Notícias

The vibes around the current AI boom aren't great, even in the tech industry.

Novavax delivered first quarter results that surpassed Wall Street’s revenue and earnings estimates, leading to a significant positive market reaction. Management attributed the quarter’s performance to strong partner-driven revenue streams, particularly from milestone payments and supply sales tied to agreements with Sanofi and Pfizer. CEO John Jacobs emphasized the shift from direct commercial activity to a strategy anchored by licensing and collaboration, noting, “We now have either licensing

Capital World Investors has disclosed a nearly 10% passive stake in EOG Resources (NYSE:EOG). The position reflects a substantial institutional presence in the company’s shareholder base. The disclosure highlights a material shift in EOG Resources' ownership structure that may draw added investor attention. EOG Resources is a major independent energy producer focused on exploration and production, a segment that remains closely watched as investors weigh capital discipline, supply...

Okta expanded its AI agent identity platform to support non Okta identity providers and major AI ecosystems. The update introduces vendor neutrality so enterprises can secure AI agents across services such as Amazon Web Services' Amazon Bedrock. The move targets companies using multiple cloud and identity tools that want a single layer of control for AI identity and security. Okta (NasdaqGS:OKTA) is pushing further into AI security with this broader, vendor neutral approach, while its stock...

Redwire (NYSE:RDW) has secured substantial new defense contracts, including follow-on orders for its Stalker drone systems from the U.S. Navy and Marine Corps. The company won a prime contract for Belgium’s first national security satellite, expanding its international space presence. Redwire reported a record order backlog and was selected for the Space Systems Command’s Andromeda IDIQ contract. These wins highlight Redwire’s expanding role across defense and space projects. For investors...

Uber Technologies (UBER) is back in focus after a busy start to 2026, with strong first quarter results, rapid Uber One membership growth, larger investments in AI and autonomous vehicles, and new retail partnerships. See our latest analysis for Uber Technologies. Recent news around Q1 2026 results, Uber One milestones, and new partnerships has coincided with a 90 day share price return of 7.29%, yet the year to date share price return is down 9.38%. Over a longer horizon, the 3 year total...

Boeing (NYSE:BA) agreed to sell 200 aircraft to China in a landmark deal, its first major order from the country in almost a decade. The order was confirmed after high level diplomatic efforts and is smaller than the previously anticipated 500 jet agreement. The transaction marks a renewed opening of the Chinese market for Boeing following years of strained U.S. China trade relations. Boeing is a core supplier of commercial aircraft worldwide, and China is one of the largest aviation...

This ETF is beating the Nasdaq and the S&P 500.

A look beyond the most basic of numbers quickly makes one of these a more reliable long-term income prospect.

Retiring at 60 with $4.5 million is an enviable position to be in and should guarantee a life of leisure. But for a Reddit couple who wants to preserve the principal for their children and live off the income generated...

After seeing enough demand, ARM Holdings said they, too, are getting into the semiconductor manufacturing business.

The short-term risks of SoundHound's acquisition of LivePerson are weighing on the stock price.

Johnson Controls’ first quarter results beat Wall Street’s revenue and adjusted profit expectations, but the market reacted negatively, with shares trading lower after the announcement. Management attributed the strong sales and margin expansion to robust demand from data center customers and ongoing operational improvements. CEO Joakim Weidemanis highlighted the company’s proprietary business system and technological differentiation in high-capacity cooling as key factors, while also acknowledg

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

Occidental Petroleum has multiple upside catalysts.

Disney’s first quarter saw notable momentum, with revenue and non-GAAP profit both surpassing Wall Street’s expectations. Management attributed this outperformance to strength across its streaming platforms, including improvements in Disney+ user experience and double-digit advertising revenue growth. CEO Josh D’Amaro highlighted significant progress within Disney Experiences, noting robust demand for new attractions such as World of Frozen at Disneyland Paris and the launch of the Disney Advent

The U.S. government has authorized the sale of Nvidia Corp.'s powerful H200 AI chips to 10 Chinese tech giants, including Alibaba Group Holding Ltd. ADR and Tencent Holdings ADR, but Beijing's intervention has brought deliveries to a complete standstill. Deals...

AI-powered marketing platform Nectar Social announced Thursday that it raised a $30 million Series A round led by Menlo Ventures and its Anthology Fund, which was created alongside Anthropic.

The conglomerate's first portfolio disclosure under its new CEO hints at a willingness to lean further into technology.

Micron's rally has been nothing short of incredible.

Kyndryl’s first quarter results were met with a negative market reaction, as the company posted flat year-on-year revenue while its non-GAAP profit per share fell significantly below Wall Street’s expectations. Management attributed the quarter’s performance to prolonged sales cycles and evolving customer purchasing behaviors, particularly in relation to IBM partnerships. CEO Martin Schroeter noted that customers are increasingly deliberate in IT decision-making as they balance modernization and

MercadoLibre (MELI) is back in focus after its Q1 2026 earnings, which showed strong revenue expansion across Commerce and Fintech, especially in Brazil, while profitability tightened as the company pushed heavier investment. See our latest analysis for MercadoLibre. At a share price of $1,546.81, MercadoLibre has seen its share price fall 17.38% over the past month and 21.63% year to date, while the 1 year total shareholder return is down 40.16%. This suggests that momentum has cooled...

Why Twilio’s SIGNAL announcements matter for the stock Twilio (TWLO) used its SIGNAL conference to roll out a broad AI centric upgrade, including Conversation Memory, Conversation Orchestrator, Conversation Intelligence, and Agent Connect, all aimed at making customer interactions more continuous and context aware. See our latest analysis for Twilio. Twilio’s SIGNAL announcements land on top of a sharp 47.9% 1 month share price return and a 75.5% 3 month share price return, while the 1 year...

Erasca (NASDAQ:ERAS) executives said the company sees multiple potential development paths for its RAS-targeting portfolio, highlighting early clinical activity for ERAS-0015 in lung, pancreatic and colorectal cancers during a Bank of America biotech conference session. Jonathan Lim, Erasca’s chair

APA Corporation’s first quarter results were met with a negative market reaction, despite revenue and non-GAAP earnings per share both coming in above Wall Street expectations. Management attributed the quarter’s performance to capital efficiency in the Permian Basin and stable production in Egypt, achieved through targeted waterflood investments and improved operational uptime. CEO John J. Christmann noted, “Operational efficiencies and improved uptime drove oil production above guidance, while

TTEC Holdings made a move that should matter to investors. Here is why this company looks increasingly hard to compete with.

Kevin Warsh is taking the reins at the Federal Reserve.