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Seagate logo centered within a swirling data storage disk graphic, set against a server room background.
July 29, 2026 11:45 AM ET

Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters

NASDAQ:STX
Read Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters
Illuminated Alphabet sign on a glass walkway in a data center lined with server racks.
July 29, 2026 11:10 AM ET

Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead?

NASDAQ:GOOGL
Read Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead?
Bloom Energy logo displayed beside a row of fuel cell units and a large industrial building under a cloudy sky.
July 29, 2026 10:35 AM ET

Why Bloom Energy May Be the Most Important AI Infrastructure Stock

NYSE:BENYSE:BNNYSE:ORCL
Read Why Bloom Energy May Be the Most Important AI Infrastructure Stock
Modern office building with Meta logo and abstract digital technology visuals.
July 29, 2026 10:00 AM ET

Meta’s AI Spending Problem Just Found a BlackRock Solution

NASDAQ:METANYSE:BLK
Read Meta’s AI Spending Problem Just Found a BlackRock Solution
Broadcom AI semiconductor chip inside data center servers, symbolizing buybacks amid AI infrastructure boom.
July 29, 2026 9:25 AM ET

Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become

NASDAQ:AVGOOTCMKTS:SSNLF
Read Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become
Carrier logo displayed on a rooftop with HVAC cooling units, surrounded by a city skyline.
July 29, 2026 8:15 AM ET

Carrier Earnings Could Send the Stock to a New All-Time High

NYSE:CARR
Read Carrier Earnings Could Send the Stock to a New All-Time High
Digital illustration of a glowing online storefront interface with shopping icons, surrounded by streaming light lines representing e-commerce data.
July 29, 2026 7:40 AM ET

3 Unique AI Software Plays With Strong Analyst Support

NYSE:KVYONYSE:SMWBNASDAQ:BRZE
Read 3 Unique AI Software Plays With Strong Analyst Support
NVIDIA and OpenAI logos displayed on a computer chip against a background of data center servers.
July 29, 2026 7:05 AM ET

NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus

NASDAQ:NVDANASDAQ:CRWVNASDAQ:MSFT
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Amazon Leo logo over an illustration of Earth surrounded by a satellite network, with a satellite in space.
July 29, 2026 7:05 AM ET

Amazon’s Satellite Push Raises the Stakes for SpaceX and AST SpaceMobile

NASDAQ:AMZNNASDAQ:ASTSNASDAQ:SPCX
Read Amazon’s Satellite Push Raises the Stakes for SpaceX and AST SpaceMobile
A semi-truck hauls a large cylindrical industrial component past police cars on a nighttime industrial roadway.
July 28, 2026 1:00 PM ET

These 3 Stocks Have Soared in 2026—Can They Keep Climbing?

NASDAQ:ARCBNASDAQ:KLICNASDAQ:COHU
Read These 3 Stocks Have Soared in 2026—Can They Keep Climbing?
Rambus logo on a chip surrounded by circuit board traces connecting to memory modules.
July 28, 2026 11:50 AM ET

Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction

NASDAQ:RMBS
Read Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction
Digital illustration of an automated factory with robotic arms and conveyor belts, U.S. Capitol dome in background.
July 28, 2026 11:15 AM ET

Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

NASDAQ:AAPLNASDAQ:MUNYSE:DELL
Read Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
Western Digital (WD) logo rendered in 3D on a circuit board with blurred server racks in the background.
July 28, 2026 10:40 AM ET

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

NASDAQ:WDC
Read Western Digital’s Earnings Will Test Whether Its AI Rally Has More Room
ServiceNow logo illuminated on a brushed metal wall in an office lobby setting.
July 28, 2026 10:05 AM ET

Is the Market Mispricing ServiceNow's AI Future?

NYSE:NOW
Read Is the Market Mispricing ServiceNow's AI Future?
Amkor Technology logo displayed alongside semiconductor chips, a circuit board, and a silicon wafer.
July 28, 2026 8:55 AM ET

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

NASDAQ:AMKR
Read Amkor Sells Off After Earnings—Why Weak Guidance Isn't the Real Story
A cracked stock chart showing plunging lines above scattered circuit boards, symbolizing a tech-market breakdown.
July 28, 2026 7:45 AM ET

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

NYSE:EQTNASDAQ:GOOGLNASDAQ:BKR
Read 3 Stocks Standing Out and 2 Losing Momentum as the Tech Rally Cracks
Data center at night with a labeled AI Compute Unit server rack and a technician working nearby.
July 28, 2026 7:10 AM ET

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

NASDAQ:AMDNASDAQ:CRDONASDAQ:AIRJ
Read 5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?
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
Read Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight
Data center building at dusk with illuminated network light trails and solar panels in the foreground.
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
Read A $1.5 Billion Wake-Up Call for Every AI Company on Wall Street
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

Read AMD’s AI Bubble Could Burst Into Explosive Upside
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
Read Atlassian’s AI Pivot Is Starting to Challenge Wall Street’s Bear Case
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
Read Apple’s Earnings Setup Puts Its Record Rally and AI Patience to the Test
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
Read Oil Prices Are Surging and These 4 Stocks Are Cashing In
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
Read This Tiny AI Supplier Could Be More Important Than the Chipmakers
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
Read Meta Earnings Put AI Spending and Ad Growth Back in Focus
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
Read These 3 AI Winners Don’t Sell the Tech—They Use It
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
Read Broadcom May Be the Biggest Winner From Alphabet's Earnings
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
Read Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off
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
Read MarketBeat Week in Review – 07/20- 07/24
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
Read AMD and Cerebras Create A New Blueprint For Hardware

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