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The Latest Breaking News from MarketBeat

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 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.

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.

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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 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 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

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

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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.

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

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?

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%

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

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.

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

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.

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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.

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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

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.

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

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.

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.

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.

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