Notícias

Google and Meta just launched competing AI agents that actually take actions in your digital life, not just answer questions, and a retirement investor writing one check today faces a choice where the valuations, margins, and balance sheets tell very different stories.

The fair value price target for Howmet Aerospace has shifted from US$325.93 to US$337.74 per share, based on updated modeling of the company. Recent analyst research, including new initiations and higher targets in the US$320 to US$375 range, links these changes to fresh views on execution, demand, and competitive developments tied to SpaceX and GE Aerospace. Read on to see how this evolving narrative might shape your own view of Howmet Aerospace over time. Stay updated as the Fair Value for...

Terex (TEX) is set to present at Morgan Stanley's 14th Annual Laguna Conference on September 15, 2026, an investor-focused event that highlights recent share performance and valuation metrics. Recent trading tells a mixed story for Terex. The 1 day share price return of 2.00% comes after a 30 day share price return that is down 11.19% and a 90 day share price return that is down 14.36%. At the same time, the 1 year total shareholder return of 14.94% and 5 year total shareholder return of...

United Rentals guidance shift and conference spotlight United Rentals (URI) heads into Morgan Stanley's Laguna Conference after lifting its guidance on stronger than expected construction equipment rental demand, with specialty operations and large project activity drawing fresh attention from investors. Management has pointed to a solid queue of big jobs and heavier use of its specialty fleet as key drivers, while also stressing the role of technology and AI in tightening service quality and...

DoorDash (NasdaqGS:DASH) has been named the Official On Demand Delivery and Pick Up Partner of the NHL across North America. The multiyear agreement covers both the United States and Canada and includes exclusivity within the on demand delivery category. DoorDash branding will appear during nationally televised NHL games, major league events and across league digital platforms throughout the season. Co branded promotions are scheduled to run during the regular season and the Stanley Cup...

American Electric Power Company (NasdaqGS:AEP) has filed updated technical and digital documentation for the Niagara Project with FERC. The submission covers refreshed engineering details and digital system information tied to the Niagara Project's regulatory review. The new materials support ongoing federal oversight of the Niagara Project as part of the broader approval and compliance process. The fresh Niagara Project filing is useful context, but investors should weigh it alongside...

Oppenheimer's top internet analyst ran the numbers on Meta's AI subscription push and walked away skeptical, raising a pointed question about whether Muse can ever justify the valuation premium Wall Street is quietly pricing in.

After sessions with Gilead’s leadership at Morgan Stanley’s 2026 Global Healthcare Conference, the bank reaffirmed its Overweight rating, and one franchise stood out.

After banks lost their push for tighter stablecoin rules in the failed Clarity Act, JP Morgan scored a narrower win as Visa moves to stop meme coin purchases from being coded as ordinary "digital media" and earning card rewards.

Investors can add the fast-growing AI lab to their portfolios indirectly by picking up shares of Zoom Communications.

Elon Musk just set a bandwidth target for Starlink's next satellite generation that would make today's network look primitive, and he put a deadline on when it rewrites global internet infrastructure.

A landmark bill meant to usher digital assets into mainstream finance collapsed last week in the Senate following a high-stakes clash between the banking lobby, congressional negotiators and crypto power brokers. Coinbase CEO Brian Armstrong exercised de-facto veto power over key provisions of the Clarity Act, repeatedly opposing restrictions on interest-like token rewards and frustrating allies on both sides of the aisle. Between intense pushback from Wall Street bankers and Democratic scrutiny over President Trump’s $1.4 billion in crypto income, the industry squandered its clearest opportunity yet for a federal regulatory framework.

Targa Resources Corp. (NYSE:TRGP) has significantly outperformed the wider market this year, posting gains of over 56% since the beginning of 2026. A major catalyst behind this growth was the 20-year fee-based agreement that the company signed with ExxonMobil last month. While there are concerns that the stock’s rally may have topped out, the analysts […]

These fast-growing bank stocks offer incredible opportunities for investors.

Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged Iran crisis has significantly tightened global refining capacity and reduced supplies of gasoline, diesel, and jet fuel. With Marathon up by over 150% since the beginning of 2026, there are […]

Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.

GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company’s backlog could hit the $200 billion mark “very early” in 2027, sooner than Wall Street had expected. The company expects the “strong and durable demand” to drive accelerated growth after its backlog had reached $167 billion at […]

Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026. The strong performance is fuelled by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced the world’s refining capacity and tightened supplies of gasoline, diesel, and jet fuel. While […]

After this year's brutal sell-off, Joby looks poised for a rebound.

On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc. (NYSE:D) announced a “transformational” Virginia benefits package to address concerns regarding their proposed $66.8 billion merger. The Virginia ​supplier program, worth up to $1 billion annually ‌for five years, will direct spending toward contractors, suppliers, and ​service providers in the state. Additionally, the companies […]

Reaching $1.95 million was a milestone one 35-year-old could hardly believe. They are single, have no children and said they have no plans to marry or have kids. But with potentially more than 50 years ahead of them, they aren’t...

The advice came with a condition: insure anything you could not comfortably afford to replace out of your own pocket.

Enbridge Inc. (NYSE:ENB) has declined by around 17% since hitting its record high in May, likely as a result of rising bond yields, lack of visibility on the company’s 5% growth guidance through the end of the decade, and the recently closed equity offering intended to fund the midstream operator’s strategic acquisitions. However, BMO Capital […]

Significant optimism is already baked into SpaceX stock.

NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S. Department of Energy to support the restart of a shuttered nuclear power plant in Iowa. The Duane Arnold Energy Center ceased operations in 2020 after 45 years of service. The plant is now […]

Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the […]

Caterpillar is in an excellent position as hyperscalers rush to spend capital on their AI build-outs.

Chevron Corporation (NYSE:CVX) is about to significantly expand its operations in Venezuela. The company’s CFO, Eimear Bonner, revealed at a Barclays conference on September 8 that the American oil giant plans to more than double the number of oil rigs it ​operates in the country as part of its five-year plan ‌to increase output. The […]

The retailer is seeing a shift it can’t afford to ignore

AI hardware went from tech niche to geopolitical bargaining chip almost overnight, as Nvidia CEO Jensen Huang now shapes how President Trump talks about regulation, export fees, and China trade. That power shift creates real ripple effects for companies exposed to these talks. Read on to see how three US listed hardware stocks tied to AI chips and datacenter gear are plugged into this story, and why those links could matter for your portfolio. The stocks covered below are just a small slice...