AI infrastructure demand and capacity expansion drive a sharply higher growth outlook for the neocloud provider.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

A Wall Street bank that soured on the stock in April now sees a historic run for its newest AI app

Elon Musk said artificial intelligence could dominate every field by 2028 at the latest, compressing a 2021 forecast from AI researcher François Chollet that science would become increasingly computational over the following 10 to 20 years. Musk Compresses Chollet’s AI...

Earlier this month, Micron Technology appointed Deirdre Hanford as corporate vice president and president of Micron Research Labs and also unveiled the world’s first 512GB DDR5 server memory module, targeting AI, analytics and other data-intensive workloads with higher capacity and efficiency. By pairing a veteran ecosystem builder to lead long-horizon research with a record-capacity DDR5 module, Micron is tying its innovation agenda directly to future AI and data-center memory requirements...

lululemon athletica (NasdaqGS:LULU) appointed Heidi O'Neill as Chief Executive Officer and added her to the Board following an interim period. The firm adopted extensive bylaw amendments that address shareholder meetings, director eligibility and emergency governance procedures. The revised bylaws are intended to align with updated regulatory standards and clarify how lululemon handles future governance contingencies. The CEO transition and governance overhaul at lululemon should sit...

A federal judge’s decision to restore White House access for CNN, MS NOW, and Politico brings political media back into focus. Trump Media & Technology Group (DJT) is closely tied to that conversation given its Truth Social and streaming ambitions. Trump Media & Technology Group’s share price has been volatile, with a 7-day share price return of 4.84% and a 90-day share price return of 22.64%. At the same time, the year-to-date share price return is down 33.91% and the 1-year total...

Dell Technologies (NYSE:DELL) Chief AI Officer John Roese has been recognized by TIME for reshaping the firm's artificial intelligence strategy. Roese has led a consolidation of Dell's AI projects, bringing fragmented efforts under a unified framework focused on enterprise use cases. The refocused approach includes generative AI search tools and autonomous AI agents aimed at efficiency, cost control, and faster deployment cycles. TIME's recognition of Roese's AI overhaul at Dell is an...

“We screwed up,” the delivery-app giant admitted amid its settlement with New York City.

Nebius Group (NASDAQ:NBIS) grew its share price by 7.44 percent on Thursday to finish at $243.48 apiece, as investors grew increasingly interested in its stock following a massive price target hike and news that it would raise its GPU prices beginning next week. In its market coverage, investment firm BNP Paribas raised its price target […]

Coca-Cola and Costco may look like obvious picks, but a closer look reveals why both could still have plenty of room to grow over the next seven years.
Investing.com -- Gold prices edged lower on Friday and were on track for a weekly decline of more than 2%, as elevated energy prices and rising U.S. Treasury yields reinforced expectations that the Federal Reserve may need to raise interest rates further to contain inflation.

The retailer has closed five stores in 2026, leaving some shoppers with fewer convenient locations to visit.

Senate Minority Leader Chuck Schumer (D-NY) criticized the Trump administration’s silence on artificial intelligence (AI) risks, pointing out potential conflicts of interest. Schumer took to X on Tuesday to express his concern over the lack of response to his call...
Investing.com-- U.S. stock index futures turned mildly positive early-Friday as a sharp drop in oil prices offered some relief after a surge in crude and Treasury yields spooked Wall Street this week.

Micron has already delivered huge gains. Can its AI memory boom keep going through 2030, or is the stock getting ahead of itself?
Investing.com-- Oil prices edged lower in Asian trading Friday as reports that the U.S. and Iran were exploring a phased deal to reopen the Strait of Hormuz tempered some supply concerns, although a Houthi missile attack on Saudi Arabia kept geopolitical risks elevated.

A private meeting with the drugmaker’s top doctor points to the next make-or-break moment for shareholders.

In late September 2026, Newmont Corporation reported weaker trading as gold prices fell below US$4,350 an ounce following hawkish Federal Reserve signals, weighing on sentiment toward the gold producer despite expectations for higher near-term earnings and revenue versus last year. The contrast between softer gold prices and analysts’ positive earnings forecasts highlights how macroeconomic policy signals can quickly influence perceptions of Newmont’s otherwise earnings-focused...

PayPal Holdings (PYPL) is back in focus after Meta folded its Muse AI shopping assistant into PayPal’s global merchant network, letting users move from product discovery to PayPal powered checkout inside the agent. Despite the Muse AI partnership putting PayPal Holdings back in the headlines, the share price has been under pressure in recent months, with a 30 day share price return of down 15.5% and a year to date share price return of down 9.5%. This is set against a stronger 90 day share...

MercadoLibre has seen a sharp shift in sentiment over the past year, yet the longer term record still shows a solid gain. That gap between recent share price moves and the earnings power of the business raises a clear question about what investors are really paying for today. The stock has risen 37.7% over the past 3 years, which puts a lot of weight on whether its profit engine can justify that kind of long haul return. The company’s model, which blends e-commerce with payments and credit...

Shares of biotechnology company United Therapeutics (NASDAQ:UTHR) fell 4% in the afternoon session after Goldman Sachs initiated coverage of the stock with a Sell rating.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after news broke that the company sent a "force majeure" notice to the developer of its New Mexico data center project to protect itself from higher expenses, according to CNBC.

You own Coeur Mining (CDE), and on September 23 the stock fell 5.7% while the S&P 500 slipped 0.7%. The worry is whether to sell before it falls further. Here is what is known. Coeur's last quarterly report showed record revenue, driven in large part by two recently acquired mines, New Afton and Rainy River. The real question is whether those two mines catch up to plan, and what you could lose while they try.

Citi analyst Michael Rollins lowered Comcast's price target to $27.50 from $30 and maintained a Buy rating.

Shares of automation software company UiPath (NYSE:PATH) fell 2.9% in the afternoon session after BMO Capital lowered its price target on the stock, compounding the macroeconomic pressure of soaring Treasury yields.

Eaton's net margin is the number a holder should watch now. That margin, the share of each sales dollar kept as profit, was 12.8% over the last twelve months. It has been shrinking. Yet the stock's price relative to earnings is in the top tenth of its ten-year range. At that level, the price likely assumes profits will widen. Is the squeeze on Eaton's margin a passing one.

A $20 billion order book sounds like years of growth already locked in. So how quickly can the factory turn it into revenue?

Moderna Inc. (NASDAQ:MRNA) saw its share price climb to a new four-year high on Thursday, as investors cheered news that it was exploring investment opportunities in the Middle East. In intra-day trading, the stock climbed to a record high of $195.71 before trimming gains to finish the session just up by 6.98 percent at $194.82 […]

Shares of online marketplace Etsy (NYSE:ETSY) fell 8.1% in the afternoon session after online marketplace shares fell as investors kept pricing in the threat that Meta’s Muse AI agent could disintermediate shopping and booking platforms. According to CNBC, Muse can shop on a user’s behalf across sites and marketplaces, and while Meta stock has rallied on the product’s early traction, the same rollout has pressured financial-services and online-travel names as investors see AI agents moving into

Synopsys (SNPS) stock could climb about 25% before it reaches a level that has turned it back three times. It could fall about 5% before the floor it sits on gives way. On paper, that is a generous trade on a maker of chip-design software. The catch is the floor itself, which has a poor record over the past two years.