Notícias

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.

A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.

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 […]

UNH is showing signs of recovery as medical costs improve, Optum gains momentum and 2026 earnings guidance rises.

Investors need to start thinking about what's next in 2027.

Vertiv's $1.45B UIG deal adds microgrid and behind-the-meter power capabilities, broadening its AI data-center infrastructure push.

The new structure could reveal more about AI economics

Broadcom's (AVGO) fiscal Q3 results beat expectations across the board, with revenue and EPS topping

A key premium strategy may have just lost momentum

Fed Governor Christopher Waller just gave bond markets a reason to breathe easier, but buried inside his reassuring comments sits a single word that could unwind everything investors took from his speech.

Public investors are about to test private AI enthusiasm.

A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is reading a very different map of where a trillion dollars in AI spending actually lands.

Intuitive Machines' record $1.8B backlog offers 2026 revenue visibility, but conversion timing, margins and lunar execution costs remain key.

Ford reportedly wants its roughly $30,000 electric truck to reach a U.S. sales level achieved only by Tesla.

Market Catalysts host Julie Hyman uses the AlphaSpace platform to take a closer look at one of Thursday's trending stories: Campbell's (CPB) reporting its fourth consecutive drop in quarterly sales.

Despite intensifying competition, Broadcom continues to benefit from strong demand for its custom AI accelerators.

This article first appeared on GuruFocus. Data analytics and artificial intelligence startup Palantir Technologies Inc. (PLTR, Financials) is back on Michael Burry (Trades, Portfolio)'s radar. The Big Short investor said Palantir's market valuation, which is around $432 billion, may eventually sink below $100 billion, saying investors are pricing the company more like a high-margin software platform than the business its financial profile suggests.

A new Dunkin' partnership could push Walmart deeper into restaurant delivery using infrastructure it already built for retail.

Kraken will list SoFiUSD and gain access to SoFi’s round-the-clock dollar settlement network, while Kraken Prime will execute trades for SoFi’s crypto customers.

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