Notícias

AMD Stock Rallies. Strong Data Center Growth Fuels the AI Trade

CPAY's Corporate Payments momentum, cross-border expansion and strong cash generation support its growth outlook despite margin pressure.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Kulicke & Soffa's 93.6% one-year surge is backed by AI demand, advanced packaging growth, robust earnings & rising estimates, with TCB adding another catalyst.

Greenland-linked rare earth stocks Critical Metals and Greenland Mines surged on Monday morning, following President Donald Trump's Friday announcement of a security agreement with  Denmark. Analysts have speculated that the U.S. government could invest in Greenland's mining sector, a possibility that may be more likely following a deal that gives the U.S. a veto over "sensitive" investments in the territory by other countries. Shares of REalloys, which has an offtake agreement for 15% of Critical Metals' rare earth output from its development-stage Tanbreez Project in Greenland, surged early Monday.

Redesigned seals are shipping, but production approval still depends on a separate FAA process.

With the agreement, California Atty. General Rob Bonta and his coalition plan to withdraw historic lawsuit that aimed to derail the $111-billion deal.

The bank raised its 2026 year-end target to 7,400 and set a 12-month goal of 7,800, closing out a losing bet against Alphabet and Meta in the process.

Two-year averaging could steady capital planning without automatically lowering JPMorgan's requirement.

MSFT and BABA are ramping up AI cloud spending as demand outpaces supply, but their growth, margins and stock performance diverge.

The Danish drugmaker fell as much as 9% after its Capital Markets Day promised new blockbusters and broader growth but failed to give investors the certainty they wanted beyond Wegovy and Ozempic.

Bill Ackman lost $400 million the last time he bought Netflix and bailed within three months. Now Pershing Square just disclosed a $1 billion position, and the reasons he walked away in 2022 look nothing like the streaming landscape he is walking back into.

A public-record search deployment showed distribution reach, then exposed procurement and geopolitical risk.

Broadcom just posted its ninth straight earnings beat while AI revenue exploded triple digits year-over-year, yet the stock has barely moved in 2026. Something has to give, and our model has a strong opinion on which direction.

While President Donald Trump and Vice President JD Vance call for rapid AI growth and push back on the need for industry regulation, billionaire investor and entrepreneur Mark Cuban has been poring over social media, asking questions about the best...

Shares of major fertilizer producers fell Monday after President Trump said the United States was nearing a deal to purchase potash from Belarus. Nutrien (NYSE:NTR) shares slid over 4% to $73.97, Mosaic Co (NYSE:MOS) fell over 2% to $23.77, Intrepid Potash (NYSE:IPI) dropped over 2% to...

Intuit's Big Bets now drive about 30% of revenues, growing above 30% as AI helps scale tax, money and mid-market businesses.

European equities traded in the US as American depositary receipts started the week higher on Monday

GPC, MGA, TM and F offer dividend yields above 2%, backed by payout ratios below 60% and varied growth drivers amid auto-sector risks.

MRK's Keytruda plus Padcev combo gets CHMP backing as perioperative treatment for eligible patients with resectable muscle-invasive bladder cancer.

Two senators want FTC scrutiny, turning chatbot accuracy into marketplace-compliance risk.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and uncertainty surrounding this factor has capped the industry’s returns - over the past six months, its 11.6% gain has lagged the S&P 500 by 4.7 percentage points.

Publishers cite internal testimony as evidence of substitution; Microsoft says the remarks do not resolve fair use.

CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull thesis.

The stock market was on a tear on Monday, led by the tech sector. Both semiconductor and software stocks were taking part in the rise. The PHLX Semiconductor Index was up 3.2%, lifted on gains by Arm Holdings, Intel, and AMD.

AI agents are going mainstream, and AMD's processors will likely benefit.

ExxonMobil (XOM) refining upside could offset lost earnings from its Middle East exposure, and the c

Restored electricity has not returned Joliet production while fuel markets remain unusually tight.

According to TheFly, Cantor reiterated its $122 target on RKLB as Rocket Lab advances the Iridium transaction and racks up another successful Electron launch.