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MarketBeat Originals

Bloom Energy corporate logo displayed on a metal exterior sign outside a company facility.
July 2, 2026 10:15 AM ET

Shorting the Grid: Bloom Energy’s $25B AI Power Play

Bloom Energy and Brookfield Corporation expanded their power-financing framework from $5 billion to $25 billion, targeting off-grid fuel-cell power for AI data centers.

NYSE:BE
Read Shorting the Grid: Bloom Energy’s $25B AI Power Play
SanDisk logo displayed on a crystal object inside a stylized data center setting.
July 2, 2026 9:40 AM ET

SanDisk’s Volatility May Be Telling Bulls What They Want to Hear

SNDK shares have swung sharply in recent weeks, but repeated strong rebounds and a Bank of America price target raise to $2,500 signal sustained buyer demand.

NASDAQ:SNDK
Read SanDisk’s Volatility May Be Telling Bulls What They Want to Hear
A semiconductor wafer with the SK hynix logo displayed inside a manufacturing fabrication facility.
July 7, 2026 12:10 PM ET

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

SK Hynix's Nasdaq listing could raise $28 billion. The company trades at a discount to Micron, even as Micron expands HBM4 capacity and retains strong buy ratings from analysts amid AI memory demand.

NASDAQ:MU
Read SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
A digital illustration of a glowing AI brain connected to circuit pathways against a city skyline backdrop.
July 5, 2026 6:20 AM ET

2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center

Analysts see 50%-plus upside for NVIDIA and over 100% for SoundHound AI as market mispricing of AI fundamentals creates potential opportunities in both stocks.

NASDAQ:NVDANASDAQ:SOUN
Read 2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center
AST SpaceMobile promotional graphic showing a satellite orbiting Earth with the company logo overlaid.
July 3, 2026 9:05 AM ET

AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus

ASTS surged 21% on June 29 after Japan announced a ~$912 million subsidy for a Rakuten-led D2D satellite project, spotlighting AST SpaceMobile's partnership.

NASDAQ:ASTS
Read AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus
ASML logo over semiconductor equipment, representing AI chip demand surge and EUV lithography dominance.
July 8, 2026 12:00 PM ET

A Market Panic Just Discounted the AI Highway's Tollbooth

ASML shares fell more than 5% amid a KOSPI-driven margin cascade, but analysts are raising price targets, citing its lithography monopoly and a $190 billion chip capex cycle.

NASDAQ:ASMLOTCMKTS:CAJPYOTCMKTS:NINOY
Read A Market Panic Just Discounted the AI Highway's Tollbooth

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All MarketBeat Originals

Illustrated stablecoin tokens including Tether (USDT), USD Coin (USDC), Dai, and TrueUSD scattered across a dark background.
July 5, 2026 9:45 AM ET

Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure

NYSE:VNYSE:CRCLNYSE:MA
Read Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure
A server rack with an open chassis revealing a stacked computer chip module inside a data center.
July 6, 2026 2:50 PM ET

Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore

NASDAQ:MUNASDAQ:STXNASDAQ:WDC
Read Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore
A red downward-pointing zigzag arrow emerges from a tablet screen displaying a falling stock chart, symbolizing market declines and negative financial momentum.
July 6, 2026 11:00 AM ET

Contrarian Alert: 5 Downgraded Stocks That May Reward Long-Term Investors

NASDAQ:DPZNYSE:NOWNYSE:LOW
Read Contrarian Alert: 5 Downgraded Stocks That May Reward Long-Term Investors
Semiconductor wafers and chips on a lab table beside server racks, with a declining stock price candlestick chart overlay.
July 7, 2026 11:35 AM ET

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

NASDAQ:NVDANASDAQ:ASMLOTCMKTS:SSNLF
Read The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
An illustrated concept image showing AI, semiconductor, energy, and aerospace sector icons connected by glowing data streams.
July 4, 2026 8:35 AM ET

These Stocks Could Win as Wall Street Looks Beyond AI Software

NYSE:JOBYNYSE:ACHRNASDAQ:RKLB
Read These Stocks Could Win as Wall Street Looks Beyond AI Software
Stacked gold bars on a table, symbolizing gold price volatility and recent pullback in precious metals market.
July 3, 2026 8:15 AM ET

Gold and Silver Recovery—3 Precious Metals Stocks for H2 2026

NYSEARCA:GLDNYSE:NEMNYSE:WPM
Read Gold and Silver Recovery—3 Precious Metals Stocks for H2 2026
Microsoft headquarters sign outside modern office campus, reflecting stock pullback and valuation concerns in tech sector.
July 5, 2026 8:05 AM ET

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

NASDAQ:MSFT
Read Why Microsoft Looks Like the Best Big Tech Trade for H2 2026
Meta logo centered in a large data center surrounded by digital network visualization overlays.
July 2, 2026 9:05 AM ET

Meta’s AI Compute Push Could Turn Its Massive CapEx Bill Into a Competitive Weapon

NASDAQ:METANASDAQ:SPCXNASDAQ:CRWV
Read Meta’s AI Compute Push Could Turn Its Massive CapEx Bill Into a Competitive Weapon
Exterior of a Kroger grocery store with a shopping cart in the foreground.
July 3, 2026 6:35 AM ET

Why Kroger's Giant Eagle Deal Could Change Everything

NYSE:KR
Read Why Kroger's Giant Eagle Deal Could Change Everything
Semiconductor lithography equipment processes a silicon wafer with a chip pattern under a purple light source.
July 7, 2026 1:40 PM ET

Apple and Broadcom Forge a Decade-Long Silicon Fortress

NASDAQ:AAPLNASDAQ:AVGO
Read Apple and Broadcom Forge a Decade-Long Silicon Fortress
Klarna logo displayed on an illuminated pink sign against a futuristic cityscape backdrop.
July 3, 2026 7:25 AM ET

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

NASDAQ:GOOGLNYSE:KLAR
Read Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst
Bronze bull and bear statues face off in an urban financial district at sunset.
July 4, 2026 5:00 AM ET

MarketBeat Week in Review – 06/29 - 07/03

NASDAQ:AIRJNASDAQ:SNDKNASDAQ:TSLA
Read MarketBeat Week in Review – 06/29 - 07/03
Broadcom logo dramatically highlighted in front of a data center background.
July 4, 2026 6:05 AM ET

Broadcom and OpenAI Unveil Jalapeño: An Early Step to Massive AI Growth Potential

NASDAQ:AVGO
Read Broadcom and OpenAI Unveil Jalapeño: An Early Step to Massive AI Growth Potential
Regal Rexnord logo displayed alongside industrial motors, gears, bearings, and drive components.
July 5, 2026 8:55 AM ET

This Under-the-Radar Industrial Is Quietly Powering AI

NYSE:RRX
Read This Under-the-Radar Industrial Is Quietly Powering AI
Comcast corporate logo and NBC peacock icon displayed against a colorful branded background.
July 3, 2026 5:45 AM ET

Why the Comcast Spin-Off Won't Fix What's Actually Broken

NASDAQ:CMCSANASDAQ:VSNT
Read Why the Comcast Spin-Off Won't Fix What's Actually Broken
Ambarella logo displayed on a device mounted on a pole near a vehicle with digital sensor overlay graphics.
July 6, 2026 9:35 AM ET

This Edge AI Stock Just Got a Huge Vote of Confidence From Wall Street

NASDAQ:AMBA
Read This Edge AI Stock Just Got a Huge Vote of Confidence From Wall Street
Strategy logo with Bitcoin symbols and a key displayed on a glowing digital network surface.
July 5, 2026 7:15 AM ET

Strategy’s Bitcoin Pivot Gives Investors a New Reason to Watch Preferred Shares

NASDAQ:STRCNASDAQ:STRKNASDAQ:MSTR
Read Strategy’s Bitcoin Pivot Gives Investors a New Reason to Watch Preferred Shares
Palantir logo over global stock charts and candlesticks, illustrating PLTR valuation concerns and growth outlook.
July 7, 2026 11:00 AM ET

Palantir's CEO Just Called Out OpenAI and Anthropic

NASDAQ:PLTR
Read Palantir's CEO Just Called Out OpenAI and Anthropic
Business professionals gather around trading monitors in a high-rise office, with a large soap bubble floating overhead.
July 6, 2026 10:10 AM ET

Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains

NYSE:ECNASDAQ:SPCXNYSEARCA:CORN
Read Doug Casey Calls AI a Super Bubble, Bets on Energy, Gold Miners and Grains
Framed houses under construction with workers, illustrating homebuilding slowdown and weak demand.
July 4, 2026 7:45 AM ET

D.R. Horton Is Defying the Housing Gloom

NYSE:DHI
Read D.R. Horton Is Defying the Housing Gloom
Stacks of coins with small plants and a
July 6, 2026 6:40 AM ET

3 High-Yield Dividend Stocks With Real Capital Gains Potential in 2026

NYSE:EPDNYSE:MPLXNASDAQ:ARCC
Read 3 High-Yield Dividend Stocks With Real Capital Gains Potential in 2026
A red suitcase and green duffel bag sit unclaimed on the floor of an empty airport terminal near a lost baggage inquiry desk.
July 4, 2026 6:55 AM ET

Why Flywire and Airbnb Could Be Quiet Winners of a Ceasefire

NASDAQ:FLYWNASDAQ:ABNB
Read Why Flywire and Airbnb Could Be Quiet Winners of a Ceasefire
Robotic arms and automated equipment operate on a semiconductor wafer inside a modern chip fabrication facility.
July 6, 2026 6:05 AM ET

Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks

NASDAQ:AEISNASDAQ:KLACNASDAQ:LRCX
Read Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks
Illustration of a data center aisle with servers, overlaid by digital stock price and candlestick charts on a screen.
July 7, 2026 9:50 AM ET

AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?

NYSE:BABANASDAQ:CBRSNASDAQ:CRWV
Read AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?

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