Notícias

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

Capital expenditures of $220 billion sound bad until you see what they're enabling.

AMD Lands Bullish BMO Call as Meta, OpenAI and Anthropic Deals Fuel AI Ambitions

Cleveland-Cliffs' $1 billion Middletown Works investment will modernize the Ohio facility, boost efficiency and protect 2,300 jobs.

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.

Canada Goose (NYSE:GOOS) shares fell 5. 5% in pre-market trading after Wells Fargo downgraded the luxury apparel company to “underweight” from “equal weight,” citing a series of structural challenges that could weigh on its near-term performance.

Last week, UBS analyst Timothy Chiodo downgraded Klarna to ‘Neutral' from ‘Buy’ with a price target of $16, down from $23, as per TheFly.

American States Water has quietly been increasing its dividend for over 70 years.

Verizon Communications (NYSE: VZ) has launched an exclusive Google Pixel 11 lineup alongside new Simplicity and Simplicity Pro wireless plans. The new offers package Google AI features with flexible yearly device upgrade options for Pixel 11 customers. Verizon is removing upgrade and activation fees for these plans, positioning the Pixel 11 launch as a broader push into value added wireless services. Verizon is not the only company tying its growth plans to AI driven consumer and network...

The AI cloud company borrowed three and a half times its annual revenue in one deal. The terms show what building at its pace costs.

Oil major Chevron Corporation (NYSE:CVX)’s shares are up by 29% over the past year and by 31% year-to-date. It is one of Cramer’s top stocks in the sector, as in several appearances, the CNBC TV host has recommended Chevron Corporation (NYSE:CVX) over its peer firm Exxon. Among the reasons that Cramer has praised the firm […]

Rillet, a San Francisco-based startup founded in 2024, has reached a $1 billion valuation in roughly two years, securing $100 million in a Series C round that came together in less than 48 hours. This latest funding, which brings the company’s total raised to over $200 million across three rounds in just 14 months, highlights […]

Airbnb, Inc. (NASDAQ:ABNB) did everything bulls wanted. The company’s Q2 revenue, reported on August 6, 2026, highlighted a 17% rise in revenue to $3.6 billion, a 16% increase in gross booking value to $27.2 billion, and a net income of $816 million. Its management lifted full-year guidance on both revenue and margins, reflecting the AI […]

Keysight Technologies, Inc. (NYSE:KEYS) delivered a fiscal third quarter that made AI testing look increasingly central to its growth story. Revenue increased 36.5% to $1.846 billion, while non-GAAP earnings rose 79% to $3.07 per share and exceeded consensus estimates. Management forecast fourth-quarter non-GAAP earnings of $3.34 to $3.40 per share and revenue of $1.93 billion […]

Rillet CEO Nicolas Kopp shared growth numbers at a board meeting and set off a fundraising frenzy from Iconiq, Sequoia and others. Without even trying.

KeyBanc says Zscaler stock is not out of juice just yet. Here’s why its analyst recommends buying ZS shares heading into the Q4 earnings on Sept. 3.

Micron Gets Fresh Wall Street Boost as BMO Sets $1,300 Target

A Truist analyst sees further upside in Snowflake stock ahead. Here’s what he believes could drive SNOW shares higher.

Nvidia initiated, Teradyne downgraded: Wall Street's top analyst calls

Silicon photonics and co-packaged optics don't arrive as catalysts until 2028 and 2029

Etsy recently appeared at Canaccord Genuity's 46th Annual Growth Conference in Boston and, soon after, received an upgrade from Bank of America Securities, which cited improved execution and conservative growth estimates under CEO Kruti Patel Goyal. Bank of America also pointed to stronger mobile engagement and the potential for more than US$1.00 billion in share buybacks following the Depop sale as reasons for its more positive stance. We’ll now examine how Bank of America’s upgrade, driven...

Keysight Technologies (NYSE: KEYS) reported record third quarter results, with both orders and revenue reaching new highs. The company raised its outlook for the remainder of 2026, citing strong demand tied to AI infrastructure and data center spending. Management highlighted broad demand for its testing solutions across high growth areas such as AI hardware and advanced communications. This kind of performance in AI infrastructure testing puts Keysight alongside a broader group of stocks...

Texas Capital lowered the price target on Oklo, NuScale Power, and Nano Nuclear Energy following their quarterly results, and named Oklo as its top pick.

Wall Street sees more durability behind the recent rebound

Etsy (ETSY) is positioned for durable growth amid better-than-projected strategy execution and as th

The investment bank sees Sandisk's share price rising 26%

Analog Devices' (ADI) upbeat remarks around its artificial intelligence data center opportunity are

Pfizer, Chevron, and AbbVie have already rewarded dividend investors with strong 2026 gains, but the bull case for 2027 pushes well beyond what Wall Street consensus currently projects, and the catalysts behind each target may surprise you.

TD Cowen analyst says Dominion Energy stock has further upside ahead. He explained why in a research note this week.

RBC Capital Markets analyst Trung Huynh downgrades shares of the Keytruda maker following a nearly 13% rally.