News - October 2026

• AST SpaceMobile Is Down 67%—Could SpaceX's Mobile Push Deepen the Selloff?
• GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking
• Fundamental and Technicals Signals Align for Costco: Is the Stock Finally Breaking Out?
• Palantir's Potential Next Catalyst After Retail Profit-Taking
• Morgan Stanley Beats on Earnings, But Shares Fall on Trading Mix
• RTX Locks In a Decade of Defense Dominance
• Okeanis Riding Record Profits as Uncertainty Grows
• Securitize's Blockchain Ambitions Face a Reality Check
• 3 Stocks to Watch as Wall Street Wealth Fuels Consumer Spending
• Expecting a Market Correction? This Mega-Cap ETF Deserves a Spot on Your Watchlist
• ASML Can’t Keep Up With AI Demand—Why That's a Good Thing
• Enovix's 100,000-Battery Drone Order Sets Up a Test of Its Production Plans
• AMD's Support Could Help Fermi Stock Overcome Its Biggest Hurdle
• Beyond the GPU: Credo Paves the Next AI Data Superhighway
• Fastenal Flashes Bullish Signal as Uptrend Holds Despite Margin Pressure
• Synopsys Signals Confidence With $1B Accelerated Buyback, Analysts Raise Targets
• Domino’s Pizza: As Cheap As It Gets, Nowhere to Go But Up
• Apple Cut iPhone 18 Orders; What Does It Mean For Suppliers?
• Failed Breakout in Tech? 3 Sectors Leading the Market Rotation
• Solaris Rides the AI Boom as Risks Mount
• Big Banks Report Strong Earnings—So Why Are Shares Falling?
• Mortgage Rates Squeeze FHA Buyers: 3 Housing Stocks to Watch
• UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Swarm Economics: Can XTEND AI Robotics Deliver at Scale?
• Tesla Wants to Make Its Own Chips—What Could Go Wrong?
• IREN Limited's AI Pivot Gains Traction—But Can Its Data Centers Deliver?
• PBF Energy's Stunning Rally Faces a Critical Test
• Citi Stock Falls Despite Earnings Beat: What Investors Need to Know
• How a Hurricane Could Help Some Refineries—and Hurt Others
• Intel Bets on Cheaper AI as Foundry Losses Mount
• Don’t Get NVIDIA’s Reflection AI Interest Wrong: Its Moat Could Deepen
• Birkenstock's Strong Growth Creates a Buying Opportunity
• High Voltage Returns: Navitas Rewires AI Data Centers
• Quantum BioPharma’s Phase 2 Shows Where Biotech Value Actually Gets Built
• Albertsons Is Betting on a Turnaround—But Will It Pay Off?
• Venezuela's Oil Revival Is Gaining Momentum—3 Energy Stocks Positioned to Benefit
• PepsiCo's Earnings Beat Masks a Bigger Problem With Its North American Business
• Tax Credit Turmoil: Why Enphase and SolarEdge Face a Tough Road
• A Chinese Rival Just Spooked Memory Stocks—How Worried Should Micron Investors Be?
• Could T-Mobile's Satellite Competition Fears Create a Buying Opportunity?
• Surgical Precision, Sustainable Returns: Johnson & Johnson Secures Its Cash Flow Runway
• Tesla's Robotaxi Lands in Paris—But Europe's Real Fight Is Over Cheap EVs
• IonQ Fell 9% on a $1.3 Billion Deal—Is Wall Street Missing Something?
• JPMorgan Earnings Miss Estimates But Reveal Broad-Based Strength
• Flex's AI Infrastructure Spin-Off Could Unlock Hidden Value
• A Silent Winner: Texas Instruments Anchors the AI Supercycle
• Amazon's $220 Billion AI Bet Is Getting Bigger—Can Earnings Justify the Spending?
• Enlisting Capital: Wolfspeed's Defense Deal
• Ag Equipment’s Recovery Trade Meets Washington’s Scrutiny
• The Pentagon's $350 Million Quantum Push: Why IonQ Could Benefit More Than D-Wave
• Delta's Guidance Cut Could Spell Trouble for the Airline Industry
• Salesforce Just Got a Rare Double Upgrade—What Changed?
• OpenAI's Revenue Scare Could Be a Big Opportunity for Investors
• China Still Dominates Rare Earths—These 3 U.S. Companies Could Benefit
• 3 REITs That May Win in a Higher Interest Rate Environment
• Broadcom’s Anthropic Bet Gets Bigger as $60 Billion Financing Raises the Stakes
• 5 Retail Picks to Watch as the Holiday Shopping Season Nears
• C.H. Robinson Bets Its AI Story on RXO—But the Market Isn't Sold
• Google's $13 Billion Nordic Bet Points to a New Global Front in the AI Power Race
• What the Sandals Deal Means for Royal Caribbean's Next Leg of Growth?
• Did Promo Spending Actually Win Back Bettors for These 3 Gambling Stocks?
• Applied Digital Plugs Into Hyperscaler Buyout Bids
• 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip
• Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up
• Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally
• Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next
• Why Wall Street Expects Even More From SanDisk After Its 575% Rally
• The Grocery Shelf Battle Is Changing—Who Comes Out Ahead?
• 3 Unique ETFs With Strong Momentum for the End of the Year
• 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead
• Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone?
• Delta Air Lines Faces a Fuel Crisis—But There's a Silver Lining
• Is Synopsys Back from the Dead? EDA Leader Inks Deals With Amazon and OpenAI
• MarketBeat Week in Review – 10/05 - 10/09
• Alphabet Introduces Gemini Agent—Can It Trigger a Breakout?
• Palantir’s Rally Puts Wall Street in Catch-Up Mode Ahead of November Earnings
• Tilray Finds a Path to Growth Without Waiting on U.S. Cannabis Reform
• Arista Networks Plugs Into All-Time Highs
• Microsoft Is Almost Back to $555—Now the Hard Part Begins
• Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too
• JetBlue's LaGuardia Win Could Change Its Financial Future
• Study Reveals 1 in 3 High Earners Think They Should Pay More Tax [2026]
• Wall Street Left Software for Dead: 4 Stocks Institutions Are Buying Back
• Alphabet and Unity Level Up Game Development
• Applied Digital’s Hidden Moat Could Unlock Massive Upside
• Want Private-Market Access to Kalshi and Polymarket? Try This ETF
• Levi's Stock Dip Reveals Value Opportunity Despite Q3 Headwinds
• PepsiCo Stock Looks Poised to Bottom With High Yield, Deep Value
• Alphabet's $1.8 Billion Black Hills Deal Powers AI Data Center Push
• This Space ETF Offers SpaceX Exposure—But Investors Are Paying for the Volatility
• Does Lemonade’s Growth Signal Profits Ahead?
• These 3 ETFs Could Benefit From the Parts of Inflation That Won’t Go Away
• Why Light Is the New AI Bottleneck—And 3 Photonics Stocks to Play It
• Nasdaq’s Business Is Outrunning Its Stock
• Only 20 Stocks Are Holding Up the Market: 3 Bargains Outside AI
• Front-Running the AI Hardware Shift with Cerebras
• BigBear.ai Is Heavily Shorted—and Its Fundamentals Are Starting to Change
• Constellation Brands Beat Earnings, But Beer Demand Is Still a Problem
• Tesla's EV Delivery Beat Is In, So What Happens Now?
• Skydance Just Became a Media Giant—With an $80 Billion Debt Load
• Could Velo3D Be the Next Defense Buyout Target?
• Penguin Solutions Is Soaring as AI Memory Demand Explodes
• Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up
• Morgan Stanley Is Bullish on Apple—But With a Catch
• Disney Is Opening the Door to Netflix—and Changing the Streaming Playbook
• DraftKings Stacks the Deck: The $800M Prediction Pivot
• Wall Street Is Betting These 3 Beaten-Down Stocks Have More Room to Run
• Marvell Technology’s $90 Billion Revenue Goal Puts AI Execution Under a Microscope
• Meta Enterprise Platform: The "Next Major Pillar" of Zuckerberg's AI Vision
• Why Sticky Services Inflation Could Lift These 3 Stocks
• RPM International’s Dividend King Status Just Got Stronger
• The AI Boom’s Next Big Winners May Wear Hard Hats
• Rivian Escapes the EV Graveyard—But Can It Stay Alive?
• Allient’s Data Center and Defense Momentum Is Raising the Stakes
• Constellation Energy’s Google Deal Shows Why Nuclear Uprates Matter for AI
• Lamb Weston’s Turnaround Is Starting to Look Real
• These 3 Stocks Got the Most Love From Analysts in September
• Record French Debt Could Create Opportunities for U.S. Market Operators
• InvenTrust’s Sell-Off Opens a Potential Entry Point
• Curaleaf’s Higher Aurora Bid Raises the Stakes in Cannabis Consolidation
• Why onsemi’s Synaptics Pivot Could Be a Game Changer
• AI Chip Demand Gives Linde a New Growth Catalyst
• Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion
• 3 Sectors Where Volatility Is Creating Entry Points, Not Exit Signals
• D-Wave's Gate-Model Tech Notches a Major Milestone
• Vistra Stock Gains as Federal Funds Fuel Nuclear Power Expansion
• Airship AI’s $29 Million DHS Deal Could Change Everything
• 3 Low-Rated Stocks Analysts May Be Underestimating Ahead of Q3 Earnings
• NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run
• A Manufacturing Surprise Could Be a Big Win for These 2 Companies
• What a $1 Billion Chip Deal Says About Amazon's AI Ambitions
• 3 Stocks Benefiting From AI Demand Just Announced Major Buybacks
• Insiders Are Selling These 3 Stocks, Should You?
• 5 Oversold Corners of the Market That Could Bounce If Breadth Finally Improves
• 3 Small-Cap Stocks With Catalysts That Could Put Them in the Spotlight
• Follow the Money: 5 AI Stocks Buying Back Shares by the Billions
• First Citizens BancShares vs MP Materials: A Tale of 2 Regulation Bets
• These 3 Short-Squeeze Candidates Have Catalysts, But Their Risks Are Just as Large
• Insider Trades: Dell Sees Over $1 Billion in Sales, Berkshire Buys a Top Homebuilder
• IMAX Is Becoming Central to Moviegoing—And The Rally May Not Be Done
• 4 Ways to Play the Shipping Industry in the Face of the Gas Crunch
• Could Nike’s Brutal Sell-Off Finally Be Running Out of Steam?
• The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It
• McDonald's Is Undergoing a Massive New Growth Strategy. Can It Win Back Consumers?
• MGM Resorts Stock Sinks After Diller Deal Collapse: Overreaction or Warning?
• Liberty Energy’s AI Power Push Has Wall Street Divided
• Why Valley National Is Buying Growth Instead of Building It
• Carnival and CarMax Pop on Strong Earnings, but Challenges Remain
• 3 Income Stocks Under $30 That Yield More Than the 10-Year Treasury Note
• 3 AI Winners, 3 Very Different Paths to Higher Margins
• Plexus Is Booming—But Can the Growth Story Last?
• Conagra’s Turnaround Is Starting to Show Up in the Numbers
• MarketBeat Week in Review – 09/28 - 10/02
• AST SpaceMobile’s BlueBird Progress Comes With Several Risks Still Unresolved
• Time to Nibble on MCD Stock After it Enters Oversold Territory?
• McCormick Stock Trades Cheap, Offers Dividend Growth and Unilever Deal Upside
• Corning and AT&T's $3 Billion Fiber Deal Reveals Where AI Spending Goes Next
• Target's Holiday Blitz: Slashing Prices to Capture Market Share
• NIO Inc.'s Geely Deal Is Really a Bet on Battery-Swap Network Utilization
• Remitly’s September Pullback Tests a Still-Strong Growth Story
• Saddle Up: Texas Stock Exchange Ropes In $80 Billion in Listings
• Why Concentra’s Quiet Healthcare Business Keeps Winning
• Inhibrx’s Insider Buying Adds Fuel to a High-Short-Interest Biotech Setup
• Alamos Gold’s 1 Million-Ounce Growth Story Is Hiding in Plain Sight
• Everyone in AI Is Quietly Copying Palantir's Playbook
• Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next
• JPMorgan Bets on Genius Sports as the Market Loses Patience
• Apple’s $5.7 Billion Patent Verdict Raises a Bigger Royalty Question
• First Watch’s Growth Story Meets a Reality Check
• Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks
• Micron’s Earnings Reveal Why the AI Memory Boom May Last Longer
• Hobby Boom or Travel Bust? Here Are 3 Stocks to Ride the Trend
• Jabil’s Double-Beat and Raise Is a Signal That This Rally Will Continue
• Anthropic's IPO Could Put Amazon's and Alphabet's Paper Profits to the Test
• Microsoft's AI Spending Didn't Change—Wall Street's View of It Did
• Cleared for Takeoff: AAR Corp. Expands Its Aerospace Aftermarket Reach
• L3Harris’ $6 Billion THAAD Win Comes at a Crucial Moment for the Stock
• Boeing’s Fighter Victory Opens the Door to Decades of Defense Revenue