Notícias

Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is still looking elsewhere.

TXN's premium valuation is backed by accelerating earnings, AI infrastructure growth, strong cash flow and manufacturing investments.

Chevron just placed a multi-billion dollar bet on Venezuelan oil within days of a historic U.S. reserve deal, moving far faster than energy insiders predicted and becoming the first major to put real money behind a country whose oil sector has been closed to Western firms for 15 years.

Warren Buffett missed out on buying this tech giant early, but Berkshire is making up for lost time.

Nearly 80 companies, vendors, workforce organizations and educational institutions have joined the coalition, which aims to train 1 million people for skilled trade careers by 2035.

Apple Inc‘s September iPhone event has always been its biggest product showcase. This year, however, the spotlight is on something far less tangible than new hardware: whether new CEO John Ternus can successfully execute Apple’s boldest iPhone strategy in years—a...

NVDA's rising memory costs may pressure margins, but pricing power, Blackwell demand and supplier ties could keep profitability above 70%.

Coinbase commands its highest-ever share of global crypto trading volume yet trades 51% below its 52-week peak, and the timeline for reclaiming $250 depends on a specific chain of events that most Wall Street analysts are quietly ignoring.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Ahead of the bell US stock futures are pointing to a relatively quiet open Thursday as investors look for some stability after a rough start to September and Wall Street snapped its recent losing streak. Futures on the Dow Jones Industrial Average were up around 0.2%, while S&P 500...

Chipmaker Nvidia is buying artificial intelligence software platform Hugging Face for $12.93 billion. Nvidia CEO Jensen Huang wrote in a blog post Thursday that more than 18 million developers, researchers and creators use Hugging Face to share more than 3 million models, 500,000 data sets and 1 million applications. In July, the data processing systems of Hugging Face were hacked and ChatGPT maker OpenAI acknowledged that its artificial intelligence system was to blame, sending shock waves through the security community amid heightened concerns about the capabilities of powerful AI models.

Minchung Kgil executed a pre-arranged sale under a Rule 10b5-1 trading plan, retaining 483,651 shares worth ~$19 million.

AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening or if the gap is as wide as ever.

Pulmonx (NASDAQ:LUNG) shares fell 10. 1% to $2.

The update includes a new unified fraud score, designed to enable banks spot fraudulent transactions faster.

Datadog (NASDAQ:DDOG) shares rose 5. 7% in premarket trading following quarterly results from cloud data platform company Snowflake (NYSE:SNOW), which reported revenue and adjusted earnings above analyst expectations after Wednesday’s market close.

Super Micro delivered improved margins, forecast huge growth for the year ahead, and shored up some corporate governance concerns.

AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant is actually winning the AI era.

Space ETFs offer exposure to a booming space economy, helping investors capture long-term growth while mitigating risks tied to individual companies.

Quantum Computing is betting on higher production volumes and scalable manufacturing as rising costs and gross losses weigh on profitability.

Broadcom's AI revenues are surging, but softer guidance has weighed on shares, highlighting ETFs that offer diversified exposure to its growth.

Fresenius Medical's improving profitability, 5008X rollout and value-based care gains offer support despite volume and reimbursement risks.

Is any money being made from AI?

MKTX's international expansion, platform innovation and strong cash generation support growth, but U.S. credit weakness and valuation warrant caution.

Kratos Defense's new awards and strong earnings growth offer upside, but supply-chain pressures and a lower ROE cloud its investment outlook.

BlackRock's top strategist says Gulf sovereign wealth funds are rerouting trillions away from global markets, and the ripple effects on Treasuries, equities, and AI infrastructure could be bigger than most investors expect.

Jefferies cites 12 million pounds of annual licensed capacity behind the US re-shoring case

Broadcom's AI revenue has nearly doubled in a single quarter, yet the stock sits 25% below its summer peak as long-dated options signal that big money is bracing for something to go wrong before the critical December earnings report.

DECK's DTC momentum, led by HOKA and UGG, is reshaping its sales mix while supporting higher margins and continued fiscal 2027 growth.