Notícias

Costco’s comparable sales rose 9.4%, or 6.7% excluding gasoline prices and currency in Q4.

Tesla, Inc. (NASDAQ:TSLA) and Rivian Automotive, Inc. (NASDAQ:RIVN) are both electric vehicle makers, and that is about the last thing they have in common. One is worth roughly $1.5 trillion. The other is worth about $22 billion. Neither is priced on the cars. Tesla trades at a multiple no carmaker has ever justified, because investors […]

A battered space favorite just attracted Wood’s attention again.

Semtech (SMTC) just linked its AirLink 5G and LTE edge routers directly with Palo Alto Networks next generation firewalls, tying secure connectivity at the edge to machine learning driven threat protection in the core. Recent moves in Semtech’s share price suggest momentum has been building, with a 30-day share price return of 36.84% and a year to date share price gain of 131.86%. The 1-year total shareholder return of 183.14% points to strong longer term compounding despite some shorter term...

Arm Holdings (NasdaqGS:ARM) gained alongside a broader semiconductor rally on 23 September 2026 linked to AI hardware demand. Investors focused on AI-driven CPU demand after Meta Platforms reported rapid uptake of its Muse AI agent for CPU-based inference workloads. Arm’s CPU designs were highlighted as a key foundation for handling Muse-related AI inference volumes, reinforcing its relevance in AI infrastructure discussions. The Muse-linked surge in AI CPU demand is important, but Arm...

Visa Inc. (NYSE:V) and American Express Company (NYSE:AXP) both put their logos on cards, and that is roughly where the similarity ends. One runs a toll road. The other lends its own money and runs a toll road as well. That difference explains almost everything about how they are priced. Visa trades near thirty-one times […]

Growth has fallen from a 17.6% peak to 13.4% in two quarters, and management's own forecast says the slide isn't finished.

Marriott International, Inc. (NASDAQ:MAR) and Hilton Worldwide Holdings Inc. (NYSE:HLT) barely own any hotels. Both mostly rent out their names, collect a royalty on someone else’s building, and let a franchisee carry the cost of the carpets. That makes them closer to licensing businesses than to property companies. Two numbers decide which is worth more. […]

SoFi stock is down 34% YTD. Is it in the buy zone?

Investing.com -- Moody’s Ratings has upgraded the Corporate Family Rating of StubHub Inc (NYSE:STUB), LLC to B2 from B3, signaling confidence in the live-event ticketing marketplace’s ongoing balance-sheet deleveraging. The rating agency simultaneously raised the company’s Probability of Default Rating and senior secured bank credit facility ratings to B2 while maintaining a stable outlook.

On September 10, Dell Technologies Inc. (NYSE:DELL) raised $5 billion from an investment-grade bond sale, riding the surge in revenue from AI servers, according to Bloomberg. Investors placed up to $23 billion in orders, nearly five times the deal size and above the annual investment-grade average of four times, reflecting robust credit market demand. Dell […]

Investing.com -- S&P Global Ratings has upgraded AZZ Incorporated's (NYSE:AZZ) issuer credit rating to ‘BB’ from ‘BB-’, citing accelerated debt repayment and sustained improvements in the company's leverage profile. The rating agency also raised its issue-level rating on the company’s senior secured debt to ‘BB+’ from ‘BB’, while maintaining a ‘2’ recovery rating.

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]

Boeing trades at a 49.7x forward P/E versus Lockheed's 17.3x, but one carries turnaround upside while the other offers fortress-like stability.

Growth stocks dominated for years, but 2026 has handed dividend ETFs an unexpected edge, and three funds yielding over 3% are proving the rotation is real. The question is whether you own the right one for what comes next.

Novo Nordisk trades at a steep discount on earnings and sales, while AbbVie grapples with patent cliffs and pricing pressure, but profitability tells a different story.

The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.

Investing.com -- Costco Wholesale Corporation (NASDAQ: COST) closed out its 2026 fiscal year with a roar, delivering fourth-quarter results that handily beat Wall Street’s top- and bottom-line expectations.

Everpure (P) stock soared 11% on Thursday, finishing as the S&P 500's top gainer after the data-storage specialist unveiled a much stronger long-term growth outlook.

Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July. Meta has risen by more than 20% since the September 8 launch of its Muse AI assistant alone. The rally has pushed the company’s valuation close to the $2 trillion mark, raising an important question: Is […]

One company just swung to profitability on 76% revenue growth; the other is narrowing losses while integrating major acquisitions.

The custom chip designer recently offered stunning guidance for its fiscal 2028.

Membership revenue declined for a third-straight quarter for Costco as fees rose 7.3% year over year to $1.5 billion, missing the mark on analyst estimates of $1.8 billion.

One company is profitable with 48% revenue growth; the other posted a $294M loss and declining sales.

On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc. (NYSE:SNOW) to bring its AI-native Falcon platform to the Snowflake Marketplace. Under the agreement, joint enterprise customers can apply pre-committed Snowflake capacity toward Falcon subscriptions via Snowflake’s Marketplace Capacity Drawdown (MCD) program. Beyond simplified procurement, the partnership establishes deep data interoperability: […]

Micron Technology, Inc. (NASDAQ:MU) and Sandisk Corporation (NASDAQ:SNDK) have produced two of the strongest rallies in the AI infrastructure trade, yet neither looks expensive on headline earnings. Micron trades near 7 times forward earnings, while Sandisk is around 8.5 times. The trap is that memory stocks often look cheapest when profits are near cyclical peaks. […]

Costco (COST) delivered earnings and revenue surprises of +1.85% and +0.95%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

TTM Technologies and Amphenol have seen their shares soar so far this year.

AbbVie leans on legacy income and portfolio transition, while Eli Lilly rides explosive growth in weight-loss drugs, but at vastly different valuations.

Michael Saylor just resumed Bitcoin buying after months of selling, but now a competing financial priority is draining the same cash reserves he uses to stack more coins.