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CoreWeave and Nebius Face a Pricing Problem That Could Gut AI Data Center Returns

The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

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:LBRTNYSE:ORA
Read The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It
Illuminated golden arches logo of McDonald's stands outside a modern restaurant building at sunset.

McDonald's Is Undergoing a Massive New Growth Strategy. Can It Win Back Consumers?

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
Read McDonald's Is Undergoing a Massive New Growth Strategy. Can It Win Back Consumers?
MGM Resorts International logo on a gold placard mounted on a dark marble wall.

MGM Resorts Stock Sinks After Diller Deal Collapse: Overreaction or Warning?

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
Read MGM Resorts Stock Sinks After Diller Deal Collapse: Overreaction or Warning?
Liberty Energy logo overlaid on rows of red hydraulic fracturing equipment and pipelines at an oilfield site.

Liberty Energy’s AI Power Push Has Wall Street Divided

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
Read Liberty Energy’s AI Power Push Has Wall Street Divided
Valley National Bancorp logo and sign displayed on an exterior building wall near a glass entrance.
October 4, 2026 5:30 AM ET

Why Valley National Is Buying Growth Instead of Building It

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
Read Why Valley National Is Buying Growth Instead of Building It
Split image showing a Carnival cruise ship at sea alongside a CarMax dealership lot with used cars displayed.
October 3, 2026 9:50 AM ET

Carnival and CarMax Pop on Strong Earnings, but Challenges Remain

Carnival and CarMax both beat Q3 earnings estimates on Sept. 29, sending shares up 13.41% and nearly 5%, respectively, amid a tough year for consumer discretionary stocks.

NYSE:CCLNYSE:KMX
Read Carnival and CarMax Pop on Strong Earnings, but Challenges Remain

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Office desk with dual computer monitors showing stock charts, printed financial reports, a calculator, and pen near city skyline windows.
October 3, 2026 8:45 AM ET

3 Income Stocks Under $30 That Yield More Than the 10-Year Treasury Note

NYSE:PFENYSE:ABBVNYSE:LLY
Read 3 Income Stocks Under $30 That Yield More Than the 10-Year Treasury Note
Rows of server racks with blue network cables in a data center housing computing infrastructure.
October 3, 2026 7:40 AM ET

3 AI Winners, 3 Very Different Paths to Higher Margins

NASDAQ:KLACNASDAQ:NTAPNASDAQ:LITE
Read 3 AI Winners, 3 Very Different Paths to Higher Margins
Plexus logo displayed over an electronics manufacturing facility with a circuit board assembly machine and technician in the background.
October 3, 2026 6:45 AM ET

Plexus Is Booming—But Can the Growth Story Last?

NASDAQ:PLXSNASDAQ:SANMNYSE:CLS
Read Plexus Is Booming—But Can the Growth Story Last?
Conagra Brands logo centered amid images of pasta, vegetables, produce, grain silos, and a food processing line.
October 3, 2026 6:00 AM ET

Conagra’s Turnaround Is Starting to Show Up in the Numbers

NYSE:CAG
Read Conagra’s Turnaround Is Starting to Show Up in the Numbers
A candlestick stock price chart overlaid on a blurred urban skyline at dusk.
October 3, 2026 5:00 AM ET

MarketBeat Week in Review – 09/28 - 10/02

NYSE:KMXNASDAQ:NFLXNASDAQ:AAPL
Read MarketBeat Week in Review – 09/28 - 10/02
AST SpaceMobile satellite beams signal toward Earth, highlighting space-based mobile broadband and ASTS stock.
October 2, 2026 11:15 AM ET

AST SpaceMobile’s BlueBird Progress Comes With Several Risks Still Unresolved

NASDAQ:ASTSNASDAQ:SPCXNASDAQ:TMUS
Read AST SpaceMobile’s BlueBird Progress Comes With Several Risks Still Unresolved
McDonald's golden arches logo illuminated at dusk in front of a modern restaurant building.
October 2, 2026 10:40 AM ET

Time to Nibble on MCD Stock After it Enters Oversold Territory?

NYSE:MCD
Read Time to Nibble on MCD Stock After it Enters Oversold Territory?
McCormick & Company logo displayed over bowls of spices and herbs with a glass office building in the background.
October 2, 2026 10:05 AM ET

McCormick Stock Trades Cheap, Offers Dividend Growth and Unilever Deal Upside

NYSE:MKC
Read McCormick Stock Trades Cheap, Offers Dividend Growth and Unilever Deal Upside
Fiber optic cables bundled into network switches inside a data center server rack aisle.
October 2, 2026 9:30 AM ET

Corning and AT&T's $3 Billion Fiber Deal Reveals Where AI Spending Goes Next

NYSE:GLWNYSE:TNYSE:VZ
Read Corning and AT&T's $3 Billion Fiber Deal Reveals Where AI Spending Goes Next
Exterior and interior view of a Target store entrance with its logo, shopping carts, and storefront windows.
October 2, 2026 8:55 AM ET

Target's Holiday Blitz: Slashing Prices to Capture Market Share

NYSE:TGTNASDAQ:WMT
Read Target's Holiday Blitz: Slashing Prices to Capture Market Share
A NIO electric vehicle sits inside a NIO Power battery swap station with charging stalls and city skyline nearby.
October 2, 2026 8:20 AM ET

NIO Inc.'s Geely Deal Is Really a Bet on Battery-Swap Network Utilization

NYSE:NIO
Read NIO Inc.'s Geely Deal Is Really a Bet on Battery-Swap Network Utilization
A Remitly Visa card rests on a table with a smartphone and wallet, city skyline visible at dusk.
October 2, 2026 7:45 AM ET

Remitly’s September Pullback Tests a Still-Strong Growth Story

NASDAQ:RELYNASDAQ:PYPLNYSE:GS
Read Remitly’s September Pullback Tests a Still-Strong Growth Story
Exterior view of the Texas Stock Exchange (TXSE) building with glass facade, greenery, and city skyline in background.
October 2, 2026 7:10 AM ET

Saddle Up: Texas Stock Exchange Ropes In $80 Billion in Listings

NYSE:ETNYSE:DDSNASDAQ:TCBI
Read Saddle Up: Texas Stock Exchange Ropes In $80 Billion in Listings
Concentra logo displayed on a wall in a medical clinic waiting area with chairs and an exam room visible.
October 2, 2026 6:35 AM ET

Why Concentra’s Quiet Healthcare Business Keeps Winning

NYSE:CONNYSE:USPH
Read Why Concentra’s Quiet Healthcare Business Keeps Winning
Inhibrx logo overlaid on a laboratory scene with vials, pipettes, and a computer screen showing a protein model.
October 2, 2026 6:00 AM ET

Inhibrx’s Insider Buying Adds Fuel to a High-Short-Interest Biotech Setup

NASDAQ:INBX
Read Inhibrx’s Insider Buying Adds Fuel to a High-Short-Interest Biotech Setup
Alamos Gold Inc. logo overlaid on an aerial view of a mining facility with an open-pit mine and forested lakes.
October 2, 2026 5:25 AM ET

Alamos Gold’s 1 Million-Ounce Growth Story Is Hiding in Plain Sight

NYSE:AGI
Read Alamos Gold’s 1 Million-Ounce Growth Story Is Hiding in Plain Sight
Palantir logo displayed on a large screen with a world map and data visualizations in a control room setting.
October 1, 2026 12:25 PM ET

Everyone in AI Is Quietly Copying Palantir's Playbook

NASDAQ:PLTR
Read Everyone in AI Is Quietly Copying Palantir's Playbook
Conceptual image of an AMD processor chip with a miniature illuminated city rendered on its surface.
October 1, 2026 11:50 AM ET

Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next

NASDAQ:AMDNASDAQ:NVDA
Read Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next
Genius Sports logo displayed over a soccer stadium field with stands and floodlights in the background.
October 1, 2026 11:15 AM ET

JPMorgan Bets on Genius Sports as the Market Loses Patience

Read JPMorgan Bets on Genius Sports as the Market Loses Patience
An Apple iPhone with triple-camera lenses lies next to an Apple Watch with a white band on a marble surface.
October 1, 2026 10:40 AM ET

Apple’s $5.7 Billion Patent Verdict Raises a Bigger Royalty Question

NASDAQ:AAPL
Read Apple’s $5.7 Billion Patent Verdict Raises a Bigger Royalty Question
First Watch logo displayed over a breakfast table with avocado toast, fruit bowl, coffee, and orange juice.
October 1, 2026 10:05 AM ET

First Watch’s Growth Story Meets a Reality Check

NASDAQ:FWRGNASDAQ:CBRLNYSE:DIN
Read First Watch’s Growth Story Meets a Reality Check
Palantir, ServiceNow and AMD: 3 AI Stocks Rebuilding After Brutal Pullbacks
October 1, 2026 9:30 AM ET

Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks

NASDAQ:PLTRNYSE:NOWNASDAQ:AMD
Read Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks
Micron logo displayed over a silicon wafer and semiconductor chips on a circuit board in a data center.
October 1, 2026 8:55 AM ET

Micron’s Earnings Reveal Why the AI Memory Boom May Last Longer

NASDAQ:MU
Read Micron’s Earnings Reveal Why the AI Memory Boom May Last Longer
Baseball glove, trading cards, game controller, and tennis racket displayed with an upward stock chart and city skyline.
October 1, 2026 8:20 AM ET

Hobby Boom or Travel Bust? Here Are 3 Stocks to Ride the Trend

NYSE:DKSNASDAQ:HASNASDAQ:TTWO
Read Hobby Boom or Travel Bust? Here Are 3 Stocks to Ride the Trend

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