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EXPLAINED: 3 | Vintage Vibes

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

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

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.

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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.

Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate

Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.

Buyback Boom: These 3 Companies Are Betting Billions on Their Own Stocks

Dollar Tree, Morgan Stanley, and Accenture recently announced $2.5 billion, $20 billion, and $2 billion buyback plans, respectively, totaling $24.5 billion amid a record year for S&P 500 repurchases.

Costco’s Cooling Comp Sales Keep Stock Stuck in Neutral for Now

Costco's June sales show decelerating comps and weak international results, raising concerns about its 46 times earnings valuation as shares fall 15% from their all-time high.

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Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit

Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit

Amid the Iran war's shipping disruptions, tanker stocks Frontline and DHT Holdings have posted strong revenue growth as elevated rates boost VLCC operators despite market volatility.

Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet

Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet

Jefferies upgraded Shopify to Buy with a $160 price target, citing its role in agentic commerce, ahead of an earnings report expected to show accelerating AI-driven orders.

Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises

Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises

Amid a 2026 nuclear-sector sell-off, ETFs like NLR, URNM, and URA offer investors exposure to uranium miners and nuclear power stocks, each with distinct holdings, fees, and dividend yields.

3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

Amid strong aerospace and defense demand, Ducommun, StandardAero, and HEICO post solid revenue growth and margin gains, drawing analyst attention as smaller industry players outpace larger peers.

Why Wall Street Suddenly Sees SpaceX as an AI Company

Why Wall Street Suddenly Sees SpaceX as an AI Company

SpaceX shares have slumped about 40% since its IPO, but analysts increasingly view Starlink as AI infrastructure, with its Aug. 6 earnings report set to test that bullish narrative.

Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop

Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop

Netflix shares fell over 8% after-hours as revenue missed estimates despite an EPS beat, with investors weighing lower free cash flow and reduced engagement-data disclosures.

Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?

Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?

Delta and United both saw earnings and margins hit by higher jet fuel costs this quarter, but Delta's refinery and hedging gains helped it outperform United's liquidity-based approach.

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The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story

Alcoa shares fell after Q2 2026 earnings missed estimates and guidance was cut, but the drop was driven more by its $4.7 billion South32 acquisition than weak results.

Why Intuitive Surgical’s Strong Quarter Still Spooked Investors

Intuitive Surgical shares fell about 10% after Q2 2026 revenue rose 19% but guidance for da Vinci procedure growth wasn't raised, pushing ISRG below its 200-week moving average.

MarketBeat Week in Review – 07/13- 07/17

A tech selloff hit the S&P 500 and NASDAQ this week while energy and financial stocks gained; MarketBeat analysts recap Micron, Netflix, Broadcom, Apple and more ahead of Alphabet's earnings.

AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector

AST SpaceMobile shares have dropped over 18% amid a broader space stock selloff tied to SpaceX's decline, a convertible notes offering, and a consensus Reduce rating from analysts.

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Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth

Aehr Test Systems beat quarterly estimates and issued FY2027 revenue guidance of $130-$150 million, backed by a $100.6 million backlog and improved gross margins.

TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident

TSMC posted record Q2 2026 revenue and profit, raised its full-year growth outlook to over 40%, and boosted 2026 CapEx plans, signaling robust AI chip demand.

GE Aerospace Faces a Prove-It Moment in Q2 Earnings

GE Aerospace shares fell despite Q2 2026 earnings beats and raised full-year guidance, as investors weigh a rich 46x forward earnings valuation against a $210 billion backlog.

Sandisk: What the Chart Is Trying to Tell Us

SanDisk stock has fallen about 40% from its June peak, breaking key $1,500 support amid an analyst downgrade and SK Hynix IPO volatility ahead of its August 5 earnings report.

3 Picks-and-Shovels Stocks Powering the Humanoid Robotics Buildout

Ambarella, Ouster, and AMETEK supply the chips, lidar, and precision motion parts behind humanoid robots, and all three now trade well below their 52-week highs after a growth-stock sell-off.

J.B. Hunt Stock Could Reach $340 as Trucking Capacity Shrinks

J.B. Hunt shares are rising on shrinking industry capacity and strong Q2 results, with revenue up 19% and analysts raising price targets toward $330-$340.

The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

DTCR, SRVR, and RACK offer investors distinct ways to gain diversified exposure to data center stocks and REITs, each with different holdings, dividend yields, and expense ratios.

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