Fresh disclosures add another wrinkle for SpaceX investors
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Notre Dame bundles hardware, automation, observability and services without disclosing the contract's financial value.

Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.

The latest move lifting investor focus onto Boeing (BA) is Korean Air’s finalized order for 103 aircraft, a US$36.2b list-price deal that meaningfully thickens the commercial backlog. The headline order arrives at a time when Boeing’s short term share price return has been weak, with the stock down 10.23% over 90 days and 13.19% year to date. However, the 3 year total shareholder return of 1.06% points to only modest long run progress so far, as investors weigh fresh contracts against ongoing...

With US Treasury yields jumping to fresh 19 year highs on strong economic readings, investors are being paid more to sit in cash and bonds. That raises the bar for any growth story. It also creates a window for fast growing businesses where founders and executives still own large stakes and have clear conviction. This article highlights three such stocks and explains why they merit a closer look now. The three stocks below are just a sample, and the full screen surfaced 178 more businesses...

NYSE is partnering with a crypto-transaction firm to develop around-the-clock stock trading, the latest in a series of moves among financial firms that seek to expand and globalize stock trading.
Marvell, Onsemi and Semtech Get Major AI Boost as Seaport Unveils New Targets

Mortgage applications in the US fell last week as a key 30-year rate crossed 7% to reach the highest

A number of stocks fell in the afternoon session after the adoption of Meta Platforms' new AI agent, Muse, continued to raise Wall Street fears about the disintermediation of direct user gateways.
Reap expands Visa's distribution while authenticated agent payments remain an exploratory capability.

In recent days, Strategy Inc. (formerly MicroStrategy) resumed Bitcoin purchases, adding 950 BTC worth about US$75.7 million while also repurchasing US$174 million of its STRC preferred stock, reinforcing its role as the largest corporate holder of Bitcoin with roughly 846,000 coins. This twin move of rebuilding its Bitcoin treasury and tightening its capital structure highlights how closely Strategy’s corporate actions are intertwined with crypto-market liquidity and sentiment. We’ll now...

Two of retail’s biggest names just took opposite bets on AI shopping agents, and only one stock is moving on it.

Former hedge fund manager Martin Shkreli says he is short Micron Technology Inc. (NASDAQ:MU), just two months after declaring, "I like Micron right now," as the AI-driven memory shortage sent prices and profits soaring. Micron has surged roughly 280% this...
Frontier-model risk strengthens Palantir's controlled-deployment pitch without removing its own legal exposure.

Advanced Micro Devices (NASDAQ:AMD) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology sector well behind. The VanEck Semiconductor ETF (NASDAQ:SMH) is up 67% year to date (YTD). The Invesco QQQ Trust (NASDAQ:QQQ) is up 21% over the same stretch. […]

The global hotel brand executive spoke at the annual Skift Global Forum in New York.

UBS just flipped its 2027 PC outlook from growth to decline, and the fallout hit Dell harder than HP even though HP has far more to lose. The reason comes down to what each stock had already priced in.
Amid rising business activity, U.S. companies this year have grown more pessimistic about future inflation.

Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.5% in the afternoon session as it broke out to a fresh 52-week high, extending a multi-session rally.

Although Nike stock has lost significant value, now isn't the time to buy it.

Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.

The AI boom isn’t slowing down, and these two stocks stand to benefit.

There's a reason why shares keep tumbling, despite signs of a turnaround.

Okta (NASDAQ:OKTA) outlined its strategy for securing artificial intelligence agents at its Oktane event, introducing an industry “Blueprint Alliance,” expanding its Agent SSO standardization efforts and highlighting the generally available Okta for AI Agents platform. The company said AI agents ca

Aurora on Wednesday said that it aims to operate more than 30,000 driverless trucks by 2030.
Key TakeawaysChevron will raise exploration spending by roughly 50% in 2027 from a $1. 5 billion budget this year, drilling about 20 exploration wells against 10 in 2024.

NVIDIA's broader AI exposure and stronger profitability contrast with Sandisk's rapid growth and memory-market risks as AI demand surges.

NVIDIA, Interactive Brokers and Talos Energy offer distinct exposure to AI demand, active markets and elevated oil prices amid higher rates.

Scott Melker discusses CoinDesk's reporting on possible volume anomalies at Kalshi and Polymarket's handling of fraud schemes. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.