Notícias

Dorothee Blessing, Global Investment Banking Co-Head at JPMorgan, says it's been a busy year for dealmaking. She speaks exclusively with Menaka Doshi from the sidelines of the JPMorgan India Conference.

Key TakeawaysGuidance Shock: Bank of America stock fell 7. 91% for the week ended September 18, dropping from $63 to $58 after CEO Brian Moynihan guided Q3 investment banking fees down more than 10% year over year to $1.

Nokia will rejoin the top Eurozone index a year after it was dropped.

The company's ability to fund an aggressive capital spending program might surprise some investors.

Asian shares mostly advanced Monday as investors monitor updates ahead of the expected meeting between U.S. President Donald Trump and Chinese leader Xi Jinping this week in Washington which could cover trade, artificial intelligence and geopolitics. U.S. futures were higher, after Treasury Secretary Scott Bessent told reporters following talks Sunday with Chinese Vice Premier He Lifeng in New York ahead of the two leaders’ meeting that the U.S. had “a very successful engagement” with the Chinese side. Samsung Electronics jumped 5%, while memory chipmaker SK Hynix climbed 1%.

Key TakeawaysSelloff Reversal: AMD stock sank as much as 5. 6% on Monday, September 14 after AI industry leaders called for slower model development, then clawed back the loss and closed the week at $560, an 8% weekly gain.

The economic stakes when it comes to AI remain especially high, but safety is becoming a key issue, too.

Chipmakers see their businesses expand multifold, fueling calls from workers for a larger share of the industry’s booming profits.

Key TakeawaysAI Fear Trade: Palo Alto Networks stock gained 10% over the week ended September 18, and a single September 14 session, sparked by AI danger warnings from Elon Musk, Dario Amodei and Sam Altman, accounted for a 13% jump on its own. Split Street: TIKR tracks 56 analysts on the stock, and the current breakdown runs 32 buys, 10 outperforms, 12 holds, one underperform and one sell, with a mean target of $395.

Novo Nordisk (NVO) will hold its 2026 Capital Markets Day in London on Monday.

Key TakeawaysBitcoin Breakout: Coinbase stock jumped 12% on Friday, September 18, as bitcoin cleared $80,000 for the first time in weeks, making COIN the S&P 500’s top percentage gainer that session. Split Verdict: The Street carries 18 buys, 3 outperforms, 11 holds, one underperform and one sell on Coinbase stock, with a $202 mean target sitting just 4% above Friday’s close.

On September 9, Tempus AI (NASDAQ:TEM) said ARPA-H, a US health research agency, picked it to build an AI that treats heart failure patients without a clinician stepping in. The award is worth up to $9.5 million, which is small change for a company booking hundreds of millions in quarterly sales. But the dollars are […]

Key TakeawaysAI Standoff Rally: CrowdStrike stock climbed 15% for the week to close at $238 on Friday, September 18, after CEO George Kurtz’s public clash with Anthropic’s Dario Amodei over slowing AI development sparked a Monday spike. Buy-Heavy Split: 30 buys, 10 outperforms and 12 holds make up most of the 54-analyst tally, with a $235 mean target.

‘We don't see anyone as competitors’: Meet the viral brand who count Ashton Kutcher and PepsiCo among their investorsView on euronews

On Sunday, China’s ChangXin Memory Technologies (CXMT) said it has begun mass production using a fifth-generation DRAM technology platform. This marks a potential step forward in Beijing’s effort to build a stronger domestic rival to Samsung Electronics Co. (OTC:SSNLF), SK Hynix (NASDAQ:SKHY) and Micron Technology (NASDAQ:MU). CXMT Advances DRAM Manufacturing The new platform aims to produce higher-performance memory chips while reducing manufacturing costs and power consumption, Reuters reporte

S&P Global (NYSE:SPGI) is seeing continued growth across its Market Intelligence, Ratings, Indices and Energy businesses, supported by commercial integration, artificial intelligence adoption and productivity initiatives, Chief Financial Officer Eric Aboaf said during a Barclays conference discu

The federal government handed IBM $1 billion last week to help the build the first pure play quantum wafer foundry in the US.

Affirm CEO Max Levchin said in an interview with CNBC that while human underwriters “could never do what we're doing with transformers,” they would not replace them completely.

Rocket Companies has seen a steep share price pullback this year, which puts fresh attention on whether the current valuation is really supported by the returns the business earns on its capital. With the stock well below recent highs, the issue is less about short term sentiment and more about what the underlying economics of Rocket’s mortgage and fintech platform can justify. Over the past 3 years the stock is up 54.6%, which raises the question of whether that longer term gain is aligned...

The fund's wins came by double-digit margins -- and its two losses were about twice as deep as the market's.

Alphabet’s robotaxi unit found a government willing to admit what most regulators only mutter.

On September 16, Jones Lang LaSalle (NYSE:JLL) named Paul Morgan its Chief Operating Officer and gave him a seat on the Global Executive Board, where he reports to CEO Christian Ulbrich. The job is brand new, built to fold operational expertise spread across the firm into a single global team. It follows a second quarter, […]

Morningstar expects only about 2,000 annual Roadster sales, versus nearly 1.8 million total Tesla deliveries in 2026.

Nike, Opendoor Technologies and McDonald's shares all slumped to 52-week lows last week amid negative catalysts and growing Wall Street concerns.

On August 10, RBC Bearings Incorporated (NYSE:RBC) said Dodge Industrial, Inc., one of its subsidiaries, bought PSC Couplings, LLC, in an asset purchase for $24.2 million in cash. PSC, a Wisconsin maker of disc couplings, generated about $15.1 million in sales over the last 12 months. That makes this a bolt-on, not a blockbuster. But […]

Nike stock hits 12-year low as investors question its Dow position

Burry says the liabilities are growing more than the companies themselves.

One Vanguard ETF's SpaceX stake jumped 85.2% in two months, pushing concentration risk toward levels investors can't ignore.

Oil surged and yields hit 5%, yet the S&P held steady. Strategists explain why this wall of worry looks healthy.

This week, the market is turning its attention to an important summit between the U.S. and China, where U.S. President Donald Trump and Chinese President Xi Jinping are expected to discuss key economic issues.