Notícias

In business, losing a bidding war is usually bad news. Old Dominion Freight Line (ODFL) lost one in 2023, and that defeat quietly became one of the smartest financial decisions in the company’s history. The rival on the other side of that story was Yellow Corp, a nearly 100-year-old carrier that ...

A crowded trade now faces two immediate pressure points

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Clear Street Managing Directors and Senior Analysts Owen Lau and Brian Dobson to break down a heavy week of earnings: Strategy's first quarter selling Bitcoin, Coinbase's third straight quarterly miss and Stripe and Advent's bid for PayPal. Then, after a look at ETF flows and Morgan Stanley's launch of the market's cheapest spot Ethereum and Solana ETFs at 14 basis points. Plus, Grayscale Head of Trading and Capital Markets Krista Lynch unpacks the state of crypto ETF flows and Altius co-founder and CEO Annabelle Huang makes sense of the macro backdrop along with her bear case for Bitcoin to dip to the $40K range. - Learn more at https://www.bullish.com/. - Register now for CoinDesk's Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. - To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.

Apple's Latest Acquisition Signals a Bigger Push Into AI and Advanced Chips

Energy stocks declined Monday afternoon, with the NYSE Energy Sector Index falling 1.2% and the Stat

Micron's record margins now face a longer-term supply test

RDDT stock is down 21% since Q2 results as search traffic volatility weighs on shares, but rising user engagement and ad tools keep investors watching.

Morgan Stanley downgraded stablecoin issuer Circle (NYSE: CRCL) to Underweight on Aug. 3 and cut its price target by nearly 64% to $38 from $106, delivering Wall Street's most bearish call on the stock just two days before the company reports second-quarter earnings. The investment bank cited ...

Oil prices just fell off a cliff, and stocks are loving it. Here's what changed over the weekend, and what it means for the AI trade.

Forget the tech slump: stocks are cheap, and earnings are soaring. It’s the cheapest time to buy in more than a year.

The company sold 1,638 bitcoin last week, its latest move under a capital framework adopted in late June that authorizes bitcoin sales for liquidity

The company, among other things, is doubling capacity at its Utah facilities to deliver solid rocket motors and nearly tripling capacity at the Allegany Ballistics Lab in West Virginia.

Chip stocks have taken it on the chin lately, but worries about the AI trade don’t have to bring down the entire market. The S&P 500’s information technology and communications sectors fell 15% from June 1 through July 29, when the Federal Reserve announced it was holding the fed-funds rate steady, strategist Jim Paulsen wrote Monday on Substack. The overall S&P 500 ended up down less than 4%.

Investing.com -- Amazon Web Services (AWS) is recording its fastest growth rate in nearly five years, powered by a massive surge in artificial intelligence workloads across both frontier research labs and traditional enterprise sectors, AWS CEO Matt Garman revealed in an interview on Bloomberg TV’s Bloomberg Tech. Speaking with Bloomberg host Ed, Garman outlined how the cloud computing giant is navigating unprecedented demand, expanding its custom silicon offerings, and making multi-billion-doll

Strategy sold 1,638 bitcoin and 3,011,361 Class A common shares

Strategy Inc. (NASDAQ: $MSTR) sold 1,638 Bitcoin and more than 3 million common shares last week, extending a capit...

One of the largest global pharma companies would be created if a deal were to materialise.

Share count won't be fixed until a 35-day pricing window closes in September

XRX surpasses Q2 estimates as Lexmark and tariff receivables lifted results, but shares fall despite stronger 2026 revenue and profit guidance.

Generac's 23.6% monthly slide offers a selective buying chance amid data-center strength and rising estimates but residential and margin risks remain.

Modine's data-center growth is surging, but falling estimates, margin pressure and a stretched valuation leave little room for execution missteps.

Visa stock has delivered a 57.4% total return over the past five years, yet the current checks suggest the shares no longer look obviously cheap. One framework points to roughly fair intrinsic value, while market multiples lean expensive. Over five years Visa has returned 57.4%, which reflects a steady reward for shareholders over a multi year holding period. Recent news around AI driven efficiency efforts and workforce cuts can support expectations for sustained profitability. At the same...

Citi has kept its 'neutral' rating on Novo Nordisk (NYSE:NVO), arguing that the market's reaction to a failed heart drug trial looks somewhat overdone while flagging deeper concerns about pricing and competition in obesity. The Danish group announced that ziltevekimab, an anti-inflammatory...

Marriott International (MAR) reported second-quarter revenue below Wall Street's estimates on Monday

NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth. Its rating was cut to 'neutral' from 'buy', with the price...

Michael Saylor built his reputation as Bitcoin's most devoted corporate accumulator, but his latest SEC filing tells a very different story about where Strategy's priorities actually lie.

WU's Q2 earnings miss estimates as Consumer Money Transfer retail weakness and higher expenses hurt margins, even as digital and consumer services show growth.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]

The consensus bottom-line forecasts most investors were comparing its results to didn't appear to factor in changes stemming from a recent spinoff, or any one-time costs related to it.

Tech stocks coverage for the week of Aug. 3.