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INSANE: 9 - The Real Truth

Chips to Bots: Qualcomm’s Agentic AI Breakout

Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.

MarketBeat · Sep 23

Ciena Fell 40%—Now One Analyst Sees 50% Upside

Evercore ISI upgraded Ciena to Outperform with a $550 target, citing its role in AI data connectivity. The stock has rebounded 17% after strong revenue growth and a backlog nearing $10 billion.

MarketBeat · Sep 23

Energy Transfer Taps the AI Power Boom

Energy Transfer's revenue, earnings, and distributable cash flow surged after ditching its LNG project, but rising debt and a Texas Stock Exchange move add risk for investors.

MarketBeat · Sep 23

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Viking's Obesity Edge May Be Staying Power, Not Weight Loss

Viking Therapeutics shares jumped 36% after VK2735 maintenance data showed patients kept most weight loss on less frequent dosing, though Phase 3 results and commercial funding remain unresolved.

MarketBeat · Sep 23

Gold Defied the Fed’s Rate Hike—These 3 Plays Stand Out

Gold rebounded after briefly dipping on the Fed's rate hike, as central bank buying persists. Newmont, Wheaton Precious Metals, and iShares Silver Trust offer distinct ways to invest in the trend.

MarketBeat · Sep 23

Thor Industries Is Boring—And That May Be Its Biggest Advantage

Thor Industries stock trades near the low end of its range amid an RV industry slump, but steady dividends, institutional buying, and analyst price targets suggest upside potential ahead.

MarketBeat · Sep 23

Full Throttle: Kratos and GE Fire Up a Next-Gen Defense Engine

Kratos Defense and GE Aerospace ignited their jointly developed GEK800 turbofan engine on Sept. 21, 2026, a milestone for scalable, low-cost drone and cruise missile propulsion.

MarketBeat · Sep 23

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Sandisk Joins the S&P 100—Is the Index Flow, or the AI Story, Driving the Stock?

Sandisk joined the S&P 100 this week, but analysts say the rally stems more from strong NAND demand and record earnings than index inclusion, even as valuation suggests peak earnings cycle.

MarketBeat · Sep 23

These 4 Companies Are Monetizing AI Today

NVIDIA, Microsoft, Alphabet, and Palantir are monetizing AI through distinct moats, from hardware and cloud services to advertising and safety-focused data orchestration, driving cash flow and shareholder returns.

MarketBeat · Sep 23

Quantum and Rare Earths? Implications of the Pasqal/USAR Partnership

Pasqal is partnering with USA Rare Earth and Riven Systems to apply quantum computing to rare earth separation chemistry, though Pasqal's stock remains largely untested.

MarketBeat · Sep 23

Lockheed's Stock Hasn't Priced In Its Own Backlog—Boeing's Might Already Have

Boeing won a $562 million Navy drone contract and Lockheed Martin secured over $1.3 billion in awards, yet both stocks saw little market reaction due to differing valuation concerns.

MarketBeat · Sep 23

Eli Lilly Keeps Pulling Ahead—Can Novo Nordisk Catch Up?

Eli Lilly leads Novo Nordisk in GLP-1 market share and analyst sentiment, while Novo pins hopes on its CagriSema catalyst and pipeline to offset patent-cliff pressure and lawsuits.

MarketBeat · Sep 23

Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom

Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.

MarketBeat · Sep 23

3 Tech Stocks Positioned for More Upside if the Sector’s Breakout Holds

Tech stocks broke out this week as the QQQ neared record highs. Microsoft, Atlassian, and Hewlett Packard Enterprise show supportive fundamentals and technical setups that could extend gains if the sector's momentum holds.

MarketBeat · Sep 23

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MarketBeat · Sep 23

AutoZone Shifts Gears, On Track to Reverse Course and Price Recovery

AutoZone's earnings showed sustained comps growth, margin gains, and buybacks, with analysts holding a Moderate Buy rating and price targets suggesting more than 30% upside.

MarketBeat · Sep 22

Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure

Arm Holdings shares jumped 17% on reports of a Meta custom-chip partnership and a $2 billion AI processor target, though elevated valuation multiples and foundry supply constraints temper near-term upside.

MarketBeat · Sep 22

Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart Ring

Oura's IPO targets a $12.8B-$14.1B valuation, pricing shares at $40-$44 ahead of its Nasdaq debut, backed by Eli Lilly interest and strong subscription revenue growth.

MarketBeat · Sep 22

AMD Chips Away at NVIDIA's AI Throne

AMD shares topped $620 and its market cap surpassed $1 trillion, driven by major deals with OpenAI and Oracle, strong data center revenue growth, and rising pricing power.

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MarketBeat · Sep 22

Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again?

Falling oil prices and easing inflation may set up the Fed for a larger rate cut ahead, a move that could revive the housing market and support the S&P 500's longer-term uptrend.

MarketBeat · Sep 22

IonQ’s AI Breakthrough Looks Big—But Can It Drive Revenue?

IonQ and partners at Oak Ridge National Laboratory and NVIDIA used generative AI to speed quantum circuit design, cutting runtime dramatically, though commercial impact remains unclear.

MarketBeat · Sep 22

Broadcom CEO Holds $350B Outlook Strong Amid Calls to Slow Froniter AI Development

CEO Hock Tan defended Broadcom's $350 billion AI chip outlook amid Anthropic's calls to slow frontier AI development, citing the company's inference-focused customer relationships.

MarketBeat · Sep 22

Microsoft's 8% Dividend Hike: Confidence Signal or Distraction From Capex Math?

Microsoft raised its quarterly dividend 7.69% to 98 cents per share, marking 23 straight years of increases even as AI-related capital spending pressures free cash flow.

MarketBeat · Sep 22

Paramount Skydance Clears a Major Warner Bros. Discovery Hurdle—Here's What Comes Next

A multi-state settlement cleared the main legal hurdle to Paramount Skydance's $111 billion Warner Bros. Discovery deal, requiring production and labor concessions as WBD and PSKY shares reacted sharply.

MarketBeat · Sep 22

Can Apple Overtake NVIDIA as the World's Most Valuable Company?

Apple's market cap has climbed to roughly $4.95 trillion on strong iPhone demand, closing in on NVIDIA's approximately $5.48 trillion, as investors watch whether Apple can overtake the AI chipmaker again.

MarketBeat · Sep 22

Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom

Meta Platforms unveiled Petal, a petabit-scale subsea cable linking the U.S. and France, boosting demand for optical infrastructure suppliers like Corning amid AI-driven data center buildouts.

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