Notícias

Results from the chipmaker might offer clues about how businesses are thinking beyond NVIDIA for their AI infrastrucutre needs.

Needham called fixed ALPR a modest input to its model

Why Snap Stock Is Back In Focus After Its Latest Earnings Report Snap (SNAP) is drawing fresh attention after its latest earnings report, which combined 19% year over year revenue growth with a very large jump in adjusted EBITDA, even as the share price has declined about 7.6%. At a share price of $5.59, Snap has seen a 1 month share price return of 10.9%. However, the year to date share price return is down 31.2% and the 5 year total shareholder return is down 92.5%, which points to fading...

American Airlines Group stock has fallen over the past few years, yet the broader valuation checks currently lean cheap relative to where the market has priced the shares. The share price is down 31.5% over 5 years, which means long term holders have seen a material capital decline. Future earnings and cash flow can be influenced by efficient fleet use and cost discipline, while high debt levels remain a key risk if conditions weaken. The broader checks lean cheap, with American Airlines...

Cigna Healthcare recently introduced an industry-first connected benefits experience that links medical and supplemental health coverage to simplify access to cash benefits for unexpected health events, with Medical with Smart Coverage slated to begin offering supplemental cash of up to US$7,000 per covered event from January 2027 for eligible mid-sized employer plans. This move directly addresses widespread gaps in Americans’ financial readiness for medical shocks and the underuse of...

Amgen stock has logged a strong 5 year run, yet current valuation checks send mixed signals as the intrinsic value estimate suggests a discount while market based multiples look closer to fair. Over 5 years, Amgen has returned 134.2%, which means anyone looking at the stock today is weighing fresh gains against the chance that the easy part of the move is already behind it. New clinical data around Repatha and Tezspire can support expectations for future cash flows, while ongoing trial and...

PepsiCo (PEP) is in a transitional phase after conflict related damage at a Ukrainian production facility and softer demand in North America, which is putting more attention on how its stock reflects these operational pressures. Over the past year, PepsiCo’s share price return and its 1 year total shareholder return have both slipped slightly. Together with softer North American demand and the recent Ukrainian facility damage, this has cooled momentum even as the company signs new...

Investing.com -- JPMorgan Chase & Co (NYSE:JPM) has scaled back the financing extended to Jane Street following the quantitative trading giant's expansion into U.S. Treasury market-making, according to a report from the Financial Times. The decision highlights mounting friction between Wall Street's legacy dealers and the non-bank trading firms increasingly capturing market share across fixed-income markets. The financing reduction represented roughly 5% of Jane Street's overall fixed-income cre

American Tower (AMT) reached $172.92 at the closing of the latest trading day, reflecting a -1.76% change compared to its last close.

Dow Inc. (DOW) closed at $31.28 in the latest trading session, marking a +2.69% move from the prior day.

Halliburton (HAL) closed at $37.63 in the latest trading session, marking a +2.26% move from the prior day.

NXP Semiconductors (NXPI) concluded the recent trading session at $228.5, signifying a +2.74% move from its prior day's close.

Oppenheimer raised its SpaceX target to $280 from $250 as stronger AI usage and compute economics lifted its long-term revenue outlook.

The airline is betting richer passengers can lift margins

Snowflake shares jumped in after-hours trading Wednesday after the company’s earnings report showed that enterprise AI demand is driving big gains for its business.

The worst-case breakup risk just became far less likely

SB Energy's IPO filing exposes enormous contracted demand, no operating data centers and heavy OpenAI dependence.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the gig economy industry, including DoorDash (NASDAQ:DASH) and its peers.

Berenberg Turns Bullish on Rocket Lab as Space Industry Races Toward $1 Trillion

Argan (NYSE:AGX) reported record second-quarter results for fiscal 2027, with revenue, net income and adjusted EBITDA rising sharply as activity increased across its power, industrial and Teledata segments. For the quarter ended July 31, 2026, revenue increased 62% year over year to $384 million. N

C3.ai (NYSE:AI) reported first-quarter fiscal 2027 revenue of $52.4 million, above its prior guidance, as the enterprise AI software company said its restructuring efforts, federal-sector momentum and product focus helped improve operating efficiency. The quarter ended July 31, 2026. Chairman and C

A macro shock overwhelmed record chip earnings, showing how quickly inflation and rate fears can overpower semiconductor momentum.

Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while increasing Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) for a sixth consecutive quarter. The filing does not disclose Tepper’s rationale. The positions instead contrast a cyclical […]

President Donald Trump has secured new drug pricing agreements with nine pharmaceutical companies, with an aim to align the prices of drugs in the U.S. with international prices. The companies include Alcon Inc., Astellas Pharma, BeOne Medicines Ltd., BridgeBio, CSL,...

While the top- and bottom-line numbers for Snowflake (SNOW) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Booz Allen Hamilton (BAH) reached $73.17 at the closing of the latest trading day, reflecting a -2.93% change compared to its last close.

In the latest trading session, Booking Holdings (BKNG) closed at $199.6, marking a +2% move from the previous day.

In the latest trading session, Teradyne (TER) closed at $341.62, marking a +1.84% move from the previous day.

Although the revenue and EPS for Hewlett Packard Enterprise (HPE) give a sense of how its business performed in the quarter ended July 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The latest trading day saw Prologis (PLD) settling at $136.59, representing a -2.21% change from its previous close.