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A Waste Management garbage truck empties a dumpster in a parking lot outside a Costco Wholesale store.

2 Stocks Built to Thrive If Inflation Refuses to Fade

Costco and Waste Management offer distinct inflation protection: Costco via its sticky, high-margin membership model, and Waste Management through contracts that pass rising costs to customers.

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

AT&T, T-Mobile and Verizon all grew Q2 EPS and boosted shareholder returns, but subscriber trends, guidance and stock reactions diverged sharply across the three telecom giants.

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

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

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

Palantir stock is down 30% in 2026, but strong free cash flow growth and CEO Alex Karp's bold forecast fuel debate over its valuation ahead of Q2 earnings on Aug. 3.

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

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

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 Cerbras Create A New Blueprint For Hardware

AMD and Cerebras Systems have unveiled a disaggregated inference architecture separating prompt processing from token generation, aiming to boost efficiency and capture enterprise AI demand from Microsoft Azure and Anthropic.

NASDAQ:AMDNASDAQ:CBRS
Read AMD and Cerbras Create A New Blueprint For Hardware

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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
Mall storefronts featuring retail brand signage for Lululemon, Vans, and Deckers Brands, including UGG, HOKA, and Teva.
July 23, 2026 12:20 PM ET

Premium Retail’s Stress Test Is Separating Winners From Losers

NASDAQ:LULUNYSE:DECKNYSE:VFC
Read Premium Retail’s Stress Test Is Separating Winners From Losers
Illustration of a gold quantum computer surrounded by data streams and stock price charts in a server room.
July 23, 2026 11:45 AM ET

D-Wave Quantum or a Quantum ETF: Which Is the Better Bet?

NYSE:QBTSBATS:WQTM
Read D-Wave Quantum or a Quantum ETF: Which Is the Better Bet?
GE Vernova logo on a building exterior, with a wind turbine and solar panels visible nearby.
July 23, 2026 11:10 AM ET

GE Vernova Just Sent a Mixed AI Signal to Investors

NYSE:GEVNASDAQ:AIPO
Read GE Vernova Just Sent a Mixed AI Signal to Investors
Illustration of the Google
July 23, 2026 10:35 AM ET

Alphabet Crushed Earnings, But One Number Spooked the Market

NASDAQ:GOOGL
Read Alphabet Crushed Earnings, But One Number Spooked the Market
Glass elevator shaft displaying the Otis logo inside a modern building lobby with an escalator.
July 23, 2026 10:00 AM ET

Otis Took Another Guidance Cut—But the Story Isn't Over

NYSE:OTIS
Read Otis Took Another Guidance Cut—But the Story Isn't Over
Technicians in AST SpaceMobile gear prepare a satellite and payload fairing in a hangar as a rocket stands on the launch pad outside.
July 23, 2026 9:25 AM ET

Is Buying a Launch Company AST SpaceMobile’s Next Vertical Integration Move?

NASDAQ:ASTS
Read Is Buying a Launch Company AST SpaceMobile’s Next Vertical Integration Move?
Illustration of a chip-like structure displaying AMD and Anthropic logos connected by colorful data streams in a server room.
July 23, 2026 8:50 AM ET

AMD’s $5 Billion Anthropic Deal Could Redraw the AI Chip Battle

NASDAQ:AMDNASDAQ:NVDANASDAQ:MSFT
Read AMD’s $5 Billion Anthropic Deal Could Redraw the AI Chip Battle
Rows of illuminated server racks in a data center, with power lines and a power plant visible through windows.
July 23, 2026 8:15 AM ET

The 2026 Blueprint: 6 Stocks for a Brand New Portfolio

BATS:MOATNASDAQ:AMDNYSE:GEV
Read The 2026 Blueprint: 6 Stocks for a Brand New Portfolio
Marlboro cigarette packs, ZYN nicotine pouch tins, a HEETS tobacco box, a lighter, and a vape displayed on a store counter.
July 23, 2026 7:40 AM ET

Philip Morris Trimmed Guidance, But Its Growth Story Looks Unshaken

NYSE:PM
Read Philip Morris Trimmed Guidance, But Its Growth Story Looks Unshaken
Nebius logo on a computer chip surrounded by glowing green circuit lines on a circuit board.
July 23, 2026 7:05 AM ET

Cementing the Sky: Why NVIDIA’s Bet on Nebius Matters

NASDAQ:NBISNASDAQ:NVDA
Read Cementing the Sky: Why NVIDIA’s Bet on Nebius Matters
Stacks of aluminum ingots in a factory with a glowing upward price chart, symbolizing aluminum price surge in the industry.
July 23, 2026 7:05 AM ET

Forging Profits: The Executive Order Sparking Aluminum

NYSE:AANASDAQ:CENX
Read Forging Profits: The Executive Order Sparking Aluminum
Data center storage servers with SSD/HDD drive bays glowing, symbolizing AI-driven memory demand.
July 23, 2026 6:30 AM ET

Thematic Memory ETFs Give Investors a New Way to Play AI’s Hidden Bottleneck

BATS:DRAMBATS:KMEMNYSEARCA:DISK
Read Thematic Memory ETFs Give Investors a New Way to Play AI’s Hidden Bottleneck
Rocket Lab Electron rocket lifts off from coastal pad, plume and smoke rising beside Rocket Lab logo.
July 23, 2026 5:55 AM ET

Rocket Lab Has Corrected Nearly 50%. Is It Still Too Expensive?

NASDAQ:RKLB
Read Rocket Lab Has Corrected Nearly 50%. Is It Still Too Expensive?
Illustration of a glowing digital shopping basket with cybersecurity icons in front of multiple stock chart monitors.
July 23, 2026 5:20 AM ET

Cybersecurity ETFs Are Rallying While AI Stocks Cool Off

NASDAQ:WCBRNYSEARCA:HACKNASDAQ:BUG
Read Cybersecurity ETFs Are Rallying While AI Stocks Cool Off
Illustration of a Truth Social post streaming as data to trading monitors and a smartphone in an office setting.
July 22, 2026 12:20 PM ET

Could Truth API Become Trump Media’s First Meaningful Revenue Driver?

NASDAQ:DJT
Read Could Truth API Become Trump Media’s First Meaningful Revenue Driver?
City skyline at night viewed through windows, overlaid with a candlestick stock price chart.
July 22, 2026 11:50 AM ET

Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying

NASDAQ:UFPTNYSE:MWANASDAQ:WLDN
Read Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying
Moog logo overlaid on an image of a missile with control fins against a night sky.
July 22, 2026 11:20 AM ET

Moog Is More Than a Missile Maker, and Wall Street Is Noticing

NYSE:MOG.A
Read Moog Is More Than a Missile Maker, and Wall Street Is Noticing

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