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The Latest Breaking News from MarketBeat

Why Micron Is Doubling Down While the HBM Shortage Persists

Micron plans $250 billion in U.S. investment amid a persistent HBM shortage, as analysts maintain a Buy consensus and see substantial upside in the stock's valuation.

China's Helium Ban Could Reshape the AI Supply Chain

China's Helium Ban Could Reshape the AI Supply Chain

China, Russia, and Qatar export curbs have triggered a global helium shortage critical to chip fabrication, pushing prices higher and boosting suppliers like Linde PLC.

Analysts See Major Upside for These 5 Stocks

Analysts See Major Upside for These 5 Stocks

NVIDIA, Vistra, Mastercard, Micron, and Energy Transfer carry Buy ratings, high MarketRank scores, and double-digit analyst-implied upside ahead of earnings season.

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AMD's 5C Deal Positions It as a Direct NVIDIA Rival

AMD's 5C data center partnership positions it as a full-stack AI competitor to NVIDIA, with analysts citing strong price targets, growing coverage, and hypergrowth revenue forecasts ahead.

AST SpaceMobile’s Next Launches Could Decide Whether Its Rally Regains Orbit

AST SpaceMobile shares remain volatile amid partnership gains and BlueBird satellite launches, offset by mounting losses, cash burn, and repeated EPS misses that keep Wall Street cautious.

3 Dividend Stocks with Growth on Tap for the Second Half

Amid market volatility and geopolitical uncertainty, IBM, Kinder Morgan and Templeton Emerging Markets Fund offer dividend growth and attractive total return potential for investors seeking safety.

3 Overlooked Stocks Positioned for the Next Market Rotation

Oxford Club strategist Marc Lichtenfeld highlights diversification beyond tech, spotlighting Ligand Pharmaceuticals, Aflac and Atlantic Union Bankshares as healthcare, insurance and banking stocks gaining quiet momentum.

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3 Non-Tech Stocks Still Winning Big on AI

3 Non-Tech Stocks Still Winning Big on AI

Powell Industries, AAON, and EMCOR Group are benefiting from surging data center demand for power, HVAC, and construction services, offering AI-linked growth outside the tech sector.

Achieve Robust Diversification With These 3 Equal-Weight ETFs

Achieve Robust Diversification With These 3 Equal-Weight ETFs

Equal-weight ETFs like RSP, QQEW, and DFVE offer alternatives to market-cap-weighted funds, providing more balanced exposure across holdings with 2026 YTD returns near 12-13%.

3 Rare-Earth ETFs That Help Investors Balance Exposure and Risk

3 Rare-Earth ETFs That Help Investors Balance Exposure and Risk

Federal support for MP Materials, USA Rare Earth, and others is rebuilding U.S. rare-earth refining. REMX, EART, and SETM ETFs offer diversified ways to invest in this supply chain.

Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs

Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs

Microsoft is routing some Copilot prompts to its in-house MAI models to cut reliance on OpenAI and Anthropic, aiming to boost margins as MSFT shares trade off 2026 lows.

Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing

Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing

Delta Air Lines posted strong Q2 2026 results and raised guidance, driven by demand and premiumization, with analysts holding a Moderate Buy rating and price targets up to $110-$116.

This Dividend ETF Choice Could Shape Your Income Strategy Through 2026

This Dividend ETF Choice Could Shape Your Income Strategy Through 2026

VYM and SCHD both offer low-cost dividend exposure, but differ in methodology, yield, and holdings—VYM emphasizes broad, higher-yield diversification, while SCHD focuses on stricter, dividend-growth criteria.

Why "Big Short" Investor Michael Burry Sees Upside in Beaten-Down Sportbook Stocks

Why "Big Short" Investor Michael Burry Sees Upside in Beaten-Down Sportbook Stocks

Michael Burry bought DraftKings and Flutter shares, betting regulation will curb prediction markets like Kalshi, as Wall Street analysts also see both sportsbook stocks as undervalued.

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Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs

Starbucks (SBUX) is building internal AI tools to replace Microsoft and IBM software, targeting $400 million in annual vendor spend and cutting $30 million from its tech budget.

Power Struggle: Wolfspeed Sues Navitas Over AI Chips

Wolfspeed sued Navitas Semiconductor over five wide-bandgap patents, seeking an import injunction and damages, as both companies face debt, cash burn and shifting AI datacenter supply chains.

Why WD-40 Is Proving Great Businesses Never Go Out of Style

WD-40's fiscal Q3 revenue rose 24% and guidance increased, sending shares to a multi-year high. Analysts hold a Buy consensus with a $305 price target, and a new $100 million buyback was authorized.

Pushing the Edge: Super Micro Computer Reboots the AI Landscape

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

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MarketBeat Week in Review – 07/06 - 07/10

MarketBeat recaps the week's top stories, covering SK Hynix's debut, AI stock rotation, earnings from D.R. Horton, and analysis of Palantir, Microsoft, Meta, Broadcom, Rivian, ASML, and Circle.

AeroVironment Flies Under Wall Street’s Radar Toward a $4 Billion Target

AeroVironment shares fell 38% after analyst downgrades on its 2030 targets, yet Q4 revenue hit $642 million with 22% EBITDA margins and a $2.7 billion backlog.

Micron's $250 Billion Bet Could Reshape the AI Memory Race

Micron accelerated its $250 billion U.S. fabrication buildout, securing a domestic silicon supply deal with GlobalWafers as it races SK Hynix in the HBM4 memory market.

Rocket Lab’s Stock Drop Comes With a Bullish Twist

Rocket Lab stock is down 45% from its peak, but a record-fast Space Force launch, Morgan Stanley's $293 bull case, and the Iridium deal highlight bullish fundamentals ahead of Aug. 6 earnings.

Amazon’s New Debt Deal Puts Its AI Spending Story on Trial

Amazon sold $25 billion in bonds to fund a $200 billion 2026 AI infrastructure push, even as weaker bond demand and rising insider stock sales signal investor caution.

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

Broadcom extended its chip supply deal with Apple through 2031, valued at over $30 billion, highlighting its non-AI semiconductor and infrastructure software revenue beyond its core AI chip business.

IQM's Nasdaq Debut Could Change the Quantum Race for D-Wave

IQM Quantum Computers' Nasdaq listing adds a new European rival for D-Wave and Rigetti, intensifying competition while expanding investor options in the pure-play quantum computing sector.

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