Notícias

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...

TE Connectivity stock has delivered a strong three year return, yet several valuation checks point to a market price that still sits below an internally estimated intrinsic value. With the shares recently around US$202, the question is how much of the company’s cash flow potential is already reflected in that level. Over the past three years TE Connectivity has returned about 63%, which puts recent short term softness into a longer running advance that investors will want to keep in...

Goldman Sachs Group (NYSE: GS) and a consortium of 21 global banks plan to launch a USD stablecoin by 2027. The bank-led consortium aims to issue a regulated, USD-backed digital token distinct from any central bank digital currency. The group intends to use the stablecoin for cross-border payments, institutional settlements, and broader digital asset market activity. Plans include potential future expansion into additional fiat currencies through the same shared infrastructure. Consider...

GLOBALFOUNDRIES (GFS) has drawn fresh attention after Navitas Semiconductor confirmed the first shipments of its 5th Generation GaNFast products from the Burlington, Vermont facility, produced on the GLOBALFOUNDRIES 200 mm GaN-on-silicon platform. Despite the Navitas and other recent technology announcements, GLOBALFOUNDRIES’ share price has been under pressure in recent months, with a 30 day share price return of down 12.08% and a 90 day share price return of down 48.09%. At the same time,...

In August 2026, Better Home & Finance Holding Company announced the general availability of its Coinbase-powered, token-backed conforming mortgage product, alongside a 1% closing-cost rebate of up to US$10,000 for Coinbase One members across mortgages, HELOCs, and refinances. At the same time, Coinbase broadened its reach with regulated crypto derivatives for Canadian traders and deeper platform access via Webull, highlighting a push to link digital assets with both traditional housing...

It posted another strong earnings report last month.

Altria Group, Inc. (NYSE:MO), the maker of Marlboro cigarettes, is suing the U.S. Food and Drug Administration over the way it reviews new tobacco products. The company wants the FDA to change a system it says has led to long delays and made it difficult for products such as its on! nicotine pouches to reach […]

Uber Technologies Inc (NYSE:UBER, XETRA:UT8) is cutting about 3,300 jobs, or roughly 10% of its global workforce, as the ride-hailing group moves to simplify its management structure and reduce costs. Chief executive Dara Khosrowshahi told employees the restructuring would remove management...

Amazon's cloud cash flow and Uber's higher profit margins reveal starkly different paths to value; one favors stability, the other growth.

Novo Nordisk A/S (NYSE:NVO) has launched its Wegovy weight-loss pill in Germany, making it the first country in the European Union where the oral version of the drug is available. Germany is the EU’s largest pharmaceutical market, so the launch is an important step for Novo as it works to strengthen its position in the […]

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Norwegian Cruise Line (NYSE:NCLH) and the best and worst performers in the consumer discretionary - travel and vacation providers industry.

Power sourcing is something that anyone building or financing AI data centers has faced.

Ares Management Corporation (NYSE:ARES) and The Scion Group have acquired four U.S. student housing communities for approximately $435 million, adding 2,316 beds near the University of Georgia, University of Tennessee, and Texas State University. It is the second major transaction for the Ares-Scion partnership in 2026, following their $910 million acquisition of 12 student housing […]

HYPE joins Hashdex's NCIQ crypto ETF at a 3.4% weighting, becoming its fifth-largest holding as Bitcoin's share dips.

Dell Technologies Inc. (NYSE:DELL) delivered another strong quarter, with AI infrastructure demand pushing both results and expectations higher. Second-quarter revenue rose 58% year over year to a record $46.97 billion, beating analysts’ $44.9 billion estimate, while adjusted EPS of $7.04 significantly exceeded the $4.91 consensus. The biggest catalyst was Dell’s AI-optimized server business, where revenue […]

Fervo Energy Company (NASDAQ:FRVO) has signed its largest-ever geothermal power agreement with Google, under which it will supply nearly 400 megawatts of electricity from its Cape Station project in southwestern Utah starting in 2028. The project is expected to become the world’s largest enhanced geothermal facility, with Fervo investing more than $2 billion in its […]

UnitedHealthcare, the insurance business of UnitedHealth Group Incorporated (NYSE:UNH), will remove prior authorization requirements for a broad range of healthcare services beginning October 1. The changes will cover areas including cardiology, genetic and laboratory testing, chiropractic care, physical, occupational and speech therapy, and orthopedic and musculoskeletal procedures. The changes will apply to commercial plans, Medicare […]

Figma overcame a post-earnings sell-off thanks to strong reports from its peers.

Amazon.com, Inc. (NASDAQ:AMZN)’s Zoox and Alphabet Inc. (NASDAQ:GOOG)’s Waymo are both stepping up their robotaxi expansion, highlighting the increasingly competitive race to commercialize autonomous ride-hailing in the U.S. Zoox said it will begin testing in Houston and San Diego, bringing its presence to 12 U.S. locations. It plans to use retrofitted vehicles for mapping and […]

Deepwater Management’s Gene Munster said Monday that the power sector is shaping up to be the next major investment opportunity in AI infrastructure, comparing the current moment to Nvidia Corp.‘s breakout in 2023, after Elon Musk said natural gas will...

The Goldman Sachs Group, Inc. (NYSE:GS) and Bank of America Corporation (NYSE:BAC) are among 21 financial institutions planning to launch a U.S. dollar-backed stablecoin in the first half of 2027. The banks are expected to create a joint company to issue the stablecoin, with plans to eventually expand into other G7 currencies, including the euro. […]

Rocket Lab maintained its perfect Synspective record, with 16 more missions booked through 2030.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.