Intel trades near four times Nvidia's purchase price--but valuation gains still need foundry returns.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
July revenue already accelerated 44.7%; Nvidia's new forecast raises expectations for utilization again.

Hewlett Packard Enterprise (NYSE:HPE) parent HP entered a multi year global WiFi patent licensing agreement with U.S. blacklisted Huawei, covering a broad portfolio of wireless networking IP. The deal follows a series of legal disputes between the companies and formalizes cross licensing access to WiFi related patents across multiple regions. The agreement could influence HPE's future networking products, customer reach and approach to intellectual property risk management in key...
Enterprise applications are reclaiming value as investors see artificial intelligence supporting incumbents instead of erasing them.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

BBY tops Q2 estimates as comparable sales rise 4.1%, profitability improves and strong momentum prompts a higher fiscal 2027 outlook.

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

TMC stock is rallying after a decent second-quarter. But investors should keep an eye on this one development.

A surprisingly good end to fiscal 2026 is just one reason shares are flying higher today.
One metric separates Palantir from every other enterprise software company at scale, and understanding it changes how you think about buying the dips that keep rattling nervous shareholders.

One analyst is overlooking Quantum Computing Inc.’s bizarre corporate history and persistent financial challenges for a surprising reason.

Keysight Technologies (NYSE: KEYS) appointed Scott Reese, an experienced technology executive with leadership roles at GE Vernova and Autodesk, to its Board of Directors. Reese brings a background in industrial software and cloud transformation that may influence Keysight's focus in these areas. AttoTude Inc. reported major design efficiency gains using Keysight's EDA tools, including shorter design cycles and consistent first pass silicon outcomes in advanced RF and THz chip projects. The...

MKS (MKSI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Caterpillar (CAT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Scott Melker discusses how crypto firms have now made bitcoin-backed (BTC-USD) mortgages available to prospective homebuyers. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Lululemon (LULU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Raymond James raised its Nvidia price target to $515 from $352, implying a market value of roughly $12.4 trillion if it reaches that level.

Kohl's Q2 earnings beat and raised outlook lift the setup, but holiday execution and sales stabilization must prove gains can outlast tariff-refund benefits.

Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.

Dollar Tree tops Q2 earnings estimates as higher comps, better markups, lower freight costs and reduced shrinkage lift margins and adjusted EPS.

Kohl's low valuation, higher earnings outlook and stronger liquidity support the buy case, but negative comparable sales and estimate cuts cloud the recovery.

CrowdStrike shares are soaring after the cybersecurity software firm posted what CEO George Kurtz called “the best quarter in CrowdStrike’s history.”

Abercrombie (ANF) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Coca-Cola (KO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
This episode of "The Daily Wolf with Scott Melker" explores the bitcoin (BTC-USD) ETF buying rally extending into its eighth straight day, Better and Coinbase (COIN) teaming up to offer bitcoin-backed mortgages, and the SEC moving forward with new crypto custody rules. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Okta beats Q2 fiscal 2027 estimates as subscription revenues rise 12%, while stronger cash flow and backlog growth support a raised full-year outlook.

Drone stocks whipsawed again this morning, but the bounce reveals something more useful than a simple reversal. The same force that crushed the group Monday is now lifting it, and the order is not random.

Petrobras' Q2 earnings beat rode record production, higher exports and Brent prices, but softer crude could test how much of the gains can persist.

