Notícias

CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull thesis.

The stock market was on a tear on Monday, led by the tech sector. Both semiconductor and software stocks were taking part in the rise. The PHLX Semiconductor Index was up 3.2%, lifted on gains by Arm Holdings, Intel, and AMD.

AI agents are going mainstream, and AMD's processors will likely benefit.

ExxonMobil (XOM) refining upside could offset lost earnings from its Middle East exposure, and the c

Restored electricity has not returned Joliet production while fuel markets remain unusually tight.

According to TheFly, Cantor reiterated its $122 target on RKLB as Rocket Lab advances the Iridium transaction and racks up another successful Electron launch.

Uber's stronger bookings growth, lower P/S multiple and broader global scale underpin its edge in this ride-hailing stock faceoff.

AZN and MRK bring distinct oncology strengths, growth plans, pipeline opportunities and patent-related challenges to the table.

Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.

Execution may matter more than another round of discounts

Priority Technology (PRTH) shares soared after the company agreed to be acquired by an investor grou

QSR's stronger earnings growth, Burger King momentum and discounted valuation contrast with MCD's digital strengths and U.S. execution challenges.

InterDigital's 7.1% dividend hike, record recurring revenues and higher 2026 guidance bolster its investment case despite volatility concerns.

Broadcom Rallies as Anthropic Set to Overtake Google as Top AI Chip Customer

Amazon supports testing and safeguards without joining calls for an industrywide development slowdown.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Dell Technologies (DELL) remains the "best athlete" among enterprise hardware companies and is best

Credo's 20.3% monthly slide contrasts with triple-digit revenue growth, but premium valuation, customer concentration and execution risks remain.

SPCX targets Sept. 28 for Starship Flight 14, aiming for a full Earth orbit and Starlink V3 deployment as it pursues growth across space and AI.

Novo Nordisk has come under pressure after a prolonged slide in the share price, and the key issue now is whether the current valuation still lines up with what its earnings can reasonably support. With the stock well off its highs despite regular headlines about obesity drugs, AI partnerships and new therapies, investors are asking if the earnings story and the price tag still match. Over the past 3 years the share price has fallen 51.9%, which puts the spotlight squarely on whether the...

Energy Fuels and MP are expanding U.S. rare-earth supply chains, but differing strategies, costs and earnings trends shape the investment case.

Earlier this month, Critical Metals Corp. outlined detailed plans for its proposed CRML Romania mine-to-metals refinery, including process innovations aimed at maximizing value from the Tanbreez Rare Earth Project in Greenland and reducing tailings to about 1% of feed material. An interesting element of the announcement is the projected transformation of silica from a conventional waste stream into a high-purity product that current modelling suggests could generate very large annual revenue...

A major technology partner could accelerate Einride's biggest ambition

Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.93% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.97%. December E-mini S&P futures (ESZ26 ) are up +1.00%, and December E-mini...

Bruker Corporation previously announced a multi-system order worth more than US$6.00 million from the University of California, Berkeley to equip the Pines Magnetic Resonance Center with next-generation high-field NMR instrumentation, including an AV NEO-X 800 MHz spectrometer with a cryogenically cooled MAS CryoProbe and multiple supporting systems, scheduled for delivery in 2027. This large academic investment highlights how Bruker’s advanced NMR platforms are being embedded in...

The cannabis stock has been struggling badly this year, but there could be a catalyst up ahead.

Cipher Digital shares jumped after ERCOT conditionally approved 3.2 GW of data center capacity, putting its AI infrastructure pivot back in the spotlight.

Clean Harbors stock jumps 10.4% in six months as expanding PFAS demand, stronger cash generation and a higher 2026 outlook fuel momentum.