Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Wells Fargo downgraded Netflix to "Underweight." Why, and how should you play NFLX here?
Micron Technology stock is under pressure from its own employees. The memory-chip company could soon face strike action by workers at one of its Taiwanese plants. Micron shares were down 0.6% at $1,038 in premarket trading Tuesday.
Thor Industries (THO) delivered earnings and revenue surprises of -16.13% and +7.37%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The global wind energy market is on track for significant expansion, aiming to reach around USD 287.9 billion by 2035, driven by increased demand for clean power, technological advancements, and substantial global investments. Key developments such as the deployment of offshore and utility-scale wind projects, enhanced turbine capacity, and supportive government policies are fostering new opportunities within the sector. As larger turbines and corporate renewable energy purchase agreements...
Fastly, Inc. (NASDAQ:FSLY) shares traded higher Tuesday morning as investors looked ahead to the company’s Investor Day, while its new AI security products added to investor interest. Fastly Investor Day Takes Center Stage Fastly’s Tuesday Investor Day puts management’s strategy, product roadmap and financial outlook in focus. Investors will be watching for updates on revenue growth, margins and demand across its security and edge cloud businesses. Shares jumped nearly 15% Monday, suggesting tra
Tesla is a BBB credit, according to Fitch. Now, Fitch, Moody’s and S&P 500 have investment grade ratings for the EV maker’s debt.
Coca-Cola isn't going on an investment spending spree.
Eli Lilly just posted a quarter that crushed estimates on every major metric, yet the stock has spent the past month getting punished anyway. One of Wall Street's biggest banks thinks the selloff created the most compelling entry point in the GLP-1 giant's recent history.
The Three Errands That Failed On September 9, one day after Meta launched Muse, PYMNTS ran the agent through three basic consumer tasks: reordering toilet paper on Amazon, ordering a pizza from Domino’s, and booking a reservation on Resy. All three failed. PYMNTS reported the problem was not the AI’s reasoning. “It came down to […]
The facility, part of Lilly's $50 billion domestic manufacturing push, will produce active ingredients for Foundayo and other medicines
Molina told investors in February that a Medicare drug plan serving tens of thousands of members would cease to exist. The members found out in October. Here is what that eight-month silence means for anyone still holding that plan card.
There are no AI data centers without copper.
As part of the public equities mandate, JP Morgan Asset Management is set to oversee tailored global equity portfolios on behalf of QIA.
Novo Nordisk (NYSE:NVO) pulled back the curtain on its future at an investor day in London, and the audience filed out distinctly underwhelmed. The Danish drugs giant, best known for the weight-loss sensation Wegovy, used its biennial capital markets day to explain how it will thrive once its...
The fast-food chain will outline its McDonald's > NEXT strategy on Wednesday, covering restaurant renovations, menu changes, and cost cuts
Investors are willing to pay more for AMD's future earnings.
Amazon struck a deal worth up to $8 billion with Generac for backup generators to power its AI data centers, underscoring how electricity supply has become a critical bottleneck in its AI buildout.
Plus: British Columbia sues OpenAI over mass school shooting and executives flock to New York to tout lowering emissions.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) has its Toucan Gen6x16 PCI Express (PCIe) retimer now officially added to the PCI-SIG Integrators List. The listing took place after retimer’s testing completion at the PCI-SIG Compliance Workshop, where it achieved formal PCI-SIG 6.x compliance at 64.0 GT/s. The development validates Toucan’s compliance and interoperability credentials in the […]
Accelevation Holdings Corp. and its backer Olympus Partners are seeking to raise as much as $720 million in the data center infrastructure company’s initial public offering.
Tech stocks don't always beat the rest of the market.
Investing.com -- Yardeni Research has cautioned investors not to expect a major breakthrough when President Trump meets Chinese President Xi Jinping on Thursday, though it said modest progress would still be welcome.
Micron slid for three months while the S&P 500 climbed, reopening a price-to-target gap that one prominent analyst now believes is far larger than the Street consensus suggests. Whether that gap represents a generational opportunity or a familiar cycle trap depends entirely on a single question about memory.
Why Ciena Stock Is Back In Focus After Its Special Call Ciena (CIEN) moved back onto investor watchlists after a recent special call highlighted record third quarter fiscal 2026 results, new financial targets for 2029, and a planned overhaul of its reporting structure. Ciena’s special call came against a backdrop of sharp price swings. The share price has rallied 4.92% in the past day and 14.49% over the past week, even after a decline of 7.54% over 30 days and a 20.42% drop over 90 days...
Mobileye Global has seen its share price come under heavy pressure, and that drop puts fresh focus on a simple question for investors who still follow the story: Is the current valuation of the stock supported by the sales the business is generating today and is expected to produce over time? The share price has fallen 80.1% over the past 3 years, which puts a lot of weight on whether the revenue base can underpin the remaining equity value. Mobileye's recent investment in Beep, Inc. to...
Marvell Technology (NasdaqGS:MRVL) revealed industry-first 2nm optical interconnect solutions for AI data centers at ECOC 2026 on 21 September 2026. The new 2nm products target higher bandwidth for AI clusters, aiming to support growing data movement inside hyperscale facilities. Marvell highlighted power efficiency features and integrated security for AI networking workloads in its latest optical interconnect portfolio. There is more to Marvell's new 2nm optical interconnect launch than...
Mosaic (MOS) is back in focus after its shares closed at US$24.07, leaving the fertilizer producer down over the past year but higher across the past 3 months. The short-term picture has improved for Mosaic, with a 13.3% 90-day share price return contrasting with weaker year-to-date and 1-year total shareholder returns that are still down more sharply. Recent gains suggest sentiment has firmed a little after a tougher multi-year stretch. Explore additional fertilizer and materials stocks...
Alibaba’s AI chips and cloud ambitions meet regulatory heat Alibaba Group Holding (NYSE:BABA) is back in focus after a string of AI related headlines, from a Qwen powered U.S. government search tool to a new Zhenwu V900 accelerator and fresh Pentagon blacklist scrutiny. Investors watching Alibaba now have to weigh a powerful AI chip roadmap and a planned US$53b spend on data centers against questions about procurement practices, regulatory risk, and how much cash the cloud and commerce engine...