Free Trial

Jeffrey Neal Johnson, Contributing Author at MarketBeat

Articles by Jeffrey Neal Johnson - Page 23

Nebius logo over a glowing data-center aisle, symbolizing AI infrastructure as BlackRock accumulates shares.
February 17, 2026 12:31 PM ET

Whale Watching: BlackRock’s Massive Bet on Nebius Group

NASDAQ:NBISNYSE:BLKNASDAQ:MSFT
Read Whale Watching: BlackRock’s Massive Bet on Nebius Group
MSCI logo glowing above a conference room table, with a blurred city skyline visible through large windows.
February 15, 2026 5:08 AM ET

These 3 Stocks Just Graduated to the MSCI World Index

NYSE:MSCINASDAQ:ASTSNYSE:T
Read These 3 Stocks Just Graduated to the MSCI World Index
Generac home standby generator beside suburban house, highlighting backup power amid grid reliability concerns.
February 13, 2026 1:29 PM ET

Generac Stock Rallies: Why AI Matters More Than Earnings

NYSE:GNRC
Read Generac Stock Rallies: Why AI Matters More Than Earnings
Beta Technologies and Amazon logos highlighted in front of an imaginative depiction of a Beta Technologies eCTOL aircraft.
February 13, 2026 11:55 AM ET

Amazon Bets Big on BETA: Why Analysts See 50% Upside

NYSE:BETANASDAQ:AMZNNYSE:GE
Read Amazon Bets Big on BETA: Why Analysts See 50% Upside
Kroger produce section with a shopping cart in the foreground and the Kroger “Fresh for Everyone” sign above fruit displays.
February 13, 2026 6:09 AM ET

Kroger’s New CEO: A Turnaround Play in Aisle 4?

NYSE:KRNASDAQ:WMTNASDAQ:AMZN
Read Kroger’s New CEO: A Turnaround Play in Aisle 4?
Unity’s Stock Plunges 30%: Panic? Or Profit?
February 12, 2026 3:06 PM ET

Unity’s Stock Plunges 30%: Panic? Or Profit?

NYSE:U
Read Unity’s Stock Plunges 30%: Panic? Or Profit?
IREN logo in a data center aisle of server racks, highlighting crypto mining operations and AI compute expansion.
February 12, 2026 8:21 AM ET

IREN Bounces Back: The Market Votes Yes as Big Banks Step In

NASDAQ:IRENNYSE:GSNYSE:JPM
Read IREN Bounces Back: The Market Votes Yes as Big Banks Step In
Offshore oil drilling rig at sunset on open ocean, with a support vessel nearby and warm orange sky reflections.
February 12, 2026 6:30 AM ET

Offshore Titans: Transocean Buys Valaris for $5.8B

NYSE:RIGNYSE:VAL
Read Offshore Titans: Transocean Buys Valaris for $5.8B
AST SpaceMobile logo above a satellite in orbit over Earth, highlighting space-based wireless expansion.
February 12, 2026 5:17 AM ET

BlueBird 6 Unfolds: AST SpaceMobile Unlocks Commercial Growth

NASDAQ:ASTSNYSE:TNYSE:VZ
Read BlueBird 6 Unfolds: AST SpaceMobile Unlocks Commercial Growth
Dynatrace logo in a data center with glowing network lines, highlighting AI observability and software stock growth.
February 11, 2026 2:23 PM ET

Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential

NYSE:DT
Read Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
GE Vernova logo over wind turbines and a solar farm, underscoring renewable power buildout and the energy transition.
February 11, 2026 11:25 AM ET

GE Vernova Rallies on the AI Grid Supercycle: Turbines, Transformers, and Cash Returns

NYSE:GEVNASDAQ:XELTSE:MXG
Read GE Vernova Rallies on the AI Grid Supercycle: Turbines, Transformers, and Cash Returns
Warner Bros. Discovery on monitor with Netflix and Paramount on devices, highlighting streaming competition.
February 11, 2026 9:28 AM ET

Strategic Masterstroke: Paramount Adds a Ticking Fee to Warner Bros. Bid

NASDAQ:WBDNASDAQ:NFLXNASDAQ:PSKY
Read Strategic Masterstroke: Paramount Adds a Ticking Fee to Warner Bros. Bid
Bloom Energy fuel cell units in a data center setting, highlighting clean power solutions and energy infrastructure demand.
February 11, 2026 8:15 AM ET

AI Power Crunch: Why Bloom Energy Is the Hidden Winner

NYSE:BENASDAQ:AEPNYSE:ORCL
Read AI Power Crunch: Why Bloom Energy Is the Hidden Winner
Once Upon a Farm logo over a wooden table with fresh blueberries, spinach, apples, and carrots, with a barn in the background.
February 10, 2026 8:51 AM ET

Once Upon A Farm: Buy the $1B Growth Story?

NYSE:OFRM
Read Once Upon A Farm: Buy the $1B Growth Story?
Intel logo in a data center server aisle, highlighting chipmaker AI infrastructure demand.
February 9, 2026 9:40 AM ET

Intel Stock Is Priced for Ruin, But the AI Offensive Is Here

NASDAQ:INTCOTCMKTS:SOBKYNASDAQ:NVDA
Read Intel Stock Is Priced for Ruin, But the AI Offensive Is Here
Vertical Aerospace eVTOL aircraft flying over a city skyline with prominent Vertical logo, symbolizing EVTL.
February 7, 2026 8:28 AM ET

Vertical Aerospace: Commercial Wins, Stock Price Lows

NYSE:EVTL
Read Vertical Aerospace: Commercial Wins, Stock Price Lows
Texas Instruments logo on a silicon wafer, highlighting semiconductor manufacturing capacity and chip demand trends.
February 7, 2026 5:37 AM ET

Texas Instruments Executes a $7.5B Deal and an AI Strategy Pivot

NASDAQ:TXNNASDAQ:SLABNASDAQ:NVDA
Read Texas Instruments Executes a $7.5B Deal and an AI Strategy Pivot
IREN logo in a data center aisle of server racks, highlighting crypto mining and AI infrastructure investment.
February 6, 2026 10:16 AM ET

IREN Earnings Were Ugly—Is a Beautiful Future Already Funded?

NASDAQ:IRENNASDAQ:MSFT
Read IREN Earnings Were Ugly—Is a Beautiful Future Already Funded?
Bitcoin mining rigs and data center GPUs highlight crypto hashpower, energy costs, and AI compute demand.
February 6, 2026 6:39 AM ET

The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords

NASDAQ:APLDNASDAQ:NVDANASDAQ:CRWV
Read The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords
Lilly and Novo Nordisk logos with syringes on desk, spotlighting GLP-1 obesity drug market rivalry.
February 5, 2026 7:34 AM ET

The Metabolic Split: Why Eli Lilly Soars as Novo Stumbles

NYSE:LLYNYSE:NVO
Read The Metabolic Split: Why Eli Lilly Soars as Novo Stumbles
Hand holds a smartphone showing T-Mobile logo in front of a modern glass building and T-Mobile store at sunset.
February 4, 2026 1:01 PM ET

T-Mobile: The Buyback King’s Safe Haven Strategy

NASDAQ:TMUS
Read T-Mobile: The Buyback King’s Safe Haven Strategy
Split data-center graphic with SanDisk red logo left and Western Digital blue logo right, AI storage theme.
February 4, 2026 11:52 AM ET

The Memory Supercycle Is Here—2 Winners From 1 Breakup

NASDAQ:WDCNASDAQ:SNDK
Read The Memory Supercycle Is Here—2 Winners From 1 Breakup
Spotify logo glowing beside headphones on a desk, highlighting streaming music demand and SPOT stock outlook.
February 4, 2026 7:24 AM ET

The Sound of Money: How Spotify Turned Audio Into Profit Power

NYSE:DISNASDAQ:NFLXNASDAQ:AMZN
Read The Sound of Money: How Spotify Turned Audio Into Profit Power
Aerial view of nuclear power plant and adjacent data-center campus at sunset, highlighting rising electricity demand.
February 3, 2026 3:39 PM ET

The Atomic Pivot: AI’s $50 Billion Power Move

NASDAQ:NVDANYSE:ORCLNASDAQ:META
Read The Atomic Pivot: AI’s $50 Billion Power Move