Notícias

Western Digital (WDC) heads into an upcoming earnings release that has drawn fresh attention, as recent commentary highlights expectations for year-over-year gains in both profit and revenue, alongside a Zacks Rank of #2. Western Digital’s recent share price action has been punchy, with a 3.67% 1-day share price return and 12.78% 7-day share price return at a last close of US$464.60. This comes even though the 90-day share price return declined 27.84%, while the 1-year total shareholder...

Rocket Lab has ridden a powerful three year run in its share price, while also pushing ahead with big moves in launch, satellites and now communications. That kind of shift in scale leaves a clear question for investors who own or follow Rocket Lab stock: Is today’s valuation really grounded in the cash the business can generate over time? Over the past three years the share price has delivered a very large gain of about 1,600%, which puts real pressure on whether the current market value is...

Applied Digital’s latest valuation work has trimmed the Fair Value estimate from US$73.36 to US$68.35, which reduces the implied upside case within this model. Analysts linking this shift to the current debate around contracted capacity, funding risk, and how much of the AI data center cycle is already reflected in the stock see the new level as a reset of expectations rather than a simple price call. As you read on, you will see how to interpret this evolving narrative and what to watch next...

Innodata has delivered a very strong multi year share price run, and the latest move puts fresh attention on whether the current valuation is properly supported by its earnings power. With the stock trading around US$69.97, the key issue is whether that price still lines up with what the underlying business is generating in profit terms. Over the past 3 years the share price has risen by roughly 7x, which puts a lot of weight on the question of how firmly earnings can underpin that kind of...

Membership-only discount retailer Costco (NASDAQ:COST) will be reporting earnings this Thursday afternoon. Here’s what to look for.

Major retailers are receiving billions of dollars in tariff refunds, but research shows shoppers have already paid part of the cost.

There's a lot that needs to go right.

From the end of June to mid-September, expected earnings rose nearly five times as quickly as the index itself.

The San Diego company’s flexible dosing results could carve out real market share in the obesity drug race.

CEO Peter Beck estimated Rocket Lab could have deployed Iridium’s constellation for about $350 million instead of $3 billion.

IBBQ offers concentrated biotech exposure with lower costs and stronger recent returns, while IYH provides broader sector diversification and higher dividend income.

The retail giant is testing a low-cost way to blend groceries, pharmacy, and health coaching into one shopper experience.

The United States decision to reopen a Cold War era base in Greenland under a new long term security deal highlights how governments are rethinking Arctic defense and logistics. That kind of shift keeps attention on companies that build the aircraft, systems, and support services behind these military commitments. This article breaks down 3 stocks from the US aerospace and defense universe that align with that theme and explains what makes each one worth a closer look. The three stocks...

Oracle (NYSE:ORCL) and Wipro announced a partnership to deliver cloud-based pharmacovigilance services using Oracle Life Sciences Argus BPS. The collaboration targets global life sciences clients that require compliant drug safety operations on managed cloud infrastructure. Wipro will provide managed services on top of Oracle Life Sciences Argus BPS to support scalable onboarding and regulatory reporting. This new Oracle and Wipro pharmacovigilance offering matters, but investors should...

D-Wave Quantum Inc. recently added Bernard Gavgani, a long-time technology and operations leader at BNP Paribas, to its Board as an independent Class II director and member of the Cybersecurity Committee, effective 18 September 2026, with his term running until the 2027 Annual Meeting of Stockholders or until a successor is elected. Gavgani’s background in overseeing large-scale technology, cybersecurity and AI governance initiatives at a global financial institution introduces additional...

Target (NYSE:TGT) rolled out its national Beauty Studio concept, adding hundreds of new prestige and global beauty brands across stores. The retailer introduced multiple U.S. exclusive beauty partnerships through Beauty Studio, aimed at younger and more premium shoppers. Target expanded its assortment in food with Coast to Coast Kitchen, Wild Alaskan Company and Amylu Foods, and added home-care brand The Laundress. The Beauty Studio rollout and new food and home-care partnerships matter, but...

NVIDIA (NasdaqGS: NVDA) and Aolani agreed to deploy 22,000 GPUs across new AI factory sites in Southeast Asia. The partners plan over 100 megawatts of new AI factory capacity, including major hubs in Malaysia and the Philippines. The build out is intended to position Southeast Asia as a global node for AI compute and data center infrastructure. The Aolani AI factory rollout in Malaysia and the Philippines is only one part of the broader NVIDIA story. Take a look at 2 warning signs (1 major)...

Salesforce’s AI strategy ties together its Anthropic investment, Slack integration and Agentforce push.

Muse is changing how Wall Street sees Meta’s AI bet

The auto-parts retailer is winning market share as it expands globally.

Alibaba Group Holding Ltd. is accelerating its data center expansion in Europe and the Middle East, propelling its 20-gigawatt global infrastructure buildout during China’s escalating competition in AI chips and models with the US.

Strive's Matt Cole says Bitcoin could go to infinity against a dollar he expects to break under a mounting US debt crisis.

For those hoping to get in on the autonomous ride-hailing industry, they need to consider the following things.

Venture capitalist Chamath Palihapitiya warned that the rapid adoption of AI coding tools could push developers to focus on generating code faster rather than building better software and creating meaningful competitive advantages. AI Coding Risks On Sunday, Palihapitiya wrote on...

Rigetti has the cash, technology, and government backing to pursue quantum computing. But its huge ambitions still far outpace its current revenue and commercial progress.

Circle Internet Group (NYSE:CRCL) received a $100 million private placement investment from Binance as part of a new collaboration. Binance and Circle signed a five-year agreement to promote and integrate USDC across Binance platforms and related services. The partnership aims to expand USDC use cases within exchanges, DeFi applications and digital asset funding over the coming years. Binance's $100 million stake and long term USDC deal with Circle only capture part of what this partnership...

BE Semiconductor Industries has delivered a powerful long term share price run, and the question now is whether the current €191.90 level is still supported by the cash the business can generate over time. Over the past 5 years the stock has returned about 208.1%, which puts a lot of weight on whether that share price now lines up with the cash flows investors expect from BE Semiconductor Industries. The company’s focus on converting its semiconductor equipment sales into solid free cash...

UnitedHealth Group has seen its share price deliver mixed results in recent years, with shorter term gains sitting alongside a longer multi year decline. That uneven share price path puts the spotlight on a simple question for investors who follow UnitedHealth Group stock: whether the current valuation is backed up by its earnings power. Over the past 3 years the stock has declined 21.4%, which puts more weight on whether the earnings profile justifies where the shares trade today. Recent...

Soaring gas prices in the UK have pushed Ineos to mothball key chemical plants in Hull, while US producers sit on far cheaper fuel. That gap in energy cost can reshape which industrial stocks earn healthy returns and which ones fight for survival. This piece unpacks what that shift might mean for investors and walks through 3 US listed chemicals and industrial stocks exposed to this story. The stocks covered below are only a starter set. The full screen on Simply Wall St surfaced another 66...

Alphabet has rewarded long term holders with a very large 3 year return, and with the stock around US$351 at the last close the live question is how well that price lines up with the cash the business is expected to generate. Alphabet has delivered a 175.8% return over the past 3 years, which puts real weight on whether that share price climb is fully backed by the cash flows the company can produce over time. Heavy spending on AI data centers, nuclear power deals in Finland and clean energy...