Notícias

<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>

August registrations also rose 104% in Denmark but plunged 79% in both Norway and Spain.

Bank of America says Affirm’s own guidance is hiding the best parts of its growth.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at Nvidia's (NVDA) two newest deals: one with Taiwanese AI chip designer Mediatek (2454.TW), and one with Anthropic (ANTH.PVT) and Lambda.

Netflix hasn't said its last word.

Safe-haven demand is losing ground to rising rate expectations

A critical manufacturing hub is becoming a new pressure point

Investing.com -- Evercore ISI upgraded Duolingo to Outperform from In Line, arguing that recent product improvements and accelerating user growth could drive a stronger earnings trajectory than Wall Street currently expects.

Latest filings of Nancy Pelosi show the politician’s spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE). In July, he bought 10,000 shares and 100 call options, each disclosed in the $1 million to $5 million range. A few days later, he bought another 5,000 shares and 100 more call options, each in […]

Since March 2026, Doximity has been in a holding pattern, posting a small return of 2.8% while floating around $26.41. The stock also fell short of the S&P 500’s 12.1% gain during that period.

The 5% jump in U.S. crude oil prices today is having some of the familiar effects we've seen in recent months across the market when tensions build in the Middle East. Winners largely are coming from the energy sector, which is the best performing group in the S&P 500 today.

Ro Khanna is a Democratic congressman from California whose stock picks keep making headlines. His latest financial disclosures show steady buying in two names through June and July. Uber Technologies, Inc. (NYSE:UBER) shows up more than any other stock in the filing. Khanna’s disclosures list several separate Uber purchases between June 15 and July 29, […]

PLTR's customer base rose 24% to 1,049 as AI adoption fueled revenue growth, but valuation and contract risks remain key tests for momentum.

Canadian Natural Resources rose 2.5% on Tuesday. The stock is inching toward a handle buy point of 51.48.

AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.

The publicly traded company recently bought 19,000 SOL, bringing its treasury to more than 2.33 million SOL and SOL equivalents.

Chips are big business and make big headlines. Globally, according to Fortune Business Insights, the semiconductor market was valued at $598.06 billion in 2025, and is expected to reach more than $1.47 trillion by 2034, representing a CAGR of 10.60% over the period. The US holds a vital position in the chip industry. The American market, with its combination of design and innovation leadership in semiconductors, its advanced manufacturing capabilities, and its strong protections for intellectual

Deutsche Bank Unveils Its Top AI Hardware Stocks as Demand Keeps Growing

OpenAI asked a federal court to reject Apple's trade-secret allegations involving former employees recruited for its consumer-hardware operation.

Live Oak Bancshares trades at $39.42 and has moved in lockstep with the market. Its shares have returned 7.7% over the last six months while the S&P 500 has gained 12.1%.

Howmet Stock Plunges on SpaceX Production Shift as Citi Spots a Buying Opportunity

Miniso shares hit a multi-year low after weak Q2 2026 results exposed deteriorating overseas profitability. Despite analyst downgrades, a cheap valuation and a new buyback-focused capital return plan make it a speculative rental play, not a long-term hold.

Morgan Stanley upgraded Robinhood Markets Inc. (NASDAQ:HOOD) to Overweight from Equal-weight on Tuesday and raised its price target to $150 from $124, implying roughly 43% upside from Monday’s close. Analyst Michael Cyprys said Robinhood is getting more revenue out of...

Amazon is a long-term, dividend-free growth investment whose powerful Prime ecosystem, expanding logistics network, and strategic investments create a massively competitive moat.

Citi’s Tyler Radke expects the software developer to deliver a beat-and-raise fiscal third quarter after it lower its annual revenue outlook.

UnitedHealthcare will begin removing requirements October 1 across cardiology, laboratory testing, therapy and selected musculoskeletal services.

Lumentum is in a 15-week long consolidation with their all-time high of 1,085.68 as the next point of entry.

The three have long-term opportunities in varied industries.

Retail traders are piling into Novavax on cancer-vaccine speculation, but the move that actually changed the company's business model happened quietly last week and has nothing to do with oncology.

An Elon-Musk induced drop in shares of Howmet Aerospace is an opportunity, according to Citi analyst John Godyn.