Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Credo and Corning illustrate how the next wave of AI winners will come from companies that make chips and those that build high-speed connectivity and fiber infrastructure.
The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.
It's already outpacing Elon Musk's company.
Ray Dalio built the world's largest hedge fund by spotting generational bubbles before they burst, and right now he sees a specific mechanical pattern in AI valuations that appeared only twice before in modern history.
The Chinese search leader's AI investments aren't paying off quickly enough to pick up the slack for its slowing legacy business.
Nike has shed nearly half its value in a year while executives quietly sold millions in shares, yet one analyst team is holding a price target that would make the stock the biggest winner in its peer group. The gap between that call and reality raises a question worth answering.
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.
If you're looking for passive income you don't have to babysit, these three consumer staples stocks are worth a closer look.
After years of price hikes to offset inflation, McDonald's is now struggling to move traffic in the right direction.
Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.
Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.
Bruce Berkowitz has built his entire Fairholme portfolio around a single Northwest Florida land developer, and the boldness of that bet raises a question every retail investor should answer before following his lead.
These stocks have been crashing this year, but at reduced valuations, they could make for intriguing contrarian buys.
Alphabet quietly buried a listed income security inside its record-breaking equity raise, and most GOOGL shareholders have no idea it exists. The catch is that this yield has an expiration date written directly into the contract.
Nvidia's goal is utter AI dominance.
Kailera Therapeutics raised one of the biggest obesity biotech IPOs in recent memory, then watched its stock drop nearly 30%. Now several of the world's largest drugmakers have a compelling reason to make a move before pivotal trial data arrives.
Novo Nordisk, CVS Health, and Bristol Myers are top dividend stocks that are trading at modest valuations.
Enbridge's solid history of dependable dividends has made it a favorite of income-oriented investors.
Nebius' phenomenal revenue growth potential suggests it can continue to skyrocket.
Intel sits on roughly $30 billion in cash, yet its entire disclosed stock portfolio fits inside just two struggling companies tied to autonomous flight and self-driving cars. The reasoning behind that concentrated bet says more about CEO Lip-Bu Tan's grand vision than any earnings call ever could.
A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power in the AI buildout than any revenue growth figure the company chooses to announce.
Micron burned shareholders for decades through boom-bust cycles that seemed as inevitable as the seasons, but one structural shift in how AI consumes memory has the author convinced those cycles are gone and keeps triggering another buy.
David Tepper’s Appaloosa Management disclosed brand-new stakes in American Airlines and Boeing in its Q2 2026 13F filing (positions as of June 30, 2026, disclosed roughly 45 days later). That filing pulls the billionaire who nailed the memory-chip cycle into aviation. The move deserves scrutiny because of what it signals about where he is hunting ... The Billionaire Famous for Betting Big on Micron Just Bought Airline Stocks
Target and Lowe's both report earnings on the same morning, putting two very different bets on the American consumer head to head. Which one actually deserves your retirement capital before the opening bell?
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
