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Meta Platforms Turns AI Power Scarcity Into a $10 Billion Cloud Bet
Key Points
- Interested in Meta Platforms, Inc.? Here are five stocks we like better.
- Meta Platforms is negotiating to lease up to $10 billion in data center computing capacity to Anthropic over
3 Nuclear Stocks for Investors Willing to Wait Out the Dip
Key Points
- Interested in Constellation Energy Corporation? Here are five stocks we like better.
- Nuclear stocks, including Constellation Energy and Centrus Energy, have fallen sharply over the
AMC Entertainment Q2 Earnings Call Highlights
Key Points
- Interested in AMC Entertainment Holdings, Inc.? Here are five stocks we like better.
- AMC said its second quarter was the strongest in company history, with revenue up 14.2% year over
3 Medical Device Stocks Giving Investors a Different Healthcare Play
Key Points
- Interested in Globus Medical, Inc.? Here are five stocks we like better.
- Globus Medical continues to grow revenue and earnings as its spine, musculoskeletal and enabling technology
Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack
Key Points
- Interested in CrowdStrike? Here are five stocks we like better.
- Cybersecurity stocks have shown notable relative strength as many semiconductor and AI infrastructure names have pulled
Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate
Key Points
- Interested in Avnet, Inc.? Here are five stocks we like better.
- Bank earnings from Goldman Sachs, JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup all topped estimates, but
Buyback Boom: These 3 Companies Are Betting Billions on Their Own Stocks
Key Points
- Interested in Dollar Tree, Inc.? Here are five stocks we like better.
- Dollar Tree, Morgan Stanley, and Accenture recently announced a combined $24.5 billion in new, replenished, or
Costco’s Cooling Comp Sales Keep Stock Stuck in Neutral for Now
Key Points
- Interested in Costco Wholesale Corporation? Here are five stocks we like better.
- Costco's June comparable sales decelerated from May as fading gas price tailwinds and weakening
Vaxart Investors Reject Say-on-Pay as CEO Rules Out Reverse Split for Now
Key Points
- Interested in Vaxart, Inc.? Here are five stocks we like better.
- Vaxart shareholders rejected the company’s say-on-pay proposal at its 2026 annual meeting, even as they re-elected
Ryanair Holdings (cdi) Q1 Earnings Call Highlights
Key Points
- Interested in Ryanair Holdings (cdi)? Here are five stocks we like better.
- Ryanair’s Q1 profit fell sharply, with profit after tax down 34% to EUR 538 million as lower average fares
Contango ORE Fireside Chat: Metals Pullback Meets Defense, AI Demand Tailwinds
Key Points
- Interested in Contango ORE, Inc.? Here are five stocks we like better.
- Mining executives framed the recent pullback in gold and silver as a normal correction within a broader bull
Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit
Key Points
- Interested in Frontline PLC? Here are five stocks we like better.
- Tanker shipping companies operating VLCCs have benefited from the Iran war as elevated rates and rerouted voyages
Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet
Key Points
- Interested in Shopify Inc.? Here are five stocks we like better.
- Jefferies upgraded Shopify to Buy with a $160 price target this week, citing its potential as the infrastructure layer
Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises
Key Points
- Interested in VanEck Uranium and Nuclear ETF? Here are five stocks we like better.
- Nuclear energy has gained renewed policy support as artificial intelligence and data center demand
3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
Key Points
- Interested in Heico Corporation? Here are five stocks we like better.
- Strong aerospace and defense demand, highlighted by GE Aerospace's raised guidance, is boosting smaller
Why Wall Street Suddenly Sees SpaceX as an AI Company
Key Points
- Interested in SpaceX? Here are five stocks we like better.
- SpaceX shares have fallen about 40% since their June 12 IPO and now trade below the $135 listing price.
- Wall Street is
Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop
Key Points
- Interested in Netflix, Inc.? Here are five stocks we like better.
- Netflix reported slightly better-than-expected earnings per share, but revenue came in just below Wall Street’s
Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?
Key Points
- Interested in Delta Air Lines, Inc.? Here are five stocks we like better.
- Delta Air Lines and United Airlines both absorbed sharply higher jet fuel costs this quarter, but Delta's
The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story
Key Points
- Interested in Alcoa? Here are five stocks we like better.
- Alcoa shares fell after Q2 2026 earnings missed adjusted EPS estimates and full-year guidance was trimmed due to weather
ICICI Bank Q1 Earnings Call Highlights
Key Points
- Interested in ICICI Bank Limited? Here are five stocks we like better.
- ICICI Bank posted strong Q1 fiscal 2027 results, with profit after tax up 15.9% year over year and profit
Why Intuitive Surgical’s Strong Quarter Still Spooked Investors
Key Points
- Interested in Intuitive Surgical, Inc.? Here are five stocks we like better.
- Intuitive Surgical reported strong second-quarter results, with revenue up 19% and non-GAAP earnings per
HDFC Bank Q1 Earnings Call Highlights
Key Points
- Interested in HDFC Bank Limited? Here are five stocks we like better.
- Deposit growth stayed relatively strong for a Q1 period, with HDFC Bank gaining market share and improving
MarketBeat Week in Review – 07/13- 07/17
Key Points
- Interested in Netflix, Inc.? Here are five stocks we like better.
- A broad technology sector sell-off pressured the S&P 500 and NASDAQ this week, while energy and financial stocks
Cross Country Healthcare Clears Key Hurdle as Stockholders Approve Merger
Key Points
- Interested in Cross Country Healthcare, Inc.? Here are five stocks we like better.
- Cross Country Healthcare stockholders approved the company’s proposed merger agreement at a
Franklin Covey Showcases ‘Presenting for Impact’ to Turn Messages Into Action
Key Points
- Interested in Franklin Covey Company? Here are five stocks we like better.
- Franklin Covey highlighted its “Presenting for Impact” program in a webinar, positioning it as a framework