Notícias

Citizens JMP Securities upgrade of Okta points to growing demand for securing AI agents as a key near-term catalyst ahead of the company’s Aug. 26 earnings report.

IREN shares surge after Microsoft accepts first Texas AI cloud installation

Workday Inc. shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.

Coherent recovered from an early decline as accelerating data-center sales and stronger margins reinforced its role in AI connectivity.

The stock's valuation isn't all that high given its growth and dominance in the streaming industry.

Oracle shares rally as Amazon partnership targets growing AI workloads

Norway's sovereign wealth fund valued its Alphabet position at 499 billion kroner, placing Google's parent above Microsoft and Amazon.

Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...

Active management and concentrated bets drove a 42% one-year return, though the lower-cost Invesco alternative offers broader diversification across 60 healthcare stocks.

Private equity firm Silver Lake is in talks to acquire Workday, which has a market value of about $43 ‌billion, in a deal that would rank among the largest software ‌buyouts in history, according to people familiar with the matter. Silver Lake and the human-resources and financial ​management software company have held discussions about a potential deal in recent months, the people said. The talks are ongoing and there is no guarantee a deal will materialize, said the sources, who spoke on condition of anonymity because the discussions ‌are confidential.

Target remains solid for the long term, but it could become the victim of elevated expectations on earnings day.

Pershing Square argues investors have exaggerated AI disruption while overlooking S&P Global's dominant ratings, indices and commodity benchmarks.

Intel Gets AI Boost as Bank of America Sees Massive CPU Market Growth

Sandisk and Micron are surging on blowout earnings, lifting a handful of memory ETFs with them, but which fund you own today could mean the difference between capturing the rally and barely feeling it.

Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.

Artificial intelligence player Advantest hit an all-time high Thursday and now sits at the top of a buy zone amid a four-day winning streak. Advantest stock broke out of a cup base with a pivot at 222.45 on Wednesday. Also, the weekly chart on Investor's Business Daily's MarketSurge shows that the company's relative strength line is at a new high.

JPMorgan says Salesforce stock is inexpensive to own at current levels. Here’s why the firm is bullish on CRM shares.

The company more than doubled revenues and narrowed losses in the quarter.

Pershing Square argues that Netflix's expanding margins, advertising growth and global scale justify another investment after its unsuccessful 2022 position.

Super Micro shares jump as $60 billion AI backlog powers stock rally

WST's faster HVP growth, wider margins and stronger earnings outlook support the bull case, but its premium valuation leaves less room for error.

West Pharmaceutical's Q2 beat, faster HVP growth and wider margins drove a higher 2026 outlook, strengthening its earnings case.

Explosive demand is growing faster than profitability can follow

Investors believe Anthropic could target an IPO valuation north of $2 trillion, according to the Financial Times.

Worthington currently trades at $56.97 per share and has shown little upside over the past six months, posting a small loss of 2.7%. The stock also fell short of the S&P 500’s 11.7% gain during that period.

JetBlue Airways' 22.2% three-month rally has support from stronger revenue trends and estimate revisions, but fuel costs, losses and debt pose risks.

Grok 4.6, released Wednesday by Elon Musk’s SpaceX (NASDAQ:SPCX), scored 61 on the Artificial Analysis Intelligence Index, which matches OpenAI’s GPT-5.6 Sol Max and trails only Anthropic’s leading models, according to independent benchmarking firm Artificial Analysis. Grok charges $2 per...

The eVTOL stock is still down more than 50% from its highs.

GE Vernova stock has surged over the past year, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value suggesting the shares may be priced ahead of fundamentals while market multiples still point to room for value. GE Vernova has returned 64.3% over the past year, which puts extra focus on whether the current price still offers a comfortable margin of safety. Strong demand for power equipment tied to data center and AI related electricity needs can support...

Peter Thiel-backed crypto exchange Bullish reported a $280 million net loss for the second quarter of 2026, reversing a $108.3 million profit in the same period a year earlier. Despite the loss, investors sent Bullish shares sharply higher after the market opened on Thursday. The stock was up 11.7% ...