Notícias

RVLV has surged 33.1% in three months as sales, customers and margins improve, but can premium valuation and lower earnings estimates test the rally?

Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a fundamental split in how Big Tech survives the spending era.

PZZA's Q2 earnings and revenues beat estimates, but shares sink 17.2% as weaker comps, reduced 2026 guidance and a dividend suspension weigh.

Atlassian, Twilio, JFrog, and Cloudflare surged after earnings, fueling hopes that software investors are rewarding fundamentals again.

IRWD tops Q2 earnings estimates, misses on revenues and lifts its 2026 outlook as strong Linzess demand drives year-over-year growth.

TSN's strong Chicken and Prepared Foods profits support the case, but worsening Beef losses and falling estimates argue for patience.

The company raised its full-year revenue outlook.

These supporting stocks often get ignored in favor of higher-profile names.

Twilio raised its annual forecasts after organic growth accelerated and quarterly free cash flow reached $353 million.

Nvidia and SpaceX are drawing attention after announcing a major partnership that will see SpaceX exclusively deploy Nvidia's next-generation AI hardware across its terrestrial and orbital computing infrastructure.

Wall Street Sees More Room to Run for Palantir After 9% Rally

AMN Healthcare's Q2 EPS jumps 158% as revenues rise 2.3%, helped by travel nurse, allied and search growth plus labor disruption activity.

Howmet Aerospace (HWM) delivered another beat-and-raise quarter, with investors continuing to focus

Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

TAP beats Q2 estimates as pricing and cost savings offset weaker volumes, while management reaffirms its 2026 outlook.

The SaaS-pocalypse isn't panning out as expected.

Microchip Technology stock jumped after the chipmaker delivered a beat-and-raise earnings report. MCHP stock drove the SOX index higher.

MNST's Q2 sales surge as energy drinks and international markets power growth, while margins improve despite rising costs.

Taalas technology will join AMD's AI roadmap.

Replimune secures FDA approval for Tudriqev on its third attempt, making it the company’s first product on the market.

Tech Powers S&P 500 to New High While Dow Stumbles After Jobs Data

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

The stock is rebounding after its first major share unlock, but another expiration is already approaching.

ASTE's cheap valuation, rising backlog and aftermarket strength offer a mixed picture as earnings pressure and execution risks weigh.

Datadog (DDOG) delivered stronger-than-expected Q2 as revenue growth accelerated and demand remained

IT's discounted valuation, rising earnings outlook and strong cash flow offer appeal, but uneven revenue growth and Consulting weakness add risk.

INOD tops Q2 earnings and revenue estimates as AI demand and margin expansion fuel record profitability, sending shares up about 14.6% after hours.

ANET pairs strong AI networking growth with record financial performance, but its premium valuation leaves little room for execution missteps.

Palantir Technologies Inc. (PLTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Investing.com - Citadel Securities' Scott Rubner has started advocating for adding structural exposure to gold for the first time in 2026, calling the current precious metals setup "one of the more compelling upside setups we have seen in precious metals in months."