Notícias

IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

Tesla and Microsoft retain bullish momentum while Adobe approaches a potential golden cross as all three navigate higher rates.

Tesla (TSLA) earns a better operating margin than General Motors and Sunrun, its two peers here, and trades at 310 times earnings, the highest of the three. General Motors' 37.8 times rests on trailing earnings that include a loss quarter, so it is not comparable to a clean year. The lead is real but narrow: it is a margin lead, and a thin one. The price rests on a robotaxi, robot, and chip build-out whose capital spending management expects to keep growing for two to three more years.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Marathon Petroleum and Phillips 66 both offer strong refining exposure, but differences in valuation, earnings growth and operations set them apart.

ONON's EMEA gains, rising DTC mix and strong flagship performance show how its premium strategy is driving growth across Europe.

The 8:30 panel featuring Yahoo Finance Host Julie Hyman, Senior Autos Reporter Pras Subramanian, and Breaking Business News Reporter Jake Conley examines Novo Nordisk’s (NVO ) long-term targets as shares slide amid intensifying competition from Eli Lilly (LLY ).

LITE shares jump 12.1% in a month as AI-driven optical demand, OCS growth and margin expansion strengthen its outlook.

Financial stocks were advancing pre-bell Monday, with the State Street Financial Select Sector SPDR

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.7% and the actively trad

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.

Companies in The News Are: STLD,XENE,AMD,TXN

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.