Notícias

Sea has seen its share price move through sharp swings over the past few years, which now puts the spotlight on a simple question for investors. Is the current US$101.27 share price properly supported by the earnings that the business is generating today, and what it may be able to deliver over time? Over the past 3 years the stock has gained 181.7%. That puts a lot of weight on whether the underlying earnings story can justify that kind of journey. The group’s mix of digital entertainment,...

Bristol-Myers Squibb (BMY) just paired new clinical data with income news, reporting positive two year Sotyktu results in psoriatic arthritis and affirming a quarterly dividend of US$0.63 per share for November payment. That mix of solid clinical data and a confirmed dividend comes as Bristol-Myers Squibb’s share price has climbed 16.37% over the past 90 days and 17.55% year to date, while the 1-year total shareholder return of 44.42% points to momentum that has been building rather than...

The fair value estimate for PBF Energy has shifted from about US$67.23 to about US$72.54, which is a mid single digit percentage move in updated price target assumptions. Analysts link this change to fresh views on refining margin exposure, balance sheet progress, and how well assets like the Martinez refinery are run. As you read on, you will see how these changing factors shape the evolving PBF Energy story and what to watch next. Stay updated as the Fair Value for PBF Energy shifts by...

GQRE delivers higher returns and yield but costs more to own, while HAUZ offers international diversification with a rock-bottom expense ratio.

Rocket Companies (NYSE:RKT) President and Chief Financial Officer Brian Brown said the company sees opportunities to gain mortgage market share despite pressure from elevated interest rates, citing its diversified revenue base, national distribution network and recently integrated businesses. Speak

That’s good news for Robinhood, which offers tokenized stocks overseas and whose own stocks climbed 5% on Thursday.

Just as the industries she has traversed throughout her career have evolved rapidly — from ads to beauty and beyond — so, too, has the executive.

CrowdStrike, Okta, and Iovance Biotherapeutics stocks surged to annual highs amid industry tailwinds and positive Wall Street outlooks.

Schwab's Liz Ann Sonders says the firm is neutral on equities and favors commodities, with no universal portfolio fit.

Intel could solve a surprising issue for the AI chip giant.

Lucid’s European push comes amid Uber’s commitment to deploy at least 35,000 Lucid robotaxis equipped with Nuro tech.

With a medicine on the market and plenty of projects in the pipeline, this company's trajectory could be very positive for investors without being a smooth ride.

Taiwan Semiconductor Manufacturing (NYSE:TSM) just picked up fresh attention after MediaTek chose its 2-nanometer process for the new Dimensity 9600 Pro, while keeping the broader 9600M line on TSMC’s 3nm technology. That MediaTek win comes on top of a strong run for Taiwan Semiconductor Manufacturing, with the share price up 34.62% year to date and a 1-year total shareholder return of 61.47%. However, the stock is down 6.89% over the past 90 days, which indicates that while long-term...

Berkshire Hathaway (BRK.A) is back in focus after Greg Abel, now running the operation, exited the Domino’s Pizza position in the first quarter of 2026. That portfolio move gives fresh clues about Berkshire’s evolving playbook. Recent moves under Greg Abel, including the Domino’s exit and heavier concentration in giants like Apple, American Express, and Alphabet, have arrived while Berkshire Hathaway’s share price has inched ahead. A 90 day share price return of 4.13% and a 5 year total...

A major new delivery partnership is making life easier for Costco members.

Visa (V) just joined Mastercard and Ant International to design a shared Know Your Agent framework, a move aimed at standardising how AI purchasing agents are identified and monitored across global payment networks. Recent announcements around Visa’s onchain credit push, stablecoin partnerships and the new Know Your Agent framework have landed against a share price of US$369.93, with a 90-day share price return of 13.05% pointing to building momentum, while the 5-year total shareholder return...

Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targets expanded production of advanced SiGe chips used in next generation optical links for AI data centers. Marvell is working with Microsoft and Utimaco to provide a cloud native payment security platform delivered through Microsoft Azure. These GlobalFoundries and Azure payment security deals...

International Business Machines (NYSE: IBM) said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into...

Tower Semiconductor and NewPhotonics recently reported high-volume shipments of laser-integrated photonic optical engines for AI infrastructure, built on Tower’s PH18DA silicon photonics platform and supporting data rates from 800G to 1.6T with higher-bandwidth 6.4T near-packaged optics planned for volume production from First Half 2027. This collaboration highlights Tower’s role at the center of advanced optical interconnects, where integrating lasers, modulators, amplifiers, and...

AI shopping agents could turn fixed prices into opening offers, changing how retailers compete on price, value and product information.

The oil executive flagged a refining squeeze tighter than anything seen outside Covid.

On Thursday, all three benchmark indexes closed higher after a dip in oil prices and lower long-dated yields following the Fed’s rate-hike move.

Stablecoins have picked up a powerful ally. Here's what Visa's latest crypto moves mean for ordinary investors.

It won't be pursuing banking licenses after all.

Bigger paychecks arrive with bigger questions about Amazon’s next chapter.

The chipmaker is racing to meet the surging demand for its new AI chips.

Analysts reassessed the stocks, citing weak demand, execution concerns, business momentum, and changing industry conditions.

Trade threats between the U.S., Canada, and Europe are turning tariffs, minerals, and supply chains into tools of power, not just policy. That raises the stakes for any stock exposed to critical minerals and cross Atlantic trade flows. Missing this shift could mean missing where future capital and regulations concentrate. This article walks through three stocks tied to that story and examines how this new EU Canada axis might affect them. The companies in the list below are just a starting...

In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...

International Business Machines has given long term holders a strong run over the past few years, yet after a sharp setback this year the question now is whether the current US$237.75 share price still lines up with the cash it is expected to generate. Recent headlines around quantum computing, AI governance and a major investigation into a recent earnings shortfall have further sharpened the focus on what IBM’s cash flows are really worth. Over the past 5 years the stock has returned...