MarketBeat | Stock Market News & Analysis

MarketBeat
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Welcome to the MarketBeat Podcast, your ultimate destination for expert stock analysis, market trends, and investing education. Whether you're a seasoned investor or just beginning your investment journey, join host Bridget Bennett and MarketBeat's seasoned analysts as they deliver actionable insights, breaking market news, and strategies to help you make informed financial decisions. Discover the latest on stock movements, industry updates, and proven investment tips—all designed to empower you to navigate the stock market with confidence. Tune in and elevate your investing game with MarketBeat!

  1. 15h ago

    He Told You to Buy the Dip. Now It's Up 20%.

    Get Marc Chaikin's FREE List of AI Stocks to Drop before a July 31st announcement changes everything: https://www.marketbeat.com/y/yt950/ Microsoft just had one of its best days in years... the stock jumped over 15% after earnings, while Meta dropped 9% the same week. Same Mag 7 lineup, same AI capex story, completely different market reaction. So what's actually separating the winners from the losers this earnings season? Joining me today is MarketBeat's Chris Markoch to break down the Mag 7 earnings results one by one. We cover why Microsoft's Azure growth and AI monetization story landed so well with investors, why Meta's capex guidance spooked the market despite a revenue beat, and where Alphabet's report fits into that same story. We also preview what to expect from Amazon and Apple's earnings the same day, and why analysts think this could be one of the most selective earnings seasons in years. Whether you own these stocks or are watching from the sidelines, this breakdown covers what these earnings reports actually reveal about where AI spending is headed next. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

  2. 1d ago

    If I Started Investing in 2026, This is What I Would Do

    Get the FREE Report of the 10 Best Stocks to Buy in 2026: https://www.marketbeat.com/y/yt948/ If you're new to investing, or feel like you missed the AI growth story already, this one's for you. Today we're laying out a full playbook, six stocks and ETFs to help new investors build a balanced portfolio heading into the rest of 2026. Joining me is MarketBeat's Jeffrey Neal Johnson to break down why the AI story is far from over, how to think about the risk of a potential correction without panicking, and why chasing last year's winners isn't always the right strategy. We cover AMD as a real challenger to Nvidia, GE Vernova and the power buildout behind AI data centers, Amazon's diversified growth beyond retail, and ExxonMobil's position as a more insulated energy play amid geopolitical volatility. We also get into two ETFs every new investor should know about, the iShares Aerospace and Defense ETF for diversified exposure to the defense sector, and the VanEck Morningstar Wide Moat ETF for steady, foundational, lower-risk growth. Whether you're just getting started or looking to rebalance your portfolio for the second half of the year, this conversation lays out a clear, practical roadmap. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Chapters: 0:00 Intro – AI Boom & Investing in 2026 1:29 Is There an AI Bubble? 3:26 Stock #1 9:15 Stock #2 12:36 Stock #3 15:52 Stock #4 19:30 Stock #5 23:20 Stock #6 27:30 Portfolio Allocation Strategy 29:05 Final Thoughts & Investing Playbook DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

  3. 2d ago

    This January Deadline Will Send Demand Soaring in This Sector.

    Learn more about investing in REalloys at https://www.marketbeat.com/y/yt947/ The rare earth sector has been out of favor with investors lately... but the fundamentals behind it may be stronger than ever. Both the defense industry and the AI buildout depend entirely on rare earth materials and magnets, and a critical deadline is coming up fast that could reshape demand for years to come. Joining me today is Anupam Ghildyal with REalloys to break down why rare earths are so essential to defense systems, AI infrastructure, and everyday technology, and why the processing and magnet manufacturing side of the industry, not just mining, is where the real bottleneck lies. We get into the upcoming January 1st, 2027 DFARS deadline that will restrict Chinese-origin materials in U.S. defense systems, how that's already driving demand for domestic rare earth processors, and what investors should be watching as this sector works toward profitability. We also touch on names like MP Materials and USA Rare Earths that investors may already be familiar with in this space. If you're trying to understand why rare earths could be one of the most overlooked bottlenecks in both the defense and AI stories, this is a conversation you don't want to miss. Learn more at the company website: https://realloys.com/investors/ Disclosure/Disclaimer: We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. This video was conducted on behalf of REalloys Inc. and was funded by Think Ink Marketing. For our full disclaimer, please visit: https://markettactic.com/realloys-china-just- cut-a-critical-u-s-supply-chain/#disclaimerView Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

  4. 4d ago

    3 Stocks To Buy As Big Tech Sells Off (And 2 To Avoid)

    Don't miss Altimetry's limited FREE report on the energy sector (and the 'Dark Energy' stock that could be huge): https://www.marketbeat.com/y/yt946/ Tech had a brutal week... Alphabet fell 7% and Tesla dropped 13% after their earnings reports, sending the whole sector into a sell-off. But according to today's guest, this isn't the start of a bear market, it's a sector rotation, and there's a very specific place all that money is heading next. Joining me today is Rob Spivey from Altimetry Research to break down 3 stocks he's bullish on right now, including Baker Hughes, EQT, and Murphy Oil, all tied to the next phase of the AI infrastructure build-out through energy and natural gas demand. We also cover 2 stocks he thinks investors should stay away from, T-Mobile and Netflix, and the accounting-based research behind why the market may be mispricing both the winners and the losers here. We dig into why natural gas may be the most overlooked part of the AI story, how Uniform Accounting reveals profitability numbers that standard GAAP metrics miss, and why this rotation could last far longer than people expect. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

  5. 6d ago

    Tech Is Slipping. These 3 Defense Stocks Are Soaring On Earnings.

    Get the free offer here: https://www.marketbeat.com/y/yt945/ Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/0A9u5K3 or code marketbeat for 50% Off Monarch Core tier. Want more stock ideas? Check out our free article on 5 small-cap stocks where analysts see major upside: While tech stocks keep sliding, one sector just had its best week of the year... defense. This week's earnings reports from three of the biggest names in the industry all came in strong, sending stocks up double digits and proving this sector isn't just riding short-term headlines from the conflict with Iran, but a much longer modernization story. Joining me today is MarketBeat's Chris Markoch to break down the earnings from Lockheed Martin, Northrop Grumman, and RTX... what their record backlogs actually mean, why the market reacted so differently to these reports than it did to big tech, and which of these three names still has the most upside left according to analysts. We also talk about how this earnings strength could trickle down to some of the smaller defense and drone names investors have been watching, and what catalyst still needs to happen before those stocks can really take off. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

  6. Jul 23

    A $1.5 Billion Ruling Just Exposed AI's Next Bottleneck.

    Learn more about private investing in Mode Mobile: https://www.marketbeat.com/y/yt944/ A $1.5 billion court ruling just made headlines this week... and it's exposing what could be the next major bottleneck in the AI growth story. We've talked about chips, energy, and infrastructure on this channel constantly, but there's a piece of the puzzle that's just starting to get attention: data. Don't miss MarketBeat's Bridget Bennet interview with Dan Novaes, the CEO of Mode Mobile, a company built around giving consumers a share of the value created from their own data. We break down what this ruling actually means for AI companies going forward, why data is becoming such a valuable and legally contested resource, and how robotics and AI agents are driving massive new demand for human data at scale. We also get into how companies are already paying huge sums for data licensing deals, what's changing on September 15th that could reshape how AI companies access online content, and what investors should be watching as this space matures. If you're trying to understand the next layer of the AI infrastructure story beyond chips and power, this is a conversation you don't want to miss. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters 0:00 – Intro: AI's Next Bottleneck Isn't Chips, It's Data 1:45 – The $1.5 Billion Ruling Explained 5:30 – Why Robotics Is About To Explode Data Demand 10:15 – The Companies Already Cashing In On Data 15:40 – How Consumers Can Get Paid For Their Own Data 20:30 – What's Coming Next: Deadlines, Investing, And The Data Economy DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

  7. Jul 22

    This Sector Rallied 80%. Wall Street Just Doubled Down Anyway.

    Get the full list of stocks in their Special Energy Report with this One Time Offer Now: https://www.marketbeat.com/y/yt939/ The Iran war just won't quit... and it's keeping oil prices higher for longer than anyone expected. At the same time, AI infrastructure demand is exploding, and that combination is fueling one of the biggest energy trades in the market right now. Today I'm joined by Dan Ferris with Stansberry Research, an expert on the oil and energy sector, and Luke Lango with InvestorPlace, an expert on the AI growth story. Together they break down four stocks tied to this energy and AI infrastructure boom... refiners gushing cash flow, a hard asset play tied directly to the AI power bottleneck, and a smaller name most investors haven't connected to this story yet. We cover why one of these stocks being up 80% this year doesn't mean it's too late... why oil prices oscillating between the 80s and 90s could actually be bullish for AI infrastructure spending... and why the physical, hard asset side of this trade might be the safer place to be right now. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Chapters: 0:00 Intro 5:05 Stock 1 9:02 Stock 2 16:37 Stock 3 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

  8. Jul 21

    This Stock Trades Under $5. Analysts See It More Than Doubling.

    Get the special report, 10 Stocks Powering the AI Buildout, for FREE Here: https://www.marketbeat.com/y/yt940/ One of the biggest challenges in the AI infrastructure buildout is heat, and this tiny company might have found one of the cheapest ways to solve it. MarketBeat analyst Thomas Hughes joins us to break down AirJoule, a small cap stock trading under $5 that extracts water directly from the air, providing both a cooling solution and a source of ultra pure water for data centers. We cover three major catalysts on the horizon, including the commercial launch of their industrial scale Prime system later this year, a ramp up in production and sales expected over the next year, and the rollout of their smaller Core system for industrial and defense applications. We also talk through why analysts have set price targets well above where the stock is trading today, what's driving the recent pullback across AI infrastructure names, and how this story compares to other bottleneck plays like Vertiv and Credo that have already seen massive growth. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Chapters: 0:00 Intro 3:39 Stock 6:33 Catalyst 1 9:33 Catalyst 2 12:17 Catalyst 3 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

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Welcome to the MarketBeat Podcast, your ultimate destination for expert stock analysis, market trends, and investing education. Whether you're a seasoned investor or just beginning your investment journey, join host Bridget Bennett and MarketBeat's seasoned analysts as they deliver actionable insights, breaking market news, and strategies to help you make informed financial decisions. Discover the latest on stock movements, industry updates, and proven investment tips—all designed to empower you to navigate the stock market with confidence. Tune in and elevate your investing game with MarketBeat!

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