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Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

NASDAQ:AAPLNASDAQ:MUNYSE:DELL
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Western Digital (WD) logo rendered in 3D on a circuit board with blurred server racks in the background.

Western Digital’s Earnings Will Test Whether Its AI Rally Has More Room

NASDAQ:WDC
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Is the Market Mispricing ServiceNow's AI Future?

NYSE:NOW
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Amkor Technology logo displayed alongside semiconductor chips, a circuit board, and a silicon wafer.

Amkor Sells Off After Earnings—Why Weak Guidance Isn't the Real Story

NASDAQ:AMKR
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A cracked stock chart showing plunging lines above scattered circuit boards, symbolizing a tech-market breakdown.

3 Stocks Standing Out and 2 Losing Momentum as the Tech Rally Cracks

NYSE:EQTNASDAQ:GOOGLNASDAQ:BKR
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Data center at night with a labeled AI Compute Unit server rack and a technician working nearby.

5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?

NASDAQ:AMDNASDAQ:CRDONASDAQ:AIRJ
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Illuminated Verizon logo on a rooftop sign with cell tower equipment against a city skyline at dusk.
July 27, 2026 10:55 AM ET

Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight

NYSE:VZNASDAQ:GOOGL
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July 27, 2026 10:20 AM ET

A $1.5 Billion Wake-Up Call for Every AI Company on Wall Street

NASDAQ:DVLTNASDAQ:NVDANYSE:RDDT
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AMD logo on a glowing processor chip with red circuit traces, highlighting AI and data-center semiconductor demand.
July 27, 2026 9:45 AM ET

AMD’s AI Bubble Could Burst Into Explosive Upside

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Atlassian logo over server racks and circuit glow, highlighting cloud software and AI-enabled enterprise productivity.
July 27, 2026 9:10 AM ET

Atlassian’s AI Pivot Is Starting to Challenge Wall Street’s Bear Case

NASDAQ:TEAM
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Apple logo on a MacBook underscores new low-cost device launches aimed at boosting market share.
July 27, 2026 8:30 AM ET

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

NASDAQ:AAPL
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An oil pump jack and drilling rig stand on an arid plain at sunset.
July 27, 2026 8:30 AM ET

Oil Prices Are Surging and These 4 Stocks Are Cashing In

NYSE:GEVNYSE:ECVTNYSE:MPC
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Vicor logo displayed on a sign surrounded by power module components on a table in a lab setting.
July 27, 2026 6:45 AM ET

This Tiny AI Supplier Could Be More Important Than the Chipmakers

NASDAQ:VICR
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A cube displaying the Meta logo floats above a trading floor with stock charts and S&P 500, Nasdaq displays.
July 27, 2026 6:10 AM ET

Meta Earnings Put AI Spending and Ad Growth Back in Focus

NASDAQ:META
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Illustration of a computer chip on a circuit board connected to a glowing network of nodes representing AI technology.
July 27, 2026 5:35 AM ET

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

NASDAQ:INTUNASDAQ:WMTNYSE:JPM
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Broadcom logo on a silicon wafer with circuit boards, fiber optic cables, and a network switch in a data center.
July 26, 2026 8:10 AM ET

Broadcom May Be the Biggest Winner From Alphabet's Earnings

NASDAQ:AVGONASDAQ:GOOGL
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Palantir logo overlays a glowing global data network above a city skyline.
July 25, 2026 5:55 AM ET

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

NASDAQ:PLTR
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A laptop displaying an upward-trending multi-line stock chart sits on a wooden desk beside a coffee mug and smartphone.
July 25, 2026 5:00 AM ET

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

NYSE:ORCLNASDAQ:TSLANASDAQ:AAPL
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AMD and Cerebras logos connected by glowing cables between server hardware racks in a data center.
July 24, 2026 10:10 AM ET

AMD and Cerebras Create A New Blueprint For Hardware

NASDAQ:AMDNASDAQ:CBRS
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Intel logo glowing above a detailed microchip surface in a high-tech semiconductor lab.
July 24, 2026 9:35 AM ET

Intel Earnings Reveal Whether the Chip Selloff Created a Buy

NASDAQ:INTCNASDAQ:SOXQ
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Illustration featuring CrowdStrike and Cerebras logos with a digital shield and processor chip in a server data center.
July 24, 2026 8:30 AM ET

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

NASDAQ:CRWDNASDAQ:CBRS
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Kinder Morgan sign in front of spherical storage tanks and pipelines at an energy facility.
July 24, 2026 7:55 AM ET

Plugging In: How Kinder Morgan Powers Up Profits

NYSE:KMI
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TSMC logo on advanced semiconductor wafer line highlights AI chip manufacturing and global supply chain leadership.
July 24, 2026 6:40 AM ET

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

NYSE:TSMNASDAQ:NVDANASDAQ:AVGO
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Tesla vehicle parked infront of a sleek depiction of a company building.
July 24, 2026 6:05 AM ET

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

NASDAQ:TSLA
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Microsoft logo above laptop with Seattle skyline, underscoring MSFT as core AI-driven tech stock.
July 24, 2026 5:30 AM ET

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

NASDAQ:MSFT
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GE Vernova logo on a building exterior, with a wind turbine and solar panels visible nearby.
July 23, 2026 11:10 AM ET

GE Vernova Just Sent a Mixed AI Signal to Investors

NYSE:GEVNASDAQ:AIPO
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Illustration of the Google
July 23, 2026 10:35 AM ET

Alphabet Crushed Earnings, But One Number Spooked the Market

NASDAQ:GOOGL
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Illustration of a chip-like structure displaying AMD and Anthropic logos connected by colorful data streams in a server room.
July 23, 2026 8:50 AM ET

AMD’s $5 Billion Anthropic Deal Could Redraw the AI Chip Battle

NASDAQ:AMDNASDAQ:NVDANASDAQ:MSFT
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Rows of illuminated server racks in a data center, with power lines and a power plant visible through windows.
July 23, 2026 8:15 AM ET

The 2026 Blueprint: 6 Stocks for a Brand New Portfolio

BATS:MOATNASDAQ:AMDNYSE:GEV
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Nebius logo on a computer chip surrounded by glowing green circuit lines on a circuit board.
July 23, 2026 7:05 AM ET

Cementing the Sky: Why NVIDIA’s Bet on Nebius Matters

NASDAQ:NBISNASDAQ:NVDA
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