Notícias

Aehr trades at a steep premium despite recent losses, while Super Micro's valuation looks cheap relative to its growth, but both carry hidden risks.

Investor Ross Gerber highlighted Nvidia Corp.’s CEO Jensen Huang’s charisma at Salesforce Inc.’s Dreamforce 2026, saying a playful exchange with Salesforce CEO Marc Benioff showed part of what he sees in Nvidia’s leadership. Gerber Points To Huang’s Stage Presence "This...

Japanese export stocks are caught in a rare crosswind. The Bank of Japan has lifted rates to 1.25%, yet the yen still trades weak against the dollar, while energy costs and government support push in opposite directions on profits and demand. That mix can punish some companies and create openings for others. This article examines three stocks exposed to these forces and explains why each one may warrant a closer look at this time. The three stocks below are only a small sample of what this...

Lockheed Martin (NYSE:LMT) is set to benefit from a US government plan to sell up to 48 F-35 jets to Saudi Arabia, following a notification to Congress in 2026. The proposed Saudi package would mark the first sale of F-35 aircraft to the kingdom, expanding US fifth generation fighter exports in the Gulf. Lockheed Martin also marked the rollout of Germany's first F-35A in 2026, a key step in Berlin's transition to the aircraft. The initial Saudi F-35 sale and Germany's first F-35A rollout...

Amgen’s updated analyst model now points to a fair value price target of US$388.03, compared with the prior US$371.93. This provides a slightly higher anchor for how the stock is being valued today. This shift comes as recent research highlights a split view, with some analysts focusing on strong commercial execution and others stressing that questions around patents and the pipeline may already be reflected in the share price. As you read on, you will see how to interpret these moving...

BioCryst Pharmaceuticals (NASDAQ:BCRX) is shifting its strategy toward external innovation as it seeks to expand beyond its ORLADEYO hereditary angioedema, or HAE, franchise, newly appointed Chief Executive Officer Charlie Gayer said at a Morgan Stanley event. Gayer, who became CEO on Jan. 1, said

In a move that signals the final maturation of digital asset infrastructure, S&P Global announced on September 17, 2026, its acquisition of OpenZeppelin. This is not merely a corporate consolidation; it is the formal emergence of a ‘credit rating for code’—a necessary evolution for institutional tokenization to move from experimental sandbox to the bedrock of […]

Paul Tudor Jones has warned stock buyers about 2036, and Bank of America data backs him up.

Investment firm Pershing Square Inc. founder Bill Ackman said Wednesday that Nike Inc.’s decision to add Deputy CEO of LVMH’s Moët Hennessy division Alexandre Arnault to its board was a “great development” for the retailer, which is working through a...

Dealers sold an estimated 78,895 new battery-electric vehicles last month, up 2.5% from July yet down 46.9% from August 2025, Cox Automotive noted.

With Micron’s earnings report looming, competitors have weighed in on the same pressure they’re all feeling.

The bank’s latest warning exposes a fragile balance beneath prices.

AI safety just moved from theory to big-ticket budget line as Anthropic and Accenture commit at least US$1b to third party model evaluation. That kind of spending can reshape where governance, risk and compliance money flows. Ignore it and you risk missing where a fresh cluster of contracts and partnerships could appear. This article spotlights three stocks exposed to that news and explains why each might warrant closer attention. The stocks highlighted below are only a first cut and the full...

Kraft Heinz (NYSE:KHC) has been removed from both the Nasdaq Composite and NASDAQ-100 indexes, effective immediately. The exit from these Nasdaq benchmarks reduces KHC's presence in index-tracking funds that mirror those indices. The change may influence how some institutional investors and ETFs that follow Nasdaq indices gain exposure to Kraft Heinz. The removal of Kraft Heinz from the Nasdaq Composite and NASDAQ-100 is a meaningful shift that needs to be weighed against the rest of our...

Royal Caribbean Group previously announced a total dividend of US$1.50 per share, with an ex-dividend date of 17 September 2026, extending a quarterly payout pattern in place since 2024 and supported by a dividend payout ratio of about 31%. This consistency in dividends, backed by profitability metrics, highlights management’s emphasis on cash returns to shareholders alongside reinvestment in the cruise business. Next, we’ll explore how this sizable, recurring dividend commitment shapes...

Wells Fargo shares have climbed strongly over the past few years, which puts the focus on a simple question for anyone looking at the stock today: Is the current price still aligned with the returns the bank earns on the capital it deploys? Over the past 3 years the stock has returned 124.6%, which puts real weight on whether the business is generating enough return on its capital base to back up that kind of move. Recent commentary around net interest margin running ahead of earlier...

First Solar has seen a sharp pullback this year after a strong multi year run, which puts fresh attention on whether the current share price still lines up with the cash it is expected to generate. With sentiment being pushed around by policy headlines and industry headlines, the key issue is what that means for the stock when viewed purely through its cash flows. Over the past 5 years the stock has gained 115.0%, which makes the question of what investors are paying for its future cash...

The fair value estimate for CD Projekt Red has been adjusted from PLN 232.06 to PLN 242.75, which provides an updated reference point when thinking about price targets. This shift sits alongside divided analyst commentary, with some research pointing to higher potential value and others, such as Morgan Stanley with its PLN 180 target, highlighting more caution at current levels. Read on to see what is driving these differences and how you can track the evolving narrative around CD Projekt...

Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) jumped 2.6% in the afternoon session after the U.S. House of Representatives passed the Ratepayer Protection Act, which addresses power-supply infrastructure costs for data centers.

The consumer health company’s GLP-1 shelf strategy at CVS is paying off, and bigger retailers could follow.

A resolution would allow David Ellison's $111-billion takeover of Warner Bros. Discovery to finalize

Bond yields are racing higher as the U.S. Treasury and corporate issuers flood the market with new debt, and that shift is quietly rewriting the playbook for income investors. Cash-rich, high-dividend stocks in non-cyclical sectors can suddenly look more or less attractive depending on how they handle this funding squeeze. This article walks through 3 stocks exposed to these forces and shows where higher yields may help or hurt. The three stocks below are just a sample pulled from this idea,...

Chubb (CB) has created a new Chief Scientist role and promoted long-time executive Sean Ringsted to oversee artificial intelligence, data and analytics globally, giving investors a fresh lens on how technology fits into the insurer’s long-term playbook. Recent Chubb headlines have clustered around digital leadership changes and its Blue Boundaries conservation partnership, while the share price has climbed over the year with a 90 day share price return of 5.33% and a 1 year total shareholder...

The fair value estimate for Palo Alto Networks has been updated from US$336.70 to US$395.38, a change of about 17% in the underlying model. This shift follows recent research in which many analysts have raised price targets, reflecting stronger conviction in Palo Alto Networks’ execution in AI driven cybersecurity, even as some question how much optimism is already reflected in the stock. Read on to see what is driving this evolving narrative and how to follow it from here. Analyst Price...

Micron Technology (NasdaqGS: MU) and Intel CEOs cautioned that memory chip shortages and higher prices could persist through 2027. Micron's leadership indicated on a recent call that supply constraints may only start to ease meaningfully from 2028 onward. Intel's CEO echoed the outlook for extended tightness in DRAM and NAND availability, pointing to heavy AI and data center demand. This warning from Micron and Intel about multi year memory shortages and rising prices is important context...

Coherent has seen a very sharp share price run over the past few years, which naturally raises a simple question for you as an investor: Does the current valuation really line up with the cash flows the business is expected to generate? Coherent has delivered a very large 3 year return of about 9x, which puts a lot of weight on whether its cash generation can keep backing that kind of market enthusiasm. The recent expansion of its pluggable optical line systems for AI focused datacenter...

A number of stocks fell in the afternoon session after rising Treasury yields and higher interest rates intensified worries over household finances and discretionary consumption, creating headwind conditions for consumer-facing companies. According to Reuters, as borrowing costs on mortgages, auto loans, and credit cards climb, household budgets are increasingly squeezed, encouraging consumers to prioritize saving and basic necessities over non-essential purchases. In addition, recent economic d

Cybersecurity and related companies were hot with investors this week, on gloomy predictions about the future of AI.

David Einhorn believes this probably may extend beyond SpaceX.

The rig count in the Permian Basin was up one this week, the latest count Friday by Baker Hughes shows, with 269 rigs active in the region. A year ago, 254 rigs were active in the region. Nationally, the oil and gas rig count is up four from last week at 595 rigs. A year ago, 542 rigs were active. The count shows that 452 rigs sought oil, up two from the previous week, and 134 explored for ...