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Rows of server racks with illuminated blue lights in a data center, with a city skyline visible through windows.
September 14, 2026 9:25 AM ET

5 Names That Showed Signs of Life After Friday's CPI Report

NASDAQ:ETHANASDAQ:AAPLNASDAQ:QCOM
Read 5 Names That Showed Signs of Life After Friday's CPI Report
Fabrinet, Dycom and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down
September 14, 2026 8:50 AM ET

Fabrinet, Dycom, and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down

NYSE:FNNYSE:DYNASDAQ:QCOM
Read Fabrinet, Dycom, and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down
OCC logo displayed on a lit wall sign inside a data center with server racks and yellow cabling.
September 12, 2026 8:35 AM ET

Optical Cable Corporation Is Starting to Get the Market’s Attention

NASDAQ:OCC
Read Optical Cable Corporation Is Starting to Get the Market’s Attention
A home office desk with a laptop displaying a Daily Market Pulse financial report, beside a coffee mug and notebook.
September 12, 2026 5:00 AM ET

MarketBeat Week in Review – 09/07 - 09/11

NYSE:ORCLNASDAQ:AVAVNYSE:CHWY
Read MarketBeat Week in Review – 09/07 - 09/11
Oracle logo illuminated on a wall inside a data center corridor lined with server racks.
September 11, 2026 9:30 AM ET

Oracle’s AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings

NYSE:ORCL
Read Oracle’s AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings
TSMC logo on semiconductor wafer inside chip lab underscores AI-driven chip demand and semiconductor supply leadership.
September 11, 2026 8:55 AM ET

TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand

NYSE:TSMNASDAQ:AMDNASDAQ:NVDA
Read TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand
Global X BOTZ Robotics & Artificial Intelligence ETF sign in a factory with a declining stock chart and robotic arms.
September 11, 2026 8:20 AM ET

This AI ETF Is Missing the Biggest AI Winners

NASDAQ:BOTZNASDAQ:NVDANASDAQ:TSLA
Read This AI ETF Is Missing the Biggest AI Winners
Snowflake logo illuminated between server racks in a data center with a digital cloud graphic overhead.
September 11, 2026 7:45 AM ET

Could Snowflake's Big Quarter Be a Sign of More to Come?

NYSE:SNOWNASDAQ:MDB
Read Could Snowflake's Big Quarter Be a Sign of More to Come?
Microsoft logo displayed on a wall between rows of illuminated server racks in a data center.
September 11, 2026 7:10 AM ET

Microsoft’s Azure Reporting Shift Adds Clarity, But the Bull Case Came First

NASDAQ:MSFT
Read Microsoft’s Azure Reporting Shift Adds Clarity, But the Bull Case Came First
Meta Platforms office lobby with illuminated Meta logo, symbolizing the company’s AI-driven growth and infrastructure push.
September 11, 2026 6:35 AM ET

Feed to Feat: Can Meta Unlock the AI Agent Cash Machine?

NASDAQ:METANASDAQ:GOOGL
Read Feed to Feat: Can Meta Unlock the AI Agent Cash Machine?
Illustration of a glowing fiber optic cable buried in a trench leading to a lit data center complex at night.
September 10, 2026 11:50 AM ET

Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands

NYSE:GLWNYSE:VZNASDAQ:META
Read Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands
Nvidia logo and graphics card displayed in front of illuminated server racks in a data center.
September 10, 2026 9:30 AM ET

Insider Sales Eclipse $450M Across 3 AI Winners, With NVIDIA Leading the Pack

NASDAQ:NVDANYSE:CATNYSE:ESTC
Read Insider Sales Eclipse $450M Across 3 AI Winners, With NVIDIA Leading the Pack
Braze logo between a smartphone and laptop displaying messaging icons and data charts, connected by network lines.
September 10, 2026 8:20 AM ET

Why Braze’s Guidance Miss May Be a Gift for Investors

NASDAQ:BRZE
Read Why Braze’s Guidance Miss May Be a Gift for Investors
Rendering of a folded Apple iPhone Duo smartphone concept with dual rear cameras and a desert landscape displayed on screen.
September 10, 2026 7:10 AM ET

Apple Unveils Foldable iPhone, But Stock's Muted Reaction Raises Questions

NASDAQ:AAPL
Read Apple Unveils Foldable iPhone, But Stock's Muted Reaction Raises Questions
Palantir logo over blue trading screen with candlestick charts and red down arrow, signaling stock volatility.
September 10, 2026 6:35 AM ET

Palantir's New U.S. Army Contract Brings It Closer to Owning the Full Battlefield System

NASDAQ:PLTR
Read Palantir's New U.S. Army Contract Brings It Closer to Owning the Full Battlefield System
Illustration of a glowing semiconductor chip on a circuit board with a silicon wafer and data center server aisle.
September 9, 2026 12:25 PM ET

Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal

NASDAQ:QCOMNASDAQ:AMZN
Read Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal
Palantir logo positioned prominently with data center infrastructure in the background.
September 9, 2026 10:40 AM ET

Sovereign AI: Palantir and Nebius Cut the Cloud Cord

NASDAQ:PLTRNASDAQ:NBISNASDAQ:NVTS
Read Sovereign AI: Palantir and Nebius Cut the Cloud Cord
Analog Devices logo displayed on a lab bench with an oscilloscope, circuit board, and stock chart monitor.
September 9, 2026 8:20 AM ET

Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand

NASDAQ:ADINASDAQ:MCHP
Read Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
Palantir logo illuminated in a dark control room with data monitors and a U.S. Capitol building visible in the background.
September 9, 2026 7:45 AM ET

Cathie Wood Trimmed Palantir, But the Bigger Story Is Still Valuation

NASDAQ:PLTR
Read Cathie Wood Trimmed Palantir, But the Bigger Story Is Still Valuation
A Tesla concept vehicle with illuminated front light bar drives on a road against a city skyline at dusk.
September 8, 2026 1:00 PM ET

Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected

NASDAQ:TSLA
Read Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected
Broadcom logo displayed in a data center aisle lined with illuminated server racks and computer chips.
September 8, 2026 12:25 PM ET

Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock

NASDAQ:AVGO
Read Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock
Meta logo displayed prominently in a modern office atrium, representing AI-driven restructuring and efficiency push in social media industry.
September 8, 2026 11:50 AM ET

Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement

NASDAQ:METANASDAQ:GOOGL
Read Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement
Illustration of a server data center with an upward-trending chart line overlaid against a city skyline at sunset.
September 8, 2026 11:15 AM ET

Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

NYSEARCA:SPY
Read Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For
Digital illustration of a glowing shield amid server racks and data icons, symbolizing cybersecurity, with stock charts in the background.
September 8, 2026 10:40 AM ET

AI Is Making Cybersecurity Harder to Ignore—These 3 ETFs Offer a Broad Bet

NASDAQ:CIBRNYSEARCA:HACKNASDAQ:BUG
Read AI Is Making Cybersecurity Harder to Ignore—These 3 ETFs Offer a Broad Bet
Rows of illuminated server racks with blue lighting line a data center corridor.
September 8, 2026 9:30 AM ET

3 Stocks Built for Higher Rates—And 2 That Could Break

NASDAQ:ASMLNASDAQ:GOOGLNASDAQ:AMZN
Read 3 Stocks Built for Higher Rates—And 2 That Could Break
Lab workbench with fiber-optic cables, network transceivers, and monitors displaying data charts amid server racks.
September 8, 2026 8:20 AM ET

3 AI Optical Networking Stocks Positioned for the Data Center Buildout

NYSE:CIENNASDAQ:LITENYSE:COHR
Read 3 AI Optical Networking Stocks Positioned for the Data Center Buildout
Server racks with blue lighting in a data center, with a candlestick stock price chart displayed on a monitor.
September 8, 2026 7:45 AM ET

Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?

NASDAQ:SMCINASDAQ:CRWVNASDAQ:IREN
Read Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?
A black autonomous vehicle with rooftop sensors displays the Uber logo on a rainy city street.
September 8, 2026 6:35 AM ET

Uber’s Wayve Deal Shows How It Wants to Win Without Building Cars

NYSE:UBER
Read Uber’s Wayve Deal Shows How It Wants to Win Without Building Cars
Docusign logo displayed over a desk with a laptop showing a signed document, pen, and stack of papers.
September 8, 2026 6:00 AM ET

Docusign’s AI Push Is Giving Investors a Reason to Rethink the Stock

NASDAQ:DOCU
Read Docusign’s AI Push Is Giving Investors a Reason to Rethink the Stock
Trading desk with multiple monitors showing stock price charts and market data, overlooking a city skyline at dusk.
September 7, 2026 11:55 AM ET

This Korea ETF Has Soared, But the Rally May Not Be Over

NYSEARCA:MKOR
Read This Korea ETF Has Soared, But the Rally May Not Be Over

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