Notícias

The fund, which peaked at $45 billion this month, was forced to sell leveraged bets on AI infrastructure stocks to Ken Griffin's Citadel at a discount

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

A 24-year-old wunderkind turned a few hundred million dollars into a $45 billion AI hedge fund in under two years, then watched it all collapse in a single week after a paired trade that seemed bulletproof suddenly moved against him on both sides at once.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Adobe Systems (ADBE) closed the most recent trading day at $247.9, moving 5.9% from the previous trading session.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

Madison & Wall commented that the firm's growth was stronger than most groups other than Publicis.

The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...

U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.

Equinix shares fell 3% on Wednesday as soft third-quarter forecast overshadowed a ‌raised full-year and long-term outlook. Here are some ‌details: • For the third quarter, Equinix expects revenue of $2.53 billion ​to $2.58 billion, the midpoint of which is below analysts' estimate of $2.58 billion. Equinix raised its forecast for 2026 revenue to a range of $10.21 to $10.29 billion, from $10.14 ‌billion to $10.24 billion.

Adobe Shares Jump on AI-Powered Topaz Labs Deal

Federal regulators have given Adobe the green light to proceed with its acquisition of Topaz Labs, clearing antitrust hurdles ahead of schedule.

Arch Capital Group (NASDAQ:ACGL) reported second-quarter after-tax operating income of $893 million, or $2.56 per share, as all three operating segments produced what management described as strong underlying underwriting results. The insurer and reinsurer also accelerated capital returns, repurchas

Collect a healthy income stream from Autodesk now, that you keep no matter what, while lining up a chance to own this software giant at a serious discount if its big new bet creates a little turbulence.

The growth is genuinely rare, but so is the price, and the margin cushion behind it is thin; both deserve a hard look before you decide.

For the same bet on enterprise software, Oracle presents a clearer forward path backed by a massive backlog, while Salesforce asks investors to underwrite a future turnaround.

Adobe joined an industry coalition to create the Open Source AI Cybersecurity Alliance, focusing on safer AI tools and standards. The alliance aims to develop shared, open-source defenses for AI systems that are increasingly used across software and digital media. This move adds a new dimension to Adobe's role in AI beyond its core creative and productivity products. Adobe, traded as NasdaqGS:ADBE, is stepping into a broader AI security role at a time when its stock has shown mixed...

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Nvidia joined Adobe, CrowdStrike, Dell and Hugging Face to develop shared tools for securing autonomous AI systems.

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

Insider disposed of stock automatically upon RSU vesting to cover tax obligations, retaining substantial equity exposure of 43,216 shares and 15,826 derivative securities.

Adobe is set to report Q3 earnings, with analysts expecting double-digit year-over-year EPS growth.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for ‌AI safety and cybersecurity, days after the Hugging Face incident ‌drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI ​Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.

Five years ago, Autodesk spent about $1.8 billion on a string of construction acquisitions. That bet has now compounded into a business generating almost $600 million in annual revenue. This segment is still growing north of 20%, a rate faster than the company average.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

Adobe (ADBE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

At $205, Autodesk (ADSK) looks set up for roughly 49% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.