Notícias

Bloom Energy is far outpacing the market. Can it keep it up?

Plug Power and Bloom Energy will benefit from a sustained turnaround in the hydrogen industry.

JPMREIT's office bet was just 62% occupied at midyear, trailing industrial at 99%, as the nontraded REIT grew to $1.75B in gross assets.

The legendary Magellan portfolio manager was an explorer himself.

AWS is growing at its fastest pace in 18 quarters, advertising is booming, and Amazon's chips business is exploding, yet the stock trades at a multiple that makes it look like a sleepy retailer. Something in that math appears deeply off.

On Holding, Grocery Outlet, and Birkenstock shares trade well below recent highs despite solid fundamentals, margins, and revenue trends that suggest potential buying opportunities.

With a base case aim of $80,000 and "risks skewed to much higher," a Galaxy trading analyst said that the market shifted from a "sell rips" to a "buy dips" regime.

Cryptocurrencies and precious metals shot higher, while the U.S. dollar weakened, after the Treasury Department said it planned to double its bond buybacks.

West executed a sale under a pre-established Rule 10b5-1 trading plan, reducing her direct stake by 8% while retaining 34,981 shares worth roughly $1.8 million.

Polovin's sale of 30,075 shares was non-discretionary and tied to tax withholding from RSU vesting.

AMD looks poised to outperform Nvidia over the next three years.

Nvidia (NasdaqGS: NVDA) has agreed a reported US$7b Poolside AI licensing deal that combines a non exclusive technology license, investment and key hires. The structure uses licensing plus hiring Poolside AI employees instead of a full acquisition, which can attract more regulatory scrutiny. The agreement is intended to give Nvidia greater control over industrial scale AI model capacity while keeping Poolside AI independent. Investors are watching whether this template becomes a repeatable...

Royal Caribbean Cruises (RCL) shares came under pressure after the company reported second quarter 2026 results that beat revenue expectations but showed a 3.9% decline in adjusted earnings and a 5.3% post results stock pullback. See our latest analysis for Royal Caribbean Cruises. At a share price of $292.0, Royal Caribbean Cruises has seen mixed momentum, with a 14.02% 90 day share price return and a 3.09% year to date share price return. However, the 1 year total shareholder return...

Freeport-McMoRan and Palantir scored breakouts Friday, leading five stocks near buy points from a variety of sectors.

Velo3D, Aehr Test Systems, and Atlassian have all rallied recently on improving revenue, bookings, and AI-driven demand, but each faces distinct risks to sustaining momentum.

VanEck's concentrated 25-stock approach offers higher individual company exposure, while Invesco's broader 251-position portfolio delivered 47.4% returns over the past year.

EOG Resources (EOG) continues to draw attention after its recent share price move, with the stock closing at $153.05. Investors are weighing this level against the company’s current earnings profile and cash generation. See our latest analysis for EOG Resources. Recent trading reflects a stronger tone for EOG Resources, with a 1-day share price return of 0.57% and a 7-day share price return of 7.32%. That builds on a 42.68% year to date share price return and a 5 year total shareholder return...

Royal Caribbean Cruises recently reported its second-quarter 2026 results, with revenue and adjusted earnings ahead of analyst estimates, while also completing a US$1.25 billion senior unsecured notes offering at 5.550% due 2034 to refinance existing debt. Despite the solid operational performance and higher full-year EPS guidance, investors appeared cautious about the year-over-year dip in adjusted earnings and the implications of fresh long-term borrowing on the company’s balance...

This filing details a non-discretionary sale that reduced Lefkofsky's direct holdings by a small percentage.

The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely shows up twice.

Stocks fell this week as Treasury bond buybacks, oil prices, and Walmart earnings weighed on markets, while Bitcoin rallied; MarketBeat analysts cover Moderna, NVIDIA, Meta, RTX, and more.

Plus, the secret’s out on the Catskills, and Democrats gear up for a wave of investigations into Trump and his allies.

The market liked SpaceX's earnings report.

Tempus AI stock has surged over the past month, yet the valuation picture is split. The Discounted Cash Flow (DCF) intrinsic value estimate points to shares trading at a roughly 33.1% discount, while market based multiples lean expensive and the broader checks do not suggest a clear bargain. Tempus AI has returned about 54.8% over the past month, which puts extra focus on whether that jump is already pricing in much of the good news. The positive cancer vaccine trial linked to its planned...

All three are also solid "forever" holdings, but the next five years could be particularly exciting as each company bounces back from recent challenges.

IonQ, Quantinuum, and Infleqtion look like the three best quantum stocks to buy.

ON Semiconductor stock has delivered a 63.1% return over the past five years, yet current checks point to a company that looks roughly in line with its estimated worth based on a Discounted Cash Flow (DCF) model, while market multiples lean on the expensive side. After a strong run into 2026 and a recent pullback, the valuation signals are mixed rather than clearly cheap or clearly stretched. Over the last five years, ON Semiconductor has returned 63.1%, which puts recent share price...

Rocket Lab stock is coming off a very strong three year run, yet its valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) estimate pointing to a large gap to intrinsic value while market multiples look rich. That split, alongside a mixed overall value score, is what investors now have to weigh. Rocket Lab has delivered a very large return of about 11.5x over the past three years, which makes the current price level far more reliant on today’s valuation...

When researching these exciting companies, there are two factors that might matter more than anything.

The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.