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Get Thomas Hughes' FREE list of 7 stocks that could be bigger than today's AI winners: https://www.marketbeat.com/y/yt983/ Palantir just signed a major new deal with the US Army, and MarketBeat analyst Chris Markoch says it's proof the company is becoming nearly impossible to replace. The contract, split with Andoril and coordinated with L3 Harris, entrenches Palantir even deeper as a battlefield system integrator for the US military... and once a company drops Palantir, they lose the entire ontology built on top of it. There's no clean way to walk away. Chris breaks down why the stock jumped roughly 30% after August earnings, what Alex Carp's sovereign AI pitch actually means in practice, and the discounted cash flow math behind Carp's $15-18 billion free cash flow target... including why hitting that number in the next two years could justify Palantir's valuation even if growth slows down after that. We also get into the bull and bear case on Carp as a salesman, why commercial customers who adopt Palantir tend to expand their usage rather than leave, and what this all means for Palantir's next two to ten years. Video Chapters 00:00 Introduction 07:31 The DCF math behind Palantir's valuation 12:25 The new Army contract, explained 19:13 Why Palantir is becoming irreplaceable 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.

Get the FREE List of the 10 Best AI Infrastructure Stocks Investors Should Be Watching Right Now: https://www.marketbeat.com/y/yt981/ Rare earths and critical materials have had a rough year, and an even rougher last few months. But MarketBeat analyst Chris Markoch says the long-term bull case hasn't changed... the US needs these materials, and needs them to come from home. Right now, all three of these stocks are trading under $20. Chris breaks down USA Rare Earth, Energy Fuels, and Uranium Energy Corp... why each one plays a different role in building out a domestic mine-to-magnet supply chain, how the AI buildout and data center power demand are fueling the uranium story, and why he says this is a multi-year, maybe even multi-decade, story that requires patience. We also cover short interest, dollar cost averaging into volatile names like USA Rare Earth, and why Chris thinks pullbacks like this one can be a buying opportunity for long-term investors. 00:00 Introduction 04:08 Stock 1 14:27 Stock 2 21:54 Stock 3 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.

Get the FREE List of the 7 Best Robotic Stocks for Long-Term Growth: https://www.marketbeat.com/y/yt980/ Earnings season just wrapped, and the five most upgraded stocks tracked by MarketBeat all landed in the same sector: cybersecurity. Analyst Thomas Hughes breaks down why agentic AI traffic is driving exponential demand for security across the entire AI stack, and why he believes these companies are positioned to benefit from AI rather than be disrupted by it. Hughes walks through each name's recent earnings results, analyst coverage trends, and price target upside, plus his take on valuations, institutional buying, and where momentum could take these stocks from here. Video Chapters 00:00 Introduction 06:05 Stock 5 09:37 Stock 4 14:22 Stock 3 17:18 Stock 2 21:13 Stock 1 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.

Get 1 Year of Ross's Black Ops Trading Club for Just $5: https://www.marketbeat.com/y/yt979/ Copper demand is rising fast, and the supply just isn't there to meet it. Ross Givens of The Traders Agency breaks down why this supply-demand gap is set to drive copper prices sharply higher over the next two to five years, and why that spells massive upside for copper miners specifically. Ore grades are declining, new mines take 10-15 years to bring online, and a rare backwardation signal in the futures market shows real scarcity happening right now. Ross explains why this isn't just an AI data center story, walks through the historical commodity supercycle that points to a multi-year run, and shares his top three copper miners along with the price levels and chart patterns he's watching for entries. 00:00 Introduction 01:17 Why Supply Can't Keep Up With Demand 13:06 Stock 1 21:47 Stock 2 24:43 Stock 3 27:45 Institutions are Buying 30:00 Risks to the Copper Thesis 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.

Get a Special Discount on the Oxford Income Letter: https://www.marketbeat.com/y/yt978/ Drug prices are back in the headlines, but the healthcare and biotech sector has been quietly delivering some of the strongest returns in the market this year, including one name up nearly 500% in a year. Marc Lichtenfeld of the Oxford Club joins the show to break down why healthcare tends to be interest rate neutral and share his top three picks: a short-term technical setup, a mid-term catalyst play, and a long-term dividend growth story. Lichtenfeld covers chart patterns, short interest and squeeze potential, upcoming phase three trial data, and why some biotech names get acquired at massive premiums, plus why blue-chip pharma can offer both growth and reliable dividend increases. Chapters: 00:00 Introduction 02:58 Why Healthcare Is Interest Rate Neutral 06:37 Stock 1 16:29 Stock 2 26:14 Stock 3 Let me know in the comments which of these three picks you're most interested in. 📲 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.

Get Rob & Joel's Hidden XAI Report: https://www.marketbeat.com/y/yt976/ Interest rates just hit a 25-year high, and Fed Chair Kevin Warsh's comments at Jackson Hole have investors on edge. Joel Litman and Rob Spivey of Altimetry Research join the show to break down the accounting story behind rising rates, why corporate borrowing (not government debt) is the real driver, and what it all means for your portfolio. Litman and Spivey walk through why negative free cash flow can actually be a bullish signal when it comes from high-return companies pouring money into AI infrastructure, then get into their stock list: three AI infrastructure buys benefiting from the massive reindustrialization and data center build-out, plus two stocks they say to avoid as rates stay elevated. Also discussed: the accounting distortions in GAAP reporting, the "S-curve" of the AI investment cycle, and why the U.S. may still be in the early innings of this build-out. Video Chapters 00:00 Introduction 04:00 Why Interest Rates Are Rising (And Why It's Not What You Think) 10:00 Stock 1 16:05 Stock 2 23:53 Stock 3 30:38 2 Stocks to Avoid 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.

MarketBeat Mondays break down current stock market performance. We examine the specific data points and charts that professionals use to gauge the health of the economy. Whether you are a long-term investor or just starting, understanding these metrics is essential for navigating today's financial landscape. A significant portion of our discussion focuses on institutional ownership. We look at how large-scale investment trends influence company valuation and price movement over time. By reviewing the actual market analysis presented by our panel, you will gain a clearer perspective on how big money moves and what it means for your own holdings. This session is designed to help you interpret complex data without the noise, giving you a grounded view of where the market stands today.

Get the FREE Special Report on the 7 Best AI Stocks to Buy Today: https://www.marketbeat.com/y/yt975/ September has a reputation for volatility, but MarketBeat analyst Thomas Hughes is looking past the seasonal jitters and straight at where the money is flowing. In this month's stock picks video, Thomas breaks down five names he's watching heading into September, why Nvidia's latest earnings prove the market still doesn't fully grasp the scale of the AI story, and the software and infrastructure names riding the wave right alongside it. 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: 00:00 Introduction 02:35 Stock 1 07:41 Stock 2 10:37 Stock 3 13:53 Stock 4 19:45 Stock 5 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.

Get the FREE Special Report from Gavin and his team at Weiss Ratings on Project Pyramid: https://www.marketbeat.com/y/yt974/ The dollar isn't collapsing overnight, but the slow erosion of its value is already reshaping what "safety" means for investors. Weiss Ratings analyst Gavin Magor joins the show to break down the economic warning signs most investors are ignoring right now, from the growing national debt to the shrinking value of the dollar in your pocket, and why the old idea of a "safe stock" no longer applies. Gavin shares four stocks built to hold up and even benefit as inflation and dollar devaluation continue to squeeze household budgets. These aren't the sleepy dividend stocks of the past. Each one has real pricing power, a strong moat, and a growth story that holds up no matter what happens to the dollar. 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.

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/TsKAS2M or code marketbeat for 50% Off Monarch Core tier. Get the FREE List of Quantum Stocks Investors Should Be Watching: https://www.marketbeat.com/y/yt973/ Quantum computing could be closer than anyone expected, and governments around the world are already racing to prepare. MarketBeat analyst Jeffrey Neal Johnson joins the show to break down what "Q Day" means for the market and why the race for quantum defense and quantum breakthroughs is heating up faster than most people realize. In this video, we cover six companies split into two groups: the quantum defenders working to protect against a quantum-powered security threat, and the quantum players racing to build the technology first. We talk through recent government mandates, big contract wins, institutional ownership, and where each of these stocks sits on its path toward profitability. 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: 00:00 Introduction 02:15 What Is "Q Day" 04:45 Stock 1 09:45 Stock 2 12:55 Stock 3 17:21 Stock 4 22:13 Stock 5 25:16 Stock 6 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.