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The Latest Breaking News from MarketBeat

3 High-Growth Unknowns in Photonics That Are Vital for AI

Photonics technology is under-appreciated by many investors but is likely to continue to play a pivotal role in growing the red-hot AI industry.

MarketBeat Week in Review – 02/09 - 02/13

Stocks were headed for another down week despite encouraging economic data on inflation and hiring that continued to support forecasts of a strong economy

Nebius' Q4 Earnings Miss Doesn't Change Its Growth Narrative

Nebius' Q4 Earnings Miss Doesn't Change Its Growth Narrative

Nebius is rapidly expanding its data center footprint to meet robust demand, and growth is forecast to exceed 500% this year.

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Palantir Is Down 27%, But the Long-Term Math Still Favors Bulls

Palantir has captured only a small slice of its massive TAM. Strong margins and AI-driven demand suggest long-term growth despite recent PLTR stock volatility

Why Verizon, AT&T, and T-Mobile Are Beating the Market in 2026

U.S. telecom giants have been big winners early on in 2026, with Verizon Communications leading the way as its new CEO engineers a comeback story.

Generac Stock Rallies: Why AI Matters More Than Earnings

Generac shares rose to new highs as investors focused on the company's strategic role in powering the artificial intelligence and data center sectors.

Cisco Systems Below $82? Buy Now, It Won’t Last—$182 Is Coming

Cisco Systems is on track to double in price and could rise by a modest triple-digit amount in time, tracking with other DotCom-era names driven by AI.

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Amazon Bets Big on BETA: Why Analysts See 50% Upside

Amazon Bets Big on BETA: Why Analysts See 50% Upside

Strategic investment from Amazon and a strong cash position signal major upside for BETA Technologies as it approaches critical commercial milestones.

NANO Nuclear Energy: Short-Squeeze or Rapid Meltdown Ahead

NANO Nuclear Energy: Short-Squeeze or Rapid Meltdown Ahead

NANO Nuclear Energy advances its commercialization timeline and derisks its revenue outlook, setting itself up for a short squeeze.

McDonald’s Serves Up Double-Sized Tailwind for Growth

McDonald’s Serves Up Double-Sized Tailwind for Growth

McDonald's dividend and buybacks are reliable for 2026, and buyback activity may increase, given the strength of Q4 numbers and what they imply for 2026.

Tesla’s Rally Setup Is Here—But Valuation Makes It Fragile

Tesla’s Rally Setup Is Here—But Valuation Makes It Fragile

Tesla is bouncing hard off key support and indicators are turning bullish. But a broken uptrend means this rebound must continue to gain momentum.

META Resets Reality Labs, Grows Message Sales as Ad Engine Roars

META Resets Reality Labs, Grows Message Sales as Ad Engine Roars

As Meta's advertising business booms, the company buys itself time to further AI monetization through glasses, business messaging, and Manus.

It's Not Too Late to Buy These 2 Red-Hot AI Infrastructure Stocks

It's Not Too Late to Buy These 2 Red-Hot AI Infrastructure Stocks

AI infrastructure stocks are dramatically outperforming, fueled by hyperscaler data center buildouts and surging demand for optical networking equipment.

Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why

Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why

Mark Chaikin explains why he wouldn’t buy the dip in software yet and highlights three AI infrastructure stocks he likes: Onto Innovation, Amkor Technology, and Enphase.

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Grab’s 2026 Selloff Had Reasons—But the Rebound Case Is Building

Grab's stock is deeply undervalued and ready to rebound as growth and profitability outweigh near-term risks. Analysts and institutional data are bullish.

Kroger’s New CEO: A Turnaround Play in Aisle 4?

The appointment of a seasoned retail operator signals a strategic pivot toward operational efficiency and improved profitability for the grocery giant.

The Last 2 Times Amazon’s RSI Did This, the Stock Rallied 60%

Amazon’s RSI has slipped into extremely oversold territory, a setup that has previously preceded 60% rallies and could again offer serious upside from here.

From a Dividend King to FinTech, These 3 Large Caps Just Reported

With the market nearly flat after 28 trading days, three companies that reported on Feb. 10 provided investors with attractive guidance.

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Unity’s Stock Plunges 30%: Panic? Or Profit?

Investors are overlooking record cash flow and improved profitability as the company transitions to its new artificial intelligence platform.

Guidance, Not Earnings, Sends Equinix Stock Higher

EQIX stock surged after strong 2026 guidance highlighted accelerating AI-driven data center demand, reinforcing its role as a critical hub in AI infrastructure

Why Robinhood's Nearly 50% Slide Is a Buy-the-Dip Opportunity

With shares of Robinhood Markets down almost 50% from highs, Wall Street analysts are eyeing a significant rebound going forward.

Is Albemarle Setting Up for a Lithium-Fueled Rebound?

Albemarle stock dipped after earnings, but rising lithium demand, particularly from AI-driven power needs could create a compelling long-term entry point

4 Reasons Fortinet Could Be at a Buyable Bottom

Fortinet is trading at a buyable bottom, as its results are better than expected, analyst sentiment is supportive, and institutions are accumulating.

A Closer Look at Healthcare Sector Earnings: AZN vs. EW vs. ZBH

With after-tax profits surging by close to 50% year-over-year, AstraZeneca emerges as a potential winner among healthcare names reporting earnings this month.

Exelixis Reports Solid Earnings—Are New Highs Back on the Table?

Exelixis beats earnings estimates as Cabometyx drives profits and zanzalintinib positions the biotech for a major oncology expansion

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