Notícias

Until Anthropic goes public, investors won't have any great options to get exposure to the performance of its shares.

The puzzle pieces are falling into place for subpar stock market returns.

Ackman quickly deployed the capital raised in his new $5 billion fund.

TSMC owns more than two-thirds of the chip foundry market.

The September Effect can sink stocks, but likely not these three.

General Electric’s GE Vernova unit has resolved its legal dispute with Vineyard Wind, while GE Aerospace has addressed a GE9X engine durability issue and announced an US$11.75 billion acquisition of Consolidated Precision Products to bolster precision-cast engine component supplies. Together, these developments reduce legal and operational uncertainty while reinforcing GE’s supply chain depth in engines, a core pillar of its aerospace-focused business model. We’ll now consider how resolving...

Anthropic announced that Rockwell Automation has joined its Project Glasswing initiative, gaining controlled access to Claude Mythos 5 to enhance discovery, validation, prioritization, and remediation of cybersecurity vulnerabilities across critical industrial software and connected systems. This move highlights Rockwell’s focus on strengthening cyber resilience in the connected industrial infrastructure that manufacturers rely on, potentially affecting how customers assess its products’...

Archer Aviation (NYSE:ACHR) completed Midnight’s first city to city roundtrip flight as part of its No Roads tour. The all electric eVTOL aircraft flew a full out and back route to showcase use cases beyond short intra city hops. The tour flight was positioned as a proof of concept for future urban air mobility services using Archer’s Midnight platform. Midnight’s first city to city roundtrip is only one piece of Archer Aviation’s broader urban air mobility roadmap. We have also spotted 3...

Sanofi (NASDAQ:SNY) is prioritizing continued growth in Specialty Care while preparing for the loss of exclusivity of Dupixent in the early part of the next decade, according to Manuela Buxo, the company’s executive vice president and head of Specialty Care. Speaking at a Morgan Stanley fireside ch

Investing.com -- Russia and Ukraine launched major drone attacks against each other over the weekend, killing civilians on both sides and striking a Moscow oil refinery as attacks on energy infrastructure continued, Reuters reported.

Tech stocks could be a greater risk than some investors realize.

Global bond yields are climbing, inflation worries are back on the table, and cash suddenly looks more interesting than it did a couple of years ago. Money is shifting again as investors reconsider how to park short-term funds while still keeping options open. This article walks through three stocks linked to money market and ultra short cash management themes that are exposed to these macro shocks, and describes how each one may be relevant for portfolio decisions in the current...

XPeng has been busy pushing its Physical AI ambitions, from humanoid robots to an AI-focused SUV, while the stock price has fallen sharply in recent years. That split between eye-catching projects and a much lower share price puts the spotlight on one basic question for XPeng: whether today's valuation lines up with the cash the business is expected to generate. XPeng shares have fallen 69.9% over 5 years, which makes the current price largely a bet on how its future cash flows evolve from...

Why Arc’s Mainnet Launch Matters For Circle Internet Group Circle Internet Group (CRCL) has switched on the public mainnet for Arc, a Layer 1 blockchain built for financial markets, real time payments, and AI driven economic activity, with USDC integrated at the protocol level. The rollout arrives with a validator group drawn from large financial institutions, support for USDC, EURC, and tokenized funds, and more than 100 applications and ecosystem partners already connected to Arc’s...

Bloom Energy is seeing massive earnings growth, while Plug Power is working to clean up its finances.

A new White House “AI tsar,” an AI Force, and a clear pledge to avoid rules that could slow artificial intelligence have pushed this theme from niche talking point to front-page story for anyone watching US tech. Policy tailwinds can reshape expectations quickly. This piece walks through three stocks from our US AI Hyperscalers & Semiconductor Leaders screener that appear most exposed to this shift and explains what that might mean for your watchlist. The three stocks below are just a starter...

Earlier this month, GlobalFoundries and Marvell Technology expanded a multi-year agreement to boost silicon germanium chip capacity at GlobalFoundries’ Vermont fab, targeting next-generation optical transceivers and advanced data center connectivity used in AI and cloud infrastructure. This capacity expansion, responding to oversubscribed demand for high-performance optical networking, underlines how central Marvell’s components have become in scaling modern data centers. We’ll now examine...

The market might seem bloated, but these stocks still have a long runway for growth.

Investing.com -- Greek banks have moved from a post-crisis balance-sheet repair story into one centred on growth, earnings and shareholder returns, with J.P. Morgan forecasting 12% annual EPS growth between 2025 and 2028 and mid-teens returns on tangible equity.

Investing.com -- Bitcoin held above $80,000 over the weekend after rebounding from a turbulent week, supported by renewed institutional demand as U.S. spot Bitcoin exchange-traded funds recorded more than $433 million in net inflows on Friday.

MPLX LP didn't just team up with a pipeline rival; it also teamed up with two rivals in the upstream sector, too.

Energy Fuels (TSX:EFR) is back in focus after hosting a special call on September 16, 2026, following its appearance at Morgan Stanley's 14th Annual Laguna Conference. Investors are watching how these events shape sentiment. Over the past year, Energy Fuels shares have swung sharply, with the 30 day share price return down 21.61% and the year to date share price return down 28.68%. At the same time, the 3 year total shareholder return of 47.79% and 5 year total shareholder return of 104.76%...

Cheniere Energy (NYSE:LNG) reported a quarterly loss, driven primarily by negative movements in LNG-linked derivative contract values. Management attributed the hit to derivatives to heightened geopolitical risks and sharp swings in global gas prices during the quarter. The swing to a quarterly loss tied to LNG contract derivatives comes as global gas markets experience pronounced price volatility. Cheniere's move into a quarterly loss tied to LNG-linked derivatives plays out against wider...

EOG Resources has delivered a strong run for long term holders, yet the recent pullback raises a fresh question about what investors are paying for its earnings today. With the stock still well above levels seen several years ago, the issue is whether the current price fairly reflects the profits the business generates. Over the past 5 years, EOG Resources has returned 133.9%, which puts a lot of embedded optimism about its earning power under the microscope. The company’s fortunes remain...

Tempus AI (TEM) has put a new data project at the center of the story. The business plans a research platform built on 100,000 whole genomes linked to long term clinical records. Tempus AI’s new whole genome project arrives after a sharp run in the shares, with a 90 day share price return of 62.68% and a 7 day gain of 31.91%. However, the 1 year total shareholder return of an 11.79% decline shows the longer term picture has been more mixed despite the current momentum around the US$77.84...

Centene (NYSE:CNC) reaffirmed its 2026 adjusted diluted earnings-per-share guidance of more than $4.80 at the Deutsche Bank Healthcare Summit, with Chief Executive Officer Sarah London saying the company’s performance through the first two months of the third quarter was in line with expectations.

Trade rules are quietly redrawing the global factory map, and the results are starting to show up in earnings calls and capital spending plans. Production is shifting, costs are moving, and some balance sheets may feel the strain while others find fresh demand. For investors evaluating where tomorrow’s potential winners and laggards could emerge, this story matters. This article walks through three stocks from our Multinational Manufacturers with Diversified Production Networks screener that...

Coinbase Global (NasdaqGS:COIN) reported that its agentic trading stack powered most crypto transaction flows over the past week. Management highlighted Grok as a leading AI agent on the platform, driving a large share of AI agent-driven trading volumes. Developer-built custom interfaces using Coinbase for Agents and the x402 payment protocol accounted for the majority of notional market activity. The rise of Coinbase’s agent-driven trading workflows, led by Grok and custom agents, needs to...

Eli Lilly’s updated fair value estimate has shifted from US$1,297.31 to US$1,325.39, adding a fresh data point to an already closely watched price target range. This move sits alongside analyst price targets that often sit above US$900, with a cluster between US$1,300 and US$1,600, as research teams debate how much of the GLP-1 and obesity story is already reflected in the stock. As you read on, you will see how to track these evolving views and what they may mean for your own Eli Lilly...

Valero Energy (NYSE: VLO) has appointed Matt Audette as an independent director and member of its Audit Committee. Audette currently serves as chief financial officer of LPL Financial and previously held the EVP/CFO role at E*TRADE. The board assigned Audette to the Audit Committee, adding deep financial reporting and regulatory experience to that group. The appointment of Matt Audette to Valero's board and Audit Committee is a governance shift that investors should weigh carefully. Take a...