Notícias

Analog Devices' (ADI) upbeat remarks around its artificial intelligence data center opportunity are

Bank of America sees Zoom’s post-pandemic reset nearing an end as new products, stronger retention, and an overlooked asset reshape the bull case.

Redwire's share price shot higher after earnings, but recently slumped. Is it cheap yet?

Meta could face major challenges regardless of if it wins or loses its latest social media addiction lawsuit.

Since February 2026, United Airlines has been in a holding pattern, posting a small return of 3.4% while floating around $116.83. The stock also fell short of the S&P 500’s 11.3% gain during that period.

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

Affirm Holdings stock is coming off a very strong three year run, yet the current checks suggest the shares are trading at a premium to an estimate of intrinsic value based on the Excess Returns model and on standard market multiples. That gap between recent returns and valuation signals is what investors now have to weigh. Affirm Holdings has delivered a very large 3 year return of about 4.3x, which puts extra focus on whether recent gains already reflect the business outlook. Recent...

The reason for the pullback makes enough superficial sense. It's just not a permanent problem.

Rocket Lab (RKLB) stock is back in focus after a series of new U.S. Space Force contracts and satellite wins placed the company more firmly in defense and government communications work. See our latest analysis for Rocket Lab. Despite the fresh U.S. Space Force work and satellite wins, Rocket Lab’s recent share price momentum has been choppy, with the share price falling 4.19% over the last day and 39.55% over 90 days, yet delivering an 86.38% total shareholder return over one year and a very...

Bonds are selling off as investors are unwilling to chase the rally triggered by the Treasury's expanded buybacks. The Treasury, on Wednesday, said it's raising the maximum size of buybacks for bonds maturing in 10 to 20 years and 20 to 30 years to “at least $4 billion per operation” from $2 billion. Buying back the debt signals that the Treasury wants to reduce supply and in turn push down yields.

DocuSign (DOCU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Abercrombie (ANF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Druckenmiller's investments aren't necessarily intended to be for the long term.

TD Cowen analyst says Dominion Energy stock has further upside ahead. He explained why in a research note this week.

First American Financial has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.1% to $72.79 per share while the index has gained 11.3%.

Does Iovance Biotherapeutics (IOVA) have what it takes to be a top stock pick for momentum investors? Let's find out.

Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.

NBR stock surges 155% in a year, backed by strong Q2 execution and Saudi growth potential, but heavy spending and risks cloud its outlook.

Glaukos' iDose TR momentum and Epioxa launch are driving record growth, higher 2026 guidance and a broader ophthalmology platform.

Buffett is widely considered the best investor of all time.

Marvell Technology (MRVL) is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Cap

A mechanical yield screen is quietly outpacing the S&P 500 this year by excluding most of the AI complex before a single share is purchased, and the valuation gap it creates raises a question worth answering before the rotation reverses.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here. In the second quarter, the Baron Focused Growth Fund achieved a 13.26% gain, still trailing the Russell 2500 Growth Index’s 24.02% return. The underperformance was driven by ongoing concerns […]

Hedge funds are quietly loading up on a battered pharma giant while yield hunters circle its once-near-7% dividend, but with a 14% rally already in the books and patent cliffs looming, the real question is whether the smart money spotted a turning point or a trap.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here. In the second quarter, the Baron Focused Growth Fund achieved a 13.26% gain, still trailing the Russell 2500 Growth Index’s 24.02% return. The underperformance was driven by ongoing concerns […]

Gold (GC=F) December futures opened at $4,580 per troy ounce on Thursday, August 20, 2026, up 0.8% from Wednesday's closing price.

Memory chips are currently the ‘bottleneck’ for AI infrastructure. But that doesn’t ensure the stocks will continue to outperform forever.

Neurocrine's Q2 beat and higher Ingrezza guidance highlight strong growth, but rising spending and execution risks could test its expanding portfolio.

The bond market has been sending distress signals for months. With public debt surpassing $40 trillion and the 30-year Treasury yield touching levels last seen in 2007, Washington has had a buyer’s strike problem on its hands. Long-dated debt kept cheapening as investors demanded more compensation for holding it, and that selloff was starting to ... Scott Bessent’s Surprise Bond Buyback Sparks a Silver Rally. Is It Too Late to Buy In?

Neurocrine pairs rapid growth and expanding rare-disease assets with a premium sales valuation, making execution key to the investment case.