Notícias

Applied Digital (APLD) has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at 12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today.

PayPal (PYPL) trades at 9.8 times earnings while the S&P 500 trades at 23.2. The profitability underneath is ordinary: an 18.4% operating margin against 18.5% for the market. The discount is not about whether the company makes money. It is about what each dollar it moves is worth.

This telecom giant is on a tear, but for investors arriving at the high, the real question is whether the engine has enough fuel left for another lap.

Joby Aviation (JOBY) trades near $6.82, after falling 49% over the past twelve months while the S&P 500 returned 20.5%. The company raised its full-year revenue outlook and the shares kept sliding. The market is repricing the bill that comes before the first paying passenger in one of its own aircraft.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

BENGALURU, Sept 3 (Reuters) - India's dominant services sector accelerated slightly in August but persistently subdued new business kept overall activity near its weakest in more than four years, a

The tech giant's sudden swings can be disorienting, but its true significance for your portfolio lies in its distinct, high-octane behavior.

The memory chip maker's recent tear has investors chasing, but its real value lies in how it moves on its own.

Yahoo Finance Executive Editor Brian Sozzi speaks with Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer about the projected returns from the S&P 500 (^GSPC) for the next 12 months.

Yahoo Finance Executive Editor Brian Sozzi speaks with Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer about the projected returns from the S&P 500 (^GSPC) for the next 12 months.

Have a look at an obscure corner of the corporate bond market that is offering high yields and good credit quality. In fact, yields on the babies are near their highest levels in more than 15 years, and they offer rates that are comparable to junk bonds, but with higher credit quality. One nice feature of Baby Bonds is that they trade like stocks on the NYSE or Nasdaq.

While S&P Global has lagged behind the S&P 500 Index over the past year, analysts are strongly optimistic about the stock’s prospects.

It's apparently mulling a significant divestment.

S&P Global (NYSE:SPGI) has completed its acquisition of data center analytics firm datacenterHawk. The company has also finalized the divestiture of its upstream energy software portfolio to Schlumberger. The transactions reshape S&P Global's mix of information and software assets across infrastructure and energy. These moves illustrate how data center, AI and infrastructure themes are influencing information providers and may prompt you to explore a broader group of stocks tied to this...

(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark

Financial stocks fell in late Tuesday afternoon trading with the NYSE Financial Index declining 0.7%

Investing.com -- S&P Global Inc. is exploring a potential spinoff of its Capital IQ Pro data and research platform, a move that could create a standalone company valued in the high single-digit billions of dollars, Bloomberg reported on Tuesday.

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

The market is offering a premium athletic apparel brand at a deep discount to its cash-generating power, forcing investors to decide if the company's recent stumbles are temporary or terminal.

A torrent of cash returned to Chevron owners has powered market-beating returns, but it raises a sharp question about where the energy giant goes from here.

S&P Global Inc. (NYSE:SPGI) is not a stock that investors typically buy for its dividend yield. At around 1%, the current income is fairly small. The real appeal for dividend investors is whether the company can keep growing its payout quickly enough to make that income more meaningful over the years. That distinction is important. […]

PG&E's cash-flow multiple sits far below the market's, and the company says its capital plan is premised on how California resolves wildfire liability.

Over five years the stock has tracked the index closely and still returned less, at more than twice the volatility.

Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

The US dollar fell against its major trading partners early Monday, with the focus this week on the

Pershing Square's three biggest new stakes are in companies that get paid when somebody else's customer transacts. Together, they were bigger than any single bet in the filing.

A creative software titan is trading at a steep discount, but a major strategy shift has investors wondering if the price is a bargain or a breakdown.

Its five-year correlation to the broad market leaves real room for behavior of its own, but the swing that comes with it is far wider than the index's.

When eBay falls in a crisis, the damage is concentrated in the depth of the drop, not the time it takes to climb back out.

S&P Global stock screens as expensive on both market multiples and an Excess Returns intrinsic value estimate, even though the share price has still delivered a gain over the past three years. That combination puts the spotlight on whether investors are paying a premium for the business as enthusiasm around data, indices and AI related demand builds. Over the past 3 years, S&P Global has returned 20.7%, which points to a moderate gain over that period despite more recent share price...