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The Latest Breaking News from MarketBeat

Nuts and Bolts AI Play Gains Momentum: Astera Labs Targets Raised

Astera Labs is positioned to grow alongside the datacenter industry as its internal server connections are industry leading.

Why Lam Research Still Looks Like a Buy After a 300% Rally

Why Lam Research Still Looks Like a Buy After a 300% Rally

Lam may be overbought after a historic rally, but strong earnings and fresh SpaceX-related excitement suggest the rally may have room to run.

What the FDA's Latest Proposal Means for Lilly, Novo, and Hims

What the FDA's Latest Proposal Means for Lilly, Novo, and Hims

The FDA's latest proposal would be a win for Eli Lilly and Novo Nordisk, while Hims & Hers Health would also garner indirect benefits.

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The Hormuz Defense Hedge: Cashing In on Chaos

Geopolitical catalysts from a new arms deal and naval mission are creating a multi-year revenue runway for both Lockheed Martin and RTX Corporation.

Fairy Dust Works: Disney's Stock Price Rises as Business Accelerates

The Walt Disney Company stock is on track to break out its trading range and move to fresh highs, driven by results, cash flow, and capital return.

Super Micro Surges Over 20% as Margins Soar, Sales Fall Short

Super Micro Computer is surging once again. See the key dynamics that characterized its latest earnings and how multiple Wall Street analysts reacted.

Anheuser-Busch Stock Jumps as Volume Growth Signals Turnaround

Anheuser-Busch stock jumps after strong Q1 earnings as volume growth returns. Here’s what it means for BUD stock and whether a pullback is ahead

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Light Speed Returns: Corning Cashes In on NVIDIA Growth

Light Speed Returns: Corning Cashes In on NVIDIA Growth

Corning secures massive capital from major tech leaders to radically scale domestic fiber optic manufacturing capacity for modern artificial intelligence.

How Williams Companies Is Cashing in on the AI Power Boom

How Williams Companies Is Cashing in on the AI Power Boom

Williams Companies benefits from rising natural gas demand and AI-driven data center growth, positioning WMB for steady income and near-term upside

DigitalOcean’s AI Surge: How Far Can This Rally Go?

DigitalOcean’s AI Surge: How Far Can This Rally Go?

DigitalOcean is well-positioned to sustain growth and cash flow in 2026, with acceleration anticipated in 2027 and 2028.

Capital One’s Big Bet Faces Rising Credit Risk

Capital One’s Big Bet Faces Rising Credit Risk

Capital One stock faces rising credit risk as the Discover purchase reshapes its business, leaving investors weighing benefits against long-term upside.

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.

Consolidate or Die: Is Rivian The Ultimate Takeover Target?

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.

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?

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%

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'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 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 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 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

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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