Notícias

Nike stock has crashed nearly 80% from its peak. Here is what stabilizing margins and fresh price targets say about its next move.

Healthcare stocks were slightly higher late Thursday afternoon, with the NYSE Healthcare Index incre

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Walmart (NASDAQ:WMT) and the rest of the large-format grocery & general merchandise retailer stocks fared in Q2.

The company is about to formally launch the gold two-seater, with no steering wheel or pedals -- a move that could change Tesla forever.

Meta's new AI model is the reason its shares are rising. The bigger question is whether its costly AI push can produce products people actually want.

Retail investors in Blackstone’s flagship private-credit fund continue to head for the exits. Blackstone Private Credit Fund, the largest private-credit fund pitched at individual investors, received redemption requests totaling $4.3 billion in its latest quarter, accounting for about 10% of shares outstanding. It experienced another quarter of net outflows, losing about 3% of its net asset value.

Nvidia’s portfolio and product roadmap appear to be sending opposite messages about Arm. NVIDIA Corporation (NASDAQ:NVDA) disclosed that it sold its entire position in Arm Holdings plc (NASDAQ:ARM) by the end of 2025. Yet Nvidia’s Grace CPU uses the Arm architecture, and its Vera processor does too. The apparent contradiction disappears once investors separate owning […]

As long-term bond yields climb to new heights, a divide over what is driving the historic run-up has opened between Federal Reserve policymakers and Wall Street.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the content delivery industry, including F5 (NASDAQ:FFIV) and its peers.

One company stands out over the other because of the future revenue opportunities it could capture.

The broader agricultural equipment industry is witnessing a cyclical slowdown as softness in equipment demand is impacting the manufacturers. However, there are some signs of stabilization amidst improvement in used-equipment inventories and early-order trends becoming constructive. For Deere & Company (NYSE:DE), the possibility of 2026 marking the bottom of the current cycle might be more […]

Skybride Capital founder Anthony Scaramucci said Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick both suffer from what he calls “Potomac Fever,” the same affliction he says led to his own 11-day, scandal-plagued run as White House communications director...

Jefferies reiterated a Hold rating on Adobe Inc. (NASDAQ:ADBE) and raised the price target to $285 from $230 on August 30, citing expectations that the company will deliver results in line with expectations. The research firm has echoed the company’s long-term prospects amid heightened focus on user acquisition and engagement. Adobe AI Strategy for Growth During […]

Novartis just committed billions not to discover a new drug but to change how an existing one enters your body. The reason why that quiet engineering bet could matter more than a blockbuster pipeline win is buried in the fine print.

Rocket Lab continues to thrive in SpaceX's shadow.

A Federal Reserve governor signaled that interest rates may stay where they are, helping Bitcoin recover from its slide earlier in the week.

Fresenius Medical is scaling its 5008X rollout across U.S. clinics, creating growth potential despite volume, reimbursement and rollout-cost pressures.

Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter…

Broadcom (AVGO) reported incrementally bullish artificial intelligence commentary around its fiscal

The video platform that defined an era now trades at a fraction of the market's price, forcing investors to decide if the markdown is a miscalculation or a final verdict.

Investors "sold the news" on Mongo's earnings report, even as it came in stronger-than-expected.

Roku just made a $999 bet on owning your living room

Cloudflare stock has delivered a very strong three-year gain, yet current valuation checks point to a premium price, with the intrinsic value estimate and market multiples both indicating the shares trade above what the underlying cash flows might justify. Cloudflare has returned about 326% over the past three years, which puts extra focus on whether the current share price already reflects a lot of optimism. The launch of Adaptive Intelligence in Cloudflare Bot Management can support long...

International Business Machines stock has more than doubled over the past five years, yet current checks still point to a market price that sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and below fair value on earnings and cash flow multiples. International Business Machines has returned 111.8% over 5 years, which puts recent short term weakness into context for long term holders. Growing AI and quantum related activity, including higher margin...

Kyndryl Holdings (KD) has expanded its alliance with Broadcom to deliver end-to-end consulting around VMware Cloud Foundation, with a focus on AI-ready private clouds, automation and security for mission-critical enterprise systems. The news comes after a mixed period for Kyndryl Holdings, with the share price at US$13.09 and a 7.83% 90 day share price return. The year to date share price return is down 48.65% and the 1 year total shareholder return is down 59.11%, pointing to some recent...

Toast stock presents a mixed picture today. An Excess Returns intrinsic value estimate points to the shares trading below estimated fair value, while market based multiples suggest the stock is priced on the rich side and the broader value score is low. Toast has returned 59.3% over the past 3 years, which puts recent weakness into context but raises the question of how much of the story is already reflected in the price. The latest Voice of the Restaurant Industry Survey, which highlights...

Dell Technologies stock is pushing new record highs following another exceptional earnings report, driven largely by the AI boom.

Lucid Group (NasdaqGS: LCID) is partnering with Emil Frey France to support its official entry into the French market. The agreement combines Lucid's direct commercial control with Emil Frey France's local operational expertise and distribution model. Lucid plans a product debut and brand showcase with Emil Frey France at the 2026 Paris Motor Show as part of this launch. This type of cross border expansion in electric mobility also relies on supporting infrastructure, so it can be useful to...

Procter & Gamble stock currently trades with a mixed valuation picture. The intrinsic value estimate using a Discounted Cash Flow (DCF) approach points to value that is below the current market price, while the broader scoring framework still flags the shares as neither a clear bargain nor clearly expensive. Over the past 5 years the stock has returned 16.1%, which suggests a moderate long term outcome for investors who stayed invested through that period. Future cash flow from Procter &...