Notícias

Morningstar called Nio’s 2027 growth target “too optimistic” as subsidies fade and costs rise.

Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) fell 10.5% in the afternoon session after the company reported second quarter 2026 earnings results that failed to impress.

Prediction markets currently assign more than a 50% probability to the S&P 500 crossing 8,000 by year-end amid President Donald Trump’s optimism that the stock market is headed higher. S&P 500 on Track to Breach 8,000? Punters on Kalshi price...

Shares of fantasy sports and betting company DraftKings (NASDAQ:DKNG) jumped 4.3% in the afternoon session after Wolfe Research initiated coverage on the company with an Outperform rating. According to TipRanks, Wolfe Research analyst Peter Supino established the positive stance on DraftKings, signaling confidence in the company's prospects. The combination of a new bullish initiation and an affirmed positive outlook from Wall Street analysts helped bolster investor enthusiasm during the trading

While Broadcom and Hewlett Packard Enterprise posted disappointing results, sending shares lower overnight, Dell shares surged after blockbuster results.

TeraWulf reported on September 1 that director Walter Carter sold 130,626 shares at an average price of $15.141 on August 31, a transaction worth approximately $1.98 million. He retained 229,090 directly held shares after the sale. The timing stands out because TeraWulf Inc. (NASDAQ:WULF) had recently announced a 20-year data-center lease tied to Anthropic with […]

Tempus AI received a fresh vote of confidence on September 2 as Cantor Fitzgerald initiated coverage with an Overweight rating and an $80 price target. From the roughly $62.27 price cited with the call, that implied about 28% upside. The argument centers on a difficult-to-replicate combination: clinical data, diagnostics, software, and artificial intelligence operating inside […]

Recent Share Price Moves and Context for NOW NOW Corporation (PSE:NOW) has attracted fresh attention after recent share price moves, with the stock closing at ₱0.45 on 1 September 2026. Investors are weighing this level against the company’s telecommunications and IT services profile. For NOW, the 1-day share price return of 4.65% comes after weaker momentum, with the share price down 10.00% over 30 days and 21.05% over 90 days. The year-to-date share price return has declined 35.71%, while...

Solaris Energy Infrastructure (SEI) has agreed to acquire Omega Foundation Services, an engineering, procurement and construction specialist in heavy civil projects including large data centers. The deal adds extensive EPC capabilities and a sizable skilled workforce. For context, Solaris Energy Infrastructure shares recently closed at US$52.77, with the stock showing a 6.31% 1 day share price gain and a 1.85% 7 day share price return, yet still down 30.85% over 90 days. The 1 year total...

The streaming giant didn't produce it and only had it exclusively for six hours. So, what did it get?

Caterpillar Inc. recently announced a collaboration with FieldAI to deploy physical AI, autonomy, robotics and NVIDIA-powered digital twins across complex jobsites and factories to improve safety, visibility and operational efficiency. This move highlights how traditional heavy equipment and engine suppliers are increasingly embedding AI-driven automation into their equipment and services to reshape industrial operations. Next, we’ll explore how Caterpillar’s push into AI-powered autonomy...

United Airlines Holdings (UAL) is drawing attention after rolling out two app based features that aim to make flight disruptions and airport food purchases easier for travelers ahead of the busy Labor Day period. These app upgrades arrive after a mixed run for United Airlines Holdings’ stock, with the share price up 3.56% over the last day but down 18.30% over the past month and 4.12% year to date. Despite that recent loss of momentum, the 1 year total shareholder return of 2.17% and very...

Biogen stock has delivered a strong 57.2% return over the past year, yet investors are faced with a split verdict on value as a Discounted Cash Flow (DCF) intrinsic value estimate points to a large discount while earnings based multiples screen the shares as expensive. The result is a low overall value score that conflicts with what the DCF suggests. Over the latest 1 year window, Biogen has returned 57.2%, which puts recent share price momentum firmly ahead of its longer term track...

Soros Fund Management made a dramatic percentage increase in Micron during Q2. The firm reported 22,422 shares at June 30, up from 2,824 shares one quarter earlier, an increase of about 694%. The position’s reported value rose from roughly $954,000 to $25.9 million as both the share count and Micron Technology, Inc. (NASDAQ:MU) stock price […]

Planet Labs PBC (PL) drew fresh attention after confirming that its Tanager 2 hyperspectral satellite and 18 SuperDove satellites reached Vandenberg Space Force Base ahead of a planned launch on SpaceX’s Transporter 18 mission. Planet Labs PBC’s recent satellite milestone comes as the stock trades at US$19.99, with the share price down 7.15% over the past 30 days and 54.08% over 90 days, yet supported by a very large 1-year total shareholder return above 200% and a multi-year total...

Shares of devSecOps platform provider GitLab (NASDAQ:GTLB) jumped 10.9% in the afternoon session after the company reported second-quarter 2026 financial results that exceeded Wall Street estimates for both revenue and earnings.

Dan Loeb’s Third Point exited its remaining Nvidia and Broadcom common-share positions during Q2, according to the firm’s August 14 Form 13F. The prior positions, approximately 190,000 Nvidia shares and 50,000 Broadcom shares, were eliminated by June 30. That makes for a striking AI-chip headline, but NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) were small […]

Netskope’s strong Q2 and raised outlook show how AI-driven demand is extending beyond the biggest cybersecurity players.

Investors are watching Google’s AdTech ruling, while Craig-Hallum remains positive on Magnite and retail traders have become highly bullish as competition could increase.

Bridgewater Associates made opposite moves in two of AI’s most important bottlenecks during Q2, disclosed in its August 14 filing. The firm reduced its Nvidia position 18% to 3,866,195 shares while increasing Vistra 116% to 751,695 shares. That looks like a rotation from compute toward electricity, but a Form 13F cannot establish the intent behind […]

Tesla is putting pressure on European Union regulators by making its safety information public.

CrowdStrike and OpenAI are turning a model partnership into a security distribution deal. On September 2, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said GPT-5.6 Cyber would come to the Falcon platform, starting with its Frontier AI Readiness and Resilience (FAIRR) Service. Falcon Guardian will also provide runtime inventory, visibility, detection, response, and policy enforcement for organizations using […]

SpaceX could retain all AI revenue generated through Cursor and Grok or capture around 50% when selling computing capacity to outside customers.

Demand is outpacing supply as major AI labs ramp custom accelerators, strengthening Broadcom’s position as a key Nvidia alternative in AI infrastructure.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Axon (NASDAQ:AXON) and its peers.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the online retail stocks, including Wayfair (NYSE:W) and its peers.

Warren Buffett has kept one stock as Berkshire’s largest position for years.

Global 10 year government bond yields have been moving higher, which raises the appeal of assets that can respond directly to inflation pressure. Gold sits at the center of that discussion because many investors view it as a store of value when real returns feel harder to secure. This article looks at three leading gold mining stocks that aim to offer focused exposure to that theme. The three stocks covered below are only a sample of this theme, and the full screen surfaced 32 more gold...

In September 2026, Intuitive Machines, Inc. announced it had won a contract to build two IM 300 series spacecraft platforms for a new, undisclosed customer, expanding use of its modular, higher‑power satellite buses produced at its high‑volume Palo Alto facility. The award highlights how Intuitive Machines’ serial production infrastructure and qualified supplier base allow it to take on new orders without disrupting existing mission schedules, underscoring the scalability of its IM 300...

Why Centene’s New CIO Matters For Investors Centene (CNC) has put technology in the spotlight with the appointment of Bradley Bolivar as Chief Information Officer, effective 31 August 2026, following Brian LeClaire’s planned retirement. For you as an investor, this move signals a clear intention to rely more on data, artificial intelligence and automation to support operations and financial stability. The market has treated the leadership change as a constructive step that fits with Centene’s...