Notícias

The updated fair value estimate for Interactive Brokers Group has moved from US$88.27 to US$106.97, signaling a higher modeled price target in the latest valuation work. This shift lines up with broadly supportive Street commentary following Q2 2026 results, where analysts have focused on interest income, operating efficiency, and account growth while still acknowledging execution risks. As you read on, you will see how this changing price target fits into the evolving analyst narrative and...

At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds.

SpaceX reported first-quarter sales of $7.8 billion and earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $3.5 billion. Wall Street was looking for $6.8 billion and Ebitda of $2.

Quantum computing company IonQ (NYSE:IONQ) will be reporting earnings this Wednesday afternoon. Here’s what to expect.

Higher spending is doing more work than customer growth

The firm is hurting from a slowdown in the crypto market, and the announcement of a new competitor will further pressure the stock.

Apollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f

Aptiv (NYSE:APTV) reported second-quarter results that included 2% adjusted revenue growth and 10 basis points of adjusted EBITDA margin expansion, while lowering its full-year outlook amid weaker automotive production schedules in China and delayed program launches. Chair and CEO Kevin Clark said

Albany International (NYSE:AIN) reported second-quarter revenue growth and its strongest adjusted EBITDA performance in two years, driven by higher production rates in its Engineered Composites business, while Machine Clothing faced mixed regional demand and equipment-related downtime. Total second

Novo now expects underlying sales and operating profit in the range of 0% to –6% for the year.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Cisco is approaching Q4 earnings with solid AI momentum, rising networking demand, and expectations for another solid quarter.

The quarter exposed where Pfizer's recovery is really coming from

The quarter itself may matter less than what comes next

Dow Jones AI giant Microsoft stock is breaking out past a buy point following last week's earnings-fueled surge that saw the stock rally 21%.

Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.

PCB manufacturing company TTM Technologies (NASDAQ:TTMI) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.

Revvity beats Q2 earnings and sales estimates as Diagnostics growth, wider margins and strong cash flow support a higher 2026 outlook.

CRCL's Q2 report is likely to test whether rapid USDC adoption can offset weaker reserve yields, rising costs and pressure on reported profit.

Viper Energy (NASDAQ:VNOM) said steady development activity across its mineral and royalty acreage supported second-quarter execution and prompted the company to initiate third-quarter average production guidance implying roughly 4.5% growth from the second quarter. Chief Executive Officer Kaes Van

Wix.com (NASDAQ:WIX) reported second-quarter 2026 bookings growth of 12% year over year and revenue growth of 15%, driven by continued growth in its core business and strong demand for Base44, its AI-powered application creation platform. Chief Executive Officer and Co-Founder Avishai Abrahami said

FSN E-Commerce Ventures Ltd (BOM:543384) reports robust Q1 FY27 results with record profitability, strategic Nike partnership traction, and rapid expansion of Nyka Now quick-commerce.

Defense segment surges with 2.2 book-to-bill ratio, while VA incentive suspension and MHS Genesis uncertainty temper overall growth outlook.

Company raises full-year guidance amid strong portfolio growth and strategic expansion into new European markets.

Wayfair Inc (W) posts best quarterly EBITDA margin since 2021, with US revenue up 8.7% and Perigold surging over 35% as the company's strategic initiatives drive sustained momentum.

Spotify Technology SA (SPOT) beats subscriber guidance and posts record profitability, while strategically managing MAU growth in emerging markets to drive long-term value.

DigitalOcean's Q2 revenue surged 29% year-over-year to $281 million, driven by record incremental ARR and 200% growth in AI customer ARR, prompting an increased full-year 2026 guidance.

IT solutions provider CDW (NASDAQGS:CDW) will be reporting results this Wednesday before the bell. Here’s what to look for.

Wix stock looks cheap -- so long as you're not too worried about it being "unprofitable."

Qnity Electronics Inc (Q) delivers ninth consecutive quarter of profitable growth, with organic sales up 22% and adjusted EPS surging 53% year-over-year.