Notícias

Vanguard is more diversified with a higher dividend yield, while State Street's concentrated 30-stock portfolio charges a lower expense ratio.

"Big Short" investor Steve Eisman says AI executives are faking a "doomsday crisis" to protect their businesses, as competitive pressure pushes Anthropic to consider another model release. Anthropic is weighing a new model aimed at countering OpenAI’s GPT-6 Astra, Reuters...

The chip giant has split its stock six times -- but not once in 26 years, and not once under the CEO who took the shares from about $3 to more than $600.

Higher rates are back on the agenda, inflation is sticky, and AI and geopolitics are tugging at supply chains all at once. That mix is pushing money toward large cap value stocks that look sturdier when borrowing costs climb. If you do not want potential opportunities to pass you by, this article walks through three individual stocks exposed to these macro shifts and drawn from a disciplined value-focused screener. The three stocks covered next are only a sample. The full screen picked up 13...

Fastly, Inc. recently expanded its Fastly for AI portfolio with AI Runtime Control, AI Firewall, and new API Security tools to give organizations real-time visibility and control over AI traffic across models, applications, and enterprise APIs on its global edge platform. By unifying AI governance, security, and routing at the edge, Fastly is positioning its existing network to support increasingly complex AI and agent workloads without requiring customers to lock into a single model...

Pinterest (NYSE:PINS) introduced Visual Search Ads, a new format that lets brands serve ads against visual search results on its platform. The business rolled out added advertiser controls, including expanded tools for campaign management and more options around how ads appear to users. Pinterest broadened app promotion formats and refreshed consumer experiences, including Restyle and a returning popular content series aimed at engagement. There is more to Pinterest than the new Visual...

Vertex Pharmaceuticals has ridden a powerful five year share price run while pushing deeper into kidney disease, endocrinology and pain treatments, which puts fresh attention on what investors are really paying for its cash flows today. With the stock near recent highs after a series of clinical and commercial updates, the open question is whether the current market price lines up with the cash the business is expected to generate over time. Over the past 5 years, Vertex Pharmaceuticals has...

Meta Platforms, Inc. (NASDAQ:META) used Meta Connect 2026 to unveil a $1,299 VR glasses device, expand its AI glasses lineup and bring its Muse personal AI agent to more products, but market watchers were divided over whether the announcements could extend the stock’s recent rally. Gene Munster Says Meta Needed More Muse Data Deepwater Asset Management managing partner Gene Munster said he expected Meta shares to be "flat to down" following Mark Zuckerberg’s keynote, pointing to a lack of concre

A rule Nasdaq wrote this spring could put the Claude maker in index funds within weeks of its debut. SpaceX just showed how small the slice starts.

U.S. markets were keyed into inflationary concerns on Wednesday as the 10-year Treasury yield soared to close at 5.11%, notching its highest level since July 2007.

Meta Platforms (NASDAQ:META) used its Connect event to outline an expanded artificial intelligence strategy centered on Muse, a personal agent the company said is designed to help users complete tasks, manage information and interact across devices. The event’s keynote speaker described personal su

Despite improvements in monetizing its audience, Pinterest Inc. (NYSE:PINS) still faces gaps compared to its peers. This creates room for monetization growth, especially across international markets. In Pinterest (PINS) Announces Visual Search Ads. Can Shopping Interest Bring More Revenue?, we highlighted the company’s ongoing efforts to monetize shopping activity. The company’s AI-enabled customization and shoppable […]

SEATTLE, Sept 23 (Reuters) - Hopes for a new China commitment to buy Boeing planes are sinking ahead of a Thursday summit between the US and Chinese presidents, two people briefed on the matter said on Wednesday, with negotiations still in ‌flux. The planemaker instead is trying to finalize a May deal for China to buy 200 planes, rather than earlier hopes of securing new commitments ‌for hundreds more jets, the people said on condition of anonymity because the talks are private.

MIT Technology Review explains what happens when the AI bubble bursts and why hyperscalers face a trillion-dollar reckoning.

One Wall Street analyst says the streaming giant’s edge over its biggest rival is slipping.

AST SpaceMobile is already bolstering its cash balances to ensure it has sufficient funds to launch its satellites into orbit.

Meta's latest hardware push puts its Muse AI vision at the center of its next-generation devices.

Oracle is back in focus after a volatile run in its share price, and the key issue now is whether the cash the business can generate is enough to justify where the stock trades today. Over the past 5 years, Oracle has delivered a total return of 69.5%, which puts real weight on the question of whether its future cash flows can support that kind of long haul. Heavy investment in AI data centers, health software and life sciences platforms, alongside rising debt funding and layoffs, may...

Alcoa (NYSE:AA) has closed a financing package to fund its planned acquisition of South32’s bauxite, alumina and aluminum assets. The funding completion secures capital for the asset purchase, which still depends on shareholder and regulatory approvals. The new financing package for the South32 asset acquisition sits alongside wider themes that current research on Alcoa has identified. We have also flagged 1 warning sign for Alcoa. For a broader view on how demand for key materials is...

Verizon Communications (NYSE:VZ) announced a US$70 million nationwide "AI Skills for America" program to provide free AI training across the U.S. The initiative pools resources from major technology partners to support job seekers, small businesses, educators, and displaced workers. Management is positioning the program as part of Verizon's push beyond traditional telecom services and deeper into the broader technology ecosystem. Verizon's new US$70 million AI Skills for America initiative...

Vicor (VICR) is back in focus after granting a non-exclusive Vertical Power Delivery license to a new OEM customer, a move that connects its AI power technology directly to multi-source supply chains. Recent trading shows how quickly sentiment around Vicor can shift. The share price has climbed 5.52% in the last day and 45.49% over 30 days, yet it is still down 13.39% over 90 days. At the same time, the year-to-date share price return of 142.31% and a 1-year total shareholder return of...

Mastercard has delivered a strong multi year gain for shareholders, yet the recent soft patch in the share price puts the focus squarely on whether that long run is supported by the returns it earns on its capital. Over the past 5 years, Mastercard has returned 63.3%, which puts real weight on the question of whether the underlying economics of the business are rich enough to support that kind of compounding. New projects such as stablecoin settlement with SoFi and AI enabled payment and...

Nordson (NDSN) grabbed investor attention after reporting record fiscal Q3 2026 results, lifted by stronger Advanced Technology Solutions demand in semiconductor packaging and electronics manufacturing, as well as an upward revision to full year guidance. Investors have leaned into Nordson's story over the past year, with the share price delivering a 33.35% year to date return and a 45.85% 1 year total shareholder return. The recent 3.75% 1 month share price pullback tempers otherwise...

Morgan Stanley (MS) is under fresh scrutiny after two separate issues collided this week. Emerging AI agents are expected to sharpen fee comparisons for clients, while an accidental leak of confidential deal data has raised governance questions. Morgan Stanley shares have pulled back recently, with the 30-day share price return down 7.33% and the 90-day share price return down 10.25%. At the same time, the 1-year total shareholder return of 28.51% and 3-year total shareholder return of about...

CleanSpark (NasdaqCM: CLSK) has completed a senior secured fixed-income offering totaling more than US$2.2b. The debt is secured against key corporate assets and includes guarantees from several CleanSpark subsidiaries. Proceeds are intended to fund development of the Sandersville Facility and related capital expenditure requirements. The completion of this US$2.2b senior secured financing for Sandersville sits against a wider backdrop our research has uncovered. Check out 3 warning signs (1...

Two e-commerce heavyweights gave the same AI shopping agent opposite answers this week. I think the one that said yes made the right call -- but the stock's two-day pop is another matter.

Meta Platforms wants to dominate the personal AI space with smartglasses as the primary means of interacting with it.

SpaceX reportedly gained access to sensitive Space Force tracking data through an agreement involving its Stargaze system, raising concerns among rivals.

IONQ's revenue surged to $80 million in Q2 2026, while BigBear.ai stabilized near $37 million — a widening gap that reshapes the competitive picture.

NVIDIA Corp. has become the world’s largest company as AI infrastructure spending surges, but Morgan Stanley says the corporate adoption cycle that comes next has only just started. “We’re at the national anthem” when it comes to AI adoption, Dan...