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UNCOVERED: Marketbeat | History Defined

Confidence Is Back, But Earnings Show the Consumer Is Being Picky

Q2 earnings from Domino's, Darden, Williams-Sonoma, Best Buy and Home Depot reveal uneven consumer spending, with affluent shoppers outpacing cautious middle- and lower-income buyers.

AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off

AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off

AeroVironment secured a $117.3 million Army contract for P550 drones, yet shares are down over 40% year-to-date amid SCAR program uncertainty and analyst attention.

3M's Redemption Arc: Can Q2 Earnings Change the Narrative?

3M's Redemption Arc: Can Q2 Earnings Change the Narrative?

3M shares jumped 9% after a beat-and-raise quarter, with raised full-year guidance, strong China sales and dividend growth, though the stock now trades above its consensus price target.

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3 Photonics Companies Making Quantum Tech Possible

Lumentum, IPG Photonics, and nLight have posted strong YTD gains and revenue growth as photonics demand rises for AI, with analysts largely bullish on further upside for all three stocks.

Industrial and Utility Giants Boost Dividends as Data Center Tailwinds Build

Cummins, Fastenal, and Duke Energy raised dividends amid data center-driven growth, with strong share performance in 2026 and varying payout ratio sustainability across the three companies.

2 ETFs to Access the World's Best-Performing Stock Markets In 2026

Taiwan and South Korea ETFs EWT and EWY have surged over 50% and 70% in 2026, fueled by AI-driven gains in TSMC, MediaTek, SK hynix, and Samsung amid the memory chip shortage.

IREN’s $2.8 Billion AI Contract Haul Changes the Stock’s Story

IREN stock jumped nearly 20% after $2.8 billion in new AI cloud contracts pushed 2026 revenue targets above $4 billion, accelerating its shift from Bitcoin mining to AI infrastructure.

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Alphabet Is Planning a New AI Chip. Here's Why It Matters Ahead of Earnings

Alphabet Is Planning a New AI Chip. Here's Why It Matters Ahead of Earnings

Alphabet is reportedly developing a new AI chip, Frozen v2, to boost Gemini efficiency amid a cloud capacity crunch, ahead of its Q2 earnings report on Wednesday, July 22.

Microsoft's AI Bet Could Rewrite AMD's Growth Story

Microsoft's AI Bet Could Rewrite AMD's Growth Story

Microsoft is deploying AMD's Helios Rackscale Solution across Azure data centers starting in late 2026, diversifying its chip supply and boosting AMD's multi-year data center revenue outlook.

Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline

Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline

Travelers shares jumped about 10% after a Q2 2026 earnings beat, driven by investment income, AI-driven underwriting gains, reinsurance restructuring, and reserve releases rather than premium hikes.

Buy, Hold, or Wait: 3 Small-Cap Stocks Telling Different Stories

Buy, Hold, or Wait: 3 Small-Cap Stocks Telling Different Stories

As small-cap stocks rally in 2026, this analysis examines Boston Beer, Opera, and Lindblad Expeditions, weighing earnings trends, analyst price targets, and valuation to gauge each stock's outlook.

IBM Just Had Its Worst Day Ever—What Earnings Must Prove

IBM Just Had Its Worst Day Ever—What Earnings Must Prove

IBM shares fell over 25% after a Q2 revenue and EPS miss, and its July 22 earnings call must address a sales pipeline inquiry, quantum computing progress, and dividend sustainability.

Oracle Is One Step From Junk—Can It Afford the AI Boom?

Oracle Is One Step From Junk—Can It Afford the AI Boom?

S&P cut Oracle's credit rating to BBB- on AI spending and OpenAI concentration risk, highlighting a widening financial gap versus Microsoft, Alphabet and Amazon in funding AI buildouts.

Qualcomm Stock Slides 30%: Buying Opportunity Ahead of July 29 Earnings

Qualcomm Stock Slides 30%: Buying Opportunity Ahead of July 29 Earnings

Qualcomm shares have fallen over 30% since May despite a bullish Investor Day pivot toward data centers, with the July 29 earnings report seen as key to resolving the analyst divide.

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The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence

Options trader Andrew Keene is tracking large institutional call buying in X-Energy, Oklo, and IonQ, all down sharply from highs, betting on rebounds in these oversold, pre-revenue stocks.

Is Domino's Stock Serving Up a Buying Opportunity?

Domino's Pizza beat Q2 revenue estimates but missed on EPS, as strong order growth via DoorDash and Uber Eats was offset by weaker ticket sizes and margin pressure on franchisees.

A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free

SpaceX shares have fallen below their $135 IPO price as a $1 trillion valuation drop raises questions about a potential Pentagon AI cloud contract and its high price-to-sales multiple.

Why Gold Miners Could Be the Market's Biggest Comeback Story

Gold miners like Agnico Eagle and Gold Fields have fallen sharply even as gold nears $4,000 an ounce, creating a valuation gap tied to fuel costs and site-specific risks.

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Amazon’s AI Spending Is About to Face Its Most Important AWS Test Yet

Ahead of Amazon's July 30 earnings, TD Cowen expects AWS growth to accelerate to 35.5% and retail sales to strengthen, key tests for whether its AI spending is paying off.

5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama

While AI stocks correct, Johnson & Johnson, Altria, Coca-Cola, JPMorgan, and Apple are quietly trading near 52-week or all-time highs ahead of earnings.

AI Data Centers Need Power, and These 2 Industrials Are Cashing In

As power capacity becomes AI's key bottleneck, investors are rotating into GE Vernova and Eaton, whose surging backlogs and pricing power reflect the electrification supercycle.

Meta Platforms Turns AI Power Scarcity Into a $10 Billion Cloud Bet

Meta Platforms is in talks to lease up to $10 billion in data center compute capacity to Anthropic, pivoting toward commercial cloud services amid a national power grid shortage.

3 Nuclear Stocks for Investors Willing to Wait Out the Dip

Nuclear stocks have fallen sharply in 2026 despite rising AI-driven power demand. Analyst Kuran Francis highlights Constellation Energy, Centrus Energy, and the VanEck NLR ETF as ways to play the sector's long-term buildout.

3 Medical Device Stocks Giving Investors a Different Healthcare Play

Globus Medical, Inspire Medical Systems, and Penumbra show varied revenue growth and analyst ratings, offering medical device investors alternatives to traditional pharmaceutical stocks.

Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack

As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.

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