Notícias

In recent days, Shopify reported quarterly revenue growth of 33.7% year on year, beating analyst expectations on revenue, billings and gross merchandise volume, while also highlighting a net cash position of US$4.77 billion. At the same time, Affirm announced an expanded partnership with Shopify to launch Shop Pay Installments in Australia, underlining how Shopify’s AI tools and financial services are becoming more embedded in merchants’ checkout and financing options globally. Now we’ll...

Four value stocks stand out as investors look beyond AI, using PEG ratios, earnings growth and valuation metrics to find potential winners.

Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.

The manufacturer of optical and photonic products reported a notable insider sale as shares delivered a one-year return of more than 600%.

Networking chips designer Marvell Technology (NASDAQ: MRVL) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 36.5% year on year to $2.74 billion. On top of that, next quarter’s revenue guidance ($3.15 billion at the midpoint) was surprisingly good and 4% above what analysts were expecting. Its non-GAAP profit of $0.94 per share was in line with analysts’ consensus estimates.

When eBay falls in a crisis, the damage is concentrated in the depth of the drop, not the time it takes to climb back out.

OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.

On August 18, 2026, Fabrinet (NYSE:FN) shares fell 11% in premarket trading even after the data-center component supplier posted fiscal fourth-quarter adjusted earnings of $4.10 a share, up from $2.65 a year earlier and above Wall Street’s $3.81 estimate. Revenue grew by 45% to $1.32 billion. Why This Matters Fabrinet’s own CEO says there’s “no […]

Artificial intelligence is dramatically increasing the need for cybersecurity solutions. On Thursday, August 27, CrowdStrike (NASDAQ:CRWD) shares rose 20%, posting their best day ever, while Okta (NASDAQ:OKTA) rose 29-30%. Both companies beat earnings expectations and raised guidance, and both have more than doubled in 2026. CNBC reporter MacKenzie Sigalos summarized the setup: “CrowdStrike and Okta […]

Will Sandisk's plans to return capital to shareholders improve the value of holding the stock?

Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.

Buffett's no. 1 rule for investing is so simple that most investors completely ignore it. And that's exactly why it works so well.

The Wall Street Journal reported on August 18, 2026, that KKR & Co. Inc. (NYSE:KKR) made a roughly $9 billion takeover offer for natural-gas and electricity distributor UGI Corp at $42.50 a share, a 21% premium to UGI’s $35.09 close. However, it’s unclear whether UGI will be receptive to a deal. Why This Matters Surging […]

Devon Energy looks cheaper than ConocoPhillips, while both offer shale-led growth, rising cash flow prospects and sizable shareholder-return plans.

PepsiCo is heading in the right direction.

Evercore raised its Amazon price target as survey data showed AI-powered shopping could drive product discovery and increase consumer purchases.

Revenue climbed 33% to $1.17 billion in the fiscal fourth quarter, while gross merchandise volume rose 36% to $14.1 billion

S's Q2 fiscal 2027 results beat estimates as platform adoption, upmarket wins and operating leverage drive growth and a raised full-year outlook.

Amazon Gets a Major Price Target Boost to $355 on Strong Retail Trends

Apple revealed the date--not the products--leaving investors to judge whether the next launch can sustain unusually strong growth.

Palantir just crossed into a new phase of the AI boom.

Circle Internet Group stock has climbed sharply over the past month, yet the valuation checks point to a company that screens as expensive on most measures even though the Discounted Cash Flow (DCF) intrinsic value estimate sits very close to the current market price. That mix of a strong recent rebound and only a low value score leaves investors weighing how much optimism is already in the share price. The stock is up 46.5% over the past month, which puts recent momentum front and center as...

The Trade Desk (NasdaqGM:TTD) announced a new partnership with Gracenote to bring show-level content intelligence into its platform for connected TV campaigns. The collaboration aims to give advertisers more granular targeting, planning, and measurement tools for programmatic CTV advertising. Gracenote, a Nielsen company, will feed detailed content data into The Trade Desk to support more precise CTV ad delivery and reporting. For investors tracking how data and AI are reshaping digital...

The FDA decision expands Mounjaro beyond glucose control while strengthening its position against competing cardiovascular therapies.

Palantir Technologies is a highly rated stock that broke out to a recent high on Thursday, closing up 4.75% for the day. Income investors who want to generate some option premium on Palantir stock could look at a covered-call trade. A covered-call strategy is one way to slightly reduce the risk on a long stock position while also generating some premium.

GAP's brand momentum, margin gains and higher 2026 profit outlook contrast with uneven performance at Old Navy and Athleta.

IREN Ltd (IREN) reports strong AI Cloud growth with $4B in contracted ARR, despite a $684M net loss from mining transition costs.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Wall Street may not get a Jackson Hole rally, after all. The major stock market indexes couldn’t hold onto earlier gains. The Dow Jones Industrial Average was flat. The S&P 500 was down 0.2%. The Nasdaq Composite was down 0.

PLTR's Rule of 40 surges to 155% as revenue growth hits 93% and adjusted operating margin reaches 62%, highlighting AI-driven execution.