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Liberty Energy logo overlaid on rows of red hydraulic fracturing equipment and pipelines at an oilfield site.
October 4, 2026 6:45 AM ET

Liberty Energy’s AI Power Push Has Wall Street Divided

NYSE:LBRT
Read Liberty Energy’s AI Power Push Has Wall Street Divided
Rows of server racks with blue network cables in a data center housing computing infrastructure.
October 3, 2026 7:40 AM ET

3 AI Winners, 3 Very Different Paths to Higher Margins

NASDAQ:KLACNASDAQ:NTAPNASDAQ:LITE
Read 3 AI Winners, 3 Very Different Paths to Higher Margins
A candlestick stock price chart overlaid on a blurred urban skyline at dusk.
October 3, 2026 5:00 AM ET

MarketBeat Week in Review – 09/28 - 10/02

NYSE:KMXNASDAQ:NFLXNASDAQ:AAPL
Read MarketBeat Week in Review – 09/28 - 10/02
Fiber optic cables bundled into network switches inside a data center server rack aisle.
October 2, 2026 9:30 AM ET

Corning and AT&T's $3 Billion Fiber Deal Reveals Where AI Spending Goes Next

NYSE:GLWNYSE:TNYSE:VZ
Read Corning and AT&T's $3 Billion Fiber Deal Reveals Where AI Spending Goes Next
Palantir logo displayed on a large screen with a world map and data visualizations in a control room setting.
October 1, 2026 12:25 PM ET

Everyone in AI Is Quietly Copying Palantir's Playbook

NASDAQ:PLTR
Read Everyone in AI Is Quietly Copying Palantir's Playbook
Conceptual image of an AMD processor chip with a miniature illuminated city rendered on its surface.
October 1, 2026 11:50 AM ET

Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next

NASDAQ:AMDNASDAQ:NVDA
Read Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next
Palantir, ServiceNow and AMD: 3 AI Stocks Rebuilding After Brutal Pullbacks
October 1, 2026 9:30 AM ET

Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks

NASDAQ:PLTRNYSE:NOWNASDAQ:AMD
Read Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks
Micron logo displayed over a silicon wafer and semiconductor chips on a circuit board in a data center.
October 1, 2026 8:55 AM ET

Micron’s Earnings Reveal Why the AI Memory Boom May Last Longer

NASDAQ:MU
Read Micron’s Earnings Reveal Why the AI Memory Boom May Last Longer
Jabil logo displayed over an electronics manufacturing facility with automated assembly equipment and circuit boards.
October 1, 2026 7:45 AM ET

Jabil’s Double-Beat and Raise Is a Signal That This Rally Will Continue

NYSE:JBL
Read Jabil’s Double-Beat and Raise Is a Signal That This Rally Will Continue
Illustration of the Microsoft logo atop a glowing digital data center and cloud computing network with connected icons.
October 1, 2026 7:10 AM ET

Microsoft's AI Spending Didn't Change—Wall Street's View of It Did

NASDAQ:MSFT
Read Microsoft's AI Spending Didn't Change—Wall Street's View of It Did
Illustration of a data center labeled Anthropic connected by glowing network lines to AWS and Google Cloud logos.
October 1, 2026 7:10 AM ET

Anthropic's IPO Could Put Amazon's and Alphabet's Paper Profits to the Test

NASDAQ:GOOGLNASDAQ:AMZNNASDAQ:INTC
Read Anthropic's IPO Could Put Amazon's and Alphabet's Paper Profits to the Test
Illuminated McDonald's golden arches sign in front of a modern restaurant building at sunset.
September 30, 2026 11:55 AM ET

McDonald’s Stock Slump Makes Its AI Pricing Bet Even Riskier

NYSE:MCD
Read McDonald’s Stock Slump Makes Its AI Pricing Bet Even Riskier
Illustration of a Broadcom-branded semiconductor chip in a data center aisle with glowing red connective cables.
September 30, 2026 11:20 AM ET

Broadcom’s AI Growth Story Faces a $161 Billion Anthropic Test

NASDAQ:AVGONASDAQ:GOOGLNYSE:APO
Read Broadcom’s AI Growth Story Faces a $161 Billion Anthropic Test
Close-up of computer chips on a circuit board with a candlestick stock chart overlay in the background.
September 30, 2026 9:00 AM ET

AI Uncertainty Is Rising, But These 3 Chip ETFs Still Have Momentum

NASDAQ:SOXXBATS:DRAMNASDAQ:SOXQ
Read AI Uncertainty Is Rising, But These 3 Chip ETFs Still Have Momentum
Boxabl logo overlaid on a modular prefab home with deck and patio furniture at a manufacturing facility.
September 30, 2026 7:50 AM ET

Can Boxabl Turn Modular Homes Into AI Data Center Infrastructure?

NASDAQ:BXBL
Read Can Boxabl Turn Modular Homes Into AI Data Center Infrastructure?
Multi-monitor trading desk displaying candlestick stock price charts, market data tables, and a city skyline at dusk.
September 30, 2026 7:15 AM ET

4 Stocks That Could Split Next—and Why Investors Are Watching

NYSE:AZONYSE:LLYNASDAQ:META
Read 4 Stocks That Could Split Next—and Why Investors Are Watching
CoreWeave logo displayed in a data center aisle lined with server racks and digital network graphics.
September 29, 2026 12:25 PM ET

CoreWeave Comes With Risks: Analysts Split on What Matters Most

NASDAQ:CRWV
Read CoreWeave Comes With Risks: Analysts Split on What Matters Most
TSMC logo displayed on a silicon wafer against a background of a patterned semiconductor chip surface.
September 29, 2026 11:50 AM ET

Bottlenecking the Future: TSMC Prices Out the Competition

NYSE:TSMNASDAQ:NVDANASDAQ:AAPL
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NVIDIA's AI Safety Push Could Hand Marvell Technology a Trillion-Dollar Path
September 29, 2026 9:30 AM ET

NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit

NASDAQ:NVDANASDAQ:MRVLNASDAQ:ARM
Read NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit
Illustration of a plush mascot with the Muse and Meta logos, flanked by upward-trending stock charts.
September 29, 2026 8:20 AM ET

Meta’s Muse Is Taking Aim at E-Commerce, But Amazon Isn’t Playing Along

NASDAQ:METANASDAQ:WMTNASDAQ:AMZN
Read Meta’s Muse Is Taking Aim at E-Commerce, But Amazon Isn’t Playing Along
Close-up of an Nvidia logo on a computer chip mounted on a circuit board with cables and hardware components.
September 29, 2026 7:45 AM ET

NVIDIA Just Strengthened the Case for Its Massive Stock Price Upside

Read NVIDIA Just Strengthened the Case for Its Massive Stock Price Upside
Apple and Meta Just Reset the Personal Device Race: 3 Stocks Set to Benefit
September 29, 2026 7:10 AM ET

Apple, Meta, and SpaceX Are Driving a Device Boom—These 3 Stocks Could Benefit

NASDAQ:QCOMNYSE:STMNASDAQ:SPCX
Read Apple, Meta, and SpaceX Are Driving a Device Boom—These 3 Stocks Could Benefit
Three desktop monitors display candlestick stock price charts with volume bars, set in an office overlooking a city skyline.
September 29, 2026 6:35 AM ET

2 Short-Squeeze Candidates Waiting for the Right Catalyst

NASDAQ:HTZNASDAQ:SOUN
Read 2 Short-Squeeze Candidates Waiting for the Right Catalyst
Illustration of a glowing red shield surrounded by blue data streams in a server data center, symbolizing cybersecurity.
September 29, 2026 5:25 AM ET

Bernstein Downgrades 3 Cybersecurity Stocks: How Concerned Should Investors Be?

NASDAQ:PANWNASDAQ:OKTANYSE:S
Read Bernstein Downgrades 3 Cybersecurity Stocks: How Concerned Should Investors Be?
Akamai logo displayed in a data center aisle lined with illuminated server racks.
September 28, 2026 8:55 AM ET

Akamai’s Anthropic Deal Puts $5.5 Billion Behind Its Edge AI Pivot

NASDAQ:AKAMNYSE:NET
Read Akamai’s Anthropic Deal Puts $5.5 Billion Behind Its Edge AI Pivot
Hands trade cash and stock documents across boardroom table, symbolizing insider buying and selling activity.
September 28, 2026 8:20 AM ET

3 Stocks Under the Microscope After Large Insider Sales

NASDAQ:STXNASDAQ:ADBENASDAQ:CHYM
Read 3 Stocks Under the Microscope After Large Insider Sales
Digital illustration of a red network of nodes and data being blocked by blue shield icons, symbolizing cybersecurity defense.
September 27, 2026 9:25 AM ET

2 Cybersecurity Stocks Breaking Out as AI Continues to Be a Tailwind

NASDAQ:PANWNASDAQ:FTNT
Read 2 Cybersecurity Stocks Breaking Out as AI Continues to Be a Tailwind
Row of server racks with blue cabling in a data center aisle, with electrical equipment along the wall.
September 27, 2026 8:35 AM ET

3 More AI Infrastructure Plays Beyond the Big Names

NYSE:BENYSE:CIENNYSE:TWLO
Read 3 More AI Infrastructure Plays Beyond the Big Names
The Charging Bull bronze statue near Wall Street, surrounded by fallen autumn leaves and city buildings.
September 27, 2026 6:05 AM ET

5 Scary-Good Stocks With Strong October Catalysts and Breakout Potential

NASDAQ:AMDNASDAQ:CRDONYSE:BE
Read 5 Scary-Good Stocks With Strong October Catalysts and Breakout Potential
Bronze bull and bear statues face off in an urban financial district at sunset.
September 26, 2026 5:00 AM ET

MarketBeat Week in Review – 09/21 - 09/25

NYSE:BENASDAQ:NVDANYSE:GIS
Read MarketBeat Week in Review – 09/21 - 09/25

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