Notícias

Apple shares reached a fresh ATH above $344, while NVIDIA's forward valuation multiple has compressed sharply despite record revenue growth.

The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.

Honeywell International (NasdaqGS:HON) supplied an upgraded access control platform for US Marine Corps barracks as part of a wider modernization effort. The system centralizes security management across Marine Corps installations, supporting Department of Defense goals for long-term digital infrastructure. The access control rollout received major technology innovation awards, highlighting Honeywell's role in secure large scale government security solutions. The access control win with the...

It's not too late to buy Nvidia.

When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]

It's not a dollar figure though.

Apple, Okta, and Advanced Micro Devices stocks surged to 52-week highs on Tuesday amid positive catalysts and growing Wall Street optimism.

Stifel’s bullish view is based on Microsoft’s AI growth and cost discipline.

On Holding AG Ltd. (NYSE:ONON) grew its share price by 7.58 percent on Tuesday to close at $29.39 apiece as investors loaded positions after announcing a $1 billion buyback program over the next three years. In its recently held Investor Day, On Holding AG Ltd. (NYSE:ONON) said that the share repurchase program reflects its strong […]

Elon Musk says The Boring Company is working on a high-speed tunnel between Austin and San Antonio that could cut travel times to less than 30 minutes. Speeds Above 200 MPH In a post on X, Musk shared an old...

Obesity specialist Lou Aronne said switching from a GLP-1 drug to a dual GLP-1/GIP drug could mean greater weight loss.

President Donald Trump confirmed that U.S. and Iranian officials met on the sidelines of the United Nations General Assembly on Tuesday.

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...

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...

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.

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

Can Monster Beverage produce the necessary growth?

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.

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

The company embraces nuclear as a way to power AI.

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.

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

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.

AbbVie Inc. (NYSE:ABBV) said on September 22 that the European Commission has approved Rinvoq for children aged two and older with active polyarticular juvenile idiopathic arthritis. The approval covers patients who did not respond to, or could not tolerate, standard disease-modifying drugs. It is the eleventh indication Rinvoq holds in Europe. The Commission also cleared […]

On Holding AG (NYSE:ONON) set out new long-term targets at its investor day in Zurich on September 22. The Swiss sportswear maker wants net sales of at least CHF 5.6 billion by 2029, from a high-teens annual growth rate in constant currency. Its board also authorised the company’s first share buyback, worth up to $1 […]

Palantir's revenue growth remains strong, but its sharp rally has pushed the stock into a valuation debate on Wall Street.

Buying into an all-time high at 66 feels like the worst possible timing, but the data on what actually happens next might change how you think about that cash sitting on the sidelines.

The bank told clients the company’s recent share sell-off does not match the size of its flagship uranium project.