Notícias

Seoul is adding financing and infrastructure support to a semiconductor expansion anchored by Samsung and SK Hynix.

Government investment and potential shareholder returns are sharpening attention on SK Hynix's powerful cash-generation cycle.

Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.

AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.

Hinge Health 64.6% three-month rally is backed by surging revenues, wider margins and a raised 2026 outlook, but execution expectations are rising.

Rocket Lab is turning space-industry momentum into a compelling growth story.

AEHR's 72.2% surge reflects record bookings, a $100.6M backlog and rising AI demand, but its premium valuation raises the stakes.

The new blockchain expands its ecosystem and widens its moat.

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which are simply along for the ride.

Archer and Boeing just announced a blockbuster deal, and it could have a huge effect on Archer's long-term growth.

Wendy’s has been struggling with traffic to its restaurants lately, but its shares are zooming on continued interest from one longtime patron: Nelson Peltz. Peltz’s Trian Fund Management is working to put together an investor consortium that could bid for the Ohio-based burger chain, the Financial Times reported. Trian, a longtime Wendy’s investor that held around 16% of company shares as of earlier this year, in February said the firm had spoken to potential investors about strategic options, including potentially taking control of the chain and taking it private.

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Roku (ROKU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

It's not a typical Berkshire business, but it checks the right boxes.

Shares of Kaiser Aluminum climbed above a buy point Wednesday, just days after the company issued a bullish quarterly report, and as the stock stands out among peers. With an IBD Composite Rating of 98 and a three-month Relative Strength Rating of 82, Kaiser Aluminum has emerged as the leader among aluminum stocks. In last month's earnings report, CEO Keith Harvey said the "underlying story is increasingly one of stronger customer demand, improving market conditions and strengthening business fundamentals."

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

Home Depot (HD) 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.

Target (TGT) 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.

MIDD's Q2 earnings and sales beat estimates as Commercial Foodservice demand rose, while tariffs and inflation pressured margins.

MPWR's AI and server demand is lifting earnings and estimates, but a 44.1X forward multiple and limited margin expansion raise the bar for investors.

MPWR lifts its 2026 Enterprise Data growth floor to 130% as AI and server demand surge, while new data-center products widen its growth opportunity.

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.

MMM's strong industrial momentum and upbeat 2026 outlook are supporting its stock, while rising costs and weak consumer demand remain concerns.

APA's Q2 earnings beat estimates as higher oil prices and lower expenses offset weaker revenues and natural gas prices.

Hewlett Packard Enterprise (HPE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Wendy’s tells Barron’s it will ‘thoroughly review any proposal submitted by Trian consistent with its fiduciary duties.’

Boeing and Airbus supplier Astronics surged on Wednesday on strong earnings, flashing buy signals. The stock has doubled in 2026.

CAVA beats Q2 earnings and revenue estimates as traffic and unit growth lift sales, though higher food, labor and delivery costs pressure margins.