UNCOVERED: Marketbeat | History Defined

NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run

NVIDIA shares broke out to record highs in October, with analyst price targets up to $515 and earnings growth estimates near 70%, boosting the case for continued gains ahead of Q3 results.

MarketBeat · 4h ago

A Manufacturing Surprise Could Be a Big Win for These 2 Companies

As U.S. manufacturing PMI hits a 52-month high, Emerson Electric and Rockwell Automation stand to benefit as automation providers amid rising factory sector activity and demand.

MarketBeat · 5h ago

What a $1 Billion Chip Deal Says About Amazon's AI Ambitions

Amazon signed a multi-year, $1 billion-plus deal with Synopsys to advance its custom chip strategy, aiming to cut NVIDIA reliance and improve AWS economics as shares attempt to stabilize.

MarketBeat · 5h ago

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

Amid narrow market breadth and a tentative bond bounce, Bank of America, NextEra Energy, XLU, RTX, and IWM stand out as oversold names poised to benefit if rotation beyond tech broadens.

MarketBeat · 7h ago

Follow the Money: 5 AI Stocks Buying Back Shares by the Billions

NVIDIA, Salesforce, Adobe, Qualcomm, and Jabil are backing AI-era investment with reliable share buybacks, supported by strong cash flow and solid balance sheets, as the tech sector shifts toward heavier infrastructure spending.

MarketBeat · 8h ago

First Citizens BancShares vs MP Materials: A Tale of 2 Regulation Bets

Altimetry's Joel Litman favors First Citizens BancShares as bank oversight eases and warns MP Materials' federal stake has not fixed its profit margin problem.

MarketBeat · 8h ago

3 High-Yield Dividend Stocks That May Be Safer Than They Seem

Texas Instruments, Philip Morris International, and W.P. Carey each raised dividends recently, and while payout ratios look elevated, forward estimates and adjusted metrics suggest their payouts remain sustainable.

MarketBeat · 9h ago

These 3 Short-Squeeze Candidates Have Catalysts, But Their Risks Are Just as Large

Ondas Holdings, Wolfspeed and Xponential Fitness carry heavy short interest and bearish analyst sentiment, but each shows potential catalysts that could trigger a short squeeze for contrarian investors.

MarketBeat · 9h ago

Insider Trades: Dell Sees Over $1 Billion in Sales, Berkshire Buys a Top Homebuilder

Dell soars 350% in 2026 on AI server demand despite $1.07 billion in Silver Lake insider sales, while Berkshire Hathaway buys $403 million of Lennar shares after weak earnings.

MarketBeat · 10h ago

IMAX Is Becoming Central to Moviegoing—And The Rally May Not Be Done

Morgan Stanley initiated IMAX at Overweight with a $63 target, citing a growing screen network, while Wall Street Zen cut it to Hold amid a recent pullback from 12-month highs.

MarketBeat · 10h ago