Notícias

Investing.com -- PG&E Corp shares could face further pressure after Wells Fargo and BMO Capital Markets downgraded the utility following California lawmakers' failure to deliver meaningful reforms to the state's wildfire liability framework, leaving investors exposed to potentially open-ended costs from future fires.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

One bold Wall Street call resets Nvidia’s upside potential

HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and

Rosenblatt Securities raised HIVE Digital’s price target, citing the company’s growing push into AI infrastructure after a strong fiscal first quarter.

With 840,447 Bitcoin on its balance sheet, Strategy is the world’s largest BTC treasury company.

Investing.com -- Celsius Holdings faces a longer road back to sustained growth after weakening trends in its core brand, while a recent rebound in the shares has raised investor expectations beyond what Deutsche Bank believes the business can currently support.

Investing.com -- Citi cut its rating for Abercrombie & Fitch (NYSE: ANF) to Neutral from Buy on Thursday, saying the retailer's sharp post-earnings rally has left the risk/reward more balanced despite a strong quarter.

Investing.com -- Synopsys is positioned for a stronger fiscal 2027 as demand for electronic design automation and chip-design intellectual property improves, Baird said, upgrading the semiconductor software provider to Outperform and raising its price target to $560.

Investing.com -- Okta's improving growth profile and growing traction for newer identity products have prompted BofA Securities to turn more constructive on the cybersecurity company, while warning that much of its recovery may already be reflected in the stock.

The stock has tumbled 70% since its June 2024 peak, as the drugmaker has contended with intensifying competition from rival Eli Lilly as well as knockoff versions of its blockbuster Ozempic diabetes and Wegovy weight-loss jabs.

Salesforce stock is rallying after the enterprise software maker’s second-quarter results topped expectations.

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

Investing.com -- Truist cut its rating for Nike (NYSE: NKE) to Hold from Buy in a note Wednesday and lowered its price target to $42 from $47, saying an update from Dick's Sporting Goods (NYSE: DKS) has muddied the picture on the sportswear group's recovery.

MicroStrategy is no longer underwater on its Bitcoin holdings.

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

The software stock selloff may have just reached a turning point.

Investing.com -- Raymond James lowered estimates across its airline coverage universe, citing a higher jet fuel price forecast, while upgrading Allegiant Travel to Strong Buy from Outperform. The carrier’s shares rose more than 2% in premarket trading.

Investing.com -- Etsy was upgraded to Buy from Neutral by BofA Securities on Thursday, with the brokerage saying the online marketplace’s recent growth appears increasingly structural and that its estimates remain conservative.

Investing.com -- Bernstein upgraded Analog Devices to Outperform from Market Perform and lifted its price target to $465 from $430, citing improving risk-reward following a strong fiscal third-quarter report and outlook.

Investing.com -- Bank of America upgraded Moderna to Neutral with a $170 price objective, following a sharp rally in the stock after positive data on its personalized cancer vaccine, intismeran, in adjuvant melanoma.

The 40-year veteran fund manager resets his Nvidia forecast for the rest of the year.

Intel Stock Takes Another Hit as UBS Trims Price Target to $112

Earlier this year, one of Wall Street's most closely watched research arms made a bold commodity price call, the boldest any large institution had made in years. The forecast turned heads. It implied the kind of return that usually only shows up in speculative assets. And for a few months, the ...

SpaceX(SPCX) stock is back trading near $140, up nearly 5% over the past week, as investors find new reasons to bet on Tesla (TSLA) CEO Elon Musk’s newest public-market heavyweight. Also, the latest 13F filings are only adding to the fuel. AI behemoth Nvidia(NVDA) disclosed 122.76 million ...

JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...

I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins, 75% operating margins, and 100% excess cash return to shareholders. The market responded with a 13.67% single-session surge followed by another 7.39% gain the following ...

Investing.com -- Analysts at Citi downgraded shares of SentinelOne and Netskope to Hold from Buy, saying the stocks have rallied sharply since April and now reflect expectations for a near-term demand inflection that may take longer to materialize.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.