Notícias

Samsung Electronics has delivered an unusually strong multi‑year run, so the real question now is whether the current share price can still be explained by what the business earns. With the stock already pricing in a lot of optimism, investors are asking how far its earnings story can stretch. Over the past 3 years the stock has returned 339.1%, which puts a lot of pressure on the earnings profile to justify where the market now values Samsung Electronics. The group’s scale in memory chips,...

The Morning Bull - US Market Morning Update Thursday, Sep, 24 2026 US market futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.1%. The main fuel is stronger European activity data. The Eurozone Composite PMI sits at 53.1, a three and a half year high that signals businesses are busier, which can support global demand for US manufacturers and tech suppliers. At the same time, higher input costs across Europe and the UK, driven by fuel and wider energy...

Cognex stock reacts to RealSense acquisition and new In-Sight 1750 launch Cognex (CGNX) has moved into the spotlight after agreeing to acquire 3D vision specialist RealSense for about US$500 million and unveiling its In-Sight 1750 wafer identification system for semiconductor customers. The latest RealSense deal and In-Sight 1750 launch follow a strong year for Cognex, with a year-to-date share price return of 57.57% and a one-year total shareholder return of 28.66%. However, momentum has...

Delivery Hero scrapped plans for co-founder Niklas Östberg to step down as chief executive, citing Uber Technologies’ $14.8 billion takeover bid. The German food-delivery company had said in May that Östberg would step down in March of next year under plans for a leadership transition. Earlier this month, Delivery Hero said it was in favor of a $14.8 billion takeover bid from Uber Technologies and advised shareholders to accept it.

Inflation fears and rising bond yields outweighed hopes for Middle East diplomacy and for the artificial intelligence boom to continue its run.

CVS Group (LON:CVSG) reported higher revenue, adjusted EBITDA and adjusted earnings per share for the year ended June 30, 2026, while highlighting softer U.K. companion-animal demand late in the year and continued expansion in Australia. Revenue rose 5.9% to £712.8 million, supported by acquisition

Petroleo Brasileiro (PBR) awaits an official nod to develop an offshore Colombia gas field, as part

(Updates to add Microsoft's comment in the fifth paragraph.) Microsoft (MSFT) is offering corpora

(Updates to add Braskem's comment in the fourth paragraph) Braskem's (BAK) creditors are seeking

Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.

AI infrastructure spending is set for a record pace. Elon Musk says Earth's economy is tiny next to a K2 economy.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

Walt Disney Co.’s (NYSE:DIS) Disney+ and Hulu subscribers in the U.S. face another round of price increases as Disney raises ad-free plans and several bundles and continues to push customers toward multi-service subscriptions. Disney+ and Hulu Raise Ad-Free Subscription Prices Disney+ Premium and Hulu Premium, both of which offer ad-free streaming, are increasing 13% to $21.49 per month, up $2.50 from $18.99, Variety reported on Wednesday. The latest increases took effect Sept. 23 for new subscr

Why Liquibase Secure on Snowflake Marketplace Matters for Snowflake Stock Snowflake (SNOW) is back in focus after Liquibase launched Liquibase Secure on Snowflake Marketplace, giving customers another option to automate database change control while tying purchases to existing Snowflake capacity commitments. Recent action has been strong, with Snowflake’s share price gaining 47.45% over the past 90 days and delivering a 54.50% year to date share price return. The 3-year total shareholder...

Walt Disney (DIS) is raising prices on its ad-free Disney+ and Hulu plans by 13%, the second increase in a year, as it pushes its direct-to-consumer streaming business toward stronger profitability. The price move comes after a mixed year for Walt Disney investors, with the share price down 7.5% year to date and the 1-year total shareholder return declining 7.5%, even as the 3-year total shareholder return is up 33.6%. Recent 90-day share price gains of 5.5% hint at rebuilding momentum around...

Costco Wholesale (COST) has just taken its DoorDash partnership nationwide, putting same day delivery from every U.S. warehouse a tap away. That shift gives investors a fresh lens on this membership driven retailer. Against this rollout, Costco Wholesale’s 1-day share price return of 0.59% and 7-day gain of 1.23% sit alongside a 30-day share price decline of 6.87%, while the 1-year total shareholder return is down 3.73% but remains strongly positive over three-year and five-year...

Cognex shares have climbed sharply in 2026, and the move now raises a clear question for investors who care about valuation: does the current price still line up with what the business earns? The stock is up 57.6% year to date, which puts real pressure on the earnings picture to support a much higher market value than at the start of the year. The planned US$500 million acquisition of RealSense, funded from existing cash and investments, can reshape Cognex's earnings path by changing how...

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang pushed back against calls for artificial intelligence labs to slow down collectively, but said labs should shut down if they cannot control their systems, while Sen. Bernie Sanders called for companies not to build the technology if they cannot safely contain it. ‘Don’t Ship It’ In an interview with New York Times podcast host Ezra Klein released on Wednesday, Huang said AI companies should not release systems that fail to meet safety standards, compar

The Uber cofounder returns with a multibillion robotics and AI venture—and a tech sector more receptive to his hard-charging approach.

The banking disruptor has made great strides in turning from unprofitable to profitable in the last few years.

Scancell Holdings PLC (AIM:SCLP, OTC:SCNLF, FRA:SCP) told investors it has secured up to US$25 million of debt financing from funds and accounts managed by BlackRock, bolstering the funding package for the registrational Phase 3 trial of its lead melanoma treatment iSCIB1+. The company plans...

The best AI models are made by U.S. companies but lower-cost, open-weight options from China are increasingly competitive.

The acquisition of the smart-device maker would combine Schneider’s technology offer across residential, retrofit and small commercial buildings with Shelly’s software-led home energy platform.

There is reason to believe that SpaceX shares could climb meaningfully higher in the next few years.

Fed officials are still talking tough on inflation, rate expectations keep shifting, and political noise around interest cuts is getting louder. As a result, investors are being forced to rethink where to park cash for income and relative calm. That stress creates a window. Strong free cash flow, dividends and low beta can matter more when policy is tight. This article walks through 3 large cap value stocks that screens suggest could be especially exposed to these cross currents. The three...

Dow Jones futures: 51,672.00 points, down 201 points. S&P 500 futures: 7,723.25 points, down 49.25 points. Nasdaq 100 futures: 30,437.75 points, down 327 points. FTSE 100: 10,722.01 points, up 16.75 points. 9.15 EDT: US futures pare losses Dow Jones futures recovered 92 points...

KLA (NasdaqGS: KLAC) is highlighted in new research for its central role in semiconductor metrology as chip designs grow more complex. Industry analysis points to substantial projected expansion in the global Semiconductor Metrology Market as advanced process nodes become more widely used. KLA is investing in R&D and partnerships to develop AI-driven metrology and inspection tools aimed at tightening manufacturing precision and yield. KLA's push into AI-powered metrology systems for complex...

Fluence Energy (NasdaqGS: FLNC) announced a series of senior leadership and board changes on 23 September 2026. The company named Bernerd Da Santos as Chief Operating Officer, taking charge of day to day operations and execution. Fluence appointed former executive Stephen Coughlin to its board of directors and terminated its Senior Vice President and Chief Product Officer with immediate effect. These moves around Bernerd Da Santos, Stephen Coughlin and the product leadership seat only tell...

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 market has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

Zuckerberg said rapid AI advances have reshaped Meta’s technology roadmap, with Muse emerging as a key part of its consumer strategy.