Notícias

BlackRock (NYSE:BLK) backed Vanguard Renewables is acquiring Generate Upcycle’s North American organics recycling operations. The deal expands Vanguard Renewables’ network of organics recycling facilities across the US and Canada. The acquisition adds further exposure for BlackRock to organics recycling and renewable energy infrastructure through its interest in Vanguard Renewables. The Vanguard Renewables purchase of Generate Upcycle’s organics recycling business matters, but investors...

President Donald Trump’s money managers made 1,152 trades on his behalf in July alone, according to his latest financial disclosure Tuesday — an astronomical number relative to his predecessors, and still high by the standard of active traders.

Viasat, Inc. (NASDAQ:VSAT) announced on September 17, 2026, that ViaSat-3 F2 had entered service across the Americas. Designed to deliver more than one terabit per second of capacity, the satellite completes the three-satellite ViaSat-3 constellation. Management said the completed deployment has tripled bandwidth available across the global fleet, following F3’s service entry in Asia-Pacific in […]

The White House is considering a ban on diesel exports, said a top official.

The bank has recently explored finding partners to underwrite rejected applications for its co-branded credit cards.

ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.

The Nasdaq closes at a record for second straight day. Plus, two Fed officials on why the central bank had no choice but to raise rates.

Hunterbrook said former employees and job listings point to Meta as Innodata’s largest customer.

As inflation and high mortgage rates force homeowners to fix only what’s broken, the retail giant is changing its strategy.

The company embraces nuclear as a way to power AI.

Based on price targets alone, the risks may outweigh the rewards of owning SpaceX stock for more conservative investors.

We discuss Buffett's investing playbook and highlight ETFs that follow his investment philosophy.

Ares Management Corporation (NYSE:ARES) announced on September 16 that one of its real estate funds and the Public Sector Pension Investment Board, known as PSP Investments, established a venture targeting up to $2.4 billion of U.S. logistics investments. The venture includes a 5.2-million-square-foot seed portfolio across 14 properties, with locations including California, Texas, and New […]

Philip Morris International raised its quarterly dividend by 8.8% to $1.60 per share, lifting the annual payout to $6.40 after smoke-free products accounted for about 42% of sales.

Shopify (SHOP) shares jumped 7% on Tuesday after announcing a partnership with Meta Platforms (META) that will bring Shop Pay checkout capabilities to Meta's fast-growing Muse AI agent.

Alibaba recently unveiled its Zhenwu V900 AI accelerator, described as China’s most powerful AI chip, and committed more than US$53.00 billion over three years to expand data center capacity for Alibaba Cloud by 2032. This push into homegrown AI infrastructure positions Alibaba as a key domestic alternative to foreign chip suppliers and could materially influence how it competes in China’s rapidly evolving cloud and AI market. We’ll now examine how Alibaba’s Zhenwu V900 chip launch and...

Figma has seen a steep share price reset, and the central issue now is whether the current market value still lines up with the cash flows investors expect the design platform to produce. With the stock under pressure, the focus naturally shifts to what the underlying cash generation can support over time. Over the past year the share price has fallen 62.5%, which puts the spotlight squarely on whether the underlying cash flows justify where Figma trades today. The business model is built...

IonQ (IONQ) just inked a multi-year alliance with South Korea based SDT Inc., focused on delivering its Superion 256 quantum computer and SiV memory, and on building a dedicated quantum manufacturing hub in Gumi. Set against a 1-day share price return of 0.57% and a 7-day share price gain of 9.96%, IonQ’s recent SDT deal and Superion 256 launch come after a tougher stretch where the 90-day share price return fell 23.99% and the 1-year total shareholder return declined 45.78%, even though the...

When the Federal Reserve lifts interest rates and projects higher borrowing costs for years, fragile balance sheets feel the strain first. Stronger companies with solid finances often gain an edge as weaker rivals struggle with pricier debt and tighter credit. That creates an opening for investors who want stability over drama. This article highlights three low risk leaders that combine financial resilience with staying power. The stocks covered below are a sample of that foundation. The full...

Royal Caribbean Group is in advanced discussions to acquire a controlling stake in Sandals Resorts International, expanding from ocean cruises to resorts.

Ouster (OUST) drew fresh attention after INTERGEO 2026, where it showed its digital lidar inside Flyability’s Elios 3 drone and introduced Rev8, a native color lidar pitched for industrial reality capture. Investors have responded quickly to Ouster’s INTERGEO 2026 presence, with a 1-day share price return of 5.59% and a 7-day share price return of 22.75%. This adds to a year-to-date share price gain of 72.23% and a 3-year total shareholder return of roughly 7x, even though the 5-year total...

S&P Global (SPGI) is in focus after highlighting rapid uptake of its AI tools, with 500 customers using model context protocol connectors and a very large jump in data usage through APIs and large language model calls. S&P Global’s recent AI push comes at a more challenging time for the stock, with the share price down 6.7% over the past month and 21.5% year to date. A 1-year total shareholder return decline of 13.6% contrasts with a positive 3-year total shareholder return of 19.7%, which...

Sandisk Corporation (NASDAQ:SNDK) has locked in buyers for roughly half of its output this fiscal year and two-thirds of next year’s. The long-term contracts carry floor prices, and the company says its margins stay attractive even at the floor. That is meant to protect it when the next memory downturn comes. The shares have gained […]

Microsoft’s advice for saving your work turns it into something you can’t change

Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo’s call is built on leases already signed, not on demand […]

Meta doesn't need the best AI model — it has something better: you. While OpenAI and Anthropic compete on raw model performance, Meta's new agent wins on data. They know what you want to buy before you do, and now they can finally act on it, cutting out the middlemen and becoming the marketplace itself. Would you actually use an AI agent that knows you this well? Watch the full episode, In The Loop, on Youtube.

Fastly (NASDAQ:FSLY) outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day. Chief Executive Officer Kip Compton said the company

Strategy CEO Phong Le says unexpected leverage sank STRC to $75 and explains why buybacks beat a dividend hike.

Microchip Technology Incorporated (NASDAQ:MCHP) said on September 21 that it has completed its acquisition of Hailo. The Israeli company makes processors that run AI on devices rather than in the cloud, covering vision, robotics and what the industry calls physical AI. Microchip did not disclose the price. It said the deal will not have a […]

The market may be underestimating these companies.