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DARK SECRETS: 14 | Vintage Vibes

Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All

Apple is reportedly set to unveil a folding iPhone at its September event, alongside new premium models, a Siri overhaul, and a CEO transition, though its high price may limit its growth impact.

MarketBeat · Aug 30

Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

Despite Snowflake's 50% YTD rally and bullish analyst ratings, short interest near record highs reflects concerns over GAAP losses and dilution from stock-based compensation.

MarketBeat · Aug 30

OneMain’s Yield Comes With a Catch

OneMain Holdings posted lower quarterly earnings despite revenue growth, faces state lawsuits over sales practices, but retains a Moderate Buy rating and a 6.6% dividend yield.

MarketBeat · Aug 30

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3 AI Infrastructure Stocks to Watch Beyond NVIDIA

Broadcom, Arista Networks, and Vertiv each address a different AI infrastructure bottleneck beyond NVIDIA's GPUs, covering custom chips, networking, and power and cooling systems.

MarketBeat · Aug 30

From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens

Workday's Q2 revenue grew 12.8% and margins widened as AI adoption accelerated, with $1.33 billion in buybacks and a new $4 billion authorization fueling a bullish, if capped, outlook.

MarketBeat · Aug 29

These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash

Applied Materials, Progressive, and PulteGroup stand out as growth-at-a-reasonable-price stocks for the second half of 2026, each balancing valuation and growth differently.

MarketBeat · Aug 29

Venture Into High-Volatility Corners of the Market With These 3 ETFs

BBC, IWC and GDXJ offer diversified exposure to clinical-stage biotech, micro-cap stocks and junior gold miners, high-risk sectors that have posted strong year-to-date gains in 2026.

MarketBeat · Aug 29

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3 Retail Stocks to Watch After a Big Consumer Earnings Week

Dollar General, Best Buy and Williams-Sonoma posted earnings beats driven by real comp sales and traffic gains, not tariff refunds, unlike some other retailers this quarter.

MarketBeat · Aug 29

Amazon’s Zoox Push Tests Tesla’s Robotaxi Premium as Waymo Widens Its Lead

Amazon's Zoox is expanding robotaxi service after regulatory approvals, but it remains far behind Waymo and is a minor factor for Amazon, unlike Tesla, whose valuation leans heavily on autonomous driving.

MarketBeat · Aug 29

MarketBeat Week in Review – 08/24 - 08/28

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

MarketBeat · Aug 29

3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole

Amid Fed rate uncertainty after Kevin Warsh's Jackson Hole speech, Charles Schwab, Cullen/Frost Bankers, and Jackson Financial each offer distinct ways to benefit from varying interest rate scenarios.

MarketBeat · Aug 28

IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings

IREN's fiscal Q4 revenue fell year-over-year but beat estimates as AI cloud revenue surged, even as shares dropped and management pointed to 2029-2030 for sustained profitability.

MarketBeat · Aug 28

Boeing's $131B F-15 Win: Mach 1 Momentum or Just Altitude?

Boeing secured a $131.23 billion Pentagon contract ceiling for F-15 sustainment through 2037, bolstering its defense backlog even as commercial aviation headwinds and heavy debt persist.

MarketBeat · Aug 28

Okta Stock Surges 29%—Is $200 the Next Stop?

Okta shares surged after strong Q2 results and raised guidance, with revenue up 10.6% and analysts lifting price targets, some to $200, as AI-driven demand for identity security boosts growth.

MarketBeat · Aug 28

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MarketBeat · Aug 28

BWX Technologies’ Army Reactor Win Could Redraw Its Nuclear Growth Story

BWX Technologies will build a 20-megawatt reactor at Fort Campbell under the Army's Janus program, shifting toward a vendor-owned power model backed by an $800 million divestiture and $8.39 billion backlog.

MarketBeat · Aug 28

Meta’s $18 Billion Settlement May Be a Win for Investors

Meta agreed to pay up to $18 billion to settle state youth social media addiction lawsuits, far below the roughly $200 billion in potential civil penalties cited by state plaintiffs.

MarketBeat · Aug 28

Intuit’s Earnings Reset May Be More Pivot Than Plunge

Intuit stock has fallen nearly 48% this year after soft fiscal 2027 guidance, but mid-market growth, AI adoption, and heavy share buybacks point to a strategic reset rather than a broken business.

MarketBeat · Aug 28

Salesforce Turns the Corner as AI Fears Start to Fade

Salesforce shares rose after Q2 revenue, earnings, and guidance beat forecasts, prompting analyst price target hikes and heavy institutional buying that suggest the stock has bottomed.

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MarketBeat · Aug 28

Could Falling Yields Make REIT Stocks Worth a Second Look?

As Treasury yields retreat from August highs, Realty Income, Prologis and American Tower offer income investors dividend growth, yield and diversified real estate exposure worth reviewing.

MarketBeat · Aug 28

CrowdStrike’s “Mythos Moment” Tests the Bigger AI Security Trade

CrowdStrike shares jumped 14% after beating Q2 FY2027 estimates and raising its ARR outlook, as agentic AI-driven cybersecurity demand fuels growth alongside rivals like Palo Alto Networks.

MarketBeat · Aug 28

3 Stocks Facing New Pressure From Section 338 Tariffs on Canadian Goods

New Section 338 tariffs on Canadian-made goods are pressuring Canada Goose, West Fraser Timber and Amrize, with each stock showing weakening technicals amid stalled U.S.-Canada trade talks.

MarketBeat · Aug 27

Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape

AMD's equity investment and joint development deal with Nutanix, alongside rising analyst price targets and strong institutional buying, underpin the case for NTNX stock's continued rally.

MarketBeat · Aug 27

SEC Probe Puts Wall Street Leverage Risk Back in Focus

SEC subpoenas Goldman Sachs, JPMorgan, Citigroup and Bank of America over margin lending to hedge fund Situational Awareness, which suffered a 67% drawdown amid an AI stock sell-off.

MarketBeat · Aug 27

A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole

Call option volume in the Invesco DB U.S. Dollar Index Bearish Fund (UDN) surged roughly 1,144%, as traders weigh the Treasury's expanded bond buybacks against the Fed's Jackson Hole policy stance.

MarketBeat · Aug 27

Five Below’s Turnaround Is Working—But Has the Stock Run Too Far?

Five Below's sales, margins and earnings are beating expectations and guidance was raised, but analysts remain split as valuation and tariff risks temper the stock's rally.

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