Notícias

ONON's 27.2% monthly slide has reset its valuation, but tariff risks, wholesale restraint and rising costs cloud the near-term opportunity.

First Financial Bancorp has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 16.6% to $32.68 per share while the index has gained 12%.

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

Tutor Perini's $4.6B Indo-Pacific pipeline, recent Guam award and margin focus could support further backlog, revenue and earnings growth.

C ramps up buybacks and dividends as excess capital, stronger earnings and business simplification support aggressive returns.

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. […]

After losing a real bid for a major media company, Netflix now sits on a shortlist of four potential acquisition targets, but regulatory walls, controlling shareholders, and astronomical price tags eliminate most of them before the conversation even starts.

NuScale Power investors may face ongoing share dilution.

Hewlett Packard Enterprise's (HPE) 2027 estimates retain an upward bias because multi-year supply co

TTM Technologies' planned Swiss and German acquisitions add advanced capabilities and a European foothold that could support long-term revenue growth.

B2Gold's Goose Mine ramp-up was disrupted by a Q2 crushing-circuit fire, but repairs and upgrades aim to support growth.

Palantir stock looks expensive, yes, but given its growth rate, is it really overpriced?

Cullen/Frost Bankers has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 15% to $161.51 per share while the index has gained 12%.

BF.B's Q1 EPS meets estimates, but sales fall 1% y/y as tequila, used barrels and Korbel weigh, while RTD sales jump 20%.

The market has crowned this healthcare giant the winner of its group, but a look at the underlying business raises the question of whether the celebration started too soon.

Bamco, the advisory arm of Ron Baron’s Baron Capital Group, opened a new position in Moderna (NASDAQ:MRNA) during the second quarter of 2026. The fund bought about 2 million shares of the firm in the June quarter. The timing worked out. In August, Moderna shares nearly tripled on a positive Phase 3 report. Bamco also […]

Galaxy Digital's (GLXY) Helios II data center is expected to be classified within the Electric Relia

Asian equities traded in the US as American depositary receipts were tracking slightly higher Thursd

Penguin Solutions' Integrated Memory surge, CXL offerings and MemoryAI performance gains are sharpening its competitive position in AI infrastructure.

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

EL, ELF, COTY and HELE navigate cost pressures and selective demand through innovation, digital growth and stronger brand strategies.

If approved, etentamig would join the increasingly competitive multiple myeloma market, which has seen the addition of several targeted therapies in recent years.

The long-time Elon Musk adviser is joining Coinbase’s board as the crypto platform targets expansion to new markets including Canada.

Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record backlog tells a more complicated story about who actually profits when customers buy AI servers.

We ran an analysis based on Insider Monkey’s proprietary database of over 900 hedge funds to see which AI and data center stocks billionaire-led funds were piling into during the second quarter. Two names stood out. Vertiv Holdings (NYSE:VRT) topped the list. A total of 32 billionaire-led funds held stakes in the company at the […]