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AirJoule logo over flowing water stream, symbolizing water-from-air technology and clean water production innovation.
July 27, 2026 12:05 PM ET

AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next

AirJoule's deal with Kubota to supply Core water systems boosts its commercialization timeline, with Q3 deployments, analyst Moderate Buy ratings, and rising institutional ownership.

NASDAQ:AIRJOTCMKTS:KUBTY
Read AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next
An illuminated oil refinery and docked tanker ship beside water at sunset.
July 27, 2026 11:30 AM ET

Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?

Amid intensifying Iran war disruptions and record crack spreads, Valero, Marathon Petroleum, and Phillips 66 shares have surged to all-time highs, backed by strong earnings, buybacks, and dividends.

NYSE:VLONYSE:MPCNYSE:PSX
Read Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
Illuminated Verizon logo on a rooftop sign with cell tower equipment against a city skyline at dusk.
July 27, 2026 10:55 AM ET

Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight

Verizon's over $1 billion dark fiber deal with Alphabet highlights AI-driven growth, as improving cash flow, margins, and buybacks support its dividend and debt reduction outlook.

NYSE:VZNASDAQ:GOOGL
Read Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight
Data center building at dusk with illuminated network light trails and solar panels in the foreground.
July 27, 2026 10:20 AM ET

A $1.5 Billion Wake-Up Call for Every AI Company on Wall Street

Anthropic's $1.5 billion piracy settlement is reshaping how AI training data is valued, driving new licensing deals at Reddit and Cloudflare and raising investor interest in data-monetization plays.

NASDAQ:DVLTNASDAQ:NVDANYSE:RDDT
Read A $1.5 Billion Wake-Up Call for Every AI Company on Wall Street
AMD logo on a glowing processor chip with red circuit traces, highlighting AI and data-center semiconductor demand.
July 27, 2026 9:45 AM ET

AMD’s AI Bubble Could Burst Into Explosive Upside

AMD's raised TAM outlook, bullish chart signals, and major AI deals with Anthropic, OpenAI, Meta and Microsoft point to strong Q2 guidance and potential stock upside ahead.

Read AMD’s AI Bubble Could Burst Into Explosive Upside
Atlassian logo over server racks and circuit glow, highlighting cloud software and AI-enabled enterprise productivity.
July 27, 2026 9:10 AM ET

Atlassian’s AI Pivot Is Starting to Challenge Wall Street’s Bear Case

Atlassian stock is down about 45% in 2025 on AI disruption fears, but its Rovo AI adoption, valuation reset, and Moderate Buy rating with a $139 target suggest upside ahead of August earnings.

NASDAQ:TEAM
Read Atlassian’s AI Pivot Is Starting to Challenge Wall Street’s Bear Case

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Apple logo on a MacBook underscores new low-cost device launches aimed at boosting market share.
July 27, 2026 8:30 AM ET

Apple’s Earnings Setup Puts Its Record Rally and AI Patience to the Test

NASDAQ:AAPL
Read Apple’s Earnings Setup Puts Its Record Rally and AI Patience to the Test
An oil pump jack and drilling rig stand on an arid plain at sunset.
July 27, 2026 8:30 AM ET

Oil Prices Are Surging and These 4 Stocks Are Cashing In

NYSE:GEVNYSE:ECVTNYSE:MPC
Read Oil Prices Are Surging and These 4 Stocks Are Cashing In
Stacked coins spelling ETF in front of a stock price candlestick chart and market data display.
July 27, 2026 7:55 AM ET

Innovative ETF Strategies That Are Paying Off This Summer

NYSEARCA:BBCNASDAQ:FMEDNYSE:V
Read Innovative ETF Strategies That Are Paying Off This Summer
A GMC pickup truck and a Mobileye-branded vehicle shown against stock price charts and a city skyline.
July 27, 2026 7:20 AM ET

Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is Heading

NYSE:GMNASDAQ:MBLYNASDAQ:TSLA
Read Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is Heading
Vicor logo displayed on a sign surrounded by power module components on a table in a lab setting.
July 27, 2026 6:45 AM ET

This Tiny AI Supplier Could Be More Important Than the Chipmakers

NASDAQ:VICR
Read This Tiny AI Supplier Could Be More Important Than the Chipmakers
A cube displaying the Meta logo floats above a trading floor with stock charts and S&P 500, Nasdaq displays.
July 27, 2026 6:10 AM ET

Meta Earnings Put AI Spending and Ad Growth Back in Focus

NASDAQ:META
Read Meta Earnings Put AI Spending and Ad Growth Back in Focus
Illustration of a computer chip on a circuit board connected to a glowing network of nodes representing AI technology.
July 27, 2026 5:35 AM ET

These 3 AI Winners Don’t Sell the Tech—They Use It

NASDAQ:INTUNASDAQ:WMTNYSE:JPM
Read These 3 AI Winners Don’t Sell the Tech—They Use It
A Patriot missile launcher and soldier on an airbase tarmac as an F-35 fighter jet flies overhead at sunset.
July 26, 2026 10:15 AM ET

RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade?

NYSE:RTXNYSE:LMT
Read RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade?
Balance scale weighing a homebuilding construction site against a stealth bomber and skyscraper in a newsroom setting.
July 26, 2026 9:05 AM ET

These 4 Earnings Reports Expose the Market’s Growing Economic Divide

NYSE:COFNYSE:NOCNYSE:SCHW
Read These 4 Earnings Reports Expose the Market’s Growing Economic Divide
Broadcom logo on a silicon wafer with circuit boards, fiber optic cables, and a network switch in a data center.
July 26, 2026 8:10 AM ET

Broadcom May Be the Biggest Winner From Alphabet's Earnings

NASDAQ:AVGONASDAQ:GOOGL
Read Broadcom May Be the Biggest Winner From Alphabet's Earnings
Server-room workstation with a volatility chart and a risk gauge highlights market turbulence and investor sentiment.
July 26, 2026 7:15 AM ET

Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit

NYSE:MSCINASDAQ:CMENASDAQ:NDAQ
Read Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit
A Waste Management garbage truck empties a dumpster in a parking lot outside a Costco Wholesale store.
July 26, 2026 6:15 AM ET

2 Stocks Built to Thrive If Inflation Refuses to Fade

NYSE:WMNASDAQ:COST
Read 2 Stocks Built to Thrive If Inflation Refuses to Fade
Verizon, T-Mobile, and AT&T logos displayed over a digital cityscape with a cell tower and network graphics.
July 25, 2026 8:05 AM ET

Telecom Earnings Reveal a Sector That Finally Looks Healthier

NYSE:TNASDAQ:TMUSNYSE:VZ
Read Telecom Earnings Reveal a Sector That Finally Looks Healthier
Flags bearing the Lockheed Martin, RTX, and Northrop Grumman logos fly atop a building overlooking a city skyline at night.
July 25, 2026 7:00 AM ET

Defense Earnings Show Readiness Now and Modernization Ahead

NYSE:NOCNYSE:LMTNYSE:RTX
Read Defense Earnings Show Readiness Now and Modernization Ahead
Palantir logo overlays a glowing global data network above a city skyline.
July 25, 2026 5:55 AM ET

Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off

NASDAQ:PLTR
Read Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off
A laptop displaying an upward-trending multi-line stock chart sits on a wooden desk beside a coffee mug and smartphone.
July 25, 2026 5:00 AM ET

MarketBeat Week in Review – 07/20- 07/24

NYSE:ORCLNASDAQ:TSLANASDAQ:AAPL
Read MarketBeat Week in Review – 07/20- 07/24
AMD and Cerebras logos connected by glowing cables between server hardware racks in a data center.
July 24, 2026 10:10 AM ET

AMD and Cerebras Create A New Blueprint For Hardware

NASDAQ:AMDNASDAQ:CBRS
Read AMD and Cerebras Create A New Blueprint For Hardware
Intel logo glowing above a detailed microchip surface in a high-tech semiconductor lab.
July 24, 2026 9:35 AM ET

Intel Earnings Reveal Whether the Chip Selloff Created a Buy

NASDAQ:INTCNASDAQ:SOXQ
Read Intel Earnings Reveal Whether the Chip Selloff Created a Buy
Illustration featuring CrowdStrike and Cerebras logos with a digital shield and processor chip in a server data center.
July 24, 2026 8:30 AM ET

CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test

NASDAQ:CRWDNASDAQ:CBRS
Read CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test
Kinder Morgan sign in front of spherical storage tanks and pipelines at an energy facility.
July 24, 2026 7:55 AM ET

Plugging In: How Kinder Morgan Powers Up Profits

NYSE:KMI
Read Plugging In: How Kinder Morgan Powers Up Profits
Aerial view of an open-pit copper mine with the Freeport-McMoRan logo overlaid on the desert landscape.
July 24, 2026 7:25 AM ET

Freeport McMoRan Post-Earnings: Why Good Enough May Finally Be Good Enough

NYSE:FCX
Read Freeport McMoRan Post-Earnings: Why Good Enough May Finally Be Good Enough
TSMC logo on advanced semiconductor wafer line highlights AI chip manufacturing and global supply chain leadership.
July 24, 2026 6:40 AM ET

TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

NYSE:TSMNASDAQ:NVDANASDAQ:AVGO
Read TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power
Tesla vehicle parked infront of a sleek depiction of a company building.
July 24, 2026 6:05 AM ET

Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?

NASDAQ:TSLA
Read Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?
Microsoft logo above laptop with Seattle skyline, underscoring MSFT as core AI-driven tech stock.
July 24, 2026 5:30 AM ET

Microsoft Earnings Are Coming—But Azure and CapEx Will Decide the Reaction

NASDAQ:MSFT
Read Microsoft Earnings Are Coming—But Azure and CapEx Will Decide the Reaction

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