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Shannon Tokheim, Associate Editor at MarketBeat

Articles Reviewed by Shannon Tokheim - Page 12

Konskie, Poland - December 08, 2024: Skyworks Solutions company logo displayed on mobile phone — Stock Editorial Photography
June 27, 2025 5:06 AM ET

Skyworks Stock Down 16% in 2025, Poised for AI Edge Surge

Chris Markoch

Skyworks stock is down, but AI at the edge and a smartphone rebound could spark growth, with analysts eyeing 22% EPS gains and a PEG near 0.5

NASDAQ:SWKSNASDAQ:AAPL
Read Skyworks Stock Down 16% in 2025, Poised for AI Edge Surge
3d computer chips
June 26, 2025 1:47 PM ET

Astera Labs: AI Infrastructure Play With Significant Growth Ahead

Nathan Reiff

Astera Labs has lofty earnings expectations but a trajectory that suggests the AI solutions provider can rise to the occasion.

NASDAQ:ALABNASDAQ:NVDA
Read Astera Labs: AI Infrastructure Play With Significant Growth Ahead
IBM Logo on the modern building.
June 26, 2025 1:11 PM ET

Is IBM’s AI Transformation Powering a Sustained Rally?

Jeffrey Neal Johnson

IBM's stock rally reflects market validation of its enterprise AI strategy, key acquisitions, and growing bullish sentiment from influential analysts.

NYSE:IBMNYSE:BAC
Read Is IBM’s AI Transformation Powering a Sustained Rally?
New Highs for NVIDIA - This image is an original composition by MarketBeat using licensed and editorial elements. Not for redistribution or reuse.
June 26, 2025 12:04 PM ET

NVIDIA’s Stock Price Hits New Highs: This Is What’s Next

Thomas Hughes

NVIDIA's stock price reached a new high in late June and is expected to continue rising in 2025 due to positive earnings and analyst sentiment trends.

NASDAQ:NVDA
Read NVIDIA’s Stock Price Hits New Highs: This Is What’s Next
Berlin, Germany - November 19, 2017: Amazon application on screen of modern smartphone close-up. Install menu of Amazon app in Play Store. Shopping apps on display of phone. — Photo
June 26, 2025 11:13 AM ET

Amazon: Why Some Are Growing Bearish, and Why They’re Wrong

Sam Quirke

Despite some tech frothiness and cooling inflows, Amazon's strong fundamentals, bullish analysts, and intact uptrend suggest more upside is likely.

NASDAQ:AMZN
Read Amazon: Why Some Are Growing Bearish, and Why They’re Wrong
Super Micro Computer liquid cooling data center - This image is an original composition by MarketBeat using licensed and editorial elements. Not for redistribution or reuse.
June 26, 2025 9:25 AM ET

Super Micro’s Bold $2B Bond Plan Signals 35% Premium Upside

Gabriel Osorio-Mazilli

A new capital raise is going to send Super Micro Computer into a new growth phase now that it can focus on expanding on its liquid-cooling success.

NASDAQ:NVDANASDAQ:AMDNASDAQ:SMCI
Read Super Micro’s Bold $2B Bond Plan Signals 35% Premium Upside
Modern creative telecommunication and internet network connect in smart city. Concept of 5G wireless digital connection and internet of things future. — Photo
June 26, 2025 8:10 AM ET

Investors Are Waking Up to Arista Networks—Here’s the Scoop

Jeffrey Neal Johnson

Arista Networks' recent stock price climb signals a broader market recognition of its crucial role in building high-speed networking for the AI revolution.

NYSE:ANETNASDAQ:MSFTNASDAQ:META
Read Investors Are Waking Up to Arista Networks—Here’s the Scoop
Micron flames hot stock chart - This image is an original composition by MarketBeat using licensed and editorial elements. Not for redistribution or reuse.
June 26, 2025 8:06 AM ET

Micron: A Hot Buy Heats Up, Fresh All-Time Highs Are Coming

Thomas Hughes

Micron stock is poised to surge by 50% or more over the summer and is likely to sustain an uptrend long into 2026, driven by rising demand for AI.

NASDAQ:AMDNASDAQ:NVDANASDAQ:MU
Read Micron: A Hot Buy Heats Up, Fresh All-Time Highs Are Coming
Big data an AI learning concept in server center - stock image
June 26, 2025 7:04 AM ET

3 AI Infrastructure Stocks With Strong Growth, Not Hype

Chris Markoch

Here are 3 AI stocks offering value and growth, backed by strong fundamentals and critical roles in the AI stack as investors seek alternatives to high-flyers

NASDAQ:SMCINYSE:ANETNASDAQ:SNPS
Read 3 AI Infrastructure Stocks With Strong Growth, Not Hype
FedEx Building
June 26, 2025 6:37 AM ET

FedEx Stock Is at Its Bottom—And It May Be Time to Buy

Thomas Hughes

FedEx's results and guidance reflect improving business momentum that the freight segment spin-off will amplify; the bottom is in for this market.

NYSE:FDX
Read FedEx Stock Is at Its Bottom—And It May Be Time to Buy
Modern, green tractor in the spring field work — Stock Editorial Photography
June 26, 2025 5:17 AM ET

Deere & Co.: A Quiet Industrial Leader Gaining Steam

Ryan Hasson

Deere & Co. (DE) has surged over 20% YTD, outpacing the broader industrials sector and trading just below a key breakout level.

NYSE:DE
Read Deere & Co.: A Quiet Industrial Leader Gaining Steam
AMD Logo
June 26, 2025 5:00 AM ET

Analysts Supercharge AMD Stock Ahead of Q2 AI Catalyst

Thomas Hughes

Advanced Micro Devices' advantages to NVIDIA put it at an inflection point with the MI400 line due out next year; soon, AMD will come in rack-scale solutions.

NYSE:ORCLNASDAQ:METANASDAQ:NVDA
Read Analysts Supercharge AMD Stock Ahead of Q2 AI Catalyst
Concept of Rate Cuts write on sticky notes and Flag of the United States isolated on Wooden Table.
June 25, 2025 2:20 PM ET

Top 3 Bank Stocks to Watch as Fed Rate Cuts Loom

Chris Markoch

As rate cuts steepen the yield curve, FITB, CMA, and CFG stand out for their margin leverage, solid capital, and strong upside potential in H2 of 2025

NASDAQ:FITBNYSE:CMANYSE:CFG
Read Top 3 Bank Stocks to Watch as Fed Rate Cuts Loom
Autonomous vehicle vision with system recognition of cars — Photo
June 25, 2025 2:08 PM ET

Uber and Tesla Surge on Robotaxis, Analyst Touts Texas Rides

Leo Miller

Uber and Tesla's robotaxi rollouts hit a high note, with shares surging. One Wall Street analyst's rave review of the service adds fuel to Tesla's bullish fire.

NASDAQ:TSLANYSE:UBER
Read Uber and Tesla Surge on Robotaxis, Analyst Touts Texas Rides
ASML stock price
June 25, 2025 1:47 PM ET

ASML Keeps Buying Back Its Own Stock—Chasing Discount and Upside

Gabriel Osorio-Mazilli

ASML management keeps buying large blocks of its own stock, with expectations for higher prices set forward in the company; are they justified?

NASDAQ:NVDANYSE:TSMNASDAQ:ASML
Read ASML Keeps Buying Back Its Own Stock—Chasing Discount and Upside
KYIV, UKRAINE - FEBRUARY 2022: Ukrainian national defense plane flies in the blue sky over Kyiv. Air Force of Ukraine. Protecting the Ukrainian skies from invasion — Stock Editorial Photography
June 25, 2025 10:51 AM ET

AeroVironment Will Hit New Highs This Year: Bull Flag Confirmed

Thomas Hughes

AeroVironment is well-positioned as a next-gen defense contractor focused on uncrewed and loitering munitions systems across domains.

NASDAQ:AVAV
Read AeroVironment Will Hit New Highs This Year: Bull Flag Confirmed
Close-up view of a modern GPU card with circuit and colorful lights and details 3D rendering - stock image
June 25, 2025 9:10 AM ET

3 Semiconductor Stocks Poised to Surge on AI Spending

Chris Markoch

With the AI infrastructure buildout in full swing, here are 3 semiconductor stocks well-positioned to grow significantly as revenue and earnings increase

NASDAQ:MRVLNASDAQ:AVGONASDAQ:AMD
Read 3 Semiconductor Stocks Poised to Surge on AI Spending
Palantir all time high chart - This image is an original composition by MarketBeat using licensed and editorial elements. Not for redistribution or reuse.
June 25, 2025 9:01 AM ET

Palantir Stock Hits ATH, But Can the Rally Hold Without Volume?

Chris Markoch

Palantir’s rally to a new high shows short-term momentum, but weak volume and falling IV suggest investors should tread carefully before buying at this level

NASDAQ:PLTRNASDAQ:AMZN
Read Palantir Stock Hits ATH, But Can the Rally Hold Without Volume?
The USA flag on the gearwheel, business industrial concept. 3D rendering — Photo
June 25, 2025 7:34 AM ET

Top Steel Picks for the Coming Infrastructure Boom

Chris Markoch

With domestic steel production in favor, this is a time for investors to own steel stocks from companies that produce steel in the United States

NYSE:NUENASDAQ:STLDNYSE:CLF
Read Top Steel Picks for the Coming Infrastructure Boom
A modern drone flying in the cloudy blue sky — Photo
June 25, 2025 7:17 AM ET

Which Analyst-Favorite Drone Stock Will Come Out on Top?

Nathan Reiff

Three emerging drone companies are supported by analysts, but each also presents risks for investors entering this space.

NASDAQ:RCATNASDAQ:AMZNNASDAQ:DPRO
Read Which Analyst-Favorite Drone Stock Will Come Out on Top?
AST SpaceMobile network satellites - This image is an original composition by MarketBeat using licensed and editorial elements. Not for redistribution or reuse.
June 25, 2025 6:08 AM ET

AST SpaceMobile's Signal Strengthens as Stock Nears Orbit

Jeffrey Neal Johnson

AST SpaceMobile's recent strategic wins, from a major spectrum deal to new global partnerships, signal a key inflection point for its ambitious growth plans.

NASDAQ:ASTSNYSE:TNASDAQ:VOD
Read AST SpaceMobile's Signal Strengthens as Stock Nears Orbit
Immersive padlock cybersecurity interface with computer virus alert, fingerprint, computer bug icons over blurry night city background. Concept of data protection and smart city — Photo
June 25, 2025 6:07 AM ET

Cybersecurity Confidence: 3 of the Market's Most Upgraded Stocks

Leo Miller

Cybersecurity stocks have been some of the best performers in 2025. Analysts continue to see upside ahead, upgrading these names like it's going out of style.

NASDAQ:ZSNYSE:RBRKNASDAQ:OKTA
Read Cybersecurity Confidence: 3 of the Market's Most Upgraded Stocks
Costco at a Crossroads: Is the Next Move Higher or Lower?
June 25, 2025 6:07 AM ET

Costco at a Crossroads: Is the Next Move Higher or Lower?

Dan Schmidt

Costco has posted impressive sales growth and membership retention, but some indicators suggest an overextended stock. Is COST's next move up or down?

NASDAQ:COST
Read Costco at a Crossroads: Is the Next Move Higher or Lower?
Oracle AI cloud computing concept - This image is an original composition by MarketBeat using licensed and editorial elements. Not for redistribution or reuse.
June 25, 2025 5:46 AM ET

Oracle Stock Boils Higher, $300 Price Target in Sight

Thomas Hughes

Oracle is well-positioned to accelerate its growth, and its stock price reflects this; analyst and technical signals suggest a move above $300 is coming soon.

NASDAQ:AMDNASDAQ:NVDANASDAQ:MSFT
Read Oracle Stock Boils Higher, $300 Price Target in Sight