Notícias

Great Hill Capital chairman & managing partner Thomas Hayes joins Opening Bid to break down the explosive momentum in memory stocks and explain why investors may want to exercise caution—even as JPMorgan (JPM) sees further upside for SanDisk (SNDK).

AI's power surge is creating a major growth opportunity for utilities, and ETFs like IDU offer diversified exposure to the trend.

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

Nu Holdings just posted its best quarter ever. The market noticed.

The stock is rising sharply a day after the company reported earnings. It’s all about the future for the lunar landing maker.

Workday (WDAY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...

NKTR's Q2 earnings beat estimates, but revenues fall short. Investor focus stays on rezpeg as late-stage studies advance in autoimmune diseases.

SanDisk (SNDK) shares rallied alongside memory and storage peers like Micron (MU) and Western Digital (WDC) after unveiling multi-year hyperscaler contracts that signify a shift away from historically volatile memory cycles. Yahoo Finance's Julie Hyman takes a closer look using Yahoo Finance's AlphaSpace.

OpenAI’s annualized revenue has topped $40 billion, roughly double its level at the end of 2025, with President Greg Brockman saying the run rate jumped more than 20% in July alone. The surge comes just as the price of AI...

President Donald Trump on Thursday announced new tariffs on foreign drones and components. Drone stocks jumped on the news.

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

MPC's strong Q2 results, higher refining margins and improving earnings outlook support the rally, but cyclical risks raise the bar.

Venture Global's contracted LNG growth bolsters visibility, but rising debt, arbitration claims and pricing risk temper the case for a fresh buy.

In the next 10 years, underrated sectors and undervalued companies might beat the biggest names of the AI trade.

New Street upgraded Micron to ‘Buy’ from ‘Neutral’ with a price target of $1,250, implying an upside potential of about 29% from current levels.

Reddit Inc (NYSE:RDDT) shares jumped more than 16% on Friday after S&P Dow Jones Indices said the company will join the S&P 500 index next week. The inclusion is expected to trigger mandatory buying from institutional funds that track the benchmark. The index milestone follows a...

WM pairs stronger margins and cash flow with premium valuation and heavy debt, leaving investors to weigh durable growth against limited room for setbacks.

WWW's Q2 beat and raised 2026 outlook reflect strong Merrell and Saucony momentum, brand gains and improving operating performance.

C's 51.2% jump reflects a transformation gaining traction. Do its discounted valuation and rising earnings outlook leave room for upside? Let us find out.

HD Q2 results are expected to reflect sales and EPS growth, fueled by Pro momentum and digital gains, while housing and margin pressures remain concerning.

The stock is about to take off. Or is it?

JPMorgan remains positive on equities for the second half of the year, arguing that concerns surrounding geopolitics, inflation, market concentration, the economic cycle and weakness in bonds are unlikely to prevent stocks from advancing further. The bank expects broader participation in the rally, with cyclical and higher-beta areas potentially taking a greater role as the year progresses.

VZ and NOK are expanding their telecom strategies for AI-driven demand, with different strengths in connectivity and infrastructure.

WDC and CZFS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 14, 2026.

Two space stocks are jumping 10% on the same morning for completely different reasons, while the rest of the sector barely flinches. The divergence reveals something specific about what the market is actually rewarding right now.

Crocs shares surged 26.9% in three months as DTC and international growth strengthened, but HEYDUDE and margin pressure remain key tests.

Hyperscalers are accelerating spending, Vera Rubin chips promise a 10x efficiency leap, and Nvidia's valuation keeps compressing. Whether that makes the stock a screaming buy or a trap for bargain hunters depends on one critical question few investors are asking.

Crocs trades at a discount as stronger brand trends and cash flow support the case, but HEYDUDE weakness and tariffs cloud the outlook.

The average of price targets set by Wall Street analysts indicates a potential upside of 50.5% in TTM (TTMI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.