Notícias

In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...

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...

Moderna has delivered a very large 1 year share price gain, which puts fresh attention on a basic question. Is the current valuation of the stock supported by the company’s sales profile rather than just recent momentum and headlines? The stock is up a very large amount over the past 12 months, which makes the link between Moderna’s market value and its underlying sales more important for anyone thinking about valuation risk. News around mRNA products, from the mFlusiva flu vaccine launch to...

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...

B. Riley raised the price target on Strategy to $195 from $175 and maintained a ‘Buy’ rating on the shares, implying an upside of about 16.5% from current levels.

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...

Mobileye Global (MBLY) is back in focus after two leadership adjustments dated 3 September 2026, including the designation of a new principal operating officer and a shift in its business development leadership structure. Recent trading has been rough for Mobileye Global, with the share price down 14.95% over the past month and 31.61% year to date, while the 1-year total shareholder return has fallen 45.88%. This points to fading momentum even as leadership responsibilities are...

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...

Amazon blocked the Muse app from shopping on its site, and privacy and security concerns are mounting.

Fiserv said the partnership with the Canadian football club represents an important milestone for Fiserv’s growth across Canada.

Key TakeawaysSpending Below Wear: FedEx spent $3. 8 billion on capital projects in fiscal 2026 against roughly $4.

Qualcomm (NASDAQ:QCOM) used its Snapdragon Summit 2026 keynote to outline its strategy for “agentic” artificial intelligence, positioning smartphones and other connected devices as personal AI endpoints that can understand context, coordinate tasks and act on users’ behalf. President and CEO Cristi

Can Monster Beverage produce the necessary growth?

Pinterest, Inc. (NYSE:PINS) announced Visual Search Ads on September 17, giving advertisers a new way to reach users considering purchases. The format will let brands bid for prominent placements in search results and Pin closeups, directing users to advertisers’ websites. Beta availability is planned for eligible advertisers in all markets where the platform sells advertising […]

ImmunityBio Inc. (NASDAQ:IBRX) saw its share price jump by 9.94 percent on Tuesday to finish at $9.29 apiece following a high-profile meeting between its founder, Dr. Patrick Soon-Shiong, and Turkish President Recep Tayyip Erdogan, fueling optimism around the listed firm’s planned expansion into Turkey. The Turkish government posted a photo of Erdogan and Soon-Shiong on […]

GM's unveiling more hunky V8 engines amid a boom in hybrid demand seems like a mistake, but here are some things for investors to consider.

Key TakeawaysSalesforce’s diluted share count fell from 962 million to 821 million in a year as its $25 billion accelerated buyback landed, a drop of about 15%. Total debt climbed from $11.

CNH Industrial (NYSE:CNH) plans to roll out new software updates to its equipment to meet updated U.S. EPA emissions guidelines. The forthcoming updates are designed to refine emissions-system management and limit unplanned equipment shutdowns for operators. The software changes aim to give customers more flexibility in how emissions controls interact with day to day machine use. There is more to CNH Industrial's outlook than the upcoming EPA compliance software updates for its equipment...