Notícias

The company's Investor Day event is coming up next month, which may feature some big announcements.

The stock has fallen by more than 20% this year, but still maintains a market cap of around $1.4 trillion and a lofty valuation.

During the September 2 episode of Mad Money, Jim Cramer turned his attention to Dell Technologies Inc. (NYSE:DELL), breaking down why buyers flocked to the stock following its earnings report as investors favored lower-multiple technology names. He commented: What’s going on right now is that big money managers are fleeing stocks with high price to […]

Strong earnings and a bigger full-year outlook pushed Palantir far ahead of the broader technology sector.

Cisneros increased her indirect holdings to 2.4 million shares valued at $140.7 million, signaling continued confidence as the satellite-broadband company expands its network.

Caterpillar's margins compressed while Corning's surged, yet the machinery maker trades at a cheaper multiple, a tension that shapes the investment case.

PBF surges 168.4% in a year, while tight product markets, constrained refining capacity and a discounted valuation support its outlook.

Pfizer's 5.91% yield draws most of the headlines, but a quietly rerated stock and a pipeline loaded with 2026 catalysts are building a separate case altogether for investors willing to look past the dividend.

Goldman Sachs data suggests nearly half of all businesses could be running AI in daily operations within months, and the physical infrastructure scrambling to keep up has created a very specific set of winners. Five companies sit at the exact bottlenecks where that buildout cannot proceed without them.

Arista Networks (ANET) possesses solid growth attributes, which could help it handily outperform the market.

Chewy's recurring revenue and vet services contrast sharply with Uber's profitability and scale, each offers a distinct risk-reward profile for 2026.

NetApp's fiscal Q1 beat and raised 2027 outlook spotlight AI storage demand, record flash and cloud sales, and the margin test ahead.

Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.

Dell Technologies has delivered stunning gains in 2026, and the good news is that it can continue soaring.

NetApp enters fiscal 2027 with stronger AI, flash and cloud demand, but premium valuation and margin pressure leave less room for execution missteps.

Biotech just staged one of its sharpest reversals in years, and whether you caught it or completely missed it, the same uncomfortable question now sits in front of every portfolio: does the trade still have teeth, or did the easy money already leave?

One operates a niche subscription model with clinic expansion; the other commands a regional logistics giant. Their valuations and profitability profiles diverge sharply.

Carnival (CCL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Ondas has lifted its 2026 revenue outlook as Q2 sales and backlog have surged, putting backlog conversion and margin progress at the center of execution.

Hyperliquid Strategies offers more upside than Bitcoin, but also more risk.

Alibaba trades at a steep discount on valuation metrics, while Coupang's premium reflects growth expectations, but one faces regulatory headwinds that could reshape 2026.

Microsoft sits within reach of a record high, yet one line item buried in its cash flow statement could either launch the stock through that ceiling or keep it rangebound for another year.

Thompson's purchase expanded his direct stake by 51%, bringing total holdings to 19,371 shares worth $1.27 million. Insider buying signals confidence despite stock's -3% one-year return.

ONDS pairs explosive 2026 revenue growth and a $757 million backlog with widening losses, cash burn and integration risks that test its path to profit.

The beverage bellwether is beating the market this year. Is the fizz about to go flat?

ASML rides AI-driven Logic and Memory demand while expanding EUV and DUV capacity, but execution and customer spending risks remain.

JBL's AI infrastructure growth and diversified portfolio are fueling gains, but supply chain risks and customer concentration remain key concerns.

Alibaba trades at a fraction of Shopify's valuation, but one company is burning cash while the other is generating it.

Uber moves closer to buying Delivery Hero as strong bookings and AV expansion support growth, but debt and weak shares temper the near-term case.

Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.