MarketBeat News Feed https://www.marketbeat.com/feed/ Mon, 12 Oct 2026 00:00:00 GMT Mon, 12 Oct 2026 00:00:00 GMT https://www.marketbeat.com/articles/salesforce-just-got-a-rare-double-upgradewhat-changed/ marketbeatnews9025625 Mon, 12 Oct 2026 11:45:00 GMT Bank of America upgraded Salesforce to Buy after its planned Loops acquisition, as Agentforce revenue growth and a $25 billion buyback program bolster the stock's valuation case. NYSE:CRM https://www.marketbeat.com/articles/openais-revenue-scare-could-be-a-big-opportunity-for-investors/ marketbeatnews9025535 Mon, 12 Oct 2026 11:05:00 GMT OpenAI's reported $50 billion revenue run rate, below earlier estimates, raises IPO valuation questions and stirs concern over Oracle's $300 billion contract and AI compute demand. NASDAQ:NVDANASDAQ:NVDA NASDAQ:AMD NYSE:ORCL NYSE:SNOW NASDAQ:MDB NASDAQ:DDOG https://www.marketbeat.com/articles/china-still-dominates-rare-earthsthese-3-us-companies-could-benefit/ marketbeatnews9021815 Mon, 12 Oct 2026 10:30:00 GMT As U.S. rare earth production continues to lag China's despite recent trade talks, MP Materials, Energy Fuels and NioCorp Developments each offer investors different ways to gain exposure to domestic critical minerals. NYSE:MPNYSE:MP NYSEAMERICAN:UUUU NASDAQ:NB https://www.marketbeat.com/articles/3-reits-that-may-win-in-a-higher-interest-rate-environment/ marketbeatnews9020703 Mon, 12 Oct 2026 09:55:00 GMT Realty Income, American Tower, and Public Storage may be positioned to benefit if Treasury yields decline, with analysts offering mixed Buy and Hold ratings on each REIT. NYSE:ONYSE:O NYSE:AMT NYSE:PSA https://www.marketbeat.com/articles/broadcoms-anthropic-bet-gets-bigger-as-60-billion-financing-raises-the-stakes/ marketbeatnews9021928 Mon, 12 Oct 2026 09:20:00 GMT Anthropic's IPO filing reveals $161 billion in Broadcom commitments, backed by a new $60 billion debt package and AI XPV financing vehicle ahead of its planned mid-November public debut. NASDAQ:AVGONASDAQ:AVGO NYSE:BX NYSE:APO https://www.insidertrades.com/education/insider-buying-signals-opportunity-in-hb-fuller-focaltherics-cardinal/ marketbeatnews9025458 Mon, 12 Oct 2026 09:20:00 GMT Insiders at H.B. Fuller, FocalTherics, and Cardinal Infrastructure Group are buying shares, signaling potential bottoms backed by analyst price targets, institutional ownership, and growth catalysts. NYSE:FULNYSE:FUL NASDAQ:FOCL NASDAQ:CDNL https://www.marketbeat.com/articles/5-retail-picks-to-watch-as-the-holiday-shopping-season-nears/ marketbeatnews9025367 Mon, 12 Oct 2026 08:45:00 GMT While the retail sector trails the broader market this year, Target, Abercrombie & Fitch, Ulta Beauty, and Victoria's Secret have outperformed peers with strong earnings beats ahead of the holiday shopping season. NYSEARCA:XRTNYSEARCA:XRT NYSE:TGT NYSE:ANF NASDAQ:ULTA NYSE:VSXY https://www.marketbeat.com/articles/ch-robinson-bets-its-ai-story-on-rxobut-the-market-isnt-sold/ marketbeatnews9020022 Mon, 12 Oct 2026 08:45:00 GMT C.H. Robinson shares fell after its $5.8 billion stock-and-cash deal to acquire RXO, as investors weigh added debt, paused buybacks, and a multiyear wait for promised synergies and EPS accretion. NASDAQ:CHRWNASDAQ:CHRW NYSE:RXO NYSE:UPS https://www.marketbeat.com/articles/googles-13-billion-nordic-bet-points-to-a-new-global-front-in-the-ai-power-race/ marketbeatnews9022346 Mon, 12 Oct 2026 08:10:00 GMT Hyperscalers like Google are shifting AI data center buildouts to Finland and Norway, drawn by surplus power, stable grids, clear permitting and local support. NASDAQ:AIBZNASDAQ:AIBZ NASDAQ:GOOGL NASDAQ:APLD NASDAQ:IREN NASDAQ:CRWV NASDAQ:NVDA NASDAQ:AMD https://www.dividendstocks.com/articles/3-stocks-raise-dividends-but-which-has-room-to-keep-growing/ marketbeatnews9019744 Mon, 12 Oct 2026 08:10:00 GMT Accenture, Curtiss-Wright, and Starbucks all raised their dividends, with Starbucks' hike coming amid reports it explored acquiring Chipotle during its ongoing turnaround. NYSE:ACNNYSE:ACN NYSE:CW NASDAQ:SBUX NYSE:CMG https://www.marketbeat.com/articles/what-the-sandals-deal-means-for-royal-caribbeans-next-leg-of-growth/ marketbeatnews9020190 Mon, 12 Oct 2026 07:35:00 GMT Royal Caribbean's $3 billion Sandals resort stake has driven shares up amid analyst optimism, though debt and fuel costs pose risks as the cruise business remains strong heading into 2027. NYSE:RCL https://www.marketbeat.com/articles/did-promo-spending-actually-win-back-bettors-for-these-3-gambling-stocks/ marketbeatnews9022217 Mon, 12 Oct 2026 07:00:00 GMT Facing prediction-market pressure, Flutter, Las Vegas Sands, and Penn Entertainment took different promotion strategies in 2026, with mixed stock results and only Penn's marketing pullback gaining investor favor. NYSE:FLUTNYSE:FLUT NYSE:LVS NASDAQ:PENN https://www.marketbeat.com/articles/applied-digital-plugs-into-hyperscaler-buyout-bids/ marketbeatnews9019418 Mon, 12 Oct 2026 06:25:00 GMT Applied Digital (APLD) secured a site for a 1-gigawatt AI campus in Finland, adding to its $36 billion contracted revenue backlog and 1.41 gigawatts of domestic leased IT load. NASDAQ:APLD https://www.marketbeat.com/articles/3-stocks-chopped-in-half-why-these-drops-may-be-structural-not-a-dip/ marketbeatnews9020394 Sun, 11 Oct 2026 10:40:00 GMT Lululemon, Trade Desk, and Charter Communications shares have each fallen over 50% amid structural declines in comps, revenue growth, and subscribers, with no clear bottom yet in sight. NASDAQ:LULUNASDAQ:LULU NASDAQ:TTD NASDAQ:CHTR https://www.marketbeat.com/articles/home-depot-and-lowes-hit-52-week-lowsbut-analysts-arent-giving-up/ marketbeatnews9018698 Sun, 11 Oct 2026 09:50:00 GMT Home Depot and Lowe's shares hit 52-week lows amid a frozen housing market, but both posted strong earnings and carry Moderate Buy ratings with notable upside targets. NYSE:HDNYSE:HD NYSE:LOW https://www.marketbeat.com/articles/utilities-are-bouncing-backthese-2-giants-could-signal-the-next-big-sector-rally/ marketbeatnews9019417 Sun, 11 Oct 2026 09:00:00 GMT XLU bounced off a 52-week low near $39 as rising Treasury yields pressured utilities; NextEra Energy and Southern Company, its top holdings, show signs of a sector bottom forming. NYSEARCA:XLUNYSEARCA:XLU NYSE:NEE NYSE:SO https://www.marketbeat.com/articles/q3-earnings-could-blow-past-consensusbe-ready-for-what-comes-next/ marketbeatnews9021856 Sun, 11 Oct 2026 08:10:00 GMT AI-driven demand is lifting earnings estimates and price targets across cybersecurity, semiconductor, and CPU stocks, including PANW, MRVL, AMD, and INTC, ahead of Q3 results. NASDAQ:PANWNASDAQ:PANW NASDAQ:ZS NASDAQ:AMD NASDAQ:MRVL NASDAQ:CRWD NASDAQ:INTC NASDAQ:NVDA NASDAQ:OKTA https://www.marketbeat.com/articles/why-wall-street-expects-even-more-from-sandisk-after-its-575-rally/ marketbeatnews9020175 Sun, 11 Oct 2026 07:20:00 GMT SanDisk shares have surged 575% in 2026 on AI storage demand, and analysts including Mizuho, Rosenblatt, and Arete Research keep raising price targets ahead of earnings later this month. NASDAQ:SNDK https://www.marketbeat.com/articles/the-grocery-shelf-battle-is-changingwho-comes-out-ahead/ marketbeatnews9018313 Sun, 11 Oct 2026 06:30:00 GMT Store brands are gaining unit share over national labels like McCormick as shoppers seek value, while Kroger and Walmart expand private-label lines to capture margin growth. NYSE:KRNYSE:KR NASDAQ:WMT NYSE:MKC https://www.marketbeat.com/articles/3-unique-etfs-with-strong-momentum-for-the-end-of-the-year/ marketbeatnews9021816 Sat, 10 Oct 2026 10:25:00 GMT FTHF, HECO, and GTEK ETFs use niche strategies in emerging markets, hedged crypto, and smaller tech firms, each gaining 40% or more year to date in 2026. NYSEARCA:FTHFNYSEARCA:FTHF NASDAQ:HECO NYSEARCA:GTEK https://www.marketbeat.com/articles/3-beaten-down-biotech-stocks-with-triple-digit-upside-and-big-catalysts-ahead/ marketbeatnews9020700 Sat, 10 Oct 2026 09:35:00 GMT Inventiva, Larimar Therapeutics, and Ascentage Pharma face key drug-development milestones, with analysts assigning Buy ratings and triple-digit upside price targets to all three biotech stocks. NASDAQ:IVANASDAQ:IVA NASDAQ:LRMR NASDAQ:AAPG https://www.marketbeat.com/articles/schneider-just-paid-up-for-ptc-is-the-saaspocalypse-overdone/ marketbeatnews9019645 Sat, 10 Oct 2026 08:45:00 GMT Schneider Electric will pay about $22.6 billion for PTC at a 42% premium, its largest-ever deal, but SBGSY shares fell 16% as investors weighed integration risks and debt funding. OTCMKTS:SBGSY https://www.marketbeat.com/articles/delta-air-lines-faces-a-fuel-crisisbut-theres-a-silver-lining/ marketbeatnews9021810 Sat, 10 Oct 2026 07:55:00 GMT Delta Air Lines posted record Q3 revenue despite fuel-cost pressures, and analysts trimmed price targets while maintaining a Buy consensus, with shares potentially pulling back before recovering. NYSE:DAL https://www.marketbeat.com/articles/is-synopsys-back-from-the-dead-eda-leader-inks-deals-with-amazon-and-openai/ marketbeatnews9020704 Sat, 10 Oct 2026 07:05:00 GMT Synopsys has rallied after a $1 billion Amazon IP deal and an OpenAI chip-design partnership, prompting the company to raise its long-term revenue and margin guidance through fiscal 2030. NASDAQ:SNPSNASDAQ:SNPS NASDAQ:AMZN NASDAQ:INTC https://www.marketbeat.com/articles/marketbeat-week-in-review-10-05-10-09/ marketbeatnews9022006 Sat, 10 Oct 2026 06:00:00 GMT A weekly roundup of MarketBeat analysis covering earnings, AI-driven stocks, insider trading, and analyst calls on Nike, Nvidia, Amazon, Apple, Tesla, Meta, and more. NASDAQ:NVDANASDAQ:NVDA NYSE:BBAI NASDAQ:AMZN NASDAQ:SNPS NASDAQ:AAPL NASDAQ:TSLA NASDAQ:CEG NYSE:STZ NASDAQ:GOOGL NYSE:MCD NASDAQ:META NASDAQ:QBTS NYSE:SKYD NASDAQ:DKNG NYSE:DIS NASDAQ:NFLX NYSE:U NYSE:RBLX NASDAQ:LIN NASDAQ:ALNT NYSE:LMND https://www.marketbeat.com/articles/alphabet-introduces-gemini-agentcan-it-trigger-a-breakout/ marketbeatnews9021714 Fri, 09 Oct 2026 11:35:00 GMT Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high. NASDAQ:GOOGL https://www.marketbeat.com/articles/palantirs-rally-puts-wall-street-in-catch-up-mode-ahead-of-november-earnings/ marketbeatnews9020247 Fri, 09 Oct 2026 11:00:00 GMT Palantir stock has rallied 60% since August as Goldman Sachs upgraded shares to Buy with a $230 target, ahead of Nov. 2 earnings and CEO Alex Karp's bullish free cash flow forecasts. NASDAQ:PLTR https://www.marketbeat.com/articles/tilray-finds-a-path-to-growth-without-waiting-on-us-cannabis-reform/ marketbeatnews9019572 Fri, 09 Oct 2026 10:25:00 GMT Tilray Brands' fiscal Q1 2027 results show beverage revenue up 82% and European medical cannabis growth offsetting weaker Canadian sales, reducing reliance on U.S. federal rescheduling. NASDAQ:TLRYNASDAQ:TLRY NASDAQ:ACB OTCMKTS:CURLF https://www.marketbeat.com/articles/arista-networks-plugs-into-all-time-highs/ marketbeatnews9019401 Fri, 09 Oct 2026 09:50:00 GMT Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand. NYSE:ANETNYSE:ANET NASDAQ:AMD NASDAQ:AVGO NASDAQ:META NASDAQ:MSFT NASDAQ:NVDA https://www.marketbeat.com/articles/microsoft-is-almost-back-to-555-now-the-hard-part-begins/ marketbeatnews9018349 Fri, 09 Oct 2026 09:15:00 GMT Microsoft stock trades near $530, within 5% of its 52-week high, after a strong Q4 earnings beat and analyst upgrades, with its next earnings report expected Oct. 28 to test the rally. NASDAQ:MSFT https://www.marketbeat.com/articles/marvell-says-connecting-ai-chips-could-be-a-37-billion-businessthese-2-stocks-rallied-too/ marketbeatnews9020178 Fri, 09 Oct 2026 08:40:00 GMT Marvell's bullish Investor Day revenue forecast lifted CIEN and ALAB shares, though both AI-chip-linked companies rely heavily on a few major customers and trade at high valuations. NASDAQ:MRVLNASDAQ:MRVL NYSE:CIEN NASDAQ:ALAB NASDAQ:AMZN https://www.marketbeat.com/articles/jetblues-laguardia-win-could-change-its-financial-future/ marketbeatnews9018234 Fri, 09 Oct 2026 08:05:00 GMT JetBlue gained FAA approval for 22 former Spirit slots at LaGuardia, prompting a Citigroup upgrade, as the airline pushes premium seating and posts 14.5% revenue growth despite heavy debt. NASDAQ:JBLUNASDAQ:JBLU OTCMKTS:FLYYQ NYSE:C https://www.marketbeat.com/articles/study-reveals-1-in-3-high-earners-think-they-should-pay-more-tax/ marketbeatnews9020176 Fri, 09 Oct 2026 08:00:00 GMT A 2026 survey of 3,031 Americans earning over $250K reveals who wants to pay more income tax, which cities lead, and where they want the money spent. https://www.marketbeat.com/articles/wall-street-left-software-for-dead-4-stocks-institutions-are-buying-back/ marketbeatnews9019742 Fri, 09 Oct 2026 07:30:00 GMT Salesforce, CrowdStrike, Palo Alto Networks and Veeva Systems are rebounding as institutions buy software stocks that own the customer data AI now depends on. NYSE:CRMNYSE:CRM NASDAQ:CRWD NASDAQ:PANW NYSE:VEEV NASDAQ:NFLX NASDAQ:GOOGL NASDAQ:META NYSEARCA:XSW https://www.marketbeat.com/articles/alphabet-and-unity-level-up-game-development/ marketbeatnews9018127 Fri, 09 Oct 2026 06:55:00 GMT Alphabet and Unity Software announced a generative AI gaming partnership on Oct. 7, letting creators build games via text prompts, a shift that strengthens Unity's margins while pressuring rival Roblox's competitive position. NASDAQ:GOOGLNASDAQ:GOOGL NYSE:RBLX NYSE:U https://www.marketbeat.com/articles/applied-digitals-hidden-moat-could-unlock-massive-upside/ marketbeatnews9019743 Fri, 09 Oct 2026 06:20:00 GMT Applied Digital posted Q1 FY2027 revenue of $341.9 million, up over 320% year over year, as it added data center capacity and analysts reaffirmed bullish price targets despite a mixed stock reaction. NASDAQ:APLD https://www.marketbeat.com/articles/want-private-market-access-to-kalshi-and-polymarket-try-this-etf/ marketbeatnews9018496 Thu, 08 Oct 2026 13:35:00 GMT The Tema Trading & Prediction Markets ETF (DICE) offers pre-IPO exposure to Kalshi and Polymarket, plus holdings like Robinhood, Coinbase and Interactive Brokers, amid industry growth forecasts. BATS:DICEBATS:DICE NASDAQ:HOOD NASDAQ:COIN NASDAQ:IBKR NYSE:ICE https://www.marketbeat.com/articles/levis-stock-dip-reveals-value-opportunity-despite-q3-headwinds/ marketbeatnews9019585 Thu, 08 Oct 2026 13:00:00 GMT Levi's Q3 revenue rose 4% despite margin pressure and tariff impacts, but tariff refunds boosted cash flow, fueling buybacks, a 3.4% dividend yield, and a stronger balance sheet. NYSE:LEVINYSE:LEVI NYSE:AEO NYSE:GAP https://www.marketbeat.com/articles/pepsico-stock-looks-poised-to-bottom-with-high-yield-deep-value/ marketbeatnews9019524 Thu, 08 Oct 2026 12:25:00 GMT PepsiCo stock trades near historic lows with a 4.7% yield after Q3 revenue grew 5.6%, as analysts hold a consensus rating and institutions keep accumulating shares near the bottom. NASDAQ:PEP https://www.marketbeat.com/articles/plugging-into-ai-the-18b-shift-to-regulated-utilities/ marketbeatnews9017968 Thu, 08 Oct 2026 11:50:00 GMT Alphabet is directly financing a $1.8 billion natural gas and microgrid expansion with Black Hills Corp in Cheyenne, Wyoming, reshaping the utility's valuation as a tech-adjacent infrastructure play. NYSE:BKHNYSE:BKH NASDAQ:GOOG https://www.marketbeat.com/articles/this-space-etf-offers-spacex-exposurebut-investors-are-paying-for-the-volatilit/ marketbeatnews9015288 Thu, 08 Oct 2026 11:15:00 GMT The Tema Space Innovators ETF (NASA) is down 38% from its May high, weighed down by volatile, unprofitable holdings like SpaceX, AST SpaceMobile, Rocket Lab, and Viasat. NYSEARCA:NASANYSEARCA:NASA NASDAQ:ASTS NASDAQ:SPCX NASDAQ:RKLB NASDAQ:VSAT NYSE:T NYSE:VZ OTCMKTS:RKUNY NASDAQ:GOOGL NASDAQ:TMUS NASDAQ:NVDA NYSE:RTX https://www.marketbeat.com/articles/does-lemonades-growth-signal-profits-ahead/ marketbeatnews9017259 Thu, 08 Oct 2026 10:40:00 GMT Lemonade's revenue and in-force premium growth accelerated and underwriting improved in Q2, but the stock remains down sharply as investors await proof of its path to positive EBITDA. NYSE:LMNDNYSE:LMND NASDAQ:TSLA NYSE:PGR NYSE:ALL NYSE:BRK.B NASDAQ:ROOT NASDAQ:TRUP https://www.marketbeat.com/articles/these-3-etfs-could-benefit-from-the-parts-of-inflation-that-wont-go-away/ marketbeatnews9018275 Thu, 08 Oct 2026 10:05:00 GMT As inflation boosts pricing power in real estate, utilities, and environmental services, ETFs like EVX, IYR, and VPU offer investors diversified exposure to these sectors' gains. NYSEARCA:EVXNYSEARCA:EVX NYSEARCA:IYR NYSEARCA:VPU https://www.marketbeat.com/articles/why-light-is-the-new-ai-bottleneckand-3-photonics-stocks-to-play-it/ marketbeatnews9018207 Thu, 08 Oct 2026 09:30:00 GMT Lumentum, Coherent, and Applied Optoelectronics posted strong growth as AI data centers shift from copper to optical networking, though each carries distinct margin and execution risks. NASDAQ:LITENASDAQ:LITE NYSE:COHR NASDAQ:AAOI https://www.marketbeat.com/articles/nasdaqs-business-is-outrunning-its-stock/ marketbeatnews9017036 Thu, 08 Oct 2026 09:30:00 GMT Nasdaq posted strong second-quarter revenue and earnings growth, yet its stock has lagged, with analysts citing a Moderate Buy rating and 18% upside ahead of third-quarter results. NASDAQ:NDAQNASDAQ:NDAQ NASDAQ:COIN NYSE:ICE NASDAQ:SPCX https://www.marketbeat.com/articles/only-20-stocks-are-holding-up-the-market-3-bargains-outside-ai/ marketbeatnews9017905 Thu, 08 Oct 2026 08:55:00 GMT Stansberry Research's Whitney Tilson argues record highs mask a bifurcated market, favoring Joby Aviation, Casey's General Stores, and Eli Lilly as value picks outside the AI trade. NYSE:JOBYNYSE:JOBY NASDAQ:CASY NYSE:LLY NYSE:NOW NASDAQ:WMT NYSE:NVO https://www.marketbeat.com/articles/front-running-the-ai-hardware-shift-with-cerebras/ marketbeatnews9016687 Thu, 08 Oct 2026 08:20:00 GMT Cerebras Systems posts 74.3% revenue growth and a $7.5 billion cash position as institutional buyers absorb insider selling ahead of its November IPO lock-up expiration. NASDAQ:CBRS https://www.marketbeat.com/articles/bigbearai-is-heavily-shortedand-its-fundamentals-are-starting-to-change/ marketbeatnews9017816 Thu, 08 Oct 2026 07:45:00 GMT BigBear.ai carries 31% short interest and oversold technicals, while growing government contracts, expanding margins, and $410 million in cash fuel potential short-squeeze and profitability catalysts. NYSE:BBAI https://www.marketbeat.com/articles/constellation-brands-beat-earnings-but-beer-demand-is-still-a-problem/ marketbeatnews9017870 Thu, 08 Oct 2026 07:10:00 GMT Constellation Brands beat Q2 FY2027 revenue and EPS estimates, but weak sales guidance and a soft EPS midpoint signal cautious consumer spending on alcohol, pressuring STZ stock. NYSE:STZ https://www.marketbeat.com/articles/teslas-ev-delivery-beat-is-in-so-what-happens-now/ marketbeatnews9017856 Thu, 08 Oct 2026 06:35:00 GMT Tesla delivered 486,532 vehicles in the third quarter, beating estimates despite a slight year-over-year decline, sending shares higher as investors await full earnings in two weeks. NASDAQ:TSLA https://www.marketbeat.com/articles/skydance-just-became-a-media-giantwith-an-80-billion-debt-load/ marketbeatnews9018339 Wed, 07 Oct 2026 16:00:00 GMT The $110 billion Warner Bros. Discovery-Paramount merger has closed as Skydance Corp. (NYSE: SKYD), leaving the new company with roughly $80 billion in debt and a push for cost-saving synergies. NYSE:SKYDNYSE:SKYD NASDAQ:NFLX https://www.marketbeat.com/articles/could-velo3d-be-the-next-defense-buyout-target/ marketbeatnews9016499 Wed, 07 Oct 2026 13:25:00 GMT Velo3D shares fell after its CFO's abrupt exit, but 52% revenue growth, expanded production capacity, and defense ties suggest the company could become a buyout target. NASDAQ:VELONASDAQ:VELO NASDAQ:SPCX https://www.marketbeat.com/articles/penguin-solutions-is-soaring-as-ai-memory-demand-explodes/ marketbeatnews9017755 Wed, 07 Oct 2026 12:50:00 GMT Penguin Solutions posted 68% revenue growth in fiscal Q4, raised full-year guidance to $2.43 billion, and saw analysts lift price targets after strong AI-driven margin expansion. NASDAQ:PENG https://www.marketbeat.com/articles/alphabets-chart-is-coilingand-the-fundamentals-may-be-ready-to-back-it-up/ marketbeatnews9017564 Wed, 07 Oct 2026 12:15:00 GMT Alphabet shares are consolidating near a technical breakout point, backed by strong margins, accelerating cloud growth, a cheap valuation, and a Buy consensus with nearly 22% upside from analysts. NASDAQ:GOOGL https://www.marketbeat.com/articles/morgan-stanley-is-bullish-on-applebut-with-a-catch/ marketbeatnews9017719 Wed, 07 Oct 2026 11:40:00 GMT Morgan Stanley cut its Apple price target to $355 despite raising revenue forecasts, citing softer iPhone pricing and rising memory chip costs squeezing profit margins. NASDAQ:AAPL https://www.marketbeat.com/articles/disney-is-opening-the-door-to-netflixand-changing-the-streaming-playbook/ marketbeatnews9016555 Wed, 07 Oct 2026 11:05:00 GMT Disney (NYSE: DIS) licensed titles like "Percy Jackson" and "Ice Age" to Netflix (NASDAQ: NFLX) amid linear TV decline and heavy debt, highlighting Netflix's cash flow and margin advantages. NYSE:DISNYSE:DIS NASDAQ:NFLX https://www.marketbeat.com/articles/draftkings-stacks-the-deck-the-800m-prediction-pivot/ marketbeatnews9016572 Wed, 07 Oct 2026 10:30:00 GMT DraftKings launched its CFTC-regulated DKeX prediction market exchange, targeting up to $800 million in revenue by 2027 as the stock trades near 52-week lows amid sportsbook revenue decline. NASDAQ:DKNG https://www.marketbeat.com/articles/wall-street-is-betting-these-3-beaten-down-stocks-have-more-room-to-run/ marketbeatnews9016901 Wed, 07 Oct 2026 09:55:00 GMT Analysts at Bank of America, Citigroup and Barclays upgraded DraftKings, Harley-Davidson, and Estee Lauder with higher price targets ahead of Q3 earnings reports due in early November. NYSE:ELNYSE:EL NYSE:HOG NASDAQ:DKNG https://www.marketbeat.com/articles/marvell-technologys-90-billion-revenue-goal-puts-ai-execution-under-a-microscope/ marketbeatnews9017720 Wed, 07 Oct 2026 09:20:00 GMT Marvell Technology projects fiscal 2031 revenue of up to $90 billion on custom AI chip demand, requiring 54% annual growth as investors weigh its premium valuation and hyperscaler dependence. NASDAQ:MRVLNASDAQ:MRVL NASDAQ:AMZN NASDAQ:GOOGL NASDAQ:MSFT NASDAQ:AVGO https://www.marketbeat.com/articles/meta-enterprise-platform-the-next-major-pillar-of-zuckerbergs-ai-vision/ marketbeatnews9016688 Wed, 07 Oct 2026 09:20:00 GMT Meta unveils the Meta Enterprise Platform and Muse for Small Business, new AI tools aimed at businesses, as it hires former MongoDB CEO CJ Desai to lead the effort. NASDAQ:META https://www.marketbeat.com/articles/why-sticky-services-inflation-could-lift-these-3-stocks/ marketbeatnews9016540 Wed, 07 Oct 2026 08:45:00 GMT Sticky services-sector inflation could benefit Republic Services, CoStar Group, and CBRE Group, as analysts project upside of 14%, 45%, and 38%, respectively, for the three stocks. NYSE:RSGNYSE:RSG NASDAQ:CSGP NYSE:CBRE https://www.marketbeat.com/articles/rpm-internationals-dividend-king-status-just-got-stronger/ marketbeatnews9016108 Wed, 07 Oct 2026 08:10:00 GMT RPM International's fiscal Q1 2027 results show 4.8% revenue growth, rising free cash flow, and growing capital returns, with shares trading well below analysts' price targets. NYSE:RPM https://www.marketbeat.com/articles/the-ai-booms-next-big-winners-may-wear-hard-hats/ marketbeatnews9016541 Wed, 07 Oct 2026 07:35:00 GMT EMCOR Group, Dycom Industries, and United Rentals sit where AI CapEx meets a skilled labor shortage, turning electricians, fiber crews and equipment into growth. NYSE:EMENYSE:EME NYSE:DY NYSE:URI NYSE:GLW NASDAQ:MSFT NASDAQ:GOOGL NASDAQ:AMZN NYSE:TPC NYSE:HRI NASDAQ:SPCX https://www.marketbeat.com/articles/rivian-escapes-the-ev-graveyardbut-can-it-stay-alive/ marketbeatnews9016458 Wed, 07 Oct 2026 07:00:00 GMT Rivian's Q3 deliveries rose 46% as its R2 platform scales, while a Volkswagen software joint venture and Amazon van orders help offset steep hardware losses and bolster its balance sheet. NASDAQ:RIVNNASDAQ:RIVN OTCMKTS:VWAGY https://www.marketbeat.com/articles/allients-data-center-and-defense-momentum-is-raising-the-stakes/ marketbeatnews9015443 Wed, 07 Oct 2026 06:25:00 GMT Allient's stock has surged past analyst price targets after record orders, margin gains, and growing exposure to data center power and defense, raising questions ahead of its next earnings report. NASDAQ:ALNTNASDAQ:ALNT NYSE:JPM NYSE:AME NYSE:PH https://www.marketbeat.com/articles/constellation-energys-google-deal-shows-why-nuclear-uprates-matter-for-ai/ marketbeatnews9016393 Tue, 06 Oct 2026 14:20:00 GMT Constellation Energy shares surged after Alphabet's Google signed 20-year and 15-year power deals totaling 3,590 megawatts, tied to reactor uprates rather than new plants. NASDAQ:CEGNASDAQ:CEG NASDAQ:GOOGL https://www.marketbeat.com/articles/lamb-westons-turnaround-is-starting-to-look-real/ marketbeatnews9016221 Tue, 06 Oct 2026 13:45:00 GMT Lamb Weston topped Q1 FY2027 estimates and raised full-year guidance as margins improved, causing shares to rise over 10%. NYSE:LW https://www.marketbeat.com/articles/these-3-stocks-got-the-most-love-from-analysts-in-september/ marketbeatnews9015199 Tue, 06 Oct 2026 13:10:00 GMT Meta, Dell, and Okta led September's analyst upgrades as tech topped the S&P 500 sectors, with new price targets pointing to further upside for all three stocks. NYSE:DELLNYSE:DELL NASDAQ:META NASDAQ:OKTA https://www.marketbeat.com/articles/record-french-debt-could-create-opportunities-for-us-market-operators/ marketbeatnews9016107 Tue, 06 Oct 2026 12:35:00 GMT France's rising debt and widening bond yields could drive derivatives trading volumes higher, potentially benefiting U.S. exchange operators CME Group and Intercontinental Exchange. NYSE:ICENYSE:ICE NASDAQ:CME https://www.marketbeat.com/articles/inventrusts-sell-off-opens-a-potential-entry-point/ marketbeatnews9015375 Tue, 06 Oct 2026 12:00:00 GMT InvenTrust Properties stock has fallen amid rising bond yields despite strong core FFO growth, high occupancy, and Sun Belt acquisitions, with analysts rating shares a Moderate Buy. NYSE:IVTNYSE:IVT NYSE:KIM NASDAQ:REG https://www.marketbeat.com/articles/curaleafs-higher-aurora-bid-raises-the-stakes-in-cannabis-consolidation/ marketbeatnews9015047 Tue, 06 Oct 2026 10:55:00 GMT Curaleaf has raised its hostile bid for Aurora Cannabis to $5 per share as Schedule III tax relief fuels cannabis M&A, with Tilray's Oct. 8 earnings seen as a sector barometer. NASDAQ:ACBNASDAQ:ACB OTCMKTS:CURLF NASDAQ:TLRY NYSEARCA:MSOS https://www.marketbeat.com/articles/why-onsemis-synaptics-pivot-could-be-a-game-changer/ marketbeatnews9016038 Tue, 06 Oct 2026 10:20:00 GMT onsemi revised its Synaptics acquisition to an all-cash deal worth $5.7 billion, avoiding dilution, gaining immediate earnings accretion, and advancing its push into physical AI systems. NASDAQ:ONNASDAQ:ON NASDAQ:NVDA NASDAQ:SYNA https://www.marketbeat.com/articles/ai-chip-demand-gives-linde-a-new-growth-catalyst/ marketbeatnews9015650 Tue, 06 Oct 2026 09:45:00 GMT Linde posted record Q2 sales and an $8.1 billion backlog driven by semiconductor demand, but margin pressure from its Lincare unit sent shares lower despite strong analyst Buy ratings. NASDAQ:LIN https://www.marketbeat.com/articles/qualcomms-huawei-deal-adds-strategic-depth-to-its-ai-expansion/ marketbeatnews9015200 Tue, 06 Oct 2026 08:45:00 GMT Qualcomm signed a multiyear patent licensing deal with Huawei covering 5G, compute, and AI, facing FTC review while supporting its data center and robotics diversification strategy. NASDAQ:QCOMNASDAQ:QCOM NASDAQ:ARM https://www.marketbeat.com/articles/3-sectors-where-volatility-is-creating-entry-points-not-exit-signals/ marketbeatnews9015040 Tue, 06 Oct 2026 08:45:00 GMT Trader Jonathan Rose outlines how volatility creates opportunity in cybersecurity, copper and uranium stocks, favoring Rubrik, Freeport-McMoRan, Ero Copper and Uranium Royalty Corp. through options strategies. NYSE:RBRKNYSE:RBRK NASDAQ:CRWD NASDAQ:PANW NYSE:FCX NYSE:ERO NASDAQ:UROY NASDAQ:AAPL NASDAQ:GOOGL https://www.marketbeat.com/articles/d-waves-gate-model-tech-notches-a-major-milestone/ marketbeatnews9014979 Tue, 06 Oct 2026 08:10:00 GMT D-Wave Quantum launched a beta gate-model quantum simulator, signaling progress beyond annealing tech, though the move is unlikely to boost near-term revenue as shares remain down 45% YTD. NASDAQ:QBTSNASDAQ:QBTS NYSE:IONQ https://www.marketbeat.com/articles/vistra-stock-gains-as-federal-funds-fuel-nuclear-power-expansion/ marketbeatnews9014993 Tue, 06 Oct 2026 07:35:00 GMT Vistra Corp anticipates $4.2 billion in federal funding to boost nuclear capacity at three plants, while 20-year power deals with Meta and New Era Energy underpin its AI-driven growth despite high debt. NYSE:VSTNYSE:VST NASDAQ:META NASDAQ:NUAI https://www.marketbeat.com/articles/airship-ais-29-million-dhs-deal-could-change-everything/ marketbeatnews9014302 Tue, 06 Oct 2026 07:00:00 GMT Airship AI shares jumped 20% after a $29 million DHS contract award, boosting backlog and cash, though execution risk and dilution concerns remain for investors. NASDAQ:AISP https://www.marketbeat.com/articles/3-low-rated-stocks-analysts-may-be-underestimating-ahead-of-q3-earnings/ marketbeatnews9014743 Tue, 06 Oct 2026 06:25:00 GMT Southern Copper, Prudential Financial and Illinois Tool Works carry Reduce ratings, yet rising analyst price targets and upcoming earnings suggest sentiment could shift. NYSE:SCCONYSE:SCCO NYSE:PRU NYSE:ITW https://www.marketbeat.com/articles/nvidias-record-high-raises-a-bigger-question-about-how-far-the-rally-can-run/ marketbeatnews9014499 Mon, 05 Oct 2026 12:50:00 GMT NVIDIA shares broke out to record highs in October, with analyst price targets up to $515 and earnings growth estimates near 70%, boosting the case for continued gains ahead of Q3 results. NASDAQ:NVDA https://www.marketbeat.com/articles/a-manufacturing-surprise-could-be-a-big-win-for-these-2-companies/ marketbeatnews9014385 Mon, 05 Oct 2026 12:15:00 GMT As U.S. manufacturing PMI hits a 52-month high, Emerson Electric and Rockwell Automation stand to benefit as automation providers amid rising factory sector activity and demand. NYSE:EMRNYSE:EMR NYSE:ROK https://www.marketbeat.com/articles/what-a-1-billion-chip-deal-says-about-amazons-ai-ambitions/ marketbeatnews9014149 Mon, 05 Oct 2026 11:40:00 GMT Amazon signed a multi-year, $1 billion-plus deal with Synopsys to advance its custom chip strategy, aiming to cut NVIDIA reliance and improve AWS economics as shares attempt to stabilize. NASDAQ:AMZN https://www.marketbeat.com/articles/3-stocks-benefiting-from-ai-demand-just-announced-major-buybacks/ marketbeatnews9011480 Mon, 05 Oct 2026 11:05:00 GMT NVIDIA, MongoDB, and Talen Energy announced major buyback expansions, totaling $235 billion, $1.35 billion, and $3.0 billion respectively, signaling confidence amid differing 2026 stock performance. NASDAQ:MDBNASDAQ:MDB NASDAQ:TLN NASDAQ:NVDA https://www.marketbeat.com/articles/insiders-are-selling-these-3-stocks-should-you/ marketbeatnews9012069 Mon, 05 Oct 2026 10:30:00 GMT Insiders at Aspen Aerogels, Workday, and Everpure sold significant stock stakes recently, but each company shows different fundamentals, growth prospects, and analyst ratings worth examining. NYSE:ASPNNYSE:ASPN NASDAQ:WDAY NYSE:P https://www.insidertrades.com/education/datadogs-rally-has-insiders-sellingcan-it-keep-climbing/ marketbeatnews9014215 Mon, 05 Oct 2026 10:30:00 GMT Datadog insiders sold shares via 10b5-1 plans in Q3, but analysts, institutions, and low short interest signal continued bullishness amid strong revenue growth and AI-driven product expansion. NASDAQ:DDOG https://www.marketbeat.com/articles/5-oversold-corners-of-the-market-that-could-bounce-if-breadth-finally-improves/ marketbeatnews9014214 Mon, 05 Oct 2026 09:55:00 GMT Amid narrow market breadth and a tentative bond bounce, Bank of America, NextEra Energy, XLU, RTX, and IWM stand out as oversold names poised to benefit if rotation beyond tech broadens. NYSE:BACNYSE:BAC NYSE:NEE NYSEARCA:IWM NYSEARCA:XLU NYSE:RTX https://www.marketbeat.com/articles/3-small-cap-stocks-with-catalysts-that-could-put-them-in-the-spotlight/ marketbeatnews9011399 Mon, 05 Oct 2026 09:55:00 GMT Small-cap stocks Ascentage Pharma, Maze Therapeutics, and Pagaya Technologies show improving fundamentals, strong cash positions, and bullish analyst ratings amid shifting investor interest. NASDAQ:AAPGNASDAQ:AAPG NASDAQ:MAZE NASDAQ:PGY https://www.marketbeat.com/articles/follow-the-money-5-ai-stocks-buying-back-shares-by-the-billions/ marketbeatnews9012056 Mon, 05 Oct 2026 09:20:00 GMT NVIDIA, Salesforce, Adobe, Qualcomm, and Jabil are backing AI-era investment with reliable share buybacks, supported by strong cash flow and solid balance sheets, as the tech sector shifts toward heavier infrastructure spending. NASDAQ:NVDANASDAQ:NVDA NYSE:CRM NASDAQ:ADBE NASDAQ:QCOM NYSE:JBL NASDAQ:AMZN NASDAQ:CSCO NASDAQ:GOOGL https://www.marketbeat.com/articles/first-citizens-bancshares-vs-mp-materials-a-tale-of-2-regulation-bets/ marketbeatnews9012366 Mon, 05 Oct 2026 08:45:00 GMT Altimetry's Joel Litman favors First Citizens BancShares as bank oversight eases and warns MP Materials' federal stake has not fixed its profit margin problem. NASDAQ:FCNCANASDAQ:FCNCA NYSE:MP NYSE:TSM NYSE:BRK.B NYSE:FDX NYSE:UPS NYSEARCA:VOO https://www.marketbeat.com/articles/these-3-short-squeeze-candidates-have-catalysts-but-their-risks-are-just-as-large/ marketbeatnews9012284 Mon, 05 Oct 2026 08:10:00 GMT Ondas Holdings, Wolfspeed and Xponential Fitness carry heavy short interest and bearish analyst sentiment, but each shows potential catalysts that could trigger a short squeeze for contrarian investors. NASDAQ:ONDSNASDAQ:ONDS NYSE:WOLF NYSE:XPOF https://www.dividendstocks.com/articles/3-high-yield-dividend-stocks-that-may-be-safer-than-they-seem/ marketbeatnews9009866 Mon, 05 Oct 2026 08:10:00 GMT Texas Instruments, Philip Morris International, and W.P. Carey each raised dividends recently, and while payout ratios look elevated, forward estimates and adjusted metrics suggest their payouts remain sustainable. NASDAQ:TXNNASDAQ:TXN NYSE:PM NYSE:WPC https://www.marketbeat.com/articles/insider-trades-dell-sales-hit-1-billion-berkshire-buys-a-stuggling-homebuilder/ marketbeatnews9011281 Mon, 05 Oct 2026 07:35:00 GMT Dell soars 350% in 2026 on AI server demand despite $1.07 billion in Silver Lake insider sales, while Berkshire Hathaway buys $403 million of Lennar shares after weak earnings. NYSE:LENNYSE:LEN DELL https://www.marketbeat.com/articles/imax-is-becoming-central-to-moviegoingand-the-rally-may-not-be-done/ marketbeatnews9011173 Mon, 05 Oct 2026 07:00:00 GMT Morgan Stanley initiated IMAX at Overweight with a $63 target, citing a growing screen network, while Wall Street Zen cut it to Hold amid a recent pullback from 12-month highs. NYSE:IMAX https://www.marketbeat.com/articles/4-ways-to-play-the-shipping-industry-in-the-face-of-the-gas-crunch/ marketbeatnews9009881 Mon, 05 Oct 2026 06:25:00 GMT A global gas supply crunch is boosting shipping stocks like Star Bulk and Diana Shipping, while the Breakwave Tanker Shipping ETF offers diversified, volatile exposure to rising freight rates. NYSEARCA:BWETNYSEARCA:BWET NASDAQ:SBLK NYSE:DSX OTCMKTS:CICOF https://www.marketbeat.com/articles/could-nikes-brutal-sell-off-finally-be-running-out-of-steam/ marketbeatnews9012115 Sun, 04 Oct 2026 12:25:00 GMT Nike shares hit fresh lows after weak Q1 FY2027 results and soft guidance, but a strong balance sheet and debt reduction offer reasons to watch for a potential turnaround. NYSE:NKE https://www.marketbeat.com/articles/the-ai-buildout-needs-power-it-cannot-get-4-energy-stocks-already-have-it/ marketbeatnews9011222 Sun, 04 Oct 2026 11:25:00 GMT AI compute pricing is already slipping, and a Stansberry analyst sees better odds in four beaten-down energy stocks built around off-grid and geothermal power NYSE:AESINYSE:AESI NYSE:LBRT NYSE:ORA NASDAQ:CRWV NASDAQ:NBIS NASDAQ:IREN NASDAQ:GOOGL NASDAQ:META NYSE:ORCL NASDAQ:MSFT NASDAQ:AMZN NYSE:GEV NASDAQ:TLN NYSE:AES https://www.marketbeat.com/articles/mcdonalds-is-undergoing-a-massive-new-growth-strategy-can-it-win-back-consumers/ marketbeatnews9009837 Sun, 04 Oct 2026 10:20:00 GMT McDonald's stock hit a 52-week low in October despite a 50th straight dividend increase, as its McDonald's > NEXT turnaround plan tries to address weak traffic and affordability concerns. NYSE:MCD https://www.marketbeat.com/articles/mgm-resorts-stock-sinks-after-diller-deal-collapse-overreaction-or-warning/ marketbeatnews9010807 Sun, 04 Oct 2026 09:15:00 GMT MGM Resorts shares have sunk below pre-bid levels after Barry Diller's People Inc. withdrew its $48.30 takeover offer, with analysts citing deal financing issues rather than weak fundamentals. NYSE:MGM https://www.marketbeat.com/articles/liberty-energys-ai-power-push-has-wall-street-divided/ marketbeatnews9011058 Sun, 04 Oct 2026 07:45:00 GMT Liberty Energy shares have fallen below $20 after a costly pivot into AI data center power, with analysts split on valuation until a signed power contract materializes. NYSE:LBRT https://www.marketbeat.com/articles/why-valley-national-is-buying-growth-instead-of-building-it/ marketbeatnews9009656 Sun, 04 Oct 2026 06:30:00 GMT Valley National Bancorp will acquire digital small business banking platform Bluevine for about $340 million, gaining low-cost deposits, 175,000 customers, and projected 2028 earnings accretion. NASDAQ:VLY