Notícias

A powerful cloud trend is reshaping Microsoft’s investment case.

Dick’s Sporting Goods missed earnings and closed 113 stores tied to Foot Locker.

Berenberg just handed two beaten-down space stocks their biggest single-session pops in weeks, but the reason one name surged twice as hard as the other reveals a fault line in how the market is pricing the entire sector.

Investing.com -- William Blair upgraded GitLab to Market Perform from Underperform, saying the software company's strong second-quarter results and improving operating trajectory had created a more balanced risk-reward profile.

Investing.com -- J.P. Morgan downgraded NIO to Neutral from Overweight and cut its price target to $4.50 from $7.00, citing sluggish demand in China's passenger-vehicle market, intensifying price competition and limited overseas exposure that could constrain the electric-vehicle maker's earnings upside.

Dell Stock Surges After $61 Billion AI Orders and $192 Billion Revenue Forecast

Morgan Stanley upgrades Robinhood stock on its growth outlook, as the mobile broker trends higher following its record Q2 report.

Investing.com -- Robinhood Markets (NASDAQ: HOOD) shares are up 2.4% in premarket trading after Morgan Stanley upgraded the stock to Overweight from Equal-weight and raised its price target for the stock to $150 from $124, implying 43% upside.

Investing.com -- PG&E Corp shares could face further pressure after Wells Fargo and BMO Capital Markets downgraded the utility following California lawmakers' failure to deliver meaningful reforms to the state's wildfire liability framework, leaving investors exposed to potentially open-ended costs from future fires.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

One bold Wall Street call resets Nvidia’s upside potential

HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and

Rosenblatt Securities raised HIVE Digital’s price target, citing the company’s growing push into AI infrastructure after a strong fiscal first quarter.

With 840,447 Bitcoin on its balance sheet, Strategy is the world’s largest BTC treasury company.

Investing.com -- Celsius Holdings faces a longer road back to sustained growth after weakening trends in its core brand, while a recent rebound in the shares has raised investor expectations beyond what Deutsche Bank believes the business can currently support.

Investing.com -- Citi cut its rating for Abercrombie & Fitch (NYSE: ANF) to Neutral from Buy on Thursday, saying the retailer's sharp post-earnings rally has left the risk/reward more balanced despite a strong quarter.

Investing.com -- Synopsys is positioned for a stronger fiscal 2027 as demand for electronic design automation and chip-design intellectual property improves, Baird said, upgrading the semiconductor software provider to Outperform and raising its price target to $560.

Investing.com -- Okta's improving growth profile and growing traction for newer identity products have prompted BofA Securities to turn more constructive on the cybersecurity company, while warning that much of its recovery may already be reflected in the stock.

The stock has tumbled 70% since its June 2024 peak, as the drugmaker has contended with intensifying competition from rival Eli Lilly as well as knockoff versions of its blockbuster Ozempic diabetes and Wegovy weight-loss jabs.

Salesforce stock is rallying after the enterprise software maker’s second-quarter results topped expectations.

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

Investing.com -- Truist cut its rating for Nike (NYSE: NKE) to Hold from Buy in a note Wednesday and lowered its price target to $42 from $47, saying an update from Dick's Sporting Goods (NYSE: DKS) has muddied the picture on the sportswear group's recovery.

MicroStrategy is no longer underwater on its Bitcoin holdings.

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

The software stock selloff may have just reached a turning point.

Investing.com -- Raymond James lowered estimates across its airline coverage universe, citing a higher jet fuel price forecast, while upgrading Allegiant Travel to Strong Buy from Outperform. The carrier’s shares rose more than 2% in premarket trading.

Investing.com -- Etsy was upgraded to Buy from Neutral by BofA Securities on Thursday, with the brokerage saying the online marketplace’s recent growth appears increasingly structural and that its estimates remain conservative.

Investing.com -- Bernstein upgraded Analog Devices to Outperform from Market Perform and lifted its price target to $465 from $430, citing improving risk-reward following a strong fiscal third-quarter report and outlook.

Investing.com -- Bank of America upgraded Moderna to Neutral with a $170 price objective, following a sharp rally in the stock after positive data on its personalized cancer vaccine, intismeran, in adjuvant melanoma.