Notícias

A short week on the stock market sees the start of the Treasury's yield-management strategy, along with news from Apple, Oracle and Adobe.

Strong US jobs data has kept the prospect of further Federal Reserve rate hikes firmly on the table, which keeps pressure on companies that rely too heavily on cheap borrowing. That is exactly why investors are paying closer attention to businesses that combine solid balance sheets with strong earnings growth potential. This article highlights three stocks from a high quality US growth list that screen well on both fronts. The three stocks in this article are just a starting sample, since the...

Two questions are set to lead the week: Will the data push the Fed toward a rate hike, and what can Oracle tell Wall Street about the state of Big Tech's AI debt load?

The CPI inflation report will influence the Federal Reserve’s decision on interest rates.

I bought the dip in both Oracle and NuScale. Here's why.

IonQ (NYSE: IONQ) appointed Dr. Eric Ball and Timothy Baxter to its board of directors, adding technology and finance leadership experience. Ball previously served as Chairman of SkyWater Technology, which IonQ recently acquired. Baxter spent many years in senior roles at Oracle and brings large scale enterprise and operational expertise. The appointments expand IonQ's board experience in M&A, financing, and corporate governance. For a wider view on how quantum computing and AI...

On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data center production actually increase the value of Oracle’s current approvals and builds by throttling competing capacity. Mad Money host Jim Cramer replied: That’s a good way to look at […]

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.

Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout.

September 10 must prove explosive cloud contracts can outrun negative free cash flow and another $40 billion financing plan.

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

Options traders are bracing for a big move as investors look for proof that Oracle's heavy AI spending is paying off

Energy prices remain sensitive to Middle East risks, which keeps inflation in focus and puts even more attention on companies building smarter, more efficient systems powered by artificial intelligence. That creates a potential opening for investors who want exposure to the tools that help businesses do more with less. This article looks at three stocks from our AI-focused screener that show how different parts of the AI stack are evolving. The three stocks below are only a sample from this...

A JV led by Lone Star acquired more than 50 buildings across six R&D campuses in San Jose, Milpitas and Santa Clara.

The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.

International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 call, though generative AI still turns up in the Consulting numbers. Where the figure went, and what management counts instead, is the more useful question.

Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally directing more top-of-funnel users toward freemium experiences rather than upfront paywalls, and it is managing that transition alongside leadership changes, with an interim CFO in place and Anil Chakravarthy set to succeed Shantanu Narayen as CEO on December 1, 2026.

Oracle (ORCL) is using cost savings from workforce reduction to fund its artificial intelligence inf

Oracle (ORCL) is heading into its fiscal Q1 financial results with investors focused on artificial i

Oracle stock climbed for a third consecutive day Friday as the enterprise technology giant prepares to release its earnings.

Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.

SNOW stock jumps 16.6% after Q2 second-quarter results as AI adoption, enterprise growth, and higher product revenue guidance fuel momentum.

The five-year agreement would add a major trading firm to Crusoe’s customer base as the AI infrastructure operator pursues private capital and a potential IPO.

Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

Investing.com -- ByteDance secured a $29.6 billion loan from nearly 30 banks on Friday, Reuters reported on Friday. The Chinese social media company's focus on artificial intelligence development attracted strong interest from lenders.

Retail sentiment on Stocktwits remained ‘bearish’ on SPY and flipped to ‘bullish’ on QQQ.

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.

Oracle’s AI infrastructure push and surging cloud backlog are fueling optimism, but investors will look for proof that spending is translating into durable revenue growth and cash flow.

Oracle’s updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as stronger interest in Oracle Cloud Infrastructure and large AI contracts is being balanced against concerns about funding needs, capital expenditure and potential pressure on earnings quality. As you read on, you will see how these moving pieces are shaping the evolving Oracle story and what to watch as...