Notícias

Risk aversion seems prudent as investors process what higher rates mean for equities, or if Republicans lose Congress, or if the Iran conflict lasts longer than expected.

On September 14, the two most-watched public companies in pet retail shared the same Goldman Sachs stage and offered very similar messages from very different starting places. Chewy, Inc. (NYSE:CHWY) is attempting to persuade investors that it has outgrown the term “online pet retailer” entirely, while Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) is aiming […]

Here's what we've learned about Elon Musk's space company since its IPO.

Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different. The Salesforce CEO used the company’s flagship annual conference in San Francisco to announce AIforce, the biggest product launch Salesforce, Inc. (NYSE:CRM) has made in years, and to once again refer […]

Drone strikes on Saudi Arabia’s key pipeline showed how cheap unmanned aircraft can rattle critical infrastructure and energy markets almost overnight. That kind of wake up call puts a premium on companies that help detect and neutralise hostile drones, especially those with strong balance sheets and sizeable cash reserves. This article breaks down three financially solid drone defense stocks from our screener that fit that profile. The three stocks below are just a starting sample from this...

Sept 23 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

Moderna (NasdaqGS:MRNA) co-founder Bob Langer has joined the scientific advisory board of Cellular Intelligence, a biotech focused on AI-driven drug development. The appointment aligns with Cellular Intelligence's recent acquisition of a Parkinson's cell therapy program, linking AI discovery with advanced neurology research. Langer's role connects Moderna's mRNA expertise with a growing network of AI medicine collaborations involving Cellular Intelligence and its new Parkinson's therapy...

SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States. Reuters reported on September 16 that the Korean memory giant is discussing several possibilities with Intel Corporation (NASDAQ:INTC), including leasing part of Intel’s long-delayed Ohio complex or forming a venture involving Intel and large cloud customers. SK Hynix […]

CVS Health has delivered a 36.9% share price gain over the past three years, even after a recent pullback. This puts fresh focus on whether that climb still lines up with what the business earns. With earnings in the spotlight and the stock giving back some ground in recent weeks, the key issue for you is whether today's valuation is properly grounded in its profit power. The 36.9% return over three years raises the question of how much of that move reflects lasting earnings strength versus...

Lowe's Companies (NYSE:LOW) signaled interest in future tuck-in acquisitions as part of its growth plans. Management framed potential deals as incremental additions that would fit within the existing Lowe's operating model. Executives paired the acquisition comments with an emphasis on disciplined capital allocation and balance sheet priorities. The fresh focus on tuck-in acquisitions is only one piece of the Lowe's Companies story investors need to understand. Check out 2 warning signs (1...

Shopify (NasdaqGS:SHOP) moved back into focus after Meta’s Muse AI agent gained the ability to browse Shopify-powered stores and complete purchases through Shop Pay across all merchants on the platform. The Muse announcement arrived after a choppy spell for Shopify, with the share price down 6% year to date and the 1 month share price return slightly negative. However, the stock has recently regained momentum, with a 7 day share price return of 13.8% and a 90 day share price return of 29.4%...

Circle is primarily a bet on USDC adoption and stablecoin infrastructure, while Coinbase has much more exposure to crypto trading activity through its centralized exchange.

MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day […]

Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger […]

The biotech's obesity drug candidate could make it easier for people who have recently lost weight to keep it off.

Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs. Altera said on September 15 that it confidentially filed for a U.S. IPO. Reuters previously reported that the offering could raise more than $2 billion. […]

The stock’s latest achievement puts it in rare company; the company’s current ranking is where the real story starts.

The Dutch digital payments processor has hired Niclas Neglen as its new chief financial officer, but he won’t join until next year.

NIKE, Inc. (NYSE:NKE) heads into its October 1 fiscal 2027 first-quarter report with Wall Street focused less on whether revenue can beat a modest guide and more on whether improving margins and performance categories can offset weak demand in the lifestyle business. The latest warning comes from Stifel, which cut its price target to $40 […]

There are a number of things to consider, including the fate of the products investors love, when their issuer is acquired.

CLOs allow investors to potentially get higher-than-average returns in exchange for taking on greater default risk.

Circle still pays partners to distribute USDC, putting the economics of its latest Binance deal in focus.

D-Wave Quantum has gone through sharp swings in recent years, which puts a spotlight on a basic question for anyone looking at the stock today. Is the current market price meaningfully supported by the company’s book value, or has the share price moved away from what its balance sheet suggests? Over the past three years, D-Wave Quantum has delivered a very large share price gain, which raises the stakes for whether the balance sheet can justify where the stock now trades. Law firm...

Oil just slipped back below the psychological $100 mark for Brent and $90 for WTI, easing some of the pressure that has stalked fuel intensive transport and logistics stocks in recent months. When a key input suddenly gets cheaper, cost structures can look very different, and that can shift how investors think about everything from airlines to freight operators. This article walks through 3 stocks from our Fuel intensive Transportation and Logistics Stocks screener that are directly exposed...

ProPetro Holding has seen a sharp move in its share price over the past year, which naturally puts the focus on whether the current US$10.03 price can be squared with the sales the business is generating. For anyone tracking the stock, the real issue now is how that recent return lines up with the revenue base underpinning it. Over the last 12 months the stock has gained 97.1%, which raises the question of how much of that rise is supported by ProPetro Holding's sales profile rather than...

Western Digital (WDC) heads into an upcoming earnings release that has drawn fresh attention, as recent commentary highlights expectations for year-over-year gains in both profit and revenue, alongside a Zacks Rank of #2. Western Digital’s recent share price action has been punchy, with a 3.67% 1-day share price return and 12.78% 7-day share price return at a last close of US$464.60. This comes even though the 90-day share price return declined 27.84%, while the 1-year total shareholder...

Rocket Lab has ridden a powerful three year run in its share price, while also pushing ahead with big moves in launch, satellites and now communications. That kind of shift in scale leaves a clear question for investors who own or follow Rocket Lab stock: Is today’s valuation really grounded in the cash the business can generate over time? Over the past three years the share price has delivered a very large gain of about 1,600%, which puts real pressure on whether the current market value is...

Applied Digital’s latest valuation work has trimmed the Fair Value estimate from US$73.36 to US$68.35, which reduces the implied upside case within this model. Analysts linking this shift to the current debate around contracted capacity, funding risk, and how much of the AI data center cycle is already reflected in the stock see the new level as a reset of expectations rather than a simple price call. As you read on, you will see how to interpret this evolving narrative and what to watch next...

Innodata has delivered a very strong multi year share price run, and the latest move puts fresh attention on whether the current valuation is properly supported by its earnings power. With the stock trading around US$69.97, the key issue is whether that price still lines up with what the underlying business is generating in profit terms. Over the past 3 years the share price has risen by roughly 7x, which puts a lot of weight on the question of how firmly earnings can underpin that kind of...

Membership-only discount retailer Costco (NASDAQ:COST) will be reporting earnings this Thursday afternoon. Here’s what to look for.