Notícias

According to a report by The Financial Times, Nelson Peltz’s Trian Fund Management is assembling a consortium of investors that could include Flynn Group and Abu Dhabi-based BlueFive Capital.

Big gains can come in small packages.

Firefly Aerospace (FLY) CEO Jason Kim details how the company leverages bold missions, production expansion, and culture to attract top talent in its rivalry with SpaceX (SPCX) and Rocket Lab (RKLB).

Firefly Aerospace (FLY) CEO Jason Kim details how the company leverages bold missions, production expansion, and culture to attract top talent in its rivalry with SpaceX (SPCX) and Rocket Lab (RKLB).

Japan's economy and stock market are booming.

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts’ expectations. The company's shares were up about 14% at about $36 on the report. For the quarter ended June 30, Supermicro...

Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.

Wendy’s (NASDAQ: WEN) shares rose 12% following the report. The company is the direct subject of the potential transaction. Trian holds a combined stake exceeding 24% in the company — a 16% personal position held by Peltz plus a 7.9% fund stake — meaning any formal offer would trigger a mandatory SEC regulatory filing that would set an independent director review process in motion.

Cava Group (CAVA) could keep growing as same-store sales recover from the Cyclospora impact, new res

Goldman Sachs Group will pay as much as $2.25 billion to buy Neos Investments, expanding its asset manager's reach in the actively managed ETF market. Katherine Doherty reports on "Bloomberg Open Interest."

WhiteFiber reported $28.8 million in second-quarter revenue, above the $18 million analyst estimate.

JPMorgan sees the S&P 500 reaching 8,000 as AI spending and earnings strengthen. Explore ETFs to capitalize on the potential upside.

NeuroPace's Q2 revenues rise 17.1% as RNS demand strengthens, while a narrower loss and higher 2026 outlook highlight continued momentum.

Archer's post-earnings rally was driven by a dual catalyst: an all-stock acquisition of three Boeing units and a Q2 revenue beat of over 150.

Both are navigating a difficult year for software stocks, but only one of them is doing it with a proven earnings track record behind it.

Akamai's AI infrastructure and Security growth is accelerating, but Delivery weakness and rising spending test its growth outlook.

Rosenblatt sees 74% upside as contracted CoreWeave capacity starts contributing revenue, although weaker near-term earnings and ERCOT reviews remain risks.

CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue bea

Adobe generates nearly $10 billion in free cash flow with a 30% net margin, while BigBear.ai posted a $294 million loss on declining revenue.

Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to...

Nvidia remains the world’s most valuable company but its stock has been volatile ahead of its latest move to shore up AI infrastructure spending.

For diversification in the stock market, there are actively managed alternatives to index funds.

Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.

CAVA Group (NYSE:CAVA) shares jumped 12.7% after the fast-casual chain beat second-quarter estimates on both revenue and earnings, with same-restaurant sales climbing 9% and easing investor concerns over a recent cyclospora-linked slowdown in the sector. Revenue rose 31.3% year-over-year to...

Lumentum (LITE) reported a fiscal Q4 beat, but investor reaction was muted until there is clearer vi

Vestas Wind Systems AS (VWDRY) boosts full-year EBIT margin outlook to 7%-9% on strong Power Solutions growth and announces a new EUR400 million share buyback program.

Pokémon cards have evolved from a children's collectible into a multibillion-dollar market, with some buyers increasingly treating the cards as an alternative investment alongside traditional assets. The clearest sign of how mainstream the trade has become is where it is happening: not on Wall ...

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

FTNT raises 2026 guidance as firewall refreshes and SASE adoption accelerate, and AI and silicon advances strengthen its growth outlook.