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Today's Exclusive News
MarketBeat Week in Review – 06/29 - 07/03Reported by Chris Markoch. Originally Published: 7/4/2026. 
Key Points
- Markets ended a shortened week higher despite a weaker-than-expected June jobs report, with tech rotation favoring chipmakers and software stocks stabilizing.
- Second-quarter earnings season begins next week, with investors focused on forward guidance around AI demand and consumer spending trends.
- MarketBeat analysts identified opportunities across AI infrastructure, space stocks, defensive sectors, and names including Palantir, Netflix, and NextEra Energy for the second half.
- Special Report: The "hidden" half of the SpaceX IPO
Stocks ended the shortened trading week digesting a weaker-than-expected June jobs report, but the overall market tone remained constructive, with major indexes still positioned to finish the week higher. The rotation within tech was notable: chipmakers led early, while software stocks began to attract renewed buying interest as sentiment stabilized. Investors may get a bit of relief from market volatility as the first second-quarter earnings reports trickle in next week. Earnings growth is the key signal, and investors will be watching for forward guidance from companies, particularly as it relates to artificial intelligence (AI) demand and the consumer.
It’s hard to believe the first half of the year is already over. Still, it’s time to look for opportunities in the remainder of the year, and the MarketBeat analysts will highlight those opportunities. Here are some of our most popular stories from this week. Articles by Thomas Hughes The volatility in technology stocks can create opportunistic entry points. That's the message Thomas Hughes emphasized in his article featuring five high-quality tech stocks that look attractive after recent pullbacks and have broad analyst support. Investors looking for opportunities in small-cap stocks may want to consider AirJoule Technologies (NASDAQ: AIRJ). Hughes highlighted the atmospheric renewable energy and water-harvesting technology company’s recent launch, which positions it for commercial-scale revenue acceleration in 2027. Investors looking to reposition for the second half should also pay attention to Hughes’ analysis of three charts and the macroeconomic conditions that underpin them, which could help investors position for summer trading. Articles by Sam Quirke SanDisk Corp. (NASDAQ: SNDK) has been the poster child for tech sector volatility. This week, Sam Quirke explained why SanDisk bulls have been using that volatility to buy the dips, as it appears rooted in broader sector concerns rather than in SanDisk itself. Investors playing the long game with Tesla Inc. (NASDAQ: TSLA) got some good news as the company rolled out a long-awaited Full Self-Driving (FSD) update for some of its vehicles. This is the first meaningful proof of the automation story that could drive a higher valuation. Netflix Inc. (NASDAQ: NFLX) has been a surprising market laggard after its 10-for-1 stock split in late 2025. However, Quirke noted that both technical and fundamental factors suggest the sell-off looks overdone, which could make it one of the best turnaround stories in the back half of 2026. Articles by Chris Markoch Palantir Technologies (NASDAQ: PLTR) was one of the worst-performing stocks in the first half. However, Chris Markoch explained why the company’s business model should thrive as AI enterprise spending moves from tokens to outcomes. Moderna (NASDAQ: MRNA) rocketed 20% after the company announced its cancer and rare disease strategy as part of its Science Day. Markoch explained why that strategy matters, but also why the current price action is driven by short covering. Waste management companies are investing billions of dollars into AI strategies to help expand margins. This week, Markoch highlighted three waste stocks that can benefit from AI spending to improve operational efficiency. Articles by Ryan Hasson Space stocks have been under pressure since the SpaceX (NASDAQ: SPCX) IPO in mid-June. That has included Rocket Lab (NASDAQ: RKLB). However, this week Ryan Hasson highlighted a key announcement from NASA that may get traders focusing on fundamentals. Nebius Group (NASDAQ: NBIS) is down nearly 20% over the last month amid the rotation in the AI infrastructure trade. Hasson helped investors balance the company’s strong revenue gains with a lofty valuation. Money has been rotating within the tech trade, but it’s also looking for a home in other sectors. This week, Hasson pointed investors to three sectors with defensive characteristics that may attract investor capital in the coming months. Articles by Leo Miller Broadcom Inc. (NASDAQ: AVGO) sold off after delivering a strong earnings report that wasn’t enough to meet lofty expectations. But as Leo Miller wrote this week, analyst sentiment remains bullish, with price targets that suggest new all-time highs. Miller also looked at Meta Platforms (NASDAQ: META), which announced a $900 million investment in the Indian financial technology startup Cred, and explained why the company is dipping into a familiar playbook to boost revenue from its WhatsApp platform. Just in time for the second-quarter earnings season, several big banks have announced a clean bill of health after conducting their annual stress tests. Miller highlighted three banks that are likely to announce double-digit dividend increases. Articles by Nathan Reiff Quantum computing stocks illustrate a common dilemma investors face. The technology’s potential is real, but the current valuations and prices of these stocks have put the sector in bubble territory. To help investors with a quantum game plan, Reiff provided a clear view of the threats to the sector’s growth. Stablecoins are becoming a significant part of the financial ecosystem. This week, Reiff gave investors two stocks that benefit as stablecoin demand continues to grow. Power has become a major part of the AI infrastructure trade. Reiff explained why a recent acquisition by NextEra Energy (NYSE: NEE) positions the company as a go-to provider of infrastructure and energy for data center power demand. Articles by Dan Schmidt Consumers visit Costco Wholesale Corp. (NASDAQ: COST) for many reasons. But this week, Dan Schmidt reminded investors that the appeal of low fuel prices has long been a magnet for the company’s membership growth. As fuel prices come down, Schmidt explained why execution risks could weigh on the stock. The World Cup illustrates why soccer is a massive global business. One publicly traded name is Manchester United plc (NASDAQ: MANU), which is up 40% in the last three months. However, Schmidt highlighted the company’s upcoming earnings report as a test of the rally’s strength. Articles by Jeffrey Neal Johnson Jeffrey Neal Johnson pointed out that investors in space stocks must balance high-growth addressable markets with actual, sustainable profitability. That’s why investors may want to give MDA Space (NYSE: MDA) a closer look after a recent $620 million acquisition. Physical AI is the next wave in the AI frontier. Johnson explained the special-purpose acquisition company (SPAC) deal that will bring Agility Robotics to market and what investors should know before investing in humanoid AI. Johnson also wrote about a potential investment by a UAE state-linked entity in Nano Nuclear Energy (NYSE: NEE). If it comes to fruition, it will remove concerns about dilution that have kept investors out of the trade. Articles by Peter Frank Analysts have been cautious about The Hershey Company (NYSE: HSY) as the company navigates higher cocoa prices and changing consumer tastes. However, Peter Frank pointed out that the company leaned into its pricing power and, with cocoa prices coming down, HSY could have a sweet margin recovery story that’s not priced in. Restaurant Brands International (NYSE: QSR) has a portfolio of fast-food brands that doesn’t excite many investors. However, Frank highlighted the company’s tasty first-quarter results and noted that if its upcoming earnings deliver an encore performance, it may be time to bite into QSR. Xcel Energy (NASDAQ: XEL) is a boring utility company that many investors overlook. However, Frank highlighted a $60 billion capital investment program expected to drive long-term growth, potentially powering XCEL to new heights. . |
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