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.

Adobe just posted record AI revenue while its stock trades near multi-year lows, and Wall Street's cautious consensus may be missing what happens when freemium conversions finally kick in.

On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating. This update came after the company reported its second-quarter fiscal 2027 results. The company delivered stronger-than-expected revenue growth, improved profitability and raised its full-year outlook. MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, […]

Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which sits on both sides of this trade, are stranger than they appear.

Supply constraints may be leaving more upside on table

Sirius XM upgraded, Toast downgraded: Wall Street's top analyst calls

Coca-Cola is a compelling income investment because its modest yield is supported by durable business growth, innovation, and 64 consecutive years of dividend increases.

Marvell Technology (MRVL) reset expectations with a raised multi year revenue outlook and fresh quarterly guidance, after reporting second quarter results that highlighted the scale of its data center and AI exposure. The guidance reset comes after a sharp pullback in Marvell Technology’s shares, with the stock down 12.48% over the past week and 30.25% over the past 90 days. This comes even though the 1 year total shareholder return of 226.38% and 3 year total shareholder return of 266.82%...

The stock closed the day at $4.06, after hitting a fresh 52-week low of $3.99 during Tuesday’s session.

The AI cloud provider keeps finding more power than it promised. Its own disclosed deal prices say what all those megawatts could eventually earn.

Truist lifted its CrowdStrike price target to $300 from $245 while keeping a Buy rating ahead of Fal.Con 2026

Rosenblatt raised Apple’s price target to $303, but the new target still implies roughly 4.4% downside from current levels.

Needham Makes a Bold $200 Call on Okta as AI Security Opportunity Grows

Evercore ISI analyst Mark Mahaney upgraded Duolingo to ‘Outperform’ from ‘In Line’ with a price target of $210, up from $105, as per TheFly.

Needham raised its price target on Okta to a Street-high $200 following its Q2 earnings release. So, should you buy the stock now?

Mac and iPad prices just jumped 20% because of a memory shortage, and someone in the supply chain is pocketing enormous profits. Tracing the money reveals a winner most Apple investors are not watching.

The software giant's last six dividend increases all fell between 9% and 11%. But what will this year's raise look like?

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

Apple TV now costs $14.99 a month as streaming companies keep pushing subscription prices higher.

Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep missing.

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.

Dollar General and Dollar Tree are splitting sharply in the same session, and the direction each name is moving tells a complicated story about whether discount retail is recovering or simply reshuffling its winners.

The yield is just average, but patient investors are still being well rewarded.

Solana price targets $120 after Schwab adds SOL and ETFs log $104M in 7-day inflows, though an overbought RSI puts $100 support in focus.

Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or a painful setback.

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.

First Solar upgraded, Celsius downgraded: Wall Street's top analyst calls

CrowdStrike Holdings (CRWD) is back in focus after reporting record fiscal Q2 earnings and revenue, beating consensus estimates and lifting its full year outlook on stronger AI focused security demand. The latest move in CrowdStrike Holdings’ stock reflects that tension between high expectations and strong execution. The 1 day share price return of 2.05% comes after a 7 day share price return that declined 6.17%, yet the year to date share price return of 66.83% and 1 year total shareholder...