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The Intel logo centered on a metallic microchip circuit board.
August 12, 2026 10:40 AM ET

Intel’s Rally Gave It a $20 Billion Opportunity and Now Comes the Hard Part

NASDAQ:INTC
Read Intel’s Rally Gave It a $20 Billion Opportunity and Now Comes the Hard Part
Visa logo displayed beside a blue Visa-branded credit card with chip, near a smartphone on a dark surface.
August 12, 2026 10:05 AM ET

Visa’s AI Opportunity Is Hiding in Every Transaction

NYSE:V
Read Visa’s AI Opportunity Is Hiding in Every Transaction
TSMC logo displayed on a wall between robotic arms handling silicon wafers in a semiconductor cleanroom.
August 12, 2026 9:30 AM ET

TSMC's 44.7% Sales Surge Signals the AI Boom Is Still Alive

NYSE:TSM
Read TSMC's 44.7% Sales Surge Signals the AI Boom Is Still Alive
CoreWeave logo over rows of server racks in a data center, highlighting AI cloud and GPU infrastructure.
August 12, 2026 8:55 AM ET

CoreWeave's $129 Billion AI Backlog Changes the Bull Case

NASDAQ:CRWV
Read CoreWeave's $129 Billion AI Backlog Changes the Bull Case
A Tesla electric vehicle with a sleek, futuristic design parked on a city street at night.
August 12, 2026 8:20 AM ET

Tesla's Robotaxi Reality Check: Time to Deliver

NASDAQ:TSLANYSE:MSNASDAQ:SPCX
Read Tesla's Robotaxi Reality Check: Time to Deliver
Fastly logo illuminated in red, set between rows of server racks in a data center corridor.
August 12, 2026 6:35 AM ET

Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround

NASDAQ:FSLYNYSE:NET
Read Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround
Atlassian logo displayed on an illuminated glass panel in a blue-lit setting with a cloud icon in the background.
August 11, 2026 12:00 PM ET

Atlassian Just Pulled Off the Software Comeback Wall Street Wanted

NASDAQ:TEAM
Read Atlassian Just Pulled Off the Software Comeback Wall Street Wanted
NVIDIA logo displayed on a computer chip surrounded by illuminated green circuit board traces.
August 11, 2026 10:50 AM ET

NVIDIA’s Rally Sets Up a Bigger Test Ahead of Earnings

NASDAQ:NVDA
Read NVIDIA’s Rally Sets Up a Bigger Test Ahead of Earnings
Tesla battery storage units installed at a SpaceX launch site, with a Falcon 9 rocket on the pad behind.
August 11, 2026 9:40 AM ET

Tesla’s Energy Business Just Got a SpaceX Demand Signal

NASDAQ:TSLA
Read Tesla’s Energy Business Just Got a SpaceX Demand Signal
Row of illuminated server racks with blue lighting in a data center, reflecting on the polished floor.
August 11, 2026 8:30 AM ET

AMD’s Helios Launch Could Create Winners Beyond AMD Stock

NASDAQ:AMDNASDAQ:CRDONASDAQ:ALAB
Read AMD’s Helios Launch Could Create Winners Beyond AMD Stock
3D rendering of the Meta Platforms infinity logo in blue, set against a digital network background.
August 11, 2026 7:55 AM ET

Meta’s Muse Glimmer Release Reframes Its AI Spending Bet

NASDAQ:META
Read Meta’s Muse Glimmer Release Reframes Its AI Spending Bet
SoundHound AI logo displayed within a glowing orange ring against a dark background with light wave effects.
August 10, 2026 12:10 PM ET

SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat

NASDAQ:SOUN
Read SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat
Digital screen displaying an upward-trending green candlestick stock chart with volume bars, set against blurred market charts.
August 10, 2026 9:00 AM ET

5 Stocks the Market Rewarded After Strong Earnings Results

NASDAQ:AMZNNASDAQ:MSFTNYSE:JPM
Read 5 Stocks the Market Rewarded After Strong Earnings Results
Rows of illuminated server racks with blue lighting line a data center corridor.
August 10, 2026 6:05 AM ET

AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks

NASDAQ:CRWVNASDAQ:NBISNASDAQ:IREN
Read AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks
Server racks in a data center aisle with an overlaid digital network graphic and cloud icons above.
August 10, 2026 5:30 AM ET

3 of the Market's Most-Upgraded Tech Stocks Right Now

NASDAQ:DDOGNASDAQ:PANWNASDAQ:CRWD
Read 3 of the Market's Most-Upgraded Tech Stocks Right Now
Glowing fiber optic cables connected to a data center network switch.
August 9, 2026 6:20 AM ET

AI Cold War Catches Light: Federal Friction in the Server Rack

NASDAQ:LITENASDAQ:AVGONASDAQ:MRVL
Read AI Cold War Catches Light: Federal Friction in the Server Rack
Uber logo displayed on a car windshield at night, with a driver navigating city traffic using a phone mount.
August 8, 2026 7:35 AM ET

Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside

NYSE:UBER
Read Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside
A stylized computer chip labeled ETF surrounded by glowing circuit board lines and digital blocks.
August 8, 2026 5:55 AM ET

Why These 3 Equal Weight ETFs Have Outperformed the S&P This Year

NASDAQ:ROENYSEARCA:AIVCNYSEARCA:RSPT
Read Why These 3 Equal Weight ETFs Have Outperformed the S&P This Year
A candlestick stock price chart overlaid on a blurred urban skyline at dusk.
August 8, 2026 5:00 AM ET

MarketBeat Week in Review – 08/03 - 08/07

NYSE:ABBVNASDAQ:AMDNASDAQ:ON
Read MarketBeat Week in Review – 08/03 - 08/07
Illustrated Datadog logo, a dog holding a chart icon, glowing purple on a lit panel in a data center.
August 7, 2026 11:20 AM ET

Datadog’s Drop Says More About Expectations Than Earnings

NASDAQ:DDOG
Read Datadog’s Drop Says More About Expectations Than Earnings
Neon Cloudflare shield blocking and channeling glowing data streams, symbolizing AI-driven cybersecurity traffic growth.
August 7, 2026 10:10 AM ET

Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus

NYSE:NET
Read Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus
Digital Realty data center building with illuminated exterior and a ground-level sign displaying the company logo at dusk.
August 7, 2026 9:00 AM ET

Why the Landlord of the AI Boom Could Outlast the Chipmakers

NYSE:DLR
Read Why the Landlord of the AI Boom Could Outlast the Chipmakers
Glass office towers with glowing digital network lines overlay, symbolizing tech industry data connectivity and market activity.
August 7, 2026 7:50 AM ET

Buy the Dip or Run: 3 Software Stocks Down 50% Face Their Moment of Truth

NYSE:NOWNASDAQ:ADBENASDAQ:AMZN
Read Buy the Dip or Run: 3 Software Stocks Down 50% Face Their Moment of Truth
Microsoft logo on a glass office building at dusk, reflecting tech sector sentiment and MSFT stock focus.
August 7, 2026 6:40 AM ET

No Hangover: Revisiting Microsoft One Week After Earnings

NASDAQ:MSFT
Read No Hangover: Revisiting Microsoft One Week After Earnings
Western Digital logo displayed on a translucent screen inside a data center server room.
August 7, 2026 6:05 AM ET

Western Digital Stock Falls 12% Despite Beating Earnings Estimates

NASDAQ:WDC
Read Western Digital Stock Falls 12% Despite Beating Earnings Estimates
Red SanDisk external SSD on a gray surface beneath a glowing red SanDisk logo, clean product-style lighting.
August 6, 2026 12:35 PM ET

Sandisk Just Delivered a Blowout Quarter—Here's Why the Stock Is Falling

NASDAQ:SNDK
Read Sandisk Just Delivered a Blowout Quarter—Here's Why the Stock Is Falling
Red Tesla Model Y in bright showroom beside Tesla logo and Supercharger, symbolizing TSLA ahead of earnings.
August 6, 2026 11:25 AM ET

What Tesla Stands to Lose If It Walks Away From China

NASDAQ:TSLA
Read What Tesla Stands to Lose If It Walks Away From China
Astera Labs logo displayed on a server component mounted in a data center rack with illuminated network cables.
August 6, 2026 10:15 AM ET

Astera Labs' Post-Earnings Pullback May Be Last Chance to Buy Below $360

NASDAQ:ALAB
Read Astera Labs' Post-Earnings Pullback May Be Last Chance to Buy Below $360
Illustration of the BWXT logo displayed on a nuclear power plant building with cooling towers at night.
August 5, 2026 11:40 AM ET

BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story

NYSE:BWXT
Read BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story
Illustration of a glowing Meta symbol connected by cables atop a server circuit board, symbolizing data or AI infrastructure.
August 5, 2026 11:05 AM ET

Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth

NASDAQ:META
Read Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth

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