Notícias

After a huge earnings season for Big Tech capped off with blowout second quarter results from Nvidia (NVDA), LPL Financial chief technical strategist Adam Turnquist weighs in on what this could mean for the AI narrative in the second half of 2026.

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]

Database platform company MongoDB (NASDAQ:MDB) will be reporting results this Tuesday after the bell. Here’s what you need to know.

Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.

Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.

Revenue hit $2.477 billion with 42% growth as Ansys integration accelerated.

Revenue hit $928M with 18% growth as Vault CRM adoption accelerates.

Revenue hit $805M with 11% growth as AI security demand accelerated.

CEO highlights external storage and cloud solutions amid supply constraints.

Net new ARR hit $333 million, accelerating 51% as AI security demand surges.

Agentforce ARR surged past $1.5B with 240% growth as AI adoption accelerated across enterprise.

The company continues to benefit from higher cybersecurity priority as enterprises deploy AI.

AI security ARR tripled while net new ARR hit record levels.

AI cloud revenue surged to $70.5M as company pivots from Bitcoin mining to GPU infrastructure.

Comparable sales surged past guidance as emerging tech categories more than doubled.

Revenue hit $2.05 billion, up 16%, with MaintainX acquisition fueling growth.

AI infrastructure demand drives record revenue and raised full-year guidance.

AI-driven agents now exceed $600M in annual revenue, fueling 13% subscription growth.

Vasos highlights accelerating share gains amid constrained consumer spending.

CEO Levchin shifts focus to next-gen products as card adoption accelerates.

As FuelCell Energy gears up to report fiscal third-quarter earnings on Sept. 2, let's find out how the expectations stack up. Also, know how to play the stock ahead of results.

ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position

Palo Alto Networks shares have surged near record highs on AI-driven security demand ahead of earnings, but a triple-digit P/E ratio leaves little room for disappointment.

The next stock catalyst is the one-two punch of rising analyst profit estimates and fewer estimate cuts.

Cathie Wood Goes Bigger on Broadcom as AI Chip Revenue Explodes

Dell Stock Heads Into Earnings With a Major Catalyst: J.P. Morgan Expects Higher Guidance

Broadcom Stock Is Set for Results. Wall Street Expects $29.4 Billion in Revenue.

NIO Stock in Focus: Earnings Could Test Its Four-Year High Profit Margins

SAIC (SAIC) delivered earnings and revenue surprises of +33.78% and +7.52%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.