Notícias

MSFT's record-breaking rally post earnings release fuels AI enthusiasm and boosts tech ETFs with strong MSFT exposure.

Both Palantir and Snowflake just posted quarters that strengthened their grip on enterprise AI, but their financial profiles could not be more different, and only one of them sets up as a defensible buy at current prices.

NVT tops Q2 earnings and revenue estimates as AI data center demand fuels record sales, strong orders and a sharply higher full-year 2026 outlook.

Microsoft stock broke out of a cup base on Monday following its beat-and-raise earnings report last week.

EMCOR's record contracted work, higher guidance and earnings momentum support the bull case, but its premium valuation keeps the buy debate alive.

Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.

The social media stock has fallen by more than 20% in the past 12 months.

Pagaya stock jumps after Q2 earnings beat, record revenues and network volume, with a higher 2026 outlook fuelling momentum.

Spotify Technology's (SPOT) 14% year-to-date share decline presents an "attractive" buying opportuni

RBC Bearings' fiscal first-quarter earnings and revenues top estimates as aerospace growth, VACCO and wider margins lift results.

ADP's solid growth, margin gains and cash returns support its appeal, but a 21.5X valuation leaves little room for execution setbacks.

1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 […]

Uber and Lyft report earnings this week, but one ride-sharing giant stands out as the much stronger long-term buy.

Palantir could beat with $1.9 billion in Q2 revenue. Yet options point to an 11% swing in Palantir stock. Here's what to know.

Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.

Airbus, Jabil and Valero Energy each announced buybacks exceeding $10 billion combined, backed by strong earnings, guidance, and stock performance in their respective sectors.

SBUX shows stronger sales, traffic and earnings as management lifts fiscal 2026 outlook, but its premium valuation keeps the turnaround under close watch.

A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.

PTEN expects about 100 average U.S. rigs in Drilling Services during the third quarter, with adjusted gross profit projected at around $145 million.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]

A hardware company that three years ago posted negative gross margins has quietly surpassed Meta, Microsoft, and Alphabet to become the most profitable business in tech, and the reason behind that reversal reveals something unsettling about where AI's real power is shifting.

Wall Street is still optimistic about the stock after it dropped below its IPO price.

Best Buy (BBY) has spent years trying to shake off a sales slump, and its next leader thinks part of the answer is smaller buildings. Jason Bonfig, who becomes Best Buy's sixth chief executive on November 1, told CNBC that he wants to open compact stores in towns and neighborhoods that its ...

CDW heads into Q2 2026 earnings with expectations for high single-digit EPS growth, AI-driven demand and a strong backlog amid ongoing supply chain uncertainty.

ABTC’s revenue from mining rose 8% to $67 million, and gross margins were roughly 50%, even as Bitcoin prices slipped during the quarter.

Johnson & Johnson (NYSE:JNJ) outlined its commercialization plans for the OTTAVA robotic surgical system after receiving U.S. Food and Drug Administration De Novo authorization, positioning the table-integrated platform as a long-term growth initiative in surgical robotics. The company said it

Tech stocks coverage for the week of Aug. 3.

Barrick Mining (B) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Dolby's discounted valuation and $756 million cash balance support its long-term case as premium formats and auto licensing expand.

LRCX, VRT and MBIN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 3rd, 2026.