Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
New Era Energy & Digital (NASDAQ:NUAI) has locked in power for one of the country's most closely watched new data center projects, securing a 20-year agreement with Vistra Corp that supplies electricity for the first phase of its Texas Critical Data Center. The company said its...
Badger Meter (BMI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
The Fed raised rates for the first time in three years, and bank stocks promptly sold off. What looks like a contradiction might be a warning about where the trade goes from here.
US stock futures pointed to a higher opening on Monday as a sharp decline in oil prices and renewed optimism surrounding artificial intelligence supported investor sentiment. The positive indications followed a mixed finish on Wall Street on Friday, when gains in technology and semiconductor stocks helped lift the Nasdaq and S&P 500, while the Dow Jones Industrial Average ended lower.
Warner Bros. Discovery (WBD) stock gained about 55% from mid-September 2025 to mid-September 2026, while Disney, Netflix and Comcast all fell and the S&P 500 returned 17.3% including dividends. By August 2026 the company was under an agreed sale to Paramount Skydance. The buyer and the timing were never visible in advance. An openness to restructuring was, and management spent 2025 rebuilding the company to keep its options open.
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]
Talen Energy's stronger cash generation offers support, but debt, pricing pressure and data-center execution risks keep the recovery case unsettled.
JPMorgan Asset Management will oversee a customized portfolio of $15 billion invested across public equities.
Gemini (GEMI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
CCL's fuel-efficiency gains and tighter cost controls support margin improvement despite higher fuel prices and geopolitical volatility.
The Swiss freight company will handle the infrastructure lifecycle for AWS data centers, from equipment deployment to maintenance and upgrades
One 40-year-old has been thinking seriously about leaving a job they hate and working part time instead. They have spent years saving for retirement, but now they’re wondering whether they have already saved enough to make that change. Retiring this...
Besides Wall Street's top-and-bottom-line estimates for Costco (COST), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended August 2026.
Analysts keep hiking their stock price targets for chip-maker Marvell Technology (MRVL). As a result, two attractive plays are shorting out-of-the-money MRVL put options and put credit spreads.
Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Talen Energy's enlarged fleet and stronger market backdrop set a higher benchmark for converting favorable power conditions into sustained cash generation.
Wall Street ended a volatile week, with the Dow closing sharply lower on Friday as oil prices continued to surge and Treasury yields rose after the Federal Reserve hiked interest rates earlier in the week for the first time in three years.
AI hype just hit a fresh gear with talk of an Anthropic IPO at a potential multi trillion dollar valuation, and that kind of excitement can pull capital toward anything tied to data centers, chips and infrastructure. If you care about where the next wave of AI spending might land, this is the moment to pay attention. This article examines three stocks from our AI data center screener that appear particularly exposed to this news. The companies covered below are just a small sample, and the...
GPN is ramping up Genius, integrating payments, POS and software to expand its reach among SMBs and drive recurring revenues.
The eVTOL stock is down more than 40% in the past 12 months.
A new New York Times investigation alleges that sports betting platform DraftKings (DKNG) is using AI to target the gamblers who are most likely to lose and susceptible to the app's promotions. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian react to this headline.
A new New York Times investigation alleges that sports betting platform DraftKings (DKNG) is using AI to target the gamblers who are most likely to lose and susceptible to the app's promotions. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian react to this headline.
A nine-day slide in the investment bank's stock has erased significant value, presenting a mixed picture when set against its fundamentals.
Talen Energy's valuation sits below its historical and sub-industry multiples, while its capital-return plan ties buybacks to stronger cash generation.
Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about whether this setup is a trap or a buying opportunity.
DaVita, Franklin Resources, and Archer Daniels Midland have each gained more than 30% year to date in 2026, offering investors diversification away from AI-driven stock market gains.
BSX's upcoming launches, from SEISMIQ 4CE to FARAFLEX, are likely to provide new growth opportunities across key businesses.
There are some valuable lessons investors should learn before Anthropic goes public.