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The Latest Breaking News from MarketBeat

Apple’s Earnings Setup Puts Its Record Rally and AI Patience to the Test

Ahead of Apple's Thursday earnings, Bank of America expects a strong beat driven by Services growth, but analysts note the stock's record-high valuation leaves little room for a disappointing report.

Innovative ETF Strategies That Are Paying Off This Summer

Innovative ETF Strategies That Are Paying Off This Summer

Amid record ETF inflows, niche funds like BBC, LATR, and FMED offer targeted exposure to biotech trials, buy-now-pay-later firms, and disruptive medicine, with notable recent returns.

Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is Heading

Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is Heading

GM raised profit guidance on steady pricing and strong truck sales, while Mobileye's unit growth masked falling per-system prices and a founder's planned departure.

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This Tiny AI Supplier Could Be More Important Than the Chipmakers

Vicor beat earnings estimates with backlog up 145% to $380 million, and Needham kept its Buy rating with a $320 target, implying about 50% upside despite the stock's muted reaction.

Meta Earnings Put AI Spending and Ad Growth Back in Focus

Meta reports Q2 2026 earnings July 29, with analysts eyeing decelerating ad revenue growth, CapEx guidance changes, and possible commentary on its cloud push and Muse Spark 1.1 AI model.

These 3 AI Winners Don’t Sell the Tech—They Use It

Intuit, Walmart and JPMorgan Chase are using AI behind the scenes to cut costs and boost efficiency, with strong recent earnings and analyst Buy ratings supporting each stock.

RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade?

RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.

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These 4 Earnings Reports Expose the Market’s Growing Economic Divide

These 4 Earnings Reports Expose the Market’s Growing Economic Divide

Northrop Grumman, D.R. Horton, Capital One and Charles Schwab reported Q2 earnings beats on July 21, revealing diverging trends in defense, housing and financials sectors.

Broadcom May Be the Biggest Winner From Alphabet's Earnings

Broadcom May Be the Biggest Winner From Alphabet's Earnings

Alphabet raised its 2025 CapEx guidance to $195-$205 billion and posted 82% Cloud growth, signaling stronger TPU and AI infrastructure demand for chip partner Broadcom.

Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit

Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit

MSCI, CME Group, and Nasdaq reported Q2 2026 earnings with differing results, reflecting distinct revenue models tied to market volatility, subscriptions, and trading fees.

2 Stocks Built to Thrive If Inflation Refuses to Fade

2 Stocks Built to Thrive If Inflation Refuses to Fade

Costco and Waste Management offer distinct inflation protection: Costco via its sticky, high-margin membership model, and Waste Management through contracts that pass rising costs to customers.

Telecom Earnings Reveal a Sector That Finally Looks Healthier

Telecom Earnings Reveal a Sector That Finally Looks Healthier

AT&T, T-Mobile and Verizon all grew Q2 EPS and boosted shareholder returns, but subscriber trends, guidance and stock reactions diverged sharply across the three telecom giants.

Defense Earnings Show Readiness Now and Modernization Ahead

Defense Earnings Show Readiness Now and Modernization Ahead

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off

Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off

Palantir stock is down 30% in 2026, but strong free cash flow growth and CEO Alex Karp's bold forecast fuel debate over its valuation ahead of Q2 earnings on Aug. 3.

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MarketBeat Week in Review – 07/20- 07/24

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

AMD and Cerbras Create A New Blueprint For Hardware

AMD and Cerebras Systems have unveiled a disaggregated inference architecture separating prompt processing from token generation, aiming to boost efficiency and capture enterprise AI demand from Microsoft Azure and Anthropic.

Intel Earnings Reveal Whether the Chip Selloff Created a Buy

Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.

CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test

CrowdStrike partners with Cerebras Systems to boost Falcon AIDR inference speed, but CRWD stock dipped as investors weigh valuation ahead of its Sept. 1 earnings report.

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Plugging In: How Kinder Morgan Powers Up Profits

Kinder Morgan's Q2 revenue rose 10.8% and adjusted EPS beat estimates, driven by data center and LNG-fueled natural gas demand, prompting raised 2026 guidance and continued dividend growth.

Freeport McMoRan Post-Earnings: Why Good Enough May Finally Be Good Enough

Freeport-McMoRan's Q2 2026 earnings show higher copper and gold prices boosting profits as its Grasberg mine ramps back up, though FCX stock dipped after a strong pre-earnings rally.

TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.

Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?

Tesla stock fell 15% after record revenue and deliveries were overshadowed by collapsing margins, an earnings miss, negative free cash flow, and rising CapEx for AI and Robotaxi expansion.

Microsoft Earnings Are Coming—But Azure and CapEx Will Decide the Reaction

Microsoft reports fiscal Q4 2026 earnings July 29, with a beat expected, but investors will focus on FY2027 CapEx guidance and Azure growth as key signals for its AI spending trajectory.

Premium Retail’s Stress Test Is Separating Winners From Losers

Deckers, Lululemon, and VF Corp show diverging fortunes in premium retail, with Deckers gaining momentum while Lululemon and VFC face sales pressure, margin strain, and cautious analyst ratings.

D-Wave Quantum or a Quantum ETF: Which Is the Better Bet?

With D-Wave Quantum down over 32% YTD ahead of Q2 earnings, investors weigh quantum ETFs like WQTM and CQTM against individual stocks amid high valuations and slow sales growth.

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