Notícias

LHX's $1 billion strategic investment targets missile manufacturing expansion, creating a potential path for greater capacity and growth.

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]

Evaluate the expected performance of Chewy (CHWY) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for AeroVironment (AVAV), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

HF Sinclair (DINO) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

HP (HPQ) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Get a deeper insight into the potential performance of American Eagle (AEO) for the quarter ended July 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Altius owns and operates more than 258,000 telecom towers and sites across India, giving it a nationwide footprint.

Ragsdale maintains a 0.26% stake in the semiconductor equipment supplier following routine portfolio rebalancing under a pre-established Rule 10b5-1 trading plan.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...

Mastercard has opened a new front in the agentic commerce race. The payments giant’s Start Path program has admitted its inaugural cohort of startups focused specifically on agent-driven commerce infrastructure, signaling that the financial services establishment is ready to treat autonomous AI agents as legitimate participants in the payments ecosystem. The cohort includes 22 to […]

Verizon has raised its dividend for 20 straight years and yields nearly twice the S&P 500 average, yet $172 billion in debt and a fresh acquisition are now testing that streak in ways that adjusted earnings alone cannot explain.

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

Tesla is holding a an event to showcase its new robotaxi-specific Cybercab model on Thursday. The stock rose about 1.5%.

Iridium Communications (IRDM) has drawn investor interest after recent share price moves and fresh attention on its satellite communications business. The stock last closed at $46.97, and its year to date total return figures are attracting closer review. Over the shorter term, Iridium Communications has seen its share price ease back, with the 30 day share price return down 2.79% and the 90 day share price return down 9.79%. At the same time, the year to date share price return of 164.47%...

The fine, paid in January, covered violations tied to the 2024 Alaska Airlines door plug blowout and interference with safety oversight

Adobe (NasdaqGS: ADBE) and Dash Social announced a new integration of Adobe Express directly into the Dash Social platform for brand marketing teams. The integration links Dash Social's Vision AI insights with Adobe Express tools so users can move from predictive recommendations to content creation inside a single workflow. Marketing teams can now generate, adjust and publish AI guided social content without switching between separate applications. The update focuses on enterprise brand...

Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after detailing plans to invest about $265b in Arizona and roughly $4.06b in its first European factory, extending its global manufacturing footprint. The share price of Taiwan Semiconductor Manufacturing has eased over the past three months, with a 90 day share price return of 6.61% in contrast to a 30.0% year to date share price return and a very strong 81.10% one year total shareholder return. This suggests long term...

Semiconductor stocks have soared as the AI build-out marches on.

Recently, Artisan Partners highlighted L3Harris Technologies’ stronger-than-expected results, with 15% organic growth led by its space, mission systems, and missile solutions businesses, while Marotta Controls announced new contracts supporting the U.S. Navy’s Next Generation Jammer – Low Band program under L3Harris as prime contractor. Together, these developments underline L3Harris’ central role in next-generation defense electronics and mission systems even as investors weigh future...

Snowflake stock surged on Thursday following a blowout quarter for the company.

Ciena (CIEN) raised its full-year revenue outlook on Thursday as the networking systems and software

It’s the latest in a series of moves that highlight the risks and concerns around one of the most popular trades on Wall Street.

Marco Schubert will take over as head of the North American region in October, reporting directly to CEO Oliver Blume

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your portfolio, and treating them as one trade could cost you.

SoFi shares have shed nearly a third of their value in 2026 even as the fintech keeps posting record numbers, and that gap between price and fundamentals points to a scenario Wall Street has not fully priced in yet.

Nvidia announced a deal to buy AI developer platform Hugging Face for $12.93 billion in the company's largest acquisition. Nvidia stock rose.

Salesforce stock jumped 22% on record earnings and the Claudeforce deal. CRM now tests $256 with $282 in view.

Investors need to pay close attention to DVA stock based on the movements in the options market lately.