Notícias

The U.S. Army just crossed a threshold it has never crossed before, and one battered defense stock is suddenly the center of a sector-wide scramble to figure out what comes next.

Investing.com -- Canada’s merchandise trade surplus narrowed sharply in July as exports fell for the first time in six months while imports rose, signalling renewed pressure on trade as the country faces heightened tariff uncertainty with the United States.

Investing.com -- Citi has recommended a short position in the U.S. dollar against the Canadian dollar, betting that stretched interest-rate differentials between the two countries will reverse in favor of the loonie as upcoming economic data challenge expectations for U.S. monetary policy.

Marvell and Synopsys both profit from the AI chip boom, but one company is quietly handing hyperscalers the tools to cut the other out entirely. The tension between them reveals something uncomfortable about where custom silicon money actually flows.

Nvidia (NVDA) will be buying open-weight AI company Hugging Face for $12.9 billion. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and BD8 Capital Partners, LLC CEO Barbara Doran to discuss what this means for Nvidia's standing in the AI ecosystem as it aims to become more than just a chip supplier.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

LHX's $1 billion strategic investment targets missile manufacturing expansion, creating a potential path for greater capacity and growth.

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]

Evaluate the expected performance of Chewy (CHWY) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for AeroVironment (AVAV), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

HF Sinclair (DINO) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

HP (HPQ) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Get a deeper insight into the potential performance of American Eagle (AEO) for the quarter ended July 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Altius owns and operates more than 258,000 telecom towers and sites across India, giving it a nationwide footprint.

Ragsdale maintains a 0.26% stake in the semiconductor equipment supplier following routine portfolio rebalancing under a pre-established Rule 10b5-1 trading plan.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...

Mastercard has opened a new front in the agentic commerce race. The payments giant’s Start Path program has admitted its inaugural cohort of startups focused specifically on agent-driven commerce infrastructure, signaling that the financial services establishment is ready to treat autonomous AI agents as legitimate participants in the payments ecosystem. The cohort includes 22 to […]

Verizon has raised its dividend for 20 straight years and yields nearly twice the S&P 500 average, yet $172 billion in debt and a fresh acquisition are now testing that streak in ways that adjusted earnings alone cannot explain.

IonQ's DARPA contract, Capella Space acquisition, and Sandia National Laboratories partnership signal a growing push into defense and national security beyond its core quantum computing business.

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

Tesla is holding a an event to showcase its new robotaxi-specific Cybercab model on Thursday. The stock rose about 1.5%.

Iridium Communications (IRDM) has drawn investor interest after recent share price moves and fresh attention on its satellite communications business. The stock last closed at $46.97, and its year to date total return figures are attracting closer review. Over the shorter term, Iridium Communications has seen its share price ease back, with the 30 day share price return down 2.79% and the 90 day share price return down 9.79%. At the same time, the year to date share price return of 164.47%...

The fine, paid in January, covered violations tied to the 2024 Alaska Airlines door plug blowout and interference with safety oversight

Adobe (NasdaqGS: ADBE) and Dash Social announced a new integration of Adobe Express directly into the Dash Social platform for brand marketing teams. The integration links Dash Social's Vision AI insights with Adobe Express tools so users can move from predictive recommendations to content creation inside a single workflow. Marketing teams can now generate, adjust and publish AI guided social content without switching between separate applications. The update focuses on enterprise brand...

Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after detailing plans to invest about $265b in Arizona and roughly $4.06b in its first European factory, extending its global manufacturing footprint. The share price of Taiwan Semiconductor Manufacturing has eased over the past three months, with a 90 day share price return of 6.61% in contrast to a 30.0% year to date share price return and a very strong 81.10% one year total shareholder return. This suggests long term...

Semiconductor stocks have soared as the AI build-out marches on.

Recently, Artisan Partners highlighted L3Harris Technologies’ stronger-than-expected results, with 15% organic growth led by its space, mission systems, and missile solutions businesses, while Marotta Controls announced new contracts supporting the U.S. Navy’s Next Generation Jammer – Low Band program under L3Harris as prime contractor. Together, these developments underline L3Harris’ central role in next-generation defense electronics and mission systems even as investors weigh future...