Notícias

On 24 September 2026, high-profile investor Michael Burry expanded a short position against Nebius Group (NasdaqGS: NBIS). The enlarged wager also targets several large AI infrastructure and semiconductor stocks that trade alongside Nebius Group in investor portfolios. Burry's move places fresh attention on how exposed Nebius Group might be to shifts in sentiment around AI infrastructure and chip demand. Michael Burry's expanded short against Nebius Group and its AI peers is worth weighing...

Luminaries from Wall Street and Silicon Valley joined President Donald Trump for a state dinner honoring his Chinese counterpart Xi Jinping, in a demonstration of US technological and financial might.

Taiwan Semiconductor Manufacturing (NYSE:TSM) plans to lift wafer foundry prices by 3% to 6% starting in 2027. The largest increases are planned for advanced process nodes used in high performance computing and AI chips. Management is preparing the multi year pricing update as capacity remains tight for AI related demand and advanced packaging through 2030. This planned 3% to 6% wafer pricing move for 2027 is worth weighing against the rest of our findings. Check out 1 major warning sign...

Unity Software (NYSE:U) said it will offer day one engine support for Meta's next-generation VR Glasses. The toolkit lets creators build launch experiences using advanced rendering features and direct integration with Meta's AI assistants and workflows. Developers can begin preparing titles ahead of the headset release using updated Unity plugins aligned with Meta's latest VR and mixed reality APIs. Unity's day one support for Meta's new VR Glasses is an important factor to weigh in the...

An influential investment bank resumed its coverage of the company.

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

Treasury yields resumed their march higher amid inflation concerns.

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

Everpure (P) grew revenue 38% from a year earlier in fiscal Q2 2027, and management expects that pace to last for some time. The stock costs 144.1 times its past year of earnings, against 22.4 for the S&P 500. Two things must hold. Customers must keep paying far higher prices, and Everpure must keep getting parts at costs it can absorb. Is the cost of Everpure's parts already climbing.

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

US carriers oppose adding more direct flights between China and the United States, Reuters reported

A prolonged Iran war is creating multiple profit channels across energy, including higher crude prices, record refining margins, LNG shortages and extreme shipping costs.

Costco’s comparable sales rose 9.4%, or 6.7% excluding gasoline prices and currency in Q4.

The Nasdaq Composite was also flat, ending 0.01% in the green. Yields for the 10-year Treasury were lingering at their highest level since 2007, while yields for the 7-year note reached their highest level since 2009. Several factors were driving yields higher, including rising oil prices, the anticipation of more hawkish Fed policy, and weak demand at yesterday’s Treasury auction, notes Angelo Kourkafas, senior global strategist, investment strategy, at Edward Jones.

Waymo is planning on entering Las Vegas, but it is not alone in the market there. Amazon-backed Zoox already has a public robotaxi presence in the city, giving Waymo an established rival as it begins its Nevada rollout. Alphabet Inc.’s (NASDAQ:GOOGL) autonomous-driving unit has started offering fully autonomous rides to public passengers in Las Vegas, […]

Tesla, Inc. (NASDAQ:TSLA) and Rivian Automotive, Inc. (NASDAQ:RIVN) are both electric vehicle makers, and that is about the last thing they have in common. One is worth roughly $1.5 trillion. The other is worth about $22 billion. Neither is priced on the cars. Tesla trades at a multiple no carmaker has ever justified, because investors […]

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

An analyst upgraded his recommendation on the specialty REIT.

The S&P 500 closed nearly unchanged, but under the surface, breadth collapsed as yields surged and Oracle flagged AI-buildout strain.

Waymo has spent years proving that driverless taxis can operate commercially in U.S. cities, and is now taking the model to Tokyo to test whether it can work there. Alphabet Inc.’s (NASDAQ:GOOGL) autonomous-driving unit plans to launch a fully autonomous commercial taxi service in the Japanese capital in 2027 alongside taxi-app operator GO and Nihon […]

Marvell Technology (MRVL) shares trade near $261, and its options price a one-year range of about $133 to about $514. In plain terms, a rough but ordinary year from here could leave the stock at roughly half today's price or nearly double it. Yet that range is still calmer than the ride holders had over the past twelve months.

Grab Holdings Limited (NASDAQ:GRAB) could have spent years building out its consumer lending business across Southeast Asia. Instead, it is writing a $1.49 billion check. DON’T MISS: The Robotaxi Race is Spreading, Can Amazon and Alphabet Turn More Cities into Revenue? The company has agreed to buy a 60% controlling stake in Atome Financial, the […]

Goldman Sachs Group, Inc. (NYSE:GS) has another $11.7 billion to put to work in private equity. Most of that money, around $9.6 billion, went into West Street Capital Partners IX, the ninth vintage of Goldman’s flagship buyout strategy, while another $1.6 billion was raised for West Street Asia Equity Partners I, and related co-investment vehicles […]

Goldman Sachs Group (GS) Asset Management is underweight the biggest AI borrowers as issuance floods

Expedia (EXPE) stock fell 7.7% on September 23, leaving it about 24% below its August 24 high of $339. Yet the company's latest results beat its forecast, and over the past 12 months the stock has still returned about 17%, roughly in line with the S&P 500. So how far could Expedia go in a real market shock.

McDonald's CEO just told investors to stop expecting a recovery and start treating today's bruising consumer environment as permanent, a stark bet against the Federal Reserve made just days after the central bank raised rates again.

Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.

The company published its latest quarterly earnings report after the previous day's market close.

Apple Inc. is reportedly working on a new screen-free fitness tracker and an AI-heavy pendant to broaden its wearable lineup beyond the Apple Watch. Apple Tests Screen-Free Fitness Tracker The screen-free health and fitness tracker will resemble Whoop’s bands, according...

Arista Networks (ANET) ended fiscal Q2 2026 with about $9.7 billion of multi-year purchase commitments. These are promises to buy from its suppliers over several years. If demand for its switches slows, those promises remain. Will the company's sales keep pace with what it has promised its suppliers.