Notícias

Record AI-chip sales could not satisfy investors demanding immediate revenue from Marvell's largest new agreement.

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV were lower. Actively tr

RTX (RTX) is back in focus after its Raytheon business received a US$22.9b, seven year contract from the U.S. military to ramp Tomahawk missile production from 60 to 1,000 units annually. RTX shares trade at US$212.08 after a strong run, with an 18.05% 90-day share price return and a 13.26% year-to-date share price return. The 1-year total shareholder return of 33.96% points to momentum that aligns with these recent contract wins and capacity expansions. Spot 92 nuclear energy infrastructure...

Joby Aviation stock has given up more than half its value year to date, yet broad valuation checks still suggest the shares are not a clear bargain on current fundamentals. The stock is down 50.2% year to date, which puts the recent slide firmly in focus for anyone weighing fresh capital against an already weak price chart. Valuation can be supported if Joby Aviation converts its early stage electric air taxi vision into predictable revenue and cash flow. The key risk is that long...

For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold.

A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.

(Updates with company comment in the fourth and fifth paragraphs.) Lucid Group (LCID) is recallin

On August 21, CNBC reported that according to notices published by Tesla and China’s State Administration for Market Regulation, Tesla, Inc. (NASDAQ:TSLA) is voluntarily recalling about 3 million vehicles in China over two separate issues: door handles that can fail to open after severe crashes and deficient driver “attention monitoring” systems. The door handle flaw […]

The Federal Reserve has a problem that won’t be solved by simply waiting. Inflation remains well above the central bank’s 2% target, while several forces pushing prices higher are still in place. The Bureau of Economic Analysis reported July PCE inflation at 3.7%, with core PCE at 3.3%. Meanwhile, the Bureau of Labor Statistics said […]

AI cloud revenue topped Bitcoin mining for the first time as IREN accelerated its data center conversion.

Marvell stock costs a lot. Is it worth it?

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here. In the quarter ended June 30, 2026, Baron Financials ETF (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global FinTech Index (up 6.14%). […]

Drone stocks are selling off hard at midday while the broader market climbs, and no earnings miss, contract loss, or macro scare explains the divergence. Something specific is happening inside the drone complex that has nothing to do with the headlines.

Rivian's CFO is walking out the door just as the company's most important vehicle ramp gets underway, and shareholders are voting hard on what that timing means for the equity story.

On August 21, Reuters reported that the National Highway Traffic Safety Administration opened an engineering analysis covering 997,743 General Motors Company (NYSE:GM) pickups and SUVs equipped with the L87 V-8 engine. The probe spans model years 2021 through 2026 and includes the Cadillac Escalade, Chevrolet Silverado 1500, and GMC Yukon, some of GM’s most profitable […]

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.

Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.

Celsius Holdings stock has seen a sharp three year decline in shareholder returns, yet the market still prices the company on the rich side compared with its fundamentals. For investors, the question is why a stock with this recent track record continues to screen expensive on broad valuation checks. Over the past three years, Celsius Holdings shares have delivered a total return that is down about 49.5%, which puts recent enthusiasm in a different light. Expectations that the company can...

BioNTech's colorectal cancer vaccine just collapsed in a Phase 2 trial, dragging Moderna down with it despite last week's melanoma triumph, and the fallout is forcing investors to rethink how far mRNA technology can actually reach into solid tumors.

On August 21, 2026, Bloomberg reported that Apple Inc. (NASDAQ:AAPL) is eliminating more than 200 positions across its Siri and Vision Pro teams as it redirects resources toward artificial intelligence and new hardware. Roughly 100 roles are being cut from the Vision Pro organization, including largely shutting down its gaming team and shrinking the unit […]

BioNTech says it’s ending a Phase 2 trial for its investigational personalized mRNA cancer vaccine. It was being tested to treat colorectal cancer.

Chinese EV leader BYD reported first-half sales of about $52 billion, down from $56 billion a year ago, as earnings per share fell 21% to $1.35.

The surge in oil prices this year has boosted the energy giant's earnings. Here's why investors should continue to stay the course with the oil and gas stock.

Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the […]

Marvell guided to explosive growth, beat earnings, raised its outlook, and watched its stock fall anyway. The reason tells you something critical about how AI trades right now.

Nvidia's biggest numbers may still not be priced in.

The forecast would require an extraordinary growth acceleration

Investing.com -- BioNTech SE (NASDAQ: BNTX) shares tumbled 10% in Friday, rapidly unwinding the gains the stock had accumulated during a sector-wide mRNA rally just days prior. The selloff was triggered by the company’s announcement that it has terminated a Phase 2 trial for its mRNA cancer vaccine in colorectal cancer due to futility—a stark reality check for investors hoping the mRNA oncology revolution would be a rising tide that lifts all boats. The timing of the setback could not be more vi

Tesla has lagged behind the S&P 500 Index over the past year, and analysts remain somewhat bullish about the stock’s growth prospects.

Bitcoin miner Iren, which has moved to the AI compute business, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.