
With varying approaches to growing their businesses, both companies have something different to offer investors.
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

With varying approaches to growing their businesses, both companies have something different to offer investors.
CrowdStrike (CRWD) reinforced its goal to lead AI-era cybersecurity and raised its long-term growth

Former White House AI and crypto czar David Sacks urged artificial intelligence companies to contribute to Trump Accounts, arguing that giving children a financial stake in AI could strengthen public support for the technology. Sacks Pushes AI Ownership On Tuesday,...

Palantir just posted the kind of revenue growth that makes software investors stop mid-scroll, yet the stock sits 8% below its all-time high with insiders selling and a valuation that has skeptics reaching for antacids. Whether that tension resolves as a buying opportunity or a warning sign depends on one number.
Five surging stocks that are seeing high options volume today

MRNA's newly approved mFlusiva faces a potential challenge as GSK advances an mRNA flu vaccine targeting two viral proteins.

Find insight on Nvidia, Broadcom, HPE and more in the latest Market Talks covering technology, media and telecom.

Rivian’s CFO Claire McDonough will step down on Oct. 30, sending shares down 6.3% after the announcement.
Snowflake (SNOW) delivered strong fiscal Q2 results, with product revenue growth accelerating as the

With global bond yields easing as inflation signals soften in the US, growth stocks are back in focus. Lower yield pressure can make the future earnings of fast growing companies look more attractive, especially when management has significant skin in the game through insider ownership. This article highlights three high growth, high insider commitment US stocks from our screener and explains why each one could deserve a closer look now. The three stocks covered below are just a starting...

Lam Research stock has delivered very strong long term gains over the past five years, yet the broader valuation checks now lean toward the shares looking expensive rather than like a clear bargain. After such a strong run, the recent pullback raises a simple question for investors about what kind of expectations are now built into the price. The stock has returned about 420.5% over five years, which suggests that a lot of optimism is already reflected in Lam Research’s market value. Lam...

Axcelis Technologies has delivered a strong 5 year share price gain, yet the stock now screens as expensive on several valuation checks and carries a low overall value score. For investors, the recent pullback raises the question of whether this is a healthy reset or a sign that earlier enthusiasm pushed the valuation too far. Axcelis Technologies has returned about 127% over 5 years, which points to a stock that has already rewarded patient holders. The company’s ability to convert its...

Booking Holdings' total yield, incorporating share buybacks, tops 7% -- and the stock is worth a closer look now.

Although General Dynamics fell short of its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Data center demand is surging, but utilities, electric transmission and grid connections can take years to meet the need

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management’s Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500’s 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies’ efficiency in converting sales into […]

Canva's users have made 4.5 billion presentations and 1.4 billion documents, the first hard numbers on its push into Microsoft and Google's turf.

At Uber and elsewhere, managers with small fiefdoms have become an especially vulnerable target in the push to purge management ranks.

Broadcom (AVGO) reported quarterly earnings on Wednesday that only modestly beat Wall Street's expectations. CFRA Research senior vice president and equity analyst, Angelo Zino, shares his thoughts on Broadcom's earnings print, highlighting what it signals about the broader semiconductor industry.

The cloud-based data storage and analysis specialist got a lift from artificial intelligence (AI), delivering accelerating growth and a classic "beat and raise."

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management’s Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500’s 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies’ efficiency in converting sales into […]

Uber’s CEO said he aims to make the company “simpler and faster.”

Broadcom expects its artificial intelligence-related sales to double next year and again the following year. Broadcom stock fell Thursday.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares climbed more than 4% on Thursday after the company unveiled an upgraded version of its flagship AI model, which its AI chief says now matches offerings from Anthropic and OpenAI. The new model, Muse Spark 1.3, marks Meta's "biggest...

A pharma giant delivered substantial cash returns to shareholders while outperforming the broader market. Here is a breakdown of AbbVie's cash-return capacity, and the key commercial metric supporting its durability.

Uber just announced its biggest round of layoffs since the pandemic, yet analysts are pointing to targets more than 30% above the current price. Here is what the bulls and bears are each getting right.
One software rally still looks attractive, another far less so
Years of political risk may finally deliver unusual economics

Marcus & Millichap’s 17.5% return over the past six months has outpaced the S&P 500 by 5.6%, and its stock price has climbed to $31.10 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
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.