Notícias

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Ichor Holdings has delivered a sharp share price run, and the jump puts a spotlight on whether the current valuation lines up with what its sales can support. After such a move, the real question for you is how much revenue power the business is being asked to justify at today's price. Over the past year, Ichor Holdings has returned 197.4%, which raises the stakes on whether the underlying sales profile can sustain that kind of re-rating. The company is tightly linked to semiconductor...

STMicroelectronics (ENXTPA:STMPA) just introduced its ST SafeSense VD56GA infrared image sensor for in car driver and occupant monitoring, giving investors fresh context for thinking about the semiconductor group’s automotive exposure. The new sensor launch follows a sharp reset in sentiment, with the stock down about 29.7% over the past 90 days on a share price basis, even though the year-to-date share price return is 90.5% and the 1-year total shareholder return is 88.0%. Recent gains of...

Globalstar has delivered a powerful share price run in recent years, which puts fresh attention on whether the current market value lines up with what its sales can reasonably support. With a business tied to satellite connectivity and new infrastructure coming online, the key issue is how much revenue investors are effectively paying for at today's price. Over the past 3 years the stock has returned about 346.5%, which puts a lot of weight on whether the underlying sales story can carry...

Dell Technologies recently launched the XPS Googlebook, a 13‑inch premium Googlebook laptop powered by the Snapdragon X Elite processor and tightly integrated with Gemini Intelligence, featuring an aluminum chassis, 2.5K InfinityEdge touch display, and up to 16 hours of Netflix streaming on a single charge. This move extends Dell’s high‑end XPS brand into the Googlebook ecosystem for Android users, highlighting the company’s push to pair premium hardware with AI‑centric, cross‑device...

Lyft (NasdaqGS:LYFT) has appointed Michael Brous as its new Chief Financial Officer, adding experience in micromobility and operations. The company is expanding its autonomous vehicle services in Nashville through a deeper partnership with Waymo. The updated Waymo collaboration in Nashville is intended to blend autonomous rides with Lyft's existing human-driven fleet in that market. The CFO hire and Nashville Waymo expansion could reshape Lyft's capital priorities and automation plans, but...

While California faces a billionaire exodus ahead of the November 3 wealth tax vote, Huang has taken a much different stance.

Amkor Technology (NasdaqGS:AMKR) announced phase 2 of its Arizona advanced packaging and test campus expansion, driven by strong customer demand. The enlarged site is set to operate as the first high volume U.S. OSAT production facility dedicated to advanced semiconductor packaging. The project increases Amkor's planned investment and workforce in Arizona while supporting domestic supply chains for advanced chip packaging services. The phase 2 Arizona campus buildout matters. However,...

Wendy's (WEN) canceled the operating rights of Meritage Hospitality Group for 314 locations over abo

Meta Platforms (META) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

The popularity of Meta's new consumer-facing AI agent, Muse, is a sign that demand will grow for products across the AI supply chain, UBS strategists wrote. The successful launch shows that there are ways for AI companies to make money beyond selling the technology to large companies, they said.

Rising interest rates and elevated bond yields hint at a potential stock market correction.

Alibaba’s Zhenwu V900, unveiled September 22 at the Apsara Conference in Hangzhou, arrives as a direct answer to a question US policy created: what happens when you cut the world’s second-largest economy off from the most advanced AI silicon? CEO Eddie Wu called it “the most powerful AI chip in China today.” The specifications – […]

Investors buying this biotech stock now will get its pipeline essentially for free.

Samsung is betting on in-house logic manufacturing to accelerate its HBM4 push as AI demand strains advanced chipmaking capacity.

With four season-long sponsors and seven custom sponsors, the fan-beloved dance competition is in high demand with brands, a Disney exec told us.

OpenAI is facing a lawsuit from British Columbia in California over its alleged failure to notify la

The iShares Core Dividend Growth ETF has a long-term track record of paying strong dividends -- and could be a smart defensive move against the AI bubble.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

One of the MoUs will see Halliburton work with Eneva to explore and develop potential energy projects in Venezuela.

Key TakeawaysAxon stock fell about 22% in September, matching its full-year loss, after an 11% one-day drop on news of a $1. 15 billion 0% convertible note offering that followed an earlier 14% slide when Q2 gross margin came in lower than expected.

Stocks were on track to open a touch lower on Tuesday as investors opted to lock in some profit following a record-breaking surge for shares of tech companies. Dow Jones Industrial Average futures fell 139 points, or 0.3%. Nasdaq 100 futures also declined 0.3%.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Down markets should be viewed as buying opportunities.

By Amanda Cooper LONDON, Sept 22 (Reuters) - Technology shares got a boost from a resurgence of optimism over AI on Tuesday, while the broader equity market struggled to make much headway as oil rose

Retail sentiment on SPY and QQQ has moderated to ‘neutral’.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Kevin Warsh introduced a new element to the Federal Open Market Committee’s (FOMC) fight against inflation.

Warner Bros. Discovery (WBD) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Higher gas prices are squeezing household budgets -- but Coca-Cola and Procter & Gamble continue to pay generous dividends.