Recent Articles from MarketBeat

Investors wondering what NVIDIA’s (NASDAQ: NVDA) AI endgame is should consider Industrial Revolution 4.0 as the answer. Some may say it's already underway, but the reality is that the full potential of the Industrial Revolution 4.0 is yet to be unlocked. NVIDIA, with its full-stack approach to AI, including hardware and software, and cross-application interest, such as robotics and medical discovery, is positioning itself as the source of all things AI-related, not just GPUs. In this scenario, its revenue streams are limited only by the number of businesses it is exposed to, and the number is growing each quarter. 

In the fast-moving world of high-growth tech stocks, headlines can be deceiving. Recently, news broke that Planet Labs PBC (NYSE: PL), a powerhouse in the satellite imagery sector, had complied with a U.S. government request to halt its data feed over a conflict zone in the Middle East. For many investors, the immediate takeaway is negative: a company’s commercial operations being dictated by an outside entity seems like a clear risk, potentially impacting revenue and growth.

For months, the story surrounding Vertical Aerospace (NYSE: EVTL) has been dominated by a race against time, with a dwindling cash pile set against an ambitious, capital-intensive development timeline. That narrative just changed. The pioneering electric aircraft developer recently announced an agreement in principle for a comprehensive financing package of up to $850 million, marking a pivotal moment for Vertical Aerospace.

NVIDIA (NASDAQ: NVDA) has announced a slew of multi-billion dollar investments in key artificial intelligence (AI) companies over recent months, and just made its latest splash. Big Green recently announced a $2 billion investment in custom AI chip developer Marvell Technology (NASDAQ: MRVL). This comes right on the heels of its $2 billion investments in Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR).

Bridget's Buys is a compilation of stocks picked by MarketBeat channel host Bridget Bennett. She’s become exposed to dozens of stocks and has picked the most interesting to add to her watchlist. The concern in early Q2 is that several stocks are underperforming, hurting the overall portfolio's performance. The question is why these cutting-edge names are down, whether they are still buys, or if it's time to cut losses. 

In a market often focused on uncertainty, a decisive signal on April 6, 2026, has captured the investment community's attention. Prominent financial institution Goldman Sachs (NYSE: GS) issued a pivotal upgrade for Netflix (NASDAQ: NFLX), elevating its rating to a Buy and establishing an ambitious $120 price target.

As Bitcoin has been trading sideways for two months and remains significantly below its 2025 all-time high, quantum computing firms like D-Wave Quantum Inc. (NYSE: QBTS) may be the latest force to exert further downward pressure on the cryptocurrency space. A recent whitepaper produced by Alphabet Inc. (NASDAQ: GOOG) suggests that a so-called "Q-Day" in which the cryptography supporting the entire cryptocurrency ecosystem is solvable by quantum computers may be quickly approaching.

Rocket Lab (NASDAQ: RKLB) has taken a major step forward in its vertical integration strategy. The company announced that it has received regulatory approval to acquire Mynaric, a leading provider of laser-optical communications terminals for air, space, and mobile applications. The transaction was reviewed and approved by Germany's Federal Ministry for Economic Affairs and Energy, with the deal expected to close in April. The news arrived at an interesting moment. RKLB had fallen close to 30% from its 52-week high, but the market's reaction to this announcement has been swift and positive. Shares have rallied over 10% on the news, all but confirming a higher low near $60 and maintaining the stock's higher timeframe uptrend.

In the world of investing, stability is a prized commodity. Few companies embody that stability better than Abbott Laboratories (NYSE: ABT), a diversified healthcare powerhouse and a member of the elite dividend kings.

Palantir Technologies Inc. (NASDAQ: PLTR) is one of the most hotly debated stocks in the investor and analyst communities. Benchmark is one of the latest to report. On April 1, the firm initiated coverage on PLTR with a Hold rating and a price target of $150.

Shareholders of Compass Diversified (NYSE: CODI) experienced a portfolio boost on March 30, 2026, as the company’s stock price rose by over 15% in a single trading day.

The transition from the first to the second quarter of a trading year often prompts a shift in investor sentiment. Following a period of significant volatility in late March, when geopolitical risks and inflation concerns weighed on the major indices, many high-profile equities are facing increased scrutiny. The market is moving away from a growth-at-any-cost mindset. Instead, there is a clear focus on fundamental stability and margin preservation. This phase of the market cycle requires an objective look at popular holdings. Some of these stocks may no longer offer the same risk-to-reward ratio that drove their initial gains.

A blockbuster holiday performance has thrust AMC Entertainment (NYSE: AMC) back into the spotlight, igniting a powerful rally and raising a critical question for investors: Is this the start of a sustained turnaround? On April 6, 2026, shares of the entertainment sector giant surged more than 12% on heavy trading volume.

Vertical Aerospace (NYSE: EVTL) started April 2026 off by achieving a feat that separates contenders from pretenders in the high-stakes eVTOL industry. Vertical completed a piloted transition from vertical, helicopter-like lift to efficient, wing-borne flight. This single event marks a fundamental shift, moving Vertical from the land of speculative development into the circle of validated leaders in the aerospace sector.

Following its record close on Oct. 29, the NASDAQ has been embroiled in an ongoing selloff that has been aggravated by numerous factors. Perceived overvaluations, artificial intelligence’s threat to Software-as-a-Service stocks, and a rotation into defensive and cyclical sectors have all contributed to mounting losses. 

Wall Street is many things, but one thing it most certainly is not is a monolith.

When the S&P 500 was flirting with 7,000 back in January, everyone wanted in. Now, with the index 400 to 500 points lower, the mood has flipped to fear. That disconnect between price and psychology is exactly where contrarian investors Jeff Clark of TradeSmith and Andy Swan of LikeFolio see opportunity.

C3.ai, Inc. (NYSE: AI), a key player in the enterprise artificial intelligence (AI) software market, has faced considerable market headwinds throughout 2026. C3.ai’s stock price has reflected these challenges, trending steadily downward to trade near its 52-week lows. For many observers, the narrative appears straightforwardly bearish, shaped by recent financial performance and broad market sentiment in the highly volatile AI sector.

The next stage of drone warfare isn't coming. It's already here. And the investment implications are bigger than most investors realize.

Insiders aggressively bought these stocks, signaling confidence in their operations. The question is whether others think the same.

NVIDIA's (NASDAQ: NVDA) latest GTC conference reminded investors of something easy to forget: this company is still accelerating. But the real opportunity may not be in NVIDIA itself—it's in the companies feeding the infrastructure machine that NVIDIA's growth demands. Growth investor Louis Navellier, founder of InvestorPlace's Growth Investor newsletter, sees four names positioned to keep climbing as data center buildouts intensify.

The sharp move in oil since early February, driven by escalating tensions in the Middle East and the closure of the Strait of Hormuz, has created one of the clearest macro-driven divergences in the market. In just a few weeks, Brent crude has surged around 60% to roughly $110 per barrel, while sectors exposed to fuel costs have taken a significant hit.

The AI trade has moved in waves—semiconductors, then software, then cloud infrastructure. Each one rewarded early investors and punished latecomers. The next wave is already building, and it has nothing to do with data centers or chatbots. It's edge AI, the technology that puts artificial intelligence directly inside machines. Keith Kaplan, CEO of TradeSmith, has been tracking this shift closely, and he sees three companies across very different risk profiles positioned to ride it.

Spring has arrived, and the adage about not putting all your eggs in one basket has never been more relevant for the stock market this Easter. During the past two years, hunting for the ultimate artificial intelligence (AI) golden egg delivered massive returns. Investors piled into pure-play software companies, hoping to find the next major breakout.

The more things change, the more they stay the same. For investors, that means that the direction of stocks on any given day has been inversely correlated to the price of oil. And heading into a long weekend, stocks were sinking as oil floated above $100 per barrel. This is a pattern that will be in place as long as the conflict in Iran threatens oil supply in the Strait of Hormuz.

Beyond Meat (NASDAQ: BYND) is a quality product, but a company facing many headwinds. As optimistic as the outlook once was, it now looks like a dead investment, one investors should avoid.

In a powerful demonstration of financial strength and strategic foresight, Eli Lilly and Company (NYSE: LLY) recently committed over $10 billion to two major initiatives in just a matter of days. While many market participants remain focused on Eli Lilly’s current dominance in the diabetes and obesity markets, Lilly is already deploying the massive cash flow from its blockbuster tirzepatide franchise, which includes Mounjaro and Zepbound, to build its next growth engines.

A geopolitical shockwave has rippled from the Middle East to the global commodities market, sending aluminum prices to levels not seen in years. Recent drone strikes on critical aluminum smelting facilities have abruptly choked off a significant source of global supply, creating an immediate and powerful tailwind for producers in stable jurisdictions. The market’s reaction was swift and decisive, lighting a fire under the share prices of key U.S. aluminum companies.

Valero Energy (NYSE: VLO) has established itself as a market leader in the energy sector, delivering impressive performance for investors. Valero Energy’s stock price has risen approximately 45% year to date, trading near its 52-week high of $258.43. This consistent upward momentum is rooted in a fundamental shift within the global refining industry. Valero is not just benefiting from favorable conditions but is actively capitalizing on them through superior operational efficiency and a clear strategy. Valero Energy’s recent success highlights its position as a top-tier industrial operator thriving in a high-demand environment, suggesting that the drivers behind its current valuation are more sustainable than in previous market cycles.

Investors in the nuclear energy sector are witnessing a stark contradiction. In the last 30 days, market sentiment has soured, pushing key sector benchmarks like the Sprott Uranium Miners ETF (NYSEARCA: URNM) down a staggering 10%. This sharp, negative turn feels jarring. However, it stands in direct opposition to the powerful, multi-decade tailwinds that are not just holding steady but actively gaining force. This disconnect between the market's current fear and the sector's strengthening fundamentals may be creating a strategic opening for investors focused on the long-term energy landscape.

The artificial intelligence (AI) boom has been a powerful engine for the stock market, rewarding investors who targeted the companies building its foundation. Yet a sudden, sharp selloff recently hit the semiconductor sector, with industry leaders like Micron (NASDAQ: MU) and Western Digital (NASDAQ: WDC) seeing declines from their recent highs. This downturn was not triggered by a weak earnings report or a cut in guidance, but by what seemed like good news: a technology breakthrough from Alphabet’s (NASDAQ: GOOGL) Google.