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Apple and Broadcom extended their chip and wireless component partnership through 2031, covering Apple's Baltra AI server chips, sending Broadcom shares up roughly 6% and securing a stable revenue base.
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.
A KOSPI-driven margin cascade triggered trading halts and dragged down U.S. chip stocks like NVIDIA, Broadcom, TSMC and ASML, despite unchanged semiconductor fundamentals.
CEO Alex Karp argues Palantir's application layer, not frontier AI models like Anthropic's, captures enterprise value, even as PLTR stock struggles below its 200-day EMA.
Abivax stock surged over 40% after positive Phase 3 data on ulcerative colitis drug Obefazimod and a $920 million share offering that underwriters fully exercised, signaling strong institutional demand.
Insiders at Alibaba, Cerebras Systems and CoreWeave have sold AI-related shares recently, with CoreWeave's $3.27 billion Q2 total raising the most concern among the three companies.
Fabrinet, MACOM, and Credo posted strong AI-driven revenue growth and earn solid analyst Buy ratings, positioning them as overlooked plays within the semiconductor supply chain.
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Amazon is ramping proprietary Trainium chip production and raising GPU prices, while TSMC's 3nm foundry capacity runs at full utilization, driving analyst price target hikes for both companies.
GE Vernova stock is up 76% in 2026 on AI power demand, but trades at 59 times earnings above its analyst price target, raising questions ahead of July 22 earnings.
Lawmakers bought SpaceX shares after its record IPO as the stock faces a forced $4.3 billion Nasdaq-100 inflow against a restricted float ahead of its July 7 index inclusion.
Darden, Delta Air Lines, and Kroger raised dividends 8% to 14%. A payout ratio analysis shows all three maintain sustainable dividends despite Kroger's misleading recent ratio.
The Big Beautiful Boycott targets brands tied to Coca-Cola, Amazon and Kraft Heinz, but Coca-Cola, Amazon and Kraft Heinz stocks show fundamentals have mattered more than boycott pressure so far.
Wendy's and AST SpaceMobile face heavy short interest, but new leadership, digital growth plans, and long-term 5G contracts suggest short sellers may be underestimating both stocks' upside potential.
TeraWulf signed a 20-year, $19 billion lease with Anthropic for its Kentucky data center and sold its Abernathy stake for $450 million to fund the buildout amid high short interest.
AVUV, VB, and IWM offer distinct small-cap ETF strategies, with 2025 YTD returns of 16% to 22%, expense ratios from 0.03% to 0.25%, and varying diversification levels.
A $137 billion memory-stock sell-off sparked AI supply glut fears, but sold-out HBM capacity at Micron and margin gains at SanDisk, Western Digital and Seagate suggest tight supply persists.
Hims & Hers Health shares have surged 45% in 30 days on GLP-1 coverage shifts, but overbought technicals, a Hold rating, and rising short interest suggest a pullback may be near.
KBR plans to spin off its two segments this year as insider buying and analyst price targets suggest the stock trades at a deep discount with significant upside potential.
Domino's, Lowe's, Zscaler, ServiceNow and Tractor Supply top the Most Downgraded Stocks list, yet analysts' price targets still imply notable upside despite lowered expectations.
Investor Doug Casey warns AI stocks show mania-like traits and favors energy, gold mining, and farm commodities like corn and soybeans as alternatives amid rising fertilizer and power demand concerns.
Ambarella shares are drawing bullish analyst and institutional support as its edge AI chips gain traction, with Rosenblatt's $120 price target leading a wave of positive coverage.
As capital rotates out of crowded AI trades, Meta, Microsoft, MercadoLibre, DLocal, and Robinhood stand out as beaten-down stocks with strong fundamentals and analyst upside.
The functional beverage market is projected to reach $235 billion by 2031. BellRing Brands, Starbucks, and Celsius Holdings offer investors varying levels of exposure to the trend.
Alcoa agreed to acquire South32's bauxite, alumina, and aluminum assets for $4.1 billion, sending shares down 9% to $47.41 amid dilution and bridge financing concerns.
GEA Group Aktiengesellschaft (ETR:G1A) reiterated its 2026 outlook during a pre-close call for the second quarter, with Head of Investor Relations Oliver Luckenbach saying the company “remain[s] very positive” on both Q2 and full-year performance.
Luckenbach said GEA continues to expect organic sal
EPD, MPLX, and ARCC offer dividend yields of 6%, 7.5%, and 10.3%, respectively, with analyst price targets suggesting additional upside in the second half of 2026.
Susquehanna raised its WFE market forecast to $250 billion by 2028, lifting price targets on AEIS, LRCX, and KLAC as AI-driven demand fuels the semiconductor equipment sector.
A 140-member consortium launched Open USD with shared-yield architecture, pressuring Circle's reserve-based model while benefiting Visa and other legacy payment networks.
Regal Rexnord shares are up about 51% in 2025, driven by surging AI data center orders and a 34% jump in its automation segment, though rising short interest and margin pressure pose risks.
MSFT is down 20% in the first half of 2026, but a 22.9x forward P/E, 40% Azure growth, and stabilizing technicals point to a potential second-half reversal.
Strategy Inc. adopted the Digital Credit Capital Framework, authorizing a $2B dual buyback program and raising STRC's dividend to 12% to close its discount to par.
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.
As AI software multiples compress, institutional capital is rotating into aviation, space, and energy hardware stocks including JOBY, RKLB, LUNR, ASTS, and FCEL.
D.R. Horton beat Q2 estimates with $7.6 billion in revenue, raised full-year guidance, and returned over $1 billion to shareholders, even as new home demand remains under pressure.
A post-ceasefire travel rebound could benefit Flywire (FLYW) and Airbnb (ABNB), two stocks analysts rate favorably amid solid recent revenue growth and improving earnings outlooks.
Broadcom and OpenAI unveiled Jalapeño, OpenAI's first Intelligence Processor, advancing their 10 GW chip partnership and a potential $200 billion revenue opportunity by 2029.
MarketBeat's weekly roundup covers a weaker June jobs report, tech sector rotation, and top analyst picks including TSLA, AVGO, PLTR, MRNA, and NEE heading into Q2 earnings season.
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.
Gold fell to around $4,100 after a four-month decline, but central bank buying and industrial silver demand point to potential catalysts for a rebound in H2 2026.
A Swedish court ordered Alphabet to pay $1.97 billion to Klarna's PriceRunner unit, representing roughly 25% of Klarna's market cap and its largest non-dilutive capital event.
Kroger agreed to acquire Giant Eagle for $1.65 billion, adding 197 stores and $9 billion in annual revenue across five states after its Albertsons merger collapsed.
Comcast is spinning off NBCUniversal, Peacock, and Sky into a new public company. CMCSA trades at 6.8x forward P/E and yields 5.6%, but analysts see limited growth catalysts.
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.
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.
Meta Platforms is selling surplus GPU compute to third-party developers, pressuring pure-play AI infrastructure providers while benefiting downstream software companies.
General Mills trades below 10x earnings with a 6.4% dividend yield as fiscal Q4 2026 adjusted EPS beat estimates by 1,500 basis points, signaling a potential price recovery.
The CCXI-Agility Robotics SPAC merger will create the first U.S.-listed pure-play humanoid equity, valued at $2.5B, with clients including Amazon and a NVIDIA partnership.
Nano Nuclear Energy (NNE) is in preliminary investment talks with a UAE state-linked entity and has partnered with Super Micro Computer to supply microreactors for AI data centers.
NFLX is down 45% over 12 months and trades at roughly 23 times earnings, even as revenue hits all-time highs and a $25 billion buyback program signals management confidence.
Tesla surged nearly 15% in four sessions, topping $420, after rolling out its FSD v14 Lite update to Hardware 3 vehicles, with Deutsche Bank and TD Cowen reiterating Buy ratings.
Despite a $2.7 trillion semiconductor selloff, the memory chip rally remains intact, with Micron up over 200% YTD and the Roundhill Memory ETF gaining 130% since its April launch.
AirJoule unveiled its commercial-scale Prime system with a finalized design, targeting initial launches by year-end and leaning on a GE Vernova joint venture to accelerate commercialization.
Copper futures are up over 8% YTD as gold falls 7%. HudBay Minerals and Teck Resources are two producers positioned to benefit from rising copper demand.
Waymo's exit from the Uber app in Phoenix sent UBER shares down 4%, but strong cash flows, 50 million Uber One members, and new autonomous partners limit the structural impact.
Hershey posted Q1 2026 net sales of $3.1 billion and adjusted EPS of $2.35, as pricing power offset cocoa costs and analysts set a $217.50 average price target.
Comcast is executing a tax-free spin-off of NBCUniversal and Sky, suspending its $15 billion buyback program and retaining a 19.9% stake in the new media entity.
European stocks are outpacing the S&P 500 in 2026, and ArcelorMittal, Arm Holdings, and Novartis are three Euro Stoxx 50 components with index-beating returns.
Meta is investing $900 million in Indian fintech Cred to bring founder Kunal Shah on to lead WhatsApp, aiming to boost monetization of the platform's 3 billion users.
OUST shares closed at $62.52 on June 30, 2026, extending a 189% year-to-date gain driven by Rev8 lidar compliance with federal infrastructure funding rules and a string of new partnership agreements.
Goldman Sachs, Wells Fargo, and Citigroup all passed the Fed's 2026 stress tests and plan dividend increases of up to 12%, with yields ranging from roughly 1.9% to 2.4%.
Latin American equity markets have outpaced the S&P 500 in 2026, and ETFs such as EWZ, EWW, and ILF offer U.S. investors targeted exposure to the region.
Apple is lobbying the U.S. government to source memory chips from China's CXMT amid surging costs, even as Wedbush warns the effort may offer limited near-term relief.
Restaurant Brands International posted Q1 2026 revenue of $2.26 billion and EPS of 86 cents, as Burger King U.S. comparable sales surged 5.8% amid its ongoing turnaround.
Moderna shares rose nearly 20% after Science Day, driven partly by a short squeeze, while its mRNA pipeline beyond vaccines faces a multi-year path to revenue.
NextEra Energy's $67 billion Dominion acquisition bolsters its AI infrastructure position, but CEG offers nearly 48% upside versus NEE's 13%, per analyst estimates.
A Jefferies survey of 40 IT executives found 95% plan to increase cloud budgets in 2026, with AWS named a key beneficiary, countering bearish sentiment around Amazon's CapEx spending.
Best Buy posted fiscal Q1 revenue of $8.94 billion and adjusted EPS of $1.28, beating estimates, with comparable sales up 2% and margins edging higher despite soft appliance demand.
Realty Income, Johnson & Johnson, and Chevron offer yields ranging from 2.2% to 5.1% in July 2026, supported by analyst buy ratings and institutional accumulation.
Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.
Rocket Lab agreed to acquire Iridium Communications in an $8 billion cash-and-stock deal, adding recurring telecom revenue and L-band spectrum to its launch business.
