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Boeing logo overlaid on a hangar with a widebody jet parked inside at dusk.
November 5, 2026 9:35 AM ET

Boeing Has the Orders, the Cash Flow, and Insider Buyers, But What's Still Missing?

Boeing posted positive free cash flow, landed a record 737-10 order from lessor Avolon, and saw two directors buy shares after the stock dropped, signaling a gradual production recovery.

NYSE:BA
Read Boeing Has the Orders, the Cash Flow, and Insider Buyers, But What's Still Missing?
Intuitive Machines logo over lunar surface with Earth in the background, representing space industry growth and investor focus on lunar missions.
November 4, 2026 9:30 AM ET

Space Race 2.0: Intuitive Machines Secures Another NASA Contract

Intuitive Machines won a third NASA Earth science contract and holds a $1.8 billion backlog, but margin compression and an upcoming Nov. 12 earnings report remain key tests.

NASDAQ:LUNRNASDAQ:RKLBNASDAQ:ASTS
Read Space Race 2.0: Intuitive Machines Secures Another NASA Contract
Laptop screen displaying the Google search homepage, placed on a desk near a notebook and travel mug.
November 3, 2026 8:25 AM ET

Are the Fears Around Alphabet’s Search Slowdown Warranted?

Alphabet shares slid after Search growth slowed to 12% as AI Mode queries surged but monetized less, prompting price target cuts even as analysts maintain a Buy consensus.

NASDAQ:GOOGL
Read Are the Fears Around Alphabet’s Search Slowdown Warranted?
A semiconductor wafer and laptop displaying an illuminated brain graphic sit in a data center with server racks and a robotic arm.
November 2, 2026 9:30 AM ET

Big Tech Is Spending Billions on AI—These 5 Stocks Are Getting Paid

NVIDIA, Vertiv, Amphenol, Arista Networks, and Eaton have fallen with the AI sell-off despite strong orders, revenue growth, and raised guidance tied to data center buildout spending.

NYSE:ANETNYSE:ETNNYSE:VRT
Read Big Tech Is Spending Billions on AI—These 5 Stocks Are Getting Paid
Meta and Broadcom logos overlaid on an aerial view of a large data center under construction with cranes.
October 29, 2026 7:45 AM ET

Why Meta Platform's $100 Billion Financing Plan Is A Boon for Chip Giant Broadcom

Meta Platforms plans equity offerings exceeding $100 billion to fund its AI buildout, naming Broadcom, NVIDIA, and AMD as potential Cornerstone Investors amid rising capital expenditures.

NASDAQ:METANASDAQ:AVGONASDAQ:NVDA
Read Why Meta Platform's $100 Billion Financing Plan Is A Boon for Chip Giant Broadcom
Palantir logo overlays a data-rich digital interface, reflecting AI-driven analytics growth.
October 28, 2026 8:20 AM ET

Palantir's Q3 Bar Is Higher Than It Looks: 3 Numbers to Watch

Ahead of Palantir's Nov. 2 Q3 earnings, investors should watch U.S. commercial customer growth, free cash flow trends, and guidance versus consensus to gauge if the stock's rally can continue.

Read Palantir's Q3 Bar Is Higher Than It Looks: 3 Numbers to Watch

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Lockheed Martin logo with a fighter jet, military transport plane, and helicopter flying over mountains at sunset.
October 27, 2026 8:20 AM ET

Lockheed Martin's F-35 Deal Could Change How Wall Street Values the Stock

NYSE:LMT
Read Lockheed Martin's F-35 Deal Could Change How Wall Street Values the Stock
Illustration of a rising green stock chart and arrow above a computer chip, with a declining red chart in the background.
October 26, 2026 8:55 AM ET

Not All Tech Is Getting Crushed: 5 Names Holding Up Through the AI Sell-Off

NYSEARCA:HACKBATS:IGVNASDAQ:MSFT
Read Not All Tech Is Getting Crushed: 5 Names Holding Up Through the AI Sell-Off
Close-up of a Micron-branded memory module installed on a circuit board, representing the semiconductor memory industry and AI-driven demand growth.
October 22, 2026 8:25 AM ET

Micron’s Taiwan Strike: A High-Stakes Fight Over AI Profits

NASDAQ:MU
Read Micron’s Taiwan Strike: A High-Stakes Fight Over AI Profits
ServiceNow logo surrounded by glowing icons representing cloud computing, security, support, and analytics in an office setting.
October 21, 2026 7:10 AM ET

ServiceNow Orchestrates AI's Next Act—Can Earnings Deliver?

NYSE:NOWNASDAQ:NVDA
Read ServiceNow Orchestrates AI's Next Act—Can Earnings Deliver?
CoreWeave logo displayed above a server data center illustration with glowing blue network connections and a globe.
October 20, 2026 7:45 AM ET

Wired for Upside: Why Goldman Sachs Upgraded CoreWeave's Battered Stock

NASDAQ:CRWVNASDAQ:MSFT
Read Wired for Upside: Why Goldman Sachs Upgraded CoreWeave's Battered Stock
Semiconductor chips and a silicon wafer rest on a metal surface under red industrial lighting.
October 19, 2026 7:55 AM ET

5 Beaten-Down AI Names That Could Bounce If Fear Fades

NASDAQ:NBISNASDAQ:SKHYNASDAQ:INTC
Read 5 Beaten-Down AI Names That Could Bounce If Fear Fades
Multiple computer monitors display candlestick stock price charts and trading data at a dimly lit desk setup.
October 15, 2026 8:25 AM ET

Failed Breakout in Tech? 3 Sectors Leading the Market Rotation

NASDAQ:QQQNYSEARCA:XLUNYSEARCA:XLP
Read Failed Breakout in Tech? 3 Sectors Leading the Market Rotation
Aerial view of an illuminated oil refinery and storage tanks along a waterway under a dark storm-filled sky.
October 14, 2026 10:45 AM ET

How a Hurricane Could Help Some Refineries—and Hurt Others

NYSE:PSXNYSEARCA:CRAKNYSE:CVX
Read How a Hurricane Could Help Some Refineries—and Hurt Others
Amazon logo on a wall above a conveyor belt carrying cardboard packages in a warehouse facility.
October 13, 2026 7:20 AM ET

Amazon's $220 Billion AI Bet Is Getting Bigger—Can Earnings Justify the Spending?

NASDAQ:AMZN
Read Amazon's $220 Billion AI Bet Is Getting Bigger—Can Earnings Justify the Spending?
Interior of an upscale shopping mall with marble floors, retail storefronts, and holiday decorations on display.
October 12, 2026 7:45 AM ET

5 Retail Picks to Watch as the Holiday Shopping Season Nears

NYSEARCA:XRTNYSE:TGTNYSE:ANF
Read 5 Retail Picks to Watch as the Holiday Shopping Season Nears
Rows of server racks with illuminated blue cables and networking equipment in a data center.
October 8, 2026 8:30 AM ET

Why Light Is the New AI Bottleneck—And 3 Photonics Stocks to Play It

NASDAQ:LITENYSE:COHRNASDAQ:AAOI
Read Why Light Is the New AI Bottleneck—And 3 Photonics Stocks to Play It
Marvell Technology logo over a computer chip on a circuit board, with data center server racks in the background.
October 7, 2026 8:20 AM ET

Marvell Technology’s $90 Billion Revenue Goal Puts AI Execution Under a Microscope

NASDAQ:MRVLNASDAQ:AMZNNASDAQ:GOOGL
Read Marvell Technology’s $90 Billion Revenue Goal Puts AI Execution Under a Microscope
Qualcomm logo on a semiconductor chip and office building, with Huawei logo and cell towers in the background.
October 6, 2026 7:45 AM ET

Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion

NASDAQ:QCOMNASDAQ:ARM
Read Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion
Screen displaying a red candlestick price chart with an oscillator indicator labeled
October 5, 2026 8:55 AM ET

5 Oversold Corners of the Market That Could Bounce If Breadth Finally Improves

NYSE:BACNYSE:NEENYSEARCA:IWM
Read 5 Oversold Corners of the Market That Could Bounce If Breadth Finally Improves
Illustration of a data center labeled Anthropic connected by glowing network lines to AWS and Google Cloud logos.
October 1, 2026 7:10 AM ET

Anthropic's IPO Could Put Amazon's and Alphabet's Paper Profits to the Test

NASDAQ:GOOGLNASDAQ:AMZNNASDAQ:INTC
Read Anthropic's IPO Could Put Amazon's and Alphabet's Paper Profits to the Test
Multi-monitor trading desk displaying AAPL price charts, order entry screen, watchlist, and stock quotes including NVDA, TSLA, and AMZN.
September 30, 2026 7:15 AM ET

Up All Night: How Nasdaq’s 23-Hour Trading Could Wake Up Wall Street

NASDAQ:HOODNASDAQ:NDAQNASDAQ:IBKR
Read Up All Night: How Nasdaq’s 23-Hour Trading Could Wake Up Wall Street
Rocket Lab rocket readies for launch at sunrise, underscoring rising commercial space demand and growth momentum.
September 29, 2026 9:30 AM ET

Rocket Lab Bounces Off Its Lows—What's Behind the Move?

NASDAQ:RKLB
Read Rocket Lab Bounces Off Its Lows—What's Behind the Move?
Nasdaq logo above a large screen displaying an upward-trending stock price chart in the Times Square studio.
September 28, 2026 7:45 AM ET

The Nasdaq Nears a Major Breakout: 5 Tech ETFs to Play the Move

NASDAQ:QQQNYSEARCA:XLKNASDAQ:SMH
Read The Nasdaq Nears a Major Breakout: 5 Tech ETFs to Play the Move
Illuminated data center building with glowing server racks stands beside an adjacent power plant at dusk.
September 24, 2026 7:45 AM ET

Power Play: Vistra Powers New Era’s AI Data Center Deal

NASDAQ:NUAINYSE:VST
Read Power Play: Vistra Powers New Era’s AI Data Center Deal
Boeing MQ-25 unmanned aircraft parked on a tarmac near a Lockheed Martin missile launcher and naval vessel.
September 23, 2026 7:15 AM ET

Lockheed's Stock Hasn't Priced In Its Own Backlog—Boeing's Might Already Have

NYSE:LMTNYSE:BA
Read Lockheed's Stock Hasn't Priced In Its Own Backlog—Boeing's Might Already Have
Meta logo above an illustration of an undersea fiber-optic cable resting on the ocean floor.
September 22, 2026 7:45 AM ET

Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom

NASDAQ:METANASDAQ:LITENASDAQ:QCOM
Read Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom
Stacks of gold coins of increasing height on marble blocks, symbolizing rising dividend growth against a city skyline.
September 21, 2026 8:20 AM ET

5 Dividend Stocks That Combine Income, Earnings Growth, and Wall Street Support

NYSE:ORCLNYSE:BTINASDAQ:CSCO
Read 5 Dividend Stocks That Combine Income, Earnings Growth, and Wall Street Support
CoreWeave logo displayed in a data center aisle lined with illuminated server racks on both sides.
September 17, 2026 8:10 AM ET

CoreWeave’s Vera Rubin Lead Comes Down to Speed, Power, and Scale

NASDAQ:CRWVNYSE:ORCL
Read CoreWeave’s Vera Rubin Lead Comes Down to Speed, Power, and Scale
Palantir logo displayed on a screen showing an illuminated world map with connected global network lines.
September 16, 2026 7:45 AM ET

Palantir Just Told Wall Street Where AI Infrastructure Is Headed

NASDAQ:PLTR
Read Palantir Just Told Wall Street Where AI Infrastructure Is Headed

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