBeat · May 2
Visa Soars Post-Earnings; Outlook Positive Despite AI Risks Visa's latest earnings were a big win for shares. Despite macro and AI fears, Visa powered ahead, posting its highest growth since 2022. MarketBeat · May 2
The Most Important Part of These 3 Big Pharma Earnings Reports Wasn’t the Beat Big Pharma stalwarts AbbVie, AstraZeneca, and GSK beat Q1 revenue expectations, raising guidance and offering a potential tailwind for the flailing medical sector. MarketBeat · May 2
These 3 AI Stocks Just Crushed Earnings: Still Time To Buy? STX, SIMO, and NXPI each surged after strong Q1 2026 earnings, but valuations and overbought technicals raise questions about remaining upside for each stock. MarketBeat · May 2
After 15% L3Harris Price Drop, Is It Time to Buy or Time to Fly? L3Harris is positioned to rebound and hit fresh highs but a lower low may come before it begins. Growth, margin, and market sentiment drive the action. MarketBeat · May 2
MarketBeat Week in Review – 04/27 - 05/01 Sell in May and go away may not be the right strategy after stocks closed out a strong April and strong earnings point to more gains MarketBeat · May 2
Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent Eli Lilly's 2026 is off to a great start, with massive earnings and revenue beats and exciting updates about its latest GLP-1, Foundayo. MarketBeat · May 1
SanDisk Earnings Crush Estimates With 251% Revenue Surge SNDK's Q3 revenue of $5.95 billion surged 251% YOY, with non-GAAP EPS crushing the $14.36 consensus by 63%, while Q4 sales and EPS guidance topped estimates by a wide margin. MarketBeat · May 1
MaxLinear’s Explosive 200% Rally Looks Impressive—But Can It Last? MaxLinear surged 80% after Q1 2026 earnings on strong data center growth, but negative net margins and a forward P/E of 60 raise valuation concerns. MarketBeat · May 1
5 Reasons Rambus Stock Price Collapse Is One Hot Entry Point Rambus is amid a shift from IP sales and licensing to product sales and it is paying off as AI demand supports growth and wider margins. MarketBeat · May 1
Viking Therapeutics Faces Timeline Risk—But Upside Could Be Huge Viking Therapeutics stock faces near-term pressure, but its GLP-1 pipeline and clinical timeline could deliver significant long-term upside MarketBeat · May 1
Bed Bath & Back to Life? An Aggressive Turnaround Takes Shape With its first revenue increase in nineteen quarters, Bed Bath & Beyond is aggressively executing a strategic pivot toward a unified home services model. MarketBeat · May 1
Apple’s Earnings Make $300 Look Like a Matter of When, Not If Apple’s earnings reinforced its bullish outlook, and a move back towards $300 is starting to look increasingly likely in the coming weeks. MarketBeat · May 1
MarketBeat · May 1 Sherwin-Williams: The Boring Beauty Play on Housing Recovery Sherwin-Williams stock dips after earnings, but its long-term outlook as a housing recovery play and dividend compounder remains intact
MarketBeat · May 1 T-Mobile's Broadband Blitz Puts Cable on Notice T-Mobile is leveraging its wireless dominance to fund a strategic, capital-efficient expansion into the broadband market, directly challenging cable incumbents.
MarketBeat · May 1 Bloom Energy May Be Solving AI’s Biggest Power Problem Bloom Energy is the power behind the data center build out, ramping production of its fuel cells and accelerating deployments.
MarketBeat · May 1 5 Stocks to Buy in May Before the Next AI Surge Hits The S&P 500 broke to new highs in April and signals a robust uptrend ahead, with the target now well above 7,500 and many tech stocks following suit.
MarketBeat · Apr 30 Microsoft Earnings Look Strong, But Investors Focus on Risks Microsoft stock falls after earnings despite strong Azure growth and AI momentum as investors weigh capex spending and OpenAI risks
MarketBeat · Apr 30 Is This Pre-IPO AI Robotics Company the Next Big Defense Play? XTEND CEO Aviv Shapira explains the AI operating system behind autonomous drones, its Lockheed Martin partnership, and a planned $1.5B NASDAQ debut under XTND.
MarketBeat · Apr 30 MongoDB Could Be Setting Up for a Sharp Earnings Rebound MongoDB's unique database architecture enables easy use, easy scaling, and cost effective deployment of AI for enterprises across verticals.
MarketBeat · Apr 30 Hilton’s Q1 Report Put One Big Question Front and Center for 2026 Hilton stock holds steady after Q1 earnings beat as broader travel demand and strong pipeline growth support its long-term outlook.
MarketBeat · Apr 30 Why CrowdStrike's Consolidation Bet Is the Only One That Matters CrowdStrike’s platform strategy is gaining traction, driving strong ARR growth and positioning CRWD stock for long-term gains
MarketBeat · Apr 30 Mondelez Rips Higher on a Q1 Beat as Cocoa Pressure Finally Starts to Crack Mondelez stock rises on strong earnings, as easing cocoa costs and emerging-market growth point to potential upside for MDLZ investors.
MarketBeat · Apr 30 Chipotle Stock Just Hit Bottom—Is a Breakout Next? Chipotle Mexican Grill is on track for an accelerating rebound as improving store counts and comp sales combine to form a powerful tailwind.