Notícias

XPeng has been busy pushing its Physical AI ambitions, from humanoid robots to an AI-focused SUV, while the stock price has fallen sharply in recent years. That split between eye-catching projects and a much lower share price puts the spotlight on one basic question for XPeng: whether today's valuation lines up with the cash the business is expected to generate. XPeng shares have fallen 69.9% over 5 years, which makes the current price largely a bet on how its future cash flows evolve from...

Why Arc’s Mainnet Launch Matters For Circle Internet Group Circle Internet Group (CRCL) has switched on the public mainnet for Arc, a Layer 1 blockchain built for financial markets, real time payments, and AI driven economic activity, with USDC integrated at the protocol level. The rollout arrives with a validator group drawn from large financial institutions, support for USDC, EURC, and tokenized funds, and more than 100 applications and ecosystem partners already connected to Arc’s...

In the past quarter, ZIM Integrated Shipping Services reported second-quarter 2026 adjusted earnings of US$0.64 per share, beating expectations as higher freight rates and a 20.3% Pacific trade volume increase offset weaker performance in other regions. Management also raised its outlook for the second half of 2026 and highlighted continued investment in newbuild, dual-fuel LNG vessels to support operational efficiency and future capacity. Next, we’ll examine how ZIM’s earnings beat and...

The title is moving to his son. The $365 billion isn't.

Bloom Energy is seeing massive earnings growth, while Plug Power is working to clean up its finances.

A new White House “AI tsar,” an AI Force, and a clear pledge to avoid rules that could slow artificial intelligence have pushed this theme from niche talking point to front-page story for anyone watching US tech. Policy tailwinds can reshape expectations quickly. This piece walks through three stocks from our US AI Hyperscalers & Semiconductor Leaders screener that appear most exposed to this shift and explains what that might mean for your watchlist. The three stocks below are just a starter...

Earlier this month, GlobalFoundries and Marvell Technology expanded a multi-year agreement to boost silicon germanium chip capacity at GlobalFoundries’ Vermont fab, targeting next-generation optical transceivers and advanced data center connectivity used in AI and cloud infrastructure. This capacity expansion, responding to oversubscribed demand for high-performance optical networking, underlines how central Marvell’s components have become in scaling modern data centers. We’ll now examine...

The market might seem bloated, but these stocks still have a long runway for growth.

Investing.com -- Greek banks have moved from a post-crisis balance-sheet repair story into one centred on growth, earnings and shareholder returns, with J.P. Morgan forecasting 12% annual EPS growth between 2025 and 2028 and mid-teens returns on tangible equity.

Investing.com -- Bitcoin held above $80,000 over the weekend after rebounding from a turbulent week, supported by renewed institutional demand as U.S. spot Bitcoin exchange-traded funds recorded more than $433 million in net inflows on Friday.

MPLX LP didn't just team up with a pipeline rival; it also teamed up with two rivals in the upstream sector, too.

Energy Fuels (TSX:EFR) is back in focus after hosting a special call on September 16, 2026, following its appearance at Morgan Stanley's 14th Annual Laguna Conference. Investors are watching how these events shape sentiment. Over the past year, Energy Fuels shares have swung sharply, with the 30 day share price return down 21.61% and the year to date share price return down 28.68%. At the same time, the 3 year total shareholder return of 47.79% and 5 year total shareholder return of 104.76%...

Cheniere Energy (NYSE:LNG) reported a quarterly loss, driven primarily by negative movements in LNG-linked derivative contract values. Management attributed the hit to derivatives to heightened geopolitical risks and sharp swings in global gas prices during the quarter. The swing to a quarterly loss tied to LNG contract derivatives comes as global gas markets experience pronounced price volatility. Cheniere's move into a quarterly loss tied to LNG-linked derivatives plays out against wider...

EOG Resources has delivered a strong run for long term holders, yet the recent pullback raises a fresh question about what investors are paying for its earnings today. With the stock still well above levels seen several years ago, the issue is whether the current price fairly reflects the profits the business generates. Over the past 5 years, EOG Resources has returned 133.9%, which puts a lot of embedded optimism about its earning power under the microscope. The company’s fortunes remain...

Tempus AI (TEM) has put a new data project at the center of the story. The business plans a research platform built on 100,000 whole genomes linked to long term clinical records. Tempus AI’s new whole genome project arrives after a sharp run in the shares, with a 90 day share price return of 62.68% and a 7 day gain of 31.91%. However, the 1 year total shareholder return of an 11.79% decline shows the longer term picture has been more mixed despite the current momentum around the US$77.84...

Centene (NYSE:CNC) reaffirmed its 2026 adjusted diluted earnings-per-share guidance of more than $4.80 at the Deutsche Bank Healthcare Summit, with Chief Executive Officer Sarah London saying the company’s performance through the first two months of the third quarter was in line with expectations.

Oracle Corporation (NYSE:ORCL) reported on September 10 that its revenue rose 30% in the fiscal first quarter, driven by a 121% jump in cloud infrastructure revenue. Cloud infrastructure is the business that rents computing power to AI companies. The company also said its remaining performance obligations, which are the value of contracts it has signed […]

Key TakeawaysIndex Bid: SanDisk stock jumped 11% on Thursday after joining the S&P 100. Street Split: TIKR tracks 25 analysts on SanDisk stock, splitting 16 buys, 4 outperforms, 3 holds, 1 underperform and 1 sell, while the $2,125 mean target sits 19% above Thursday’s $1,792 close.

Trade rules are quietly redrawing the global factory map, and the results are starting to show up in earnings calls and capital spending plans. Production is shifting, costs are moving, and some balance sheets may feel the strain while others find fresh demand. For investors evaluating where tomorrow’s potential winners and laggards could emerge, this story matters. This article walks through three stocks from our Multinational Manufacturers with Diversified Production Networks screener that...

Coinbase Global (NasdaqGS:COIN) reported that its agentic trading stack powered most crypto transaction flows over the past week. Management highlighted Grok as a leading AI agent on the platform, driving a large share of AI agent-driven trading volumes. Developer-built custom interfaces using Coinbase for Agents and the x402 payment protocol accounted for the majority of notional market activity. The rise of Coinbase’s agent-driven trading workflows, led by Grok and custom agents, needs to...

Eli Lilly’s updated fair value estimate has shifted from US$1,297.31 to US$1,325.39, adding a fresh data point to an already closely watched price target range. This move sits alongside analyst price targets that often sit above US$900, with a cluster between US$1,300 and US$1,600, as research teams debate how much of the GLP-1 and obesity story is already reflected in the stock. As you read on, you will see how to track these evolving views and what they may mean for your own Eli Lilly...

Valero Energy (NYSE: VLO) has appointed Matt Audette as an independent director and member of its Audit Committee. Audette currently serves as chief financial officer of LPL Financial and previously held the EVP/CFO role at E*TRADE. The board assigned Audette to the Audit Committee, adding deep financial reporting and regulatory experience to that group. The appointment of Matt Audette to Valero's board and Audit Committee is a governance shift that investors should weigh carefully. Take a...

Gilead Sciences (NasdaqGS:GILD) expanded its royalty-free voluntary licensing of once-yearly lenacapavir for HIV prevention to 120 high-incidence countries. The biopharma group signed a regional agreement with the Pan American Health Organization to widen access to twice-yearly lenacapavir across Latin America and the Caribbean. The PAHO partnership creates a direct pathway for 14 additional countries in the region to obtain lenacapavir for HIV prevention programs. Gilead's broader licensing...

By Che Pan and Eduardo Baptista BEIJING, Sept 20 (Reuters) - Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough

Tesla has grown at a torrential rate in the past, but it has slowed down recently.

Jim Cramer has plenty to say about stocks, but his latest comments on AMD took a notably different tone.

One designs chips; the other manufactures them, and their valuations tell starkly different stories about growth versus value.

Power Solutions International has seen its share price move in very different directions over recent periods, which puts fresh focus on whether the current level is in line with what its cash flows can reasonably support. With the stock now at US$45.87, the key issue is how that market price lines up with the cash generation implied by the business. Over the past three years the stock has delivered a very large gain, which makes the link between that share price change and the company’s...

BRP now carries a higher Fair Value Estimate of CA$103.07, up from CA$97.22, which lines up more closely with the Street price targets that have been cited after the latest update. Recent analyst commentary reflects this shift, with more upbeat views tying higher targets to Q2 execution and product momentum, while cautious voices still highlight tariff and valuation risks. As you read on, you will see how this evolving narrative around BRP may shape the way you track the stock from here. Stay...

Kilroy Realty has seen its share price under pressure in recent years, so the key issue for investors now is whether the current US$34.23 level still lines up with the cash the business is expected to generate over time. With the focus squarely on cash flows, the stock invites a closer look at how much long term value those streams might support. Over the past 5 years the share price has declined 34.5%. This puts the spotlight on whether the cash flow outlook justifies staying invested or...