Notícias

Nvidia is guiding for 70% top-line growth in its next fiscal year, but the chipmaker has regularly proven too conservative with its guidance in the past.

Billionaire activist investor Dan Loeb‘s Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc. in the second quarter. A Bet Beyond the Chipmakers TTM does not design chips. It manufactures...

Morgan Stanley has cut Novo Nordisk A/S (NYSE:NVO) to Underweight on September 11, 2026. Semaglutide, the underlying molecule for Wegovy and Ozempic, generates roughly 75% of 2026 revenue. Morgan Stanley models that it will still represent 59% of total sales when its patent protection expires in 2031. And according to the firm, the valuation does […]

On September 9, 2026, Chewy, Inc. (NYSE:CHWY) reported fiscal second-quarter net sales of $3.33 billion, up 7.3% year over year, and adjusted earnings per share of $0.36, nearly double the roughly $0.18 analysts had expected, prompting the company to raise its full-year revenue and profitability outlook. CEO Sumit Singh said the broader pet market did […]

AI suddenly looks less like a clever chatbot and more like a new kind of research assistant, with large language models now tackling hard maths and complex code. That shift could reshape where capital flows next. Investors who ignore it risk watching value being created elsewhere. This article examines three stocks connected to this AI research surge and explains how the recent breakthroughs might influence their risk and reward profile. The stocks covered below are only a small sample, and...

Reports that SK hynix (NasdaqGS:SKHY) is in early talks with Intel about potential U.S. memory chip production at Intel's Ohio complex have pushed the stock into the spotlight for investors. SK hynix now trades at US$187.50, with a 1-day share price return of 2.46% and a 30-day share price return of 14.74%, while the 7-day share price return has eased 1.35%. This suggests that momentum has been building in recent weeks, even as short term traders lock in some gains around the Intel talks, the...

The software maker is growing faster than ever, yet its shares sit about where they were a year ago. So is the stock finally reasonably priced?

On September 9, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL)’s Google will invest at least €13 billion, or about $15.1 billion, in AI infrastructure in Finland over the next two years, its biggest European investment, including three new data centers and a 22-year deal for up to 50% of the output of one of Finland’s […]

The unlocking of SpaceX shares is reshaping the communications sector.

"Having 2,000 items at or below $1 is very meaningful for the consumer, always has, but especially in this environment."

On September 8, 2026, Reuters reported that Paramount Skydance Corporation (NASDAQ:PSKY) said California Attorney General Rob Bonta made television statements that contradict his own legal arguments against Paramount’s request for a $1.88 billion bond in the ongoing court fight over its roughly $110 billion acquisition of Warner Bros. Discovery, Inc. (NASDAQ:WBD). Bonta’s office has argued […]

Some of the world’s largest oil and gas companies have adopted a new modus operandi ever since the historic oil price crash of 2020 devastated energy companies

Stellantis will join other automakers who police advertised discounts, making it tricky to locate the lowest price.

On September 4, 2026, the Wall Street Journal reported that Starbucks Corporation (NASDAQ:SBUX)’ longtime chai latte devotees have turned against the company’s reformulated recipe, introduced in March. It reduced sweetener and shifted from a pre-made concentrate to a new base with just two grams of sugar. Customers have signed petitions, flooded Starbucks’ corporate lines, and […]

The sale of 5,578 shares appears to be a routine transaction.

Investing.com -- Jefferies expects the S&P 500 to extend its gains through the end of 2026 and into next year, arguing that stronger-than-expected corporate earnings and continued artificial intelligence investment can outweigh risks from inflation, higher oil prices and elevated bond yields.

Investing.com -- U.S. stocks have historically gained in the months following midterm elections, with the S&P 500 typically experiencing heightened volatility in September and October before stronger performance toward year-end and into the following spring, according to a UBS research note. The S&P 500 has gained an average 14.5% from the end of August through the end of March in midterm election years since 1950, with a median return of 16.4%, UBS strategists said. The period has typically sta

It's one of four key sector holdings in the company's portfolio.

This expensive quantum computing stock isn't growing as fast as it seems.

Why Upstart Holdings Stock Just Drew Fresh Attention Upstart Holdings (UPST) edged up to about $25 in the latest session after a 1.01% gain, as traders focused on the upcoming earnings report and its expected 15.38% year-over-year EPS increase. Recent trading tells a mixed story for Upstart Holdings. The 1-day share price return of 0.93% comes after the stock fell 17.49% over 30 days and declined 45.46% year to date, while the 1-year total shareholder return is down 63.18%. As a result,...

On September 9, 2026, Reuters reported that CEO Brian Niccol’s first two years as Starbucks Corporation (NASDAQ:SBUX) CEO have succeeded in bringing customers back to the coffee chain. Comparable sales rose 7.9% in the fiscal third quarter for a fourth straight quarter of improvement, but his “Back to Starbucks” restructuring has raised costs and squeezed […]

On September 3, 2026, lululemon athletica inc. (NASDAQ:LULU) reported second-quarter fiscal 2026 results for the period ended August 2, 2026. Net revenue fell 4% to $2.4 billion, missing the $2.46 billion analysts expected, and comparable sales dropped 10% on a constant dollar basis. Management cut full-year revenue guidance to a decline of 5% to 7%, […]

On September 9, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) raised £4.25 billion, or about $5.76 billion, in its first-ever sterling bond sale, slightly more than initially expected, as part of a four-tranche deal spanning 3 to 19 years. Final investor demand came in at more than £10.65 billion, roughly 2.5 times the amount raised, […]

On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15. The firm pointed to the company’s position in telecom infrastructure, cloud software, and hardware networking solutions. Riley noted that the company’s networking businesses are seeing strong growth. In Q2 2026, Optical […]

The index has climbed in 34 of the last 41 fourth quarters. The seven misses are the part worth studying.

On September 8, 2026, Reuters reported that Slovenia approved Tesla, Inc. (NASDAQ:TSLA)’s FSD Supervised driver-assistance system for its roads. Slovenia became the sixth European country to clear the software ahead of a potential European Union-wide vote that Tesla expects as early as October 6. The Netherlands was the first EU country to provisionally approve FSD […]

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

Coca-Cola isn't cheap, but it is executing well in a difficult market and has an incredible dividend history.

Nvidia CEO Jensen Huang says AI has entered a high production ramp, giving bulls a new argument as bubble fears grow.

Nvidia Corporation CEO Jensen Huang expects the company to double its chip sales in the coming year. “I expect Nvidia to sell twice as many chips as this next year as we do this year,” Huang said at a summit...