Extraordinary AI demand is arriving alongside equity issuance and negative free cash flow.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

AMD is knocking on a door only 14 other companies have ever opened, and a bold 10% price hike on its hottest chips is what just pushed it to the threshold.

Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.

An analyst's new outlook on this nuclear energy stock is fueling the bulls' excitement.
Tesla Stock Rallies After Key European Self-Driving Approval

Meta Platforms stock rose Monday, driven by optimism over its new personal artificial-intelligence agent, Muse.

Shares in the iconic chipmaker continue to climb.
AI semiconductor growth is increasing revenue concentration while Broadcom's software operations provide diversification.

The former PayPal and Intuit CEO’s new self-directed platform aims to democratize wealth management strategies for investors without requiring minimum balances.

Some travelers just lost a favorite flight, while others got exactly what they’ve been hoping for.
Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.
Self-managed AI widens Cisco's market while token tracking creates a separate governance opportunity.

On September 3, 2026, Ciena Corporation (NYSE:CIEN) reported third-quarter fiscal 2026 results for the period ended August 1, 2026. Revenue rose 37% year-over-year to $1.67 billion, adjusted earnings per share more than tripled to $2.11, and backlog grew $800 million in the quarter to $8.5 billion. Adjusted gross margin reached 46.4% and adjusted operating margin […]

Snap partnered with Nvidia, among other companies, to enter the enterprise market with its Specs glasses.
Interoperability can expand automated commerce while reducing Mastercard's exclusive control over agent verification.
The restaurant chain’s appointment of Rachel Ruggieri is part of its ongoing board refresh efforts as it continues a plan to pay down its debt and improve its capital structure.
The bigger risk sits beyond the headline penalty

Market Hang's panel examines the pros and cons of investing in cryptocurrency like bitcoin (BTC-USD) as it rallies back above $85,000. Nancy Tengler, Laffer Tengler Investments CEO and CIO, Cory Johnson, Epistrophy Capital Research Chief Market Strategist, The Drill Down Podcast host Kenny Polcari, and Yahoo Finance Executive Editor Brian Sozzi discuss.
Investing.com -- Paramount Skydance reached a settlement on Monday with California and 11 other states that had filed a lawsuit to block its $110 billion acquisition of Warner Bros Discovery. The agreement clears a path for one of the largest media mergers in history.

US President Trump and Chinese President Xi are set to meet this week at a summit to discuss AI, war in Iran, trade negotiations, and more. Yahoo Finance Executive Editor Brian Sozzi chats with Epistrophy Capital Research chief market strategist Cory Johnson and Laffer Tengler Investments CEO and CIO Nancy Tengler about what the summit could mean for Nvidia's (NVDA) position in China.

Why Apple might be the perfect Buffett investment.

Answering a caller’s query about Snap Inc. (NYSE:SNAP) during the lightning round of the September 17 Mad Money episode, Jim Cramer said: Yeah, you know what? Look, I wish I could get behind those guys, I really do. And maybe they can show a profit, and I can get more positive. But it’s been a […]

NVIDIA Corp. (NASDAQ:NVDA) has become the world’s largest company as AI infrastructure spending surges, but Morgan Stanley (NYSE:MS) says the corporate adoption cycle that comes next has only just started. “We’re at the national anthem” when it comes to AI...

Accenture (ACN) stock rose roughly 43% between June 18 and September 18, 2026, while the S&P 500 gained 2.3%. The run began near its 52-week low, on the day the company reported fiscal Q3 2026 and announced a much larger push into security software and smaller clients. That push had been building in plain sight across three earlier earnings calls. Whether spotting it would have made you money is a harder question.

Alphabet Inc. Google is securing nuclear electricity for decades as it races to expand AI infrastructure, but locking up reactor output is only one piece of the equation. The bigger question may be what fuels those reactors: Christo Liebenberg, co-founder...
The case adds another layer to Tesla's legal overhang

Generac landed a supply agreement with Amazon, and analysts love it.
Two looming catalysts could reshape Rocket Lab's growth story
Another beat may not be enough this time