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REVEALED: 2 | Vintage Vibes

Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected

Tesla's muted Cybercab launch and a new federal safety probe into its steering-wheel-free design sent shares lower, raising questions about the robotaxi's path to becoming a scalable business.

Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock

Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock

Broadcom fell after earnings despite strong AI chip demand, but analysts remain bullish as investors weigh near-term guidance, TPU share and supply limits.

Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement

Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement

After Meta settled its youth social media lawsuit for up to $18 billion, Morgan Stanley expects a wave of new AI products and maintains a $775 price target on the stock.

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Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?

Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.

5 Defensive Stocks to Watch as CPI and the Fed Put the Rally to the Test

Ahead of CPI data and the Fed's rate decision, defensive stocks McDonald's, Johnson & Johnson, Walmart, Berkshire Hathaway, and NextEra Energy offer stability and dividends amid market uncertainty.

Why Guidewire’s Post-Earnings Plunge May Not Last

Guidewire Software stock fell on cautious guidance tied to its cloud transition, but revenue, margins, and cloud ARR growth suggest the pullback may be overdone.

Petco Is Still Being Priced Like the Old Petco

Petco's stock fell despite flat revenue and improved margins, debt paydown, and unchanged guidance, as analysts remain mixed with a consensus Reduce rating despite price-target upside.

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Palo Alto vs. Zscaler: Which Cybersecurity Stock Looks Stronger After Earnings?

Palo Alto vs. Zscaler: Which Cybersecurity Stock Looks Stronger After Earnings?

Palo Alto Networks and Zscaler both beat earnings estimates this week, but Palo Alto showed faster growth and stronger free cash flow, giving it the edge over its cybersecurity rival.

3 Stocks With September Catalysts Investors Shouldn’t Ignore

3 Stocks With September Catalysts Investors Shouldn’t Ignore

GameStop, Apple, and Meta face key September catalysts: an earnings report, a product event, and a developer showcase that will test each company's strategy and stock narrative.

Ollie's Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

Ollie's Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains

Ollie's Bargain Outlet shares fell after weak Q2 comp sales overshadowed margin gains, store growth, and rising buybacks, with analysts maintaining a bullish Moderate Buy rating.

Why Hewlett Packard Enterprise’s Sell-Off May Not Last

Why Hewlett Packard Enterprise’s Sell-Off May Not Last

HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.

Zscaler’s Strong Quarter Still Left Investors Waiting on 1 Key Signal

Zscaler’s Strong Quarter Still Left Investors Waiting on 1 Key Signal

Zscaler's fiscal Q4 2026 results beat estimates with 24.9% revenue growth and wider margins, while analysts raised price targets despite lingering sales leadership transition concerns.

GTA VI's Console Problem Isn't Take-Two's Problem

GTA VI's Console Problem Isn't Take-Two's Problem

Take-Two shares fell despite strong GTA VI demand ahead of its Nov. 19 launch, with analysts maintaining Buy ratings and price targets implying upside, while Sony and Microsoft face console pricing and supply risks.

MarketBeat Week in Review – 08/31 - 09/04

MarketBeat Week in Review – 08/31 - 09/04

Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.

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Revolution Medicines Got Its Breakthrough—What Moves It Next?

FDA approved Revolution Medicines' RASONQUE for pancreatic cancer, but RVMD stock stayed flat as investors had priced in the news early, with rising expenses now in focus.

Credo Technology Just Plunged 20%—Did the Market Overreact?

Credo Technologies stock fell 20% despite a Q1 FY2027 revenue and EPS beat and raised guidance, as analysts cite margin compression but maintain a bullish Moderate Buy consensus.

3 CEOs Are Buying Millions of Dollars of Their Beaten-Down Stocks

CEOs of Alibaba, Klarna, and CoStar bought over $20 million combined in company shares as each stock struggled in 2026, signaling insider confidence despite weak performance.

Palo Alto Networks Is Expensive—But Its Growth Is Accelerating

Palo Alto Networks posted accelerating fiscal Q4 revenue and raised guidance, prompting analysts to reaffirm or lift price targets above $400 as institutions keep accumulating shares.

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MongoDB’s Spending Fears Collide With a Much Stronger Growth Story

MongoDB shares fell after Q2 results despite 30.5% revenue growth and improved margins, as analysts raised price targets and institutions kept buying the dip.

SLB’s Kelvion Deal Could Change How Investors Value the Oilfield Giant

SLB's $4.1 billion acquisition of Kelvion builds a data-center growth engine alongside its NVIDIA partnership, even as legacy oilfield earnings continue to decline year-over-year.

Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real?

Wendy's stock spiked on Trian buyout reports, reversed after the firm backed off, then recovered on short covering and value buying, even as weak earnings and bearish analyst ratings persist.

GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test

GitLab shares surged over 20% after Q2 FY2027 revenue rose 21.3% and guidance improved, with analysts raising price targets and institutions accumulating shares amid strong enterprise demand.

What Does Apple's TV Price Hike Say About Where the Stock Is Heading?

Apple raised Apple TV and Apple One prices up to 20%, highlighting its services-driven strategy as new CEO John Ternus takes over and shares trade near record highs.

Medtronic’s Stars Are Aligning for a Price Recovery

Medtronic beat Q1 FY2027 estimates, raised guidance, and holds a Moderate Buy rating from analysts, with its 3%-plus dividend positioning it near Dividend King status.

Analysts See Major Upside for This Top-10 Performing S&P 500 Stock

Lumentum shares have surged about 140% in 2025 on AI optical demand, backed by strong earnings growth and a Moderate Buy rating with roughly 22% analyst upside.

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