Notícias

In late June 2026, Teladoc Health, Inc. was removed from multiple Russell growth and small-cap benchmarks after a period of flat sales and ongoing losses, even as it maintained a large global member base and expanded partnerships with Walmart and the National Basketball Players Association. At the same time, insider share sales, index removals and a risk-off reaction to rising bond yields contrasted with a separate view that Teladoc’s discounted cash flow valuation suggests its shares may be...

Paramount's (PSKY) $110 billion acquisition of Warner Bros. Discovery (WBD) could be faced with laws

<body><p>STORY: From Samsung's huge quarter to Microsoft's big lay offs...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Samsung flagged a 19-fold jump in second-quarter profits from a year earlier.</p><p>The South Korean giant estimated April-June operating profit at just over $58 billion - ahead of analyst projections.</p><p>The global AI boom drove huge demand for Samsung's chips, and sent prices for silicon sky-high.</p><p>Although investors wiped more than $80 billion off the firm's market value after the results were announced over worries about how long the AI bonanza will last.</p><p>China plans to allow its top AI firms to buy a limited number of Nvidia's most powerful AI chip, the H200.</p><p>That's according to a report from The Information.</p><p>It said Chinese officials recently told local leaders Alibaba, ByteDance and DeepSeek they may soon get permission to buy some of the chips.</p><p>Beijing has until now withheld approval of buying the H200 as it looks to support domestic suppliers.</p><p>Microsoft said it will cut more than 2% of its workforce, or roughly 4,800 jobs.</p><p>It joins a wave of layoffs at tech titans as they move investments to AI infrastructure.</p><p>Booming AI demand has powered growth at Microsoft's Azure cloud-computing business.</p><p>But the growing cost of building data centers to run those services has hit cash flows.</p><p>And sources told Reuters China's DeepSeek is developing its own AI chip.</p><p>It could lower its reliance on Nvidia and Huawei chips which is needed to train and run its AI models.</p><p>The sources said the chip is designed for inference, rather than for training new models.</p><p>Inference is the stage of AI computing where a trained model generates responses for users.</p><p>DeepSeek didn't respond to a request for comment.</p></body>

Recently, analysts at Oppenheimer issued a surprising set of downgrades on a slew of large-cap bank stocks.

PARIS, July 9 (Reuters) - The French competition authority said on Thursday its probe into chipmaker Nvidia Corp is coming to an end.

Three brand-name companies that put capital to work in the developer of the Claude large language model in 2023 (and beyond) are sitting on jaw-dropping investment gains.

In late June 2026, Janux Therapeutics, Inc. was removed from several Russell growth and small-cap benchmarks, including the Russell 2000 Growth, 2500 Growth, Small Cap Comp Growth, 3000E Growth, and 3000 Growth indexes. This broad index removal matters because it can force index-tracking funds to rebalance, potentially changing who holds the stock and how it trades. Next, we’ll examine how Janux’s removal from multiple Russell growth indexes shapes the company’s investment narrative for...

The new head of the central bank inadvertently spilled the beans on what's likely coming regarding interest rates.

Energy Fuels (TSX:EFR) recently dropped from several Russell indices, an event that often prompts index tracking funds to adjust holdings. This can have potential implications for trading volumes, liquidity and short term share price behaviour. See our latest analysis for Energy Fuels. At around CA$18.58, Energy Fuels has seen its share price return fall 12.44% over the past month and 26.65% over the past quarter, even as the 1 year total shareholder return sits at a very large 142.88%. This...

The Morning Bull - US Market Morning Update Thursday, Jul, 9 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8%, as investors react to a mix of higher borrowing costs and fresh inflation worries. The US 10 year Treasury yield is sitting near 4.58%, a 4 week high, which means mortgages, car loans and business borrowing could stay expensive. At the same time, one year US inflation expectations are at 3.7%, and a drop in US oil inventories is...

Recent weakness in Workday (WDAY) has been tied to broader risk-off moves in growth software stocks after President Trump ended the Iran ceasefire, with higher oil prices and bond yields weighing on valuations. See our latest analysis for Workday. Beyond the latest sell off, Workday’s share price has been volatile, with a 21.95% 90 day share price return sitting against a year to date share price decline of 33% and a 1 year total shareholder return decline of 42.59%. This suggests recent...

NNI, AA and ASBFY have been added to the Zacks Rank #5 (Strong Sell) List on July 9, 2026.

Situated approximately 360km south of New Orleans, Louisiana, US, the Big Foot field operates at a water depth of around 1,600m.

Retail investors on Stocktwits dismissed Hunterbrook Capital’s short-seller report, with some noting that the company’s shares were holding up despite the allegations.

The timing raised eyebrows immediately. Sony President and CEO Hiroki Totoki sold 225,000 shares of Sony stock on July 3, 2026 for approximately $4,729,500, at $21.02 per share. Per an SEC filing surfaced by Quiver Quantitative, the sale represented approximately 56.5% of his holdings in that class of stock, leaving him with 173,250 shares. On ... Sony CEO Sells Over Half Of His Stock After Controversial PlayStation Decision Leaves Fans Furious

CEO Peter Beck’s Equatorial Trust sold 3.28 million shares across Monday, Tuesday and Wednesday.

The data mining and AI specialist continues to generate results that defy the critics.

Index removals put Norwegian Cruise Line Holdings in focus Norwegian Cruise Line Holdings (NCLH) has been removed from several Russell growth benchmarks, including the Russell Midcap Growth and Russell 3000 Growth indexes, putting passive index ownership and trading flows under closer scrutiny. For existing and prospective investors, these index changes prompt a closer look at how Norwegian Cruise Line Holdings is currently valued, how its recent share performance compares with peers, and...

In late June 2026, Energy Fuels Inc. (NYSEAM: UUUU) was removed from a wide range of Russell indices, including the Russell 3000E, Russell 2000 Value, Russell Microcap, and multiple associated growth and value benchmarks. This sweeping index removal alters how many institutional and passive investors may gain exposure to Energy Fuels, potentially reshaping trading patterns and liquidity for the stock. Now, we'll examine how Energy Fuels' broad Russell index removal intersects with its...

Gilead Sciences (GILD) has just been removed from several Russell growth oriented indexes. This is a technical shift that can affect how some funds hold the stock and how investors view its role in portfolios. See our latest analysis for Gilead Sciences. Recent news around index removals and drug approvals has come alongside a 7.82% 7 day share price return and an 11.69% year to date share price gain for Gilead Sciences. Its 1 year total shareholder return of 23.06% and 5 year total...

A ton of new SpaceX shares will flood the market over the next 12 months.

A surge in global LNG prices caused by Middle East supply disruptions drove a 69% increase in Venture Global's average liquefaction fees, highlighting the financial benefits of its exposure to spot LNG markets.

The Parcl Labs Motivated Seller Index just delivered one of the strangest data points of the 2026 housing cycle. Sherman, Texas, a city of 52,000 people, scored a 7.0, tied with Tampa, Florida, for the highest reading of any major metro with more than 1,000 listings. The national average sits at 5.1. Sherman is where ... This Texas Boomtown Has a $30 Billion Chip Factory, and the Most Desperate Home Sellers in America

Strategy's latest Bitcoin sale is rattling some of the coin's holders.

SLS009 traces back to Sellas’ 2022 GenFleet licensing deal, when the company obtained rights outside Greater China to GFH009, now known as SLS009.

America’s Big Oil groups are set to post record profits stemming from Donald Trump’s Iran war, setting them on a collision course with the US...

Investors are taking a serious look at the investment companies are making in AI.

Texas Instruments (TXN) is being reshuffled across several Russell indexes, moving out of multiple value and defensive benchmarks while joining the Russell 1000 Dynamic Index and the Russell Top 50 Index. See our latest analysis for Texas Instruments. At a share price of US$301.32, Texas Instruments has seen a 40.16% three-month share price return and a 69.74% year-to-date share price return, while the 5-year total shareholder return of 81.58% points to gains that extend beyond the current AI...

Freeport-McMoRan stock has delivered a 78% return over the past five years, and the current Discounted Cash Flow (DCF) intrinsic value estimate now points to meaningful upside compared with where the shares trade today, even as broader valuation checks send a more mixed message. Over five years, a 78% total return suggests Freeport-McMoRan has already rewarded long term holders. Any further potential upside now rests heavily on how the current price compares with intrinsic value. Investor...

Why HCA Healthcare’s index exits and rating changes matter now HCA Healthcare (HCA) is back on investors’ radar after a cluster of events, including index removals and a Barclays downgrade, raised questions about sentiment around the stock. Over the past six months, HCA Healthcare’s share price decline of 11.6% contrasts with the S&P 500’s 9% gain, and that underperformance is now intersecting with fresh signals from Wall Street and index providers. See our latest analysis for HCA...