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Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.

NYSEARCA:SPY
Read Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For
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AI Is Making Cybersecurity Harder to Ignore—These 3 ETFs Offer a Broad Bet

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

NASDAQ:CIBRNYSEARCA:HACKNASDAQ:BUG
Read AI Is Making Cybersecurity Harder to Ignore—These 3 ETFs Offer a Broad Bet
Copper ingots and coiled copper wire arranged in front of a rising green price chart.

Copper Is the AI Trade No One Priced In—3 Miners With the Most to Gain

Copper hit record prices in August as structural supply constraints and rising demand tighten markets, boosting operating leverage at miners like Freeport-McMoRan, Hudbay Minerals and Trekor Metals.

NYSE:FCXNYSEARCA:COPXNASDAQ:NVDA
Read Copper Is the AI Trade No One Priced In—3 Miners With the Most to Gain
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3 Stocks Built for Higher Rates—And 2 That Could Break

As Treasury yields near 4.79% amid rising rates, analysts argue the borrowing-cost-versus-return spread, not the headline rate, best explains winners like ASML and GE Vernova versus laggards like Oracle and Rocket.

NASDAQ:ASMLNASDAQ:GOOGLNASDAQ:AMZN
Read 3 Stocks Built for Higher Rates—And 2 That Could Break
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Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar

Weiss Ratings' Gavin Magor highlights Coca-Cola, Mastercard, Wheaton Precious Metals and Canadian National Railway as pricing-power stocks that offer defensive protection against dollar weakness and inflation.

NYSE:KONYSE:MANYSE:WPM
Read Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
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3 AI Optical Networking Stocks Positioned for the Data Center Buildout

Ciena beat Q3 earnings estimates with record margins, yet shares fell on margin concerns, prompting a look at rivals Lumentum and Coherent for AI optical networking exposure.

NYSE:CIENNASDAQ:LITENYSE:COHR
Read 3 AI Optical Networking Stocks Positioned for the Data Center Buildout

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5 Defensive Stocks to Watch as CPI and the Fed Put the Rally to the Test

NYSE:MCDNYSE:JNJNASDAQ:WMT
Read 5 Defensive Stocks to Watch as CPI and the Fed Put the Rally to the Test
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Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?

NASDAQ:SMCINASDAQ:CRWVNASDAQ:IREN
Read Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?
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Meta Platforms Is Set to Steal Google's Advertsing Crown—What It Means for Investors

NASDAQ:META
Read Meta Platforms Is Set to Steal Google's Advertsing Crown—What It Means for Investors
A black autonomous vehicle with rooftop sensors displays the Uber logo on a rainy city street.

Uber’s Wayve Deal Shows How It Wants to Win Without Building Cars

NYSE:UBER
Read Uber’s Wayve Deal Shows How It Wants to Win Without Building Cars
Docusign logo displayed over a desk with a laptop showing a signed document, pen, and stack of papers.
September 8, 2026 6:00 AM ET

Docusign’s AI Push Is Giving Investors a Reason to Rethink the Stock

NASDAQ:DOCU
Read Docusign’s AI Push Is Giving Investors a Reason to Rethink the Stock
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September 8, 2026 5:25 AM ET

Bond Yields Are Pressuring Gold, But Miners May Tell a Different Story

NYSE:NEMNYSE:B
Read Bond Yields Are Pressuring Gold, But Miners May Tell a Different Story
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September 7, 2026 12:30 PM ET

3 Under-the-Radar Defense Stocks With Record Backlogs

NYSE:DCONYSE:ATINASDAQ:ATRO
Read 3 Under-the-Radar Defense Stocks With Record Backlogs
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September 7, 2026 11:55 AM ET

This Korea ETF Has Soared, But the Rally May Not Be Over

NYSEARCA:MKOR
Read This Korea ETF Has Soared, But the Rally May Not Be Over
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September 7, 2026 11:20 AM ET

Why Guidewire’s Post-Earnings Plunge May Not Last

NYSE:GWRE
Read Why Guidewire’s Post-Earnings Plunge May Not Last
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September 7, 2026 10:45 AM ET

Ride-Share Reckoning: Tesla Drives Into Uber's Lane

NASDAQ:TSLA
Read Ride-Share Reckoning: Tesla Drives Into Uber's Lane
A fuel pump nozzle refuels a black car at a gas station under an overcast sky.
September 7, 2026 10:10 AM ET

High Gas Prices Aren't Budging—Here Are 3 Stocks That Benefit

NYSE:PSXNYSE:DINONYSE:CAPL
Read High Gas Prices Aren't Budging—Here Are 3 Stocks That Benefit
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September 7, 2026 9:35 AM ET

These 3 Risky Stocks Could Be Sitting on 100% Upside

NASDAQ:RCATNASDAQ:TSHANYSEAMERICAN:SLSR
Read These 3 Risky Stocks Could Be Sitting on 100% Upside
Interior of a Petco store showing dog toys and collar aisles with the Petco logo overlaid.
September 7, 2026 9:00 AM ET

Petco Is Still Being Priced Like the Old Petco

NASDAQ:WOOF
Read Petco Is Still Being Priced Like the Old Petco
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September 7, 2026 8:25 AM ET

How 4 Million Hewlett Packard Shares Bought an AI Network

NYSE:HPENYSE:ORCL
Read How 4 Million Hewlett Packard Shares Bought an AI Network
Microsoft logo and text displayed on a glass window in a modern office setting.
September 7, 2026 7:50 AM ET

MSFT Has Gone Nowhere in 2026—Azure Says That's a Mistake

NASDAQ:MSFT
Read MSFT Has Gone Nowhere in 2026—Azure Says That's a Mistake
Fast food restaurant with drive-through lane, illuminated menu board, and vehicles waiting at dusk.
September 7, 2026 7:15 AM ET

Why Franchise Models Are Winning the Restaurant Stock Divide

NYSE:QSRNYSE:YUMNYSE:MCD
Read Why Franchise Models Are Winning the Restaurant Stock Divide
Data center with server racks, network switches, monitoring screens, and a digital cloud security and lock icon overlay.
September 7, 2026 6:40 AM ET

Palo Alto vs. Zscaler: Which Cybersecurity Stock Looks Stronger After Earnings?

NASDAQ:PANWNASDAQ:ZS
Read Palo Alto vs. Zscaler: Which Cybersecurity Stock Looks Stronger After Earnings?
Parsons logo centered over a composite image showing a city skyline, satellite, helicopter, and high-speed train.
September 7, 2026 6:40 AM ET

Parsons’ Pullback May Give Defense and Infrastructure Investors a Second Look

NYSE:PSN
Read Parsons’ Pullback May Give Defense and Infrastructure Investors a Second Look
A nuclear power plant with two large cooling towers emitting steam, reactor buildings, and a waterway in the foreground.
September 7, 2026 6:05 AM ET

Powering the AI Boom: Uranium’s $95 Spark

NYSE:CCJNYSE:NXENYSE:BWXT
Read Powering the AI Boom: Uranium’s $95 Spark
Desk with a monitor showing an upward stock price chart, printed financial reports, and a bronze bull statue.
September 7, 2026 5:30 AM ET

3 Earnings Season Winners That Analysts Can't Stop Upgrading

NYSE:ESTCNYSE:DENYSE:DT
Read 3 Earnings Season Winners That Analysts Can't Stop Upgrading
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September 6, 2026 11:00 AM ET

AI Token Costs Are Changing the Hardware vs. Software Debate

NYSE:DELLNASDAQ:MDB
Read AI Token Costs Are Changing the Hardware vs. Software Debate
Laptop displaying a U.S. Treasury yield curve chart on a desk with monitors showing stock market data.
September 6, 2026 10:10 AM ET

3 ETFs That Could Move as Rate Expectations Shift

NYSEARCA:IWMNYSEARCA:XLFNASDAQ:TLT
Read 3 ETFs That Could Move as Rate Expectations Shift
Laptop displaying a stock price chart on a desk, with background TVs showing financial news and a city skyline.
September 6, 2026 9:20 AM ET

3 Stocks With September Catalysts Investors Shouldn’t Ignore

NYSE:GMENASDAQ:METANASDAQ:AAPL
Read 3 Stocks With September Catalysts Investors Shouldn’t Ignore
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September 6, 2026 8:30 AM ET

Ollie's Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

NASDAQ:OLLI
Read Ollie's Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

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