Notícias

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Nubank had record earnings in Q2, and the stock has moved higher.

Buffett's best advice for surviving a recession is more relevant than ever.

Microsoft is rejiggering its financial reporting—and while some of the changes will lead to more transparency, others will do the opposite. On the bright side, after years of complaints by investors, Microsoft will finally report revenue in actual dollars for Azure, its flagship cloud platform and primary growth engine. After the market closed on Wednesday, it also released Azure revenue figures for the last eight quarters, under a newly narrowed definition of Azure that no longer includes certain coding tools, security software and specialized apps.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.

Alex Karp invested in a company built from real battlefield lessons.

Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.

NVT's power utility growth is benefiting from rising electricity demand, AI data centers and grid modernization, adding another growth avenue.

Ford just unveiled its latest electric vehicle with bold sales targets, but the company faces a collision of forces that sank its previous EV ambitions and shows no sign of letting up.

SKHY rides surging AI data-center demand, expands HBM capacity and U.S. production, and deepens its NVIDIA partnership as memory shortages persist.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Amazon FSx for NetApp ONTAP is now supported by AWS Transform, allowing enterprises to migrate attached storage and database workloads directly to AWS through a more integrated cloud migration process. Key Investor TakeawaysNetApp (NASDAQ:NTAP) and AWS have expanded their collaboration by adding Amazon FSx for NetApp ONTAP as a supported storage target within AWS Transform.

With global inflation signals starting to moderate and market expectations for policy rates adjusting, investors are paying closer attention to companies that already turn heavy AI spending into real earnings. That is where profitable AI builders come in. Instead of chasing hopeful stories, you can focus on stocks using AI to support cash flow today. This article walks through three of the strongest examples from that profitable AI universe. The three stocks covered below are just a starting...

Boston Scientific stock has had a steep year, with a sharp share price decline set against valuation checks that point to a potentially cheap entry point based on intrinsic value and market multiples. The stock now screens as undervalued on both a Discounted Cash Flow (DCF) view and on broader valuation metrics, which raises questions about how much of the recent operational setbacks the market has already priced in. Over the past 12 months, Boston Scientific shares have fallen about 55%,...

In recent days, Citigroup Inc. has launched a series of senior unsecured callable notes across multiple maturities, including fixed, floating-rate, and zero-coupon issues, while also completing several smaller bond offerings and facing a £4.7 million fine for past Russian sanctions breaches at its London branch. At the same time, Citi is expanding its role in next-generation payments through live blockchain-based Swift transactions and participation in a planned global bank-backed USD...

Howmet Aerospace (NYSE:HWM) faces new direct competition as SpaceX begins casting gas turbine blades in house. SpaceX is shifting from customer to rival in a key industrial process that underpins Howmet Aerospace’s core casting business. The move introduces a well funded and technically capable competitor into a specialized market that has historically relied on external suppliers. Investors are assessing how this change in supplier and customer relationships could affect Howmet’s future...

F recalls nearly 149K Mustang vehicles over an electrical wiring defect that could cause loss of drive power or disrupt key functions.

Nvidia will pay roughly $13 billion to acquire the open-weight AI platform Hugging Face, the company confirmed on Thursday.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.53%. E-mini S&P futures (ESU26 ) are up +0.59%, and September E-mini...

Scotiabank Turns Bullish on Robinhood Stock. Piper Sandler Lifts Price Target to $145

The 30-month financing will fund air-cooled NVIDIA Blackwell Ultra infrastructure at IREN’s Mackenzie campus, with capital drawn as equipment is delivered and commissioned.

A trillion-dollar AI buildout faces its biggest political test

Whole Foods received some rare praise on a recent Amazon earnings call — for good reason.

Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7% gain. U.S. large-cap growth equities […]

Amazon-backed (AMZN) Anthropic is supporting AI-safety language in a Massachusetts Senate bill that

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

CEO Dara Khosrowshahi said the cuts will make Uber “faster and smarter” as it invests billions into autonomous vehicles

PG&E is connecting thousands of smart-home devices into a virtual power plant that could reshape how utilities manage peak electricity demand.

Shareholder dilution is one of the major differences between Rivian and Lucid, and investors should note how it looks going forward.