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NVIDIA logo displayed with a server rack and a GPU hardware unit in a dark data center setting.
September 1, 2026 11:25 AM ET

NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat

NASDAQ:NVDANASDAQ:AMDNASDAQ:INTC
Read NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat
Lumentum logo displayed among illuminated fiber optic cables and a network transceiver in a data center.
September 1, 2026 9:40 AM ET

Analysts See Major Upside for This Top-10 Performing S&P 500 Stock

NASDAQ:LITE
Read Analysts See Major Upside for This Top-10 Performing S&P 500 Stock
Qualcomm logo displayed on a computer chip mounted on an illuminated blue circuit board.
September 1, 2026 9:05 AM ET

Qualcomm’s AI Ambitions Run Into a Smartphone Reality Check

NASDAQ:QCOMNASDAQ:NVDANYSE:STLA
Read Qualcomm’s AI Ambitions Run Into a Smartphone Reality Check
An office desk with a MacBook, iPhone, and Apple Watch in front of a large Apple logo on the wall.
September 1, 2026 9:05 AM ET

Cook Out, Silicon In: Will Ternus Trigger Apple’s Edge AI Boom?

NASDAQ:AAPL
Read Cook Out, Silicon In: Will Ternus Trigger Apple’s Edge AI Boom?
Palantir logo displayed in a dark office setting with a world map and city skyline visible on screens.
September 1, 2026 8:30 AM ET

Palantir’s Sovereign AI Pitch Tests Microsoft’s Cloud-First AI Bet

NASDAQ:PLTRNASDAQ:MSFT
Read Palantir’s Sovereign AI Pitch Tests Microsoft’s Cloud-First AI Bet
Salesforce logo displayed as a cloud shape on a table in a blurred office setting with server equipment.
September 1, 2026 7:55 AM ET

Salesforce Looks Overbought, But the Rally May Be Far From Over

NYSE:CRM
Read Salesforce Looks Overbought, But the Rally May Be Far From Over
Illustration of a computer chip on a circuit board with an upward green stock chart line in a server room.
August 31, 2026 11:55 AM ET

Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season

NASDAQ:OKTANASDAQ:PANWNASDAQ:CRWD
Read Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season
Businessman in a suit counts hundred-dollar bills at a desk with a laptop showing an upward stock chart.
August 31, 2026 8:25 AM ET

Insider Confidence Is Building in These 3 Very Different Stocks

NASDAQ:INTCNYSE:RSGNYSE:ONON
Read Insider Confidence Is Building in These 3 Very Different Stocks
Illustration of a futuristic control room with translucent screens displaying network, security, and world map data visualizations.
August 31, 2026 7:50 AM ET

The SaaSpocalypse Trade Is Cracking, and These 5 Stocks Are Leading Higher

NYSE:CRMNYSE:NOWNASDAQ:ADBE
Read The SaaSpocalypse Trade Is Cracking, and These 5 Stocks Are Leading Higher
Microsoft logo displayed on a glass wall in an office setting, with a data center visible nearby.
August 31, 2026 7:50 AM ET

Microsoft’s Split Verdict Tests Investing Without a Fed Safety Net

NASDAQ:MSFT
Read Microsoft’s Split Verdict Tests Investing Without a Fed Safety Net
Broadcom logo displayed on a computer chip mounted on a circuit board in a data center setting.
August 31, 2026 7:15 AM ET

Broadcom’s Earnings Test Comes With a Higher Bar After NVIDIA’s Blowout

NASDAQ:AVGONASDAQ:GOOGLNASDAQ:NVDA
Read Broadcom’s Earnings Test Comes With a Higher Bar After NVIDIA’s Blowout
Palo Alto Networks logo with a digital globe, security shield icon, server racks, and a stock chart display.
August 31, 2026 6:40 AM ET

Palo Alto’s Rally Has One Big Problem Ahead of Earnings

NASDAQ:PANW
Read Palo Alto’s Rally Has One Big Problem Ahead of Earnings
Conceptual illustration of an AI processor chip on a circuit board with an upward-trending stock chart overlay.
August 31, 2026 6:05 AM ET

These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?

BATS:DRAMNASDAQ:QQQMNASDAQ:QQQ
Read These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?
Rubrik logo displayed on a wall in a data center hallway lined with illuminated server racks.
August 30, 2026 9:20 AM ET

Rubrik’s AI Security Bet Could Power the Next Leg Higher

NYSE:RBRKNASDAQ:MSFT
Read Rubrik’s AI Security Bet Could Power the Next Leg Higher
Foldable Apple smartphone displayed on a table with a lit Apple logo and city skyline in the background.
August 30, 2026 8:30 AM ET

Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All

NASDAQ:AAPL
Read Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All
Snowflake logo displayed in a data center, highlighting AI-driven cloud platform growth amid SaaS sell-off and bullish outlook.
August 30, 2026 7:40 AM ET

Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

NYSE:SNOW
Read Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?
Computer chip on a circuit board displayed in front of illuminated server racks in a data center.
August 30, 2026 6:00 AM ET

3 AI Infrastructure Stocks to Watch Beyond NVIDIA

NASDAQ:AVGONYSE:ANETNYSE:VRT
Read 3 AI Infrastructure Stocks to Watch Beyond NVIDIA
Workday logo displayed on an office wall, with desks and computer monitors visible in the background.
August 29, 2026 9:10 AM ET

From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens

NASDAQ:WDAY
Read From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens
Bronze bull and bear statues face off in an urban financial district at sunset.
August 29, 2026 5:00 AM ET

MarketBeat Week in Review – 08/24 - 08/28

NASDAQ:NVDANASDAQ:NTNXNASDAQ:AMD
Read MarketBeat Week in Review – 08/24 - 08/28
Illuminated IREN logo sign outside a data center building at night, with wind turbines and server racks visible.
August 28, 2026 10:35 AM ET

IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings

NASDAQ:IREN
Read IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings
Okta logo displayed on a wall beside a digital lock icon symbolizing cybersecurity and data protection.
August 28, 2026 9:25 AM ET

Okta Stock Surges 29%—Is $200 the Next Stop?

NASDAQ:OKTA
Read Okta Stock Surges 29%—Is $200 the Next Stop?
Hand holding smartphone showing Facebook post with Meta logo about an $18B child-safety settlement, in a courtroom setting.
August 28, 2026 8:15 AM ET

Meta’s $18 Billion Settlement May Be a Win for Investors

NASDAQ:META
Read Meta’s $18 Billion Settlement May Be a Win for Investors
Intuit logo displayed over a desk with a laptop, coffee mug, notebook, plant, and financial chart printout.
August 28, 2026 7:40 AM ET

Intuit’s Earnings Reset May Be More Pivot Than Plunge

NASDAQ:INTU
Read Intuit’s Earnings Reset May Be More Pivot Than Plunge
Salesforce cloud logo overlaid on a city skyline with upward-trending stock chart graphics and mountain backdrop.
August 28, 2026 7:05 AM ET

Salesforce Turns the Corner as AI Fears Start to Fade

NYSE:CRM
Read Salesforce Turns the Corner as AI Fears Start to Fade
CrowdStrike logo displayed on a dark panel with a red digital globe and cybersecurity icons in the background.
August 28, 2026 5:55 AM ET

CrowdStrike’s “Mythos Moment” Tests the Bigger AI Security Trade

Read CrowdStrike’s “Mythos Moment” Tests the Bigger AI Security Trade
Nutanix logo displayed on a server unit mounted within a data center equipment rack.
August 27, 2026 12:25 PM ET

Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape

NASDAQ:NTNXNASDAQ:AMDNASDAQ:NVDA
Read Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape
Google and Rezolve AI logos displayed on a server unit in a data center with digital cloud network graphics.
August 27, 2026 9:30 AM ET

Google Cloud Just Gave Rezolve AI a Major Vote of Confidence

NASDAQ:RZLVNASDAQ:GOOGLNYSE:JPM
Read Google Cloud Just Gave Rezolve AI a Major Vote of Confidence
Semtech logo displayed over a background of a circuit board and a cellular communications tower.
August 27, 2026 8:20 AM ET

Semtech Stock Rallies on Strong Q2 Results and Raised Guidance

NASDAQ:SMTC
Read Semtech Stock Rallies on Strong Q2 Results and Raised Guidance
Illustration of a computer chip with the Marvell logo set against a circuit board and data center background.
August 27, 2026 7:45 AM ET

Marvell’s Big AI Test Comes One Day After NVIDIA’s Blowout Quarter

NASDAQ:MRVL
Read Marvell’s Big AI Test Comes One Day After NVIDIA’s Blowout Quarter
NVIDIA logo over a computer chip, server racks, and an upward-trending green stock price chart.
August 27, 2026 7:10 AM ET

NVIDIA’s Blockbuster Quarter May Still Undersell How Big the AI Buildout Is

NASDAQ:NVDA
Read NVIDIA’s Blockbuster Quarter May Still Undersell How Big the AI Buildout Is

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