Notícias

At SpaceX’s closing price on Wednesday, the newly eligible shares are worth about $48.7 billion.

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

Over the past six months, Myriad Genetics’s stock price fell to $4.01. Shareholders have lost 13% of their capital, which is disappointing considering the S&P 500 has climbed by 18.4%. This was partly due to its softer quarterly results and might have investors contemplating their next move.

NetApp stock rallied sharply Thursday, hitting an early buy trigger. The AI name boasts accelerating quarterly earnings and sales growth.

AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.

AMD shares have been on fire this year.

TER's AI-driven test momentum is accelerating, with Iris 100 expanding its optical portfolio as semiconductor and data-center demand surges.

Workday (WDAY) is back in focus after a strong Q2 FY2027 report beat Wall Street expectations and coincided with fresh payroll partnerships that extend its AI driven platform across U.S. and India payroll workflows. Workday’s recent payroll partnerships and AI push arrive after a sharp 69.1% 90 day share price return, even though the 1 year total shareholder return is down 20.34%. This suggests short term momentum has improved while longer term holders are still under water. Capitalize on...

Key Stats for NVIDIA StockCurrent Price: $225. 51Target Price (Mid): ~$660Street Target: ~$328Potential Total Return: ~193%Annualized IRR: ~28% / yearWhat Happened?NVIDIA (NVDA) is paying nearly $13 billion for a company with about $150 million in revenue.

VanEck's concentrated 25-stock biotech portfolio surged 40.5% in one year, but Fidelity's diversified 365-holding fund delivered superior risk-adjusted returns with half the volatility.

A quiet crisis is unfolding in the American housing market, where a collision of soaring mortgage rates, record home prices, and shrinking household budgets has locked millions of would-be buyers out of a market that may never look the same again.

MongoDB (MDB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

A new 2nm optical platform targets the bandwidth and power demands emerging across AI infrastructure.

CrowdStrike trades at a premium valuation despite lingering reputational damage, while Figma's growth outpaces profitability by a wide margin.

The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.

APA vs. LNG: Which Stock Is the Better Value Option?

Robinhood Chain launched on Arbitrum's technology and almost immediately turned heads with a single day of jaw-dropping trading volume, but ARB holders may not be getting the windfall they expect.

TSLA's record Semi deal boosts commercial momentum, but shrinking margins, heavy spending and a rich valuation keep execution risks in focus.

The Evercore ISI technical analyst sees semiconductor and AI infrastructure stocks as buyable after their summer decline, but says a sustained rise in the 10-year Treasury yield above 5% would challenge his bullish case.

SJM's double-digit Uncrustables and Cafe Bustelo growth and improving margins support earnings, even as weak snacks and soft sales test the broader portfolio.

QMCO is seeing strong ActiveScale and tape-storage growth, while IBM benefits from AI-driven data demand amid different risks and growth dynamics.

Short-term contracts at premium rates are lifting margins on new deals, the bank says

JPMorgan expands cross-border payment reach with Thunes, targeting faster payouts across 100+ corridors and broader access to local payment methods.

AT&T's net margin nearly doubled year-over-year, while Verizon carries higher debt but generated stronger free cash flow.

PWR's record $53B backlog, stronger cash flow and raised 2026 outlook support growth, while execution risks remain.

A 30-year-old woman owns 25% of four properties, but she doesn’t have much say in how she uses them. When she wanted to invite friends to one of the summer homes, her aunt, who owns half, told her she couldn’t....

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

AMKR's record revenues, AI/HPC packaging growth and lower valuation put it ahead of AXTI, though both benefit from AI infrastructure demand.

Since March 2026, Alight has been in a holding pattern, posting a small loss of 2.1% while floating around $12.58. The stock also fell short of the S&P 500’s 18.4% gain during that period.