Notícias

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 […]

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

Bitcoin shrugged off a Senate rejection and a Fed rate hike to close above a key technical level for the first time in nearly a year, and now analysts are mapping out exactly what it needs to keep climbing.

Nvidia's shares trade at less than 17 times forward earnings, signaling growing Wall Street skepticism about its long-term sustainability.

AI valuations could dwarf the last 45 years of IPOs.

The Vanguard Total Stock Market ETF promises broader diversification than the S&P 500, but a decade of returns tells a different story about what those extra 3,000 tickers actually deliver to your portfolio.

Firefly's $1.4B backlog and government ties offer a cheaper entry point, but SpaceX's Starlink dominance and scale present a different growth thesis.

Gary Black said that legacy OEMs will build unsupervised autonomy themselves because it is “table stakes” for remaining in the auto business.

Investment grade broadens financing access, but Tesla's physical-AI buildout will consume substantial liquidity.

The move to go after more incremental revenue through the defense business is encouraging, but there's more for investors to cheer about.

Micron revenue jumped to $41.46 billion last quarter from $9.3 billion a year earlier.

Persistent issuance--not default anxiety--is widening financing costs around the data-center expansion cycle.

Anthropic is becoming a central driver of Broadcom’s AI growth story.

SB Energy’s planned public listing is turning into a stress test for the financing side of the AI buildout. The SoftBank-backed developer has slowed preparations for an IPO that had been discussed around a $50 billion valuation, according to a September 22 Financial Times report, while a $4.9 billion debt package has faced weak demand […]

Medicare coverage opens the obesity pill market to millions more Americans.

His nationalization argument distinguishes frontier laboratories, but Palantir discloses AI liability of its own.

The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...

Higher-for-longer rates are reshaping bullion's investment case

Rocket Lab Corporation (RKLB) closed the most recent trading day at $71.98, moving +2.99% from the previous trading session.

Superior Group (SGC) closed the most recent trading day at $12.62, moving +2.27% from the previous trading session.

TXO Partners LP (TXO) reached $14.25 at the closing of the latest trading day, reflecting a -1.04% change compared to its last close.

The latest trading day saw Onto Innovation (ONTO) settling at $283.81, representing a +2.84% change from its previous close.

Crescent Energy (CRGY) closed at $13.01 in the latest trading session, marking a -1.89% move from the prior day.

AST SpaceMobile, Inc. (ASTS) concluded the recent trading session at $63.69, signifying a +2.91% move from its prior day's close.

KLA (KLAC) reached $188.32 at the closing of the latest trading day, reflecting a +2.36% change compared to its last close.

Kinsale Capital Group, Inc. (KNSL) reached $351.83 at the closing of the latest trading day, reflecting a -1.78% change compared to its last close.

Kyndryl Holdings, Inc. (KD) closed at $12.06 in the latest trading session, marking a -1.15% move from the prior day.

Halliburton (HAL) closed the most recent trading day at $32.85, moving 1.62% from the previous trading session.

VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.

Honeywell International Inc. (HON) closed the most recent trading day at $211.85, moving +2.6% from the previous trading session.