Notícias

Investors now await first-quarter earnings amid production expansion, contract wins, and European growth.

Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.

Moody's stock has delivered a strong 55.6% return over the past three years, yet current valuation checks suggest the share price already embeds a premium to the latest intrinsic value estimates. Both the Excess Returns model and market multiples currently point to Moody's trading on the expensive side rather than as a clear bargain. The roughly 55.6% gain over three years highlights how much future growth the market may already be pricing into Moody's. The recent move to bring Moody's...

Past recessions offer an important lesson for long-term investors.

NVIDIA Corp (NVDA) reports record Q2 revenue of $96 billion, more than doubling year-over-year, while guiding to 70% growth for fiscal 2028 amid supply constraints and strong AI demand.

Synopsys Inc (SNPS) beats expectations with 42% revenue growth, raises full-year outlook, and unveils multiphysics Fusion platform validated by major customers.

Nutanix Inc (NTNX) beats Q4 guidance with $757 million in revenue, achieving a 42% Rule of 40 score and unveiling key AI partnerships despite persistent hardware constraints.

Salesforce Inc (CRM) delivers record Q2 results with Agentforce ARR reaching $1.5 billion and raises FY27 guidance amid strong AI adoption.

Okta Inc (OKTA) reports 10% revenue growth and record non-Q4 bookings, with new products contributing 30% of bookings and AI agents gaining traction.

Veeva Systems Inc (VEEV) reports $928 million in revenue and best-ever CRM performance, with Veeva Falcon AI gaining traction.

Cybersecurity leader posts all-time high net new ARR of $333 million, raises FY27 guidance amid surging demand for AI-driven threat protection.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

More than $80bn has been wiped off the value of bitcoin treasury companies since the middle of last year, after the crypto-buying craze that...

More than $80bn has been wiped off the value of bitcoin treasury companies since the middle of last year, after the crypto-buying craze that...

Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar

After a short stint at OpenAI, Zoph will become a vice president of research at Google, which has recently lost a string of high-profile researchers.

Nvidia has made two bold promises to investors, setting expectations low as memory shortages constrain the company’s growth prospects.

Apple just made a major bet on where your AI should live

Morgan Stanley raised the price target on Affirm to $80 from $79 and kept an ‘Equal Weight’ rating on the shares, implying an upside of about 4.6% from its last close.

Another Nvidia rival emerges, but Cramer is hardly convinced

South32 (LON:S32) reported higher earnings and cash flow for FY26 as its base-metals operations benefited from commodity prices and operating performance, while the miner outlined plans to sharpen its focus on copper and zinc following the proposed sale of its aluminium value chain assets. Chief Ex

As part of its $18 billion settlement with 48 states, Meta agreed to add these restrictions to youth accounts within six months.

Japanese stocks rose after Nvidia’s strong quarterly results alleviated concerns about the sustainability of AI-related spending.

Fed’s preferred inflation gauge (PCE) showed core prices rose 3.3% annually in July.

OpenAI is launching a second startup fund—this time pulling from its own balance sheet. An affiliate of the ChatGPT maker filed paperwork with the U.S. Securities and Exchange Commission on Wednesday indicating it has raised a $400 million sophomore fund. OpenAI launched its first startup fund, a $175 million haul, in 2021.

The better AI stock to own for the next five years may not be the one investors expect.

The department store has taken some bold shots at its bigger rivals.

Veeva Systems (NYSE:VEEV) reported fiscal 2027 second-quarter revenue of $928 million and non-GAAP operating income of $416 million, with Chief Executive Officer Peter Gassner saying results exceeded the company’s guidance. Management highlighted record CRM performance, broad commercial-cloud moment

Synopsys (NASDAQ:SNPS) reported third-quarter fiscal 2026 results above the high end of its guidance, citing broad-based strength in electronic design automation, its Ansys business and design IP. The company raised its full-year revenue, non-GAAP operating margin, earnings and cash-flow outlook. R

Salesforce (NYSE:CRM) reported fiscal 2027 second-quarter revenue of $11.35 billion, up 11% from a year earlier and above the high end of its constant-currency guidance, while highlighting growing demand for its AI products and raising its full-year revenue outlook. Chief Operating and Financial Of