Notícias

A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly cuts against the very stocks his words are lifting.

BCS' U.S. consumer, U.K. lending, and Investment Banking expansions lift total income by 11% in H1'26, boosting its revenue growth outlook for 2026 & beyond.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...

The highly awaited IPO could happen later this month. Here are the latest details.

Uber and Wayve launch supervised autonomous rides in London, starting a gradual U.K. rollout tied to demand, tech readiness and regulation.

Microsoft will provide more visibility into its Azure cloud-computing business with its new reporting structure.

TTD's fast-growing JBPs are emerging as a key growth lever as macro pressures weigh on near-term performance.

PFE's pipeline is taking center stage as berobenatide and next-generation oncology drugs aim to drive growth from 2028 and beyond.

Rocket Lab (RKLB) has fallen about 49% over the past three months, while signing the biggest launch contract in its history. The risk sits in the gap between those two facts. The threat is not on the demand side. It is that the company spends far ahead of Neutron, the rocket meant to turn its cash around, and Neutron has not flown.

Members may be disappointed temporarily, but the decision actually benefits them in the long run.

NVIDIA (NasdaqGS:NVDA) faces progressing legal action from Winamp Group in U.S. federal court over alleged unauthorized use of musical content in AI development, with a hearing now scheduled. The case is viewed as a potential test for how copyright rules apply to AI training data and could influence practices across the sector. NVIDIA is also reportedly in advanced talks to acquire AI startup Hugging Face for up to US$14b. If completed, a deal for Hugging Face would expand NVIDIA's reach in...

September is historically the poorest-performing month in the stock market.

Ciena (NYSE:CIEN) reported record fiscal third-quarter 2026 results, with revenue, operating margin and adjusted earnings per share reaching new highs as demand for optical networking equipment accelerated across data-center and wide-area network applications. Revenue for the quarter was $1.67 bill

Dave Hulays is taking the candy and snack giant's finance reins from Steven E. Voskuil, who served as CFO for seven years.

AbbVie's Skyrizi, Rinvoq and neuroscience drugs drive growth, but Humira erosion, oncology and Aesthetics remain key headwinds.

Elon Musk said bringing large artificial intelligence data centers online requires far more than chips, as Alphabet Inc.’s Google, Anthropic and other companies lease computing capacity from Space Exploration Technologies Corp. amid tightening power supplies across the fast-growing AI industry....

Dell has been a strong performer all year and could provide an attractive candidate using a bull put spread.

Wall Street analysts have Apple pinned at fair value with a flat consensus target, but nine consecutive earnings beats and a reimagined Siri AI suggest they are underwriting the wrong risks. Here is the math behind a path that the Street is not modeling.

SEI's $101M Omega deal adds specialized EPC expertise, expands its power infrastructure platform and targets growing data center demand.

Broadcom's (AVGO) valuation remains "compelling" for investors as its growth continues to be robust,

Snowflake (SNOW) delivered solid fiscal Q2 results with the company's Product revenue growth increas

Investors will enjoy a long weekend, with both the stock and bond markets closed on Monday for Labor Day.

Poland’s reclassification as a developed economy from an emerging market opens it up for investment by many more investors.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Palo Alto Networks posted accelerating fiscal Q4 revenue and raised guidance, prompting analysts to reaffirm or lift price targets above $400 as institutions keep accumulating shares.

ATI's aerospace and defense demand, raised 2026 outlook and capacity investments support margin expansion and sustained earnings growth.

With Power revenues up 53%, can AGX turn its $2.5 billion backlog into sustained growth despite project timing?

The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Hewlett Packard Enterprise's Q3 earnings and revenues beat estimates as AI, networking and server demand surge, driving record backlog and higher fiscal 2026 guidance