Notícias

The consistently strong spending on AI data center infrastructure and the ongoing supply shortage in the memory market will be a tailwind for Micron.

PepsiCo has shed nearly 7% this year while the S&P 500 climbed double digits, yet one prominent firm refuses to abandon a price target that towers far above Wall Street consensus and hinges on a very specific set of dominoes falling into place.

Stifel analysts have cut their estimates on apparel giant Nike's (NKE) fiscal first quarter earnings, which are due out on October 1. Yahoo Finance Executive Editor Brian Sozzi gives a break down of the areas where Nike may be coming up short in.

The mean of analysts' price targets for Solaris Energy Infrastructure, Inc. (SEI) points to a 33% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The average of price targets set by Wall Street analysts indicates a potential upside of 46.6% in Nvidia (NVDA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The mean of analysts' price targets for M/A-Com (MTSI) points to a 41.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The project-level offering will finance construction of the 175 MW Meta-leased facility, reimburse prior equity contributions and fund debt-service reserves.

Syntec Optics secured a major U.S. Space Force-linked order and said its space product backlog could exceed $100 million.

A rough run for Nike continues.

PepsiCo (PEP) stock traded at $129.75 on September 18, the lowest price of its past 52 weeks. The worry is North America, where sales of snacks and drinks have disappointed. Yet the part of PepsiCo that sells outside the U.S. is growing faster and earning more on each sale. The share price appears to give that part little credit.

Here's a check of the markets in the first few minutes of trading.

From fast food to fine dining, restaurants play a vital societal role. But the side dish is that they’re quite difficult to operate because high inventory and labor costs generally lead to thin margins at the store level. This leaves little room for error if demand dries up, and it seems like the market has some reservations as the industry’s returns were flat over the past six months while the S&P 500 was up 16.4%.

U.S. stocks opened the week higher, with the Nasdaq gaining 1.1% as AI stocks rallied on optimism over U.S.-China talks

Companies servicing the AI energy demand boom have a lot of upside potential.

The memory and storage stock may seem cheap, but its valuation is highly dependent on future growth expectations.

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

The rocket and satellite company's shares are trading just above their IPO opening price of $150.

Rack-scale AI systems are improving compute economics while consuming far more electricity, increasing the value of powered sites and onsite generation through 2028.

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Big technology companies, including Apple (NASDAQ: $AAPL) and Google parent Alphabet (NASDAQ: $GOOGL), are hiring c...

Stocks kicked off Monday's trading session in the green as investors optimistically looked to this week's United Nation General Assembly as an opportunity for an Iran resolution. The Nasdaq Composite popped 1%. "Stocks are coming off a second week of navigating multiple obstacles—high oil prices and yields, a rate hike, renewed concerns about AI risks—without suffering too much damage," Chris Larkin at E*TRADE from Morgan Stanley said.

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Novo Nordisk took the stage at its own capital markets day and said something that sent its stock tumbling 7%, yet its closest rivals barely flinched. What the company revealed about its future tells investors exactly how much trouble the Ozempic empire may be in.

After remaining on the sidelines over the past few weeks, Strategy (NASDAQ: $MSTR) has resumed its Bitcoin (CRYPTO:...

Antitrust settlement talks are reshuffling the media landscape in real time, sending two rival stocks surging for completely opposite reasons while their biggest streaming competitor barely flinches.

Warner Bros. and Paramount stock rallied on reports that Paramount's talks with California officials have been finalized

Warner Bros. and Paramount stock rallied on reports that Paramount's talks with California officials have been finalized

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.