Notícias

On September 1, a caller mentioned that they do not know how to value Caterpillar Inc. (NYSE:CAT) amid the heavy artificial intelligence market hype and asked for a breakdown. Mad Money host Jim Cramer replied: It’s funny you say that because isn’t it, if you repeat what you just said, isn’t that the problem? Since […]

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

HPE stock was falling on Thursday despite signs of continued demand strength as Wall Street weighed whether they think the company can overcome margin pressures and supply headwinds. HPE reported better-than-expected fiscal third-quarter financial results after the stock market closed on Wednesday. The information technology company also raised its guidance for the full year, and CEO Antonio Neri told Barron’s that demand is incredibly strong as customers continue to build out the infrastructure needed to power artificial intelligence.

CLH gains on strong waste-services demand, acquisitions and solid cash flow, while competition, currency risks and no dividend remain concerns.

Over the past six months, BlackLine’s shares (currently trading at $32.29) have posted a disappointing 11.7% loss, well below the S&P 500’s 12% gain. This might have investors contemplating their next move.

SNOW shares hit near five-year highs while DELL stock climbed to a record level as Wall Street raised targets after strong second-quarter performances.

This nearly 8% dividend has been increased quarterly for years.

Broadcom's fiscal Q3 earnings and revenues beat estimates as AI chip demand surges, with AI semiconductor sales up 221% and a higher fiscal 2026 outlook.

Apple faces a £2 billion ($2.7 billion) lawsuit brought by UK app developers who accused Thursday the US tech giant of giving its own advertising services an unfair advantage by imposing tougher privacy rules on third parties.The claimants argue that the system was "designed and implemented unfairly and without proper consultation, imposing stricter requirements on third-party app developers than on its own services."

Uber is slashing thousands of jobs and pouring billions into self-driving cars it will never actually build. Whether that bet saves the company or slowly hands its future to someone else is the real question.

Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.

Toward the end of the lightning round of the September 1 episode of Mad Money, a caller asked for Jim Cramer’s opinion of General Dynamics Corporation (NYSE:GD). Here’s what he had to say in response: You’re not going to go wrong with General Dynamics, buying it here at 20 multiple. I think it’s fine… I […]

It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.

Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.

Over the past six months, Mayville Engineering’s stock price fell to $19.25. Shareholders have lost 8.8% of their capital, which is disappointing considering the S&P 500 has climbed by 12%. This may have investors wondering how to approach the situation.

ChargePoint just posted one of the sharpest single-session surges in its history, but the numbers behind the move tell a more complicated story than the ticker suggests.

Roku (ROKU) leads U.S. TV streaming platforms, boasting over 60 million active accounts and strong ad-driven revenue growth. ROKU exhibits robust technical momentum with shares up nearly 60% over the past year. The stock maintains a 100% “Buy” opinion from Barchart. Analyst sentiment is mixed, but Roku has multiple “Buy”...

The world's largest corporate holder of Bitcoin is buying the token again.

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.

SNOW's Q2 earnings and revenues beat estimates as product revenues jump 37%, AI demand accelerates growth, and fiscal 2027 guidance moves higher.

TER stock lost 15.4% in a month, but strong AI data-center demand, UltraFLEXplus growth, and positive third-quarter guidance support its outlook.

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.

Almost everything else beat expectations. Here’s the single metric flagged by Morgan Stanley that triggered the after-hours drop.

Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story.

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 […]