Notícias

Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...

Colgate-Palmolive (NYSE:CL) reports second-quarter 2026 results on Friday. Let’s analyze where the stock stands heading into the print. Colgate has beaten EPS estimates in each of the last four quarters, with an average beat of about 3%. The setup from last quarter Colgate’s first quarter showed the split that defines this stock right now. Net […]

JPMorgan analysts said a delayed U.S. crypto market structure bill could weaken public blockchain networks by allowing tokenization to migrate onto traditional financial infrastructure instead. In a Wednesday research note led by Nikolaos Panigirtzoglou, the bank said the longer the Senate delays ...

X, the platform formerly known as Twitter, rolled out X Money on July 27 to all US Premium and Premium+ subscribers, bundling a branded Visa debit card, peer-to-peer transfers, and 3% cashback on purchases, the Associated Press reported. The service runs on banking infrastructure from Cross River ...

The U.S. Department of Commerce said on Tuesday it has ‌signed letters of intent to provide $874 million ‌in incentives to seven companies developing semiconductor technologies for ​AI and advanced computing systems. The funding, to be issued under the CHIPS and Science Act, is part of a broader U.S. effort to ‌strengthen domestic ⁠semiconductor production and reduce dependence on foreign suppliers. Here are some details: • GlobalFoundries ⁠will receive up to $300 million for the development of co-packaged optics, which combine light-based data ​transfer with ​AI processors for ​faster computing.

Microsoft is on course to add nearly $500 billion in market cap today after a 17% stock surge that would be its sharpest gain since 2008. In afternoon trading, the tech giant had added $484 billion in market cap, which would be the largest one-day gain in market value for any U.S. company on record, according to Dow Jones Market Data. The record is currently held by Nvidia, which added $440 billion in market cap on April 9, 2025.

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus ‌tied to Anthropic, with Alphabet's Google offering financial guarantees ‌and supplying chips, the Wall Street Journal reported on Thursday, citing people familiar with ​the matter. • A bank group led by Morgan Stanley is discussing ‌financing for the project ⁠in Hubbard, Texas, which includes a natural-gas-fired power plant capable of producing 1.6 gigawatts of electricity, the ⁠report said. • Google has agreed to guarantee billions of dollars of Anthropic's lease and power-payment commitments if the startup defaults, according to WSJ.

Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.

Strategy, the biggest bitcoin whale, hasn't bought any of the cryptocurrency in more than a month. It has even unloaded some bitcoin to pay preferred stock dividends as the company has raced to raise cash to stem an investor crisis of confidence. Strategy may be ready to dive back into bitcoin accumulation now that it has raised $3.75 billion in cash, calming investor fears.

Crocs (CROX) shares were slumping Thursday after the footwear maker issued a downbeat third-quarter

KKR sold private-equity investments to boost profits, while Blue Owl said investor withdrawals had bottomed out.

K2 Space has raised $500 million at a $6.8 billion valuation as investors continue pouring money into the fast-growing space industry. The startup, founded by former SpaceX engineer Neel Kunjur and his brother Karan, builds low-cost, high-power satellites for commercial and defense customers including the US Space Force, and says it has more than $1 billion in signed contracts. CEO Karan Kunjur explains how the new funding will help expand production as the company eyes future applications ranging from military missions to space-based AI data centers. He joins Ed Ludlow on "Bloomberg Tech."

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses ‌in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its ‌public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are ​confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.

President Donald Trump said that his administration’s newly imposed U.S. tariffs are effectively the same as the tariffs the Supreme Court ruled illegal earlier this year. On Tuesday, in an interview with Fox News, Trump said, "It’s a shame that...

18 That's the number of U.S. IPOs of restaurants since 2017, including Sweetgreen, Cava Group and Krispy Kreme, according to Dealogic. Cava’s shares have at times outperformed the S&P 500 since its offering, while those of Sweetgreen and Krispy Kreme have declined.

The market backdrop has become far more challenging than it was during the AI-led rally of the past few years. While the broader bull market remains intact, volatility has picked up as investors contend with elevated valuations, geopolitical uncertainty, questions surrounding the Federal Reserve’s policy path, and growing questions about whether the hundreds of billions of dollars being invested in AI infrastructure will generate sufficient returns. As a result, earnings reports have become far

Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is showing stronger signs that its AI investments are translating into revenue. She discusses Azure growth, improving adoption of Copilot, Microsoft's AI strategy, and why she believes investors are only beginning to appreciate the company's progress. She joins Ed Ludlow on "Bloomberg Tech."

Google’s guarantees of power and lease obligations would help the developer secure financing for the 1.6-gigawatt Texas project.

Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.

The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unleashed a relief rally across global equities. This time, the catalyst was another proof yet that the artificial intelligence spending boom remains alive and well. A blockbuster quarter from Microsoft Corpo

SoFi delivered strong member growth in the second quarter.

PepsiCo’s unusual options activity yesterday points to a $22 million bet on a ratio call diagonal spread with a breakeven near $155.50, targeting a rebound ahead of PepsiCo's Q3 earnings report.

Carvana reported record second-quarter figures on Wednesday, with revenue climbing 52% year-over-year to $7.38 billion.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Circle Internet Group (CRCL) issues USDC, a digital token backed by cash and short-term government securities and designed to maintain a value of $1. The company earns interest on the assets held behind USDC. Investors are watching whether Circle can retain more of that income as distribution costs ...

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

Amazon stock was on the rise, up 4.8%, while Apple stock struggled, falling 1.8%, before both companies released quarterly results. The pair of Magnificent Seven companies are following Microsoft and Meta's earnings prints, which garnered very different stock reactions.

Analysts are expecting major oil companies to report raking in large spring profits while fighting between Iran and the U.S. impeded petroleum shipments and consumers around the world paid more for fuel and confronted shortages. American oil and gas giants Exxon Mobil and Chevron announce their second-quarter earnings on Friday. The money oil companies accrued between the beginning of April and the end of June could receive extra scrutiny this year.

Coca-Cola’s dairy brand Fairlife spent eleven days completely offline in July. A ransomware group calling itself Anubis broke into Fairlife’s production systems, forcing a shutdown across all four U.S. plants, according to a filing Coca-Cola made with the SEC. Two weeks later, Coca-Cola turned in ...

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.