Notícias

Coherent's AI-optics growth and rising estimates support upside, but premium valuation, heavy capex and weak cash flow raise execution risk.

Merck’s stock is the top performer in its group, but its profitability sits at the very bottom of the pack, forcing a hard question on investors.

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 […]

Coherent's AI optics demand and margins are surging, but heavy capex, weak cash conversion and crowded product ramps keep execution risk elevated.

Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash flow to a fraction of last year's levels. Whether the ad machine can overpower those headwinds is the trade every Meta investor needs to understand right now.

Does Hyperliquid Strategies Inc (PURR) have what it takes to be a top stock pick for momentum investors? Let's find out.

Kosmos Energy (KOS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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.

Summit says its ivonescimab is keeping lung-cancer patients alive longer than Keytruda does. The stock is up.

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 […]

Broadcom just posted its ninth straight quarterly beat and watched its stock sink anyway. The AI revenue numbers are staggering, but the real story is what management said about 2027 and 2028 that has analysts scrambling to revise their models.

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.

DICK'S Sporting cuts its fiscal 2026 profit outlook as Foot Locker weakness, promotions and higher costs outweigh strong core-business sales growth.

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