Notícias

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.

A covered-call ETF on the Nasdaq-100 sounds like a way to collect income without sacrificing much growth, but a $300,000 position tells a more complicated story about what that monthly check actually costs during a bull market.

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.

Virgin Galactic (SPCE) delivered earnings and revenue surprises of +3.33% and +34.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Enovix Corporation (ENVX) delivered earnings and revenue surprises of +7.14% and +6.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

“Customers know that if they pause or slow down they run the risk of being way behind,” Chief Executive Chuck Robbins said.

Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.

Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.

Today, Aug. 12, 2026, the AI cloud infrastructure provider's stock jumped 34% as AI cloud demand surges.

Spire (SPIR) delivered earnings and revenue surprises of -14.82% and +3.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cisco (CSCO) delivered earnings and revenue surprises of +4.27% and +2.36%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

The cloud-computing company’s stock jumped 19% and lifted other shares tied to the artificial-intelligence build-out.

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem.

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle’s ecosystem.

Intuitive Surgical (ISRG) shook investors after reporting strong Q2 2026 revenue and earnings that beat expectations, while revealing slower U.S. procedure growth and rising competitive pressure from Johnson & Johnson and Chinese robotic surgery platforms. See our latest analysis for Intuitive Surgical. The Q2 surprise arrives after a tough stretch for Intuitive Surgical, with the share price down 28.6% year to date and the 1 year total shareholder return declining 16.1%. The recent 7 day...

Nelson Peltz's Trian Fund Management is preparing a takeover offer, sending shares up 14.70% on deal optionality, today, Aug. 12, 2026.

Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.

Alpha and Omega (AOSL) delivered earnings and revenue surprises of +43.48% and +1.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the […]

Materials and photonics company Coherent (NYSE:COHR) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 33.7% year on year to $2.05 billion. On top of that, next quarter’s revenue guidance ($2.3 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $1.74 per share was 7.6% above analysts’ consensus estimates.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views.

Bending Spoons, an acquisitive digital media and software company, has enjoyed a strong stock market debut. Analysts expect it will report revenue of $683 million for the second quarter and earnings per share of 27 cents.

Cerebras Systems beat Wall Street's adjusted sales target for the second quarter and guided well above views for the full year.

Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter’s revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts’ consensus estimates.

More than $40 billion in customer commitments strengthened the case for Nebius's capital-intensive data-center expansion.

Super Micro's enormous revenue forecast and sharply improved margins outweighed a modest quarterly sales miss.

A tame July CPI report lowered odds that the Fed will hike rates in September, while strong AI earnings boosted the broad market.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

The iShares Russell 2000 Value ETF (IWN) outperformed over the past year, but the Vanguard Morningstar Small-Cap Value ETF (VBR) -- with its lower fees -- delivered stronger five-year returns.