
Drugmakers are getting a boost from strong earnings and M&A. But they’re also havens in a rocky market.
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Drugmakers are getting a boost from strong earnings and M&A. But they’re also havens in a rocky market.

Caterpillar is advancing industrial AI through FieldAI, combining robotics and operational data to build safer, smarter and more productive job sites.

VEEV's strong Q2 results, Vault CRM migrations and AI expansion support growth, while market saturation remains a key concern.

SYK's FDA-cleared SportSuite Vision brings Apple Vision Pro into hip arthroscopy, strengthening its digital surgery push and Sports Medicine portfolio.

UnitedHealth (UNH) stock has gained about 41% since early March, and at roughly $400 a share the market has already paid for a recovery. The easy reading is that the turnaround is finished. It is not. One half got better over those six months, the other got worse, and the price reflects the good half.

GATX currently trades at $175.78 per share and has shown little upside over the past six months, posting a small loss of 4.5%. The stock also fell short of the S&P 500’s 12% gain during that period.

Demand for everything else may be slowing down, but AI data center owners are still clamoring for power any way they can get it fast. Bloom is more ready than most to deliver.

During the September 1 episode of Mad Money, a caller inquired whether Marvell Technology, Inc. (NASDAQ:MRVL) is a buy. In response, Jim Cramer commented: Okay, this is another one that proves my point. Marvell reported an amazing quarter. What they then said was, “Look, listen, maybe our big win won’t be till 2029… It’s going […]

PepsiCo shares have quietly slipped while rivals rallied, but a confluence of international momentum, a massive buyback, and a portfolio overhaul is building pressure beneath the surface. Here is the case for why 2027 could be the year the market stops ignoring PEP.

AIRT is benefiting from Rex and Crestone expansion and digital growth, but aircraft availability and weakness in some aviation businesses remain challenges.

Scott Melker discusses how one of the UK's largest investment platforms, Hargreaves Lansdown, is now allowing retail investors to trade bitcoin (BTC-USD) and ether (ETH-USD) products after regulators lifted a ban last year. "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.

Summit Therapeutics stock rocketed Thursday after its experimental cancer drug outperformed Merck's blockbuster, Keytruda.

CEO Elon Musk has been promoting unsupervised full self-driving for years. Today may be a big step toward that goal.

RDW's phased-array investment could expand its Defense Tech reach into resilient space communications, but funded programs and returns remain unproven.

Moby summary of Ciena Corporation's Q3 2026 earnings call

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell 3.3% Thursday afternoon despite the company issuing a bullish long-term forecast for its artificial intelligence business, projecting AI revenue of $230 billion in fiscal 2028. The company also raised its fiscal 2027 AI revenue outlook to $115...

Palo Alto Networks, Inc. (NASDAQ:PANW) delivered strong fiscal fourth-quarter 2026 results, but the stock’s reaction shows that investors are demanding more than an earnings beat from one of the market’s biggest cybersecurity winners. During the September 1 episode of Mad Money, Jim Cramer said: The cybersecurity stocks have been climbing steadily higher for months now, […]

The oil giant is expanding its Venezuelan operations with plans to more than double production.

On the September 1 episode of Mad Money, Jim Cramer called CrowdStrike Holdings, Inc. (NASDAQ:CRWD) a “heavy hitter” in cybersecurity and highlighted its Fal.Con conference in Las Vegas, as he said: Listen, this is really important. Today was brutal for all things tech because these stocks tend to sell off horribly when hostilities with Iran […]

Campbells cut its full-year guidance and slashed its dividend, as a consumer staples ETF lags behind the market. Staples are not the safe haven they usually are.

An auction of the retail empire formerly owned by the Barclay family is set to be shelved after bidders failed to meet the £2bn asking price.

An auction of the retail empire formerly owned by the Barclay family is set to be shelved after bidders failed to meet the £2bn asking price.

With a historic banking approval, robust compliance infrastructure, and expanding utility across AI micropayments and U.S. Treasury markets, Circle is positioned to dominate the stablecoin market.

Federal Reserve Governor Christopher Waller said he would support holding rates steady if upcoming inflation data is supportive

Marc Ganzi just cashed out a $4 billion deal, and now he is drawing a pointed comparison between today's AI infrastructure frenzy and the late 1990s fiber overbuild. His warning about who gets left holding the debt when the cycle turns is aimed squarely at the investors still rushing in.

RTX stock has delivered a very strong 5 year run, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) view pointing to some undervaluation while market multiples look closer to fair. Recent contract wins in defense and aerospace add fresh context to that gap between price and intrinsic value estimates. Over the past 5 years RTX has returned 169.7%, which puts fresh focus on whether the current share price already embeds most of the good news. RTX’s recent...

Legacy cybersecurity tools weren’t built for AI-speed threats, leaving older firewalls, SIEMs, and endpoint systems unprepared.

Why Axcelis Technologies Is Back On Investor Radars Axcelis Technologies (ACLS) recently announced plans to join upcoming investor conferences, including the Citi 2026 Global TMT Conference and the B. Riley Securities Consumer & TMT Conference, which has put fresh attention on the stock. The recent conference announcements come after a mixed price pattern for Axcelis Technologies, with the share price up 28.62% year to date but down 31.57% over 90 days. The 1-year total shareholder return of...
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.