Notícias

It's more than staying invested in the market.

OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI. The benchmark results explain the swagger. OpenAI reports that Astra scored 64.6% on Terminal-Bench Science 0.1, ahead of Anthropic’s new Claude Fable 5.1 at 52.6% and GPT-5.6 Sol […]

Whether the data center infrastructure supplier pays the full $2.6 billion is up to the company it's buying.

Adobe Inc. (NASDAQ:ADBE) reports its fiscal third-quarter results on September 10. RBC Capital believes that the company’s path toward company-specific multiple expansion depends on ARR re-acceleration. On September 2, analyst Matthew Swanson raised the price target on the stock to $315.00 (from $285.00) while maintaining an Outperform rating. The firm explicitly attributed the price increase to […]

Blackstone said it would limit withdrawals to 5% of the fund’s shares, which is typical for these types of semi-liquid funds.

MN8 Energy, Eos Energy Enterprises, Inc. (NASDAQ: EOSE), and Alphabet Inc. (NASDAQ:GOOGL)’s Google announced a collaboration on September 2 to deliver new, clean, around-the-clock energy resources to the PJM grid in support of growing demand in the region. For Eos, this deal marks an important validation point for its long-duration battery technology. In response, Stifel […]

One Wall Street firm sees Salesforce Inc. (NYSE:CRM) as an early enterprise-AI winner based on its open-platform strategy. On September 2, Cantor Fitzgerald analyst Matthew VanVliet raised the price target on Salesforce Inc. (NYSE:CRM) to $300.00 (from $250.00) while maintaining an Overweight rating. The call followed a Salesforce webinar focusing on AI momentum, headless strategy, […]

Baidu, Inc. (NASDAQ:BIDU) may have a new near-term catalyst on the horizon, with Citi opening a 30-Day Upside Catalyst Watch on the stock. On September 2, analyst Alicia Yap reiterated a Buy rating and a $166.00 price target on Baidu, Inc. (NASDAQ:BIDU), according to a press release statement. The rating affirmation follows the firm’s 2026 […]

An Air Force Research Lab contract for a Beavercreek company was just boosted by more than $11 million. BlueHalo LLC was awarded $11.2 million modification to a previously awarded contract to help improve airmen readiness, the Department of Defense said. The modification brings the total face value of the contract to $41.2 million from $29.9 million. Work will be performed in Beavercreek and ...

Barely three months after the largest IPO in history, Space Exploration Technologies Corp. (NASDAQ:SPCX) is no longer just viewed as a launch and satellite company. The company, in turn, has been expanding its horizons and is now viewed as an artificial intelligence infrastructure company. On September 2, Oppenheimer analyst Tim Horan raised the price target […]

Is Circle Internet's rally built to last? New trust charters helped the stock take off, but its valuation still raises questions.

Goldman Sachs lifted the target after a blowout quarter, citing AI server demand and margin growth.

A more than 20-year-old Russian cybercrime operation known as Sality is being dismantled by U.S. law enforcement agencies in collaboration with cybersecurity company CrowdStrike Holdings Inc., the Department of Justice said. On Monday, CrowdStrike, in collaboration with the Department of...

Rocket Lab’s Electron offers dedicated launch dates, orbits and mission profiles, unlike shared Falcon 9 rideshare missions.

Amazon's cloud dominance and 10.8% net margin contrast sharply with Disney's lower valuation multiples and stronger free cash flow.

The AI software company’s latest consulting tie-up comes as Burry doubles down on his view that Palantir’s valuation and business model face serious risks.

Rocket Lab (RKLB) just completed its 94th Electron launch, placing Synspective’s latest StriX Earth imaging satellite into low Earth orbit and extending a run of successful missions that has attracted 16 future bookings. Despite this, Rocket Lab’s recent share price return has been weak, with the stock down 42.03% over the past 90 days and 16.03% year to date, even as news has focused on Neutron development milestones, the planned Iridium acquisition, and fresh institutional buying from Ark...

The fair value estimate for Affirm Holdings has moved from US$78.93 to US$99.23, which is a sizable reset in what analysts think the stock could be worth on their models. Recent research points to growing confidence in Affirm’s growth roadmap, unit economics, and key partnerships, even as some voices remain cautious about valuation and execution risk. As you read on, you will see how these shifting targets feed into the evolving story around Affirm and what to watch if you are tracking the...

In August 2026, Kyndryl Holdings announced an expanded alliance with Broadcom to provide end-to-end consulting and managed services for VMware Cloud Foundation, targeting AI-ready, secure private and hybrid cloud environments with strengthened cyber recovery capabilities. A distinctive aspect of the collaboration is the planned upskilling of several thousand Kyndryl consultants to implement agentic workflows and policy-driven AI governance across VMware estates, aiming to reduce operational...

Chubb stock has more than doubled over the past five years, yet the current Excess Returns intrinsic value estimate still sits well above the recent share price. This contrasts with broader valuation checks that lean toward the shares being on the expensive side rather than a clear bargain. A 5 year return of 107.1% suggests Chubb has already rewarded long term holders, so any valuation upside now matters more for new capital going into the stock. Stronger underwriting discipline and capital...

Oracle’s updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as stronger interest in Oracle Cloud Infrastructure and large AI contracts is being balanced against concerns about funding needs, capital expenditure and potential pressure on earnings quality. As you read on, you will see how these moving pieces are shaping the evolving Oracle story and what to watch as...

On Friday, markets will watch August’s nonfarm payrolls data for more cues on the U.S. economy and the potential interest rate trajectory.

Adobe promotes Anil Chakravarthy to CEO as Shantanu Narayen steps down, with the stock down 18% in 2026 on AI fears.

Adobe is naming Anil Chakravarthy as CEO as Shantanu Narayen steps aside.

Wall Street's new price targets lean on a diversification story. The company's own filings mostly back it up.

A number of stocks fell in the afternoon session after national cattle shortages and volatile livestock prices squeezed operating margins and prompted outlook cuts across the food production industry.

Shares of financial services company Robinhood (NASDAQ:HOOD) jumped 14.9% in the afternoon session after Deutsche Bank issued a report pointing to prediction market tailwinds for brokerages, asset managers, and exchanges.

Strong results and higher guidance failed to offset valuation concerns and profit-taking after PATH’s historic August rally.

ProPetro CFO Caleb Weatherl joins Kristen Scholer on NYSE Floor Talk

The startup began as an emoji-named app for teens before becoming a crusader for open-source artificial intelligence.