Notícias

As the summer chop fades and historical tailwinds align, patient investors who weathered the consolidation phase are well-positioned to capitaliz

The valuation milestone raises the return required from AMD's transition toward complete computing systems.

A larger model and faster domestic chip deepen vertical integration before proving commercial returns.

Alford maintains a direct position of 26,188 shares valued at $2.83 million, with the sale tied to restricted stock unit vesting obligations rather than discretionary trading.

Lower inference costs can stimulate usage while reducing revenue collected from each unchanged workload.

If you own Applied Digital (APLD), one question keeps coming back. The company keeps signing enormous data center leases. Yet the shares sit well below their high of the past year. What is known is the contracted amount: $36 billion of long-term lease value. What is not known is how much of it ever reaches shareholders.

Sellers can connect the agent with AI tools including Amazon's own services and Anthropic's Claude.

Meta is surging while Alphabet slides hard, yet Microsoft sits completely unmoved and the broad tech funds are barely lower. That three-way split points to something more specific than a sector selloff, and the fund figures tell a story the headlines are missing.

Paychex's GAAP profits were worse than its non-GAAP profits, and FCF was even worse than GAAP!

Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.

DraftKings CEO sketched out an aggressive spending push into prediction markets, and the stock is paying for it while a rival platform moves in the opposite direction on the exact same news.

Consumer lenders are getting hit far harder than the broader financials sector on Wednesday, and the gap between them points to something more specific than a rough market day for bank stocks.

(Updates with statement from Blue Owl in fifth paragraph.) Blue Owl Capital (OWL) could see its j

US equity indexes fell in midday trading on Wednesday as oil prices and bond yields gained while tra

Stocks declined as the tone on Wall Street shifted away from risk amid mounting geopolitical uncertainties. The downturn marked a breather from the recent tech stock rally. The tech-heavy Nasdaq Composite dove 1%, pulling back from the record high it set the session prior.

Housing stocks are sliding in unison on Wednesday while the broader market barely flinches, and the reason why Opendoor is falling twice as hard as its closest peers cuts to the heart of what makes iBuyers structurally different from every other name in the group.

Blue Owl Capital (OWL) could see its junior loan to Loparex wiped out as Monarch Alternative Capital

Rumble and Trump Media are both sliding on the same morning a major diesel export ban dominates political headlines, and the temptation to connect those two facts deserves a harder look than most investors will give it.

The Philadelphia semiconductor index, known as SOX, slid Wednesday as chip stocks took a breather after a six-day climb.

LMT's MFC segment is gaining momentum as higher PAC-3, THAAD and PrSM volumes lift sales, profit and backlog.

Key Stats for Royal Caribbean StockCurrent Price: $234. 89 (TIKR model built at $245.

Channel checks point to stalled market share and rising pressure from Unity

Edgewater analyst Joe Wittine expects fourth-quarter revenue growth of 8% to 9% sequentially following fresh channel checks.

McDonald’s (NYSE: MCD) shares fell over 4% on Wednesday morning after the fast-food chain unveiled an $8.5 billion franchisee support plan and long-term growth targets at its investor day. The company plans to provide about $8.5 billion in support to franchisees through 2036, including...

DaVita has underperformed the S&P 500 index over the past three months. However, Wall Street analysts are moderately optimistic about its prospects.

Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.

Artificial intelligence companies may be building far more compute than it ultimately needs, according to Tyler Saltsman, CEO of EdgeRunner AI. The compute being built is “a little overkill,” Saltsman told Benzinga. “I think what will happen is AI will...

McDonald's just handed franchisees a massive multi-year commitment, but the market is punishing the stock while rivals barely flinch. Here is why investors are reading the same plan two very different ways.

Royal Caribbean Group (NYSE:RCL) shares are sliding in Wednesday morning trading after the cruise operator confirmed overnight that it has signed an agreement to buy a stake in Sandals and Beaches Resorts. Royal Caribbean Group stock is at $224.03, down 5%, extending a sharp Tuesday decline as the market gets its first session to trade […]

Fastly (NASDAQ:FSLY) shares are falling in Wednesday morning trading, a second consecutive decline that began with the company’s own Investor Day. The stock is down 7% and trades at $24.25, giving back part of a run that still leaves the stock up 138% year to date (YTD). That advance dwarfs the broader cloud group. The […]