Notícias

TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.

A closely watched part of the Treasury yield curve is flattening. The spread between the two-year and 10-year Treasury yield hit its narrowest level since March 2025 this morning, according to FactSet data, in the latest sign that investors are pricing in higher rates. The spread has been narrowing since February as investors increasingly priced in inflation risks from the conflict with Iran.

Haas also expressed growing confidence that the company can beat its $2 billion AGI CPU revenue target.

IONQ and Synopsys' integrated quantum algorithms can accelerate engineering simulations by up to 14.6%, potentially cutting complex workloads by a day.

Palantir has gone from ice cold to white hot in a matter of weeks, and Wall Street analysts cannot agree on what that rally is actually worth. The gap between the most bullish and most bearish targets reveals a fundamental disagreement about where this AI story goes from here.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

After a brutal early 2026 selloff that left the most powerful stocks in the market looking finished, something shifted. The forces that once drove the biggest rally in stock market history may be waking back up.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

What a time it’s been for Workday. In the past six months alone, the company’s stock price has increased by a massive 40.1%, reaching $192.03 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Qnity Electronics was added to the on Monday. Shares of the semiconductor materials supplier were down 0.2% in premarket trading Tuesday at $121.53, while and futures were up 0.1% and 0.3%, respectively.

About 700,000 seniors have started GLP-1 treatments since Medicare coverage began in July.

IonQ Takes Quantum Push to the Next Level With South Korea Hardware Deal

3M Company (NYSE:MMM) CEO William Brown has told investors that the company’s operational turnaround is progressing ahead of its own targets. New product activity is expanding, delivery performance has improved, margins are moving higher, and the data-center opportunity tied to its Microsoft partnership is growing rapidly. Together, these metrics provide a detailed picture of improving […]

The British AI data center developer depends on tech giants Microsoft and Anthropic for most of its revenue.

Beyond NVIDIA, Vertiv and Arista Networks offer exposure to the AI data-center buildout through power, cooling and networking infrastructure.

Stanley Black and Decker and Target both just raised their dividends, but a payout increase means nothing if the underlying cash flow cannot support it. One of these two household names is quietly living beyond its means.

Lockheed Martin Secures $1.2 Billion PrSM Deal as Missile Production Set to Expand

With the Trump-Xi summit approaching, Boeing and NVIDIA both carry massive China exposure but in completely opposite ways, and that difference points to only one name as a genuine binary trade on the outcome.

Assurant and four other multi-line insurers show improving earnings and operating metrics as higher rates support investment income.

Sandisk is drawing fresh attention from Wall Street as AI workloads create new demand for high-density NAND storage.

Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.

BMO's consumer survey lands days after Wells Fargo cut the stock to Underweight

Merck (NYSE:MRK) received Japanese approval for KEYTRUDA QLEX (KEYJECT), its first subcutaneous KEYTRUDA formulation, for all existing local indications. The new subcutaneous version offers an alternative to intravenous dosing, aimed at faster administration for patients and clinicians. This approval broadens Merck's oncology treatment options in Japan, a key international market for its immunotherapy portfolio. The KEYTRUDA QLEX subcutaneous green light in Japan matters. However, investors...

BNP Paribas sees room for higher Azure pricing and a potential SpaceX cloud deal, but the impact may take time.

AMD and SanDisk lead a tech rebound as strong semiconductor earnings revisions outweigh higher rates, putting technology back in focus for Q4.

Why NuScale Power Is Back in the Spotlight NuScale Power (SMR) is drawing fresh attention as investors reassess nuclear backed grid capacity for energy hungry AI data centers, with the stock trading near US$8.79 as of 21 September 2026. The business has advanced regulatory and engineering work, including projects in Romania and ongoing talks with the Tennessee Valley Authority. Its current backlog remains largely non binding, and first reactor deployments are not expected until the early...

During the September 18 episode of CNBC’s Mad Money, Jim Cramer highlighted Okta, Inc. (NASDAQ:OKTA) after speaking with technology leaders in Silicon Valley. He stated: Let’s start with the most consequential. On Wednesday, we have an Okta analyst, okay? This is it. Of all the companies I had on the show this past week in […]

The limited-time Global Favorites menu includes onion rings from Australia, a hot honey chicken sandwich from Canada, and a caramel McFlurry from South Korea

PKX is investing KRW 480 billion in a new Gwangyang plant to expand premium automotive steel capacity with AI, robotics and lower-carbon tech.