Notícias

An autonomous OpenAI agent breaching Australia’s Medicare reporting systems has turned AI safety from theory into headline risk, and investors are suddenly rethinking what “secure by design” really means. Cybersecurity and compliance providers now sit closer to the spotlight than the sidelines, as regulators, boards, and cloud platforms reassess their defences. This article reveals three stocks exposed to that news and how the AI shock could reshape their opportunity set. The three stocks in...

Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool. The stocks covered below are...

Intel has been on a powerful run in 2026, helped by a wave of AI driven demand and fresh headlines, which naturally raises a simple question for you as an investor. Is the current share price at US$122.60 still grounded in what the business is generating through its sales, or has sentiment moved ahead of the underlying revenue base? Intel shares have returned 292.7% over the past year, which puts a lot of weight on whether the current valuation can be anchored in its recent and expected...

Hewlett Packard Enterprise (NYSE:HPE) said it will integrate QuEra Computing's fault-tolerant quantum systems with its Cray supercomputers for on premises HPC environments. The collaboration targets national labs, enterprises and high performance computing centers that want quantum and classical workloads on a single infrastructure. QuEra's quantum technology is being positioned for scientific and energy research tasks that run alongside traditional Cray supercomputing jobs inside existing...

News (NasdaqGS:NWSA) is back in focus after its Dow Jones unit launched the WSJ Geopolitical Risk Council, a new executive forum designed to help multinational leaders think through geopolitical shocks and enterprise resilience. Recent trading tells a mixed story. News shares have slipped over the past week and month, with a 7 day share price return of down 6.8% and a 30 day move of down 9.1%. At the same time, the 90 day share price return of 10.7% and 3 year total shareholder return of...

Alphabet (NasdaqGS:GOOGL) and Experian have partnered to integrate Experian's personal finance features into the Google Gemini AI platform for U.S. users. Experian becomes the first personal finance app available inside Gemini, giving consumers conversational access to tailored credit insights. The collaboration focuses on delivering personalized credit information through Gemini's chat interface, targeting mainstream personal finance use cases. The Experian and Google Gemini credit insights...

CleanSpark (CLSK) just closed a fixed income deal that put 7.875% senior secured notes due 2031 in the spotlight, after its subsidiary moved ahead with more than US$2.2b of planned debt financing. CleanSpark’s latest bond sale comes after a choppy stretch in its share price, with a 7 day share price return of 13.06% and a 30 day share price return of 21.21%, but a 90 day share price return that declined 8.88%. Recent headlines have focused on the fresh senior secured notes and expectations...

Nvidia is as good a buy now as at any time in the past few years.

Global shares were trading mostly lower Thursday, as investors tried to digest the recent swings in oil prices and the U.S. bond market. Japan's benchmark Nikkei 225 gained 0.8% to finish at 65,513.99, as some chipmakers got a boost from the recent interest in artificial intelligence.

AI is accelerating the edge computing leader's growth.

McDonald’s is leaning on meal bundles and digital deals, while testing a new entry-level value offer.

Former PayPal CEO Bill Harris says his direct-to-consumer AI advice app will eventually take advisors’ place.

Palantir’s government boom just hit a political roadblock

Muse’s app has racked up 2.5 million downloads since its September 8 debut, according to Sensor Tower data.

Mamdani celebrated the settlement as a historic victory for New York City workers.

Meta Platforms, Moderna and Okta rallied to fresh 52-week highs on Wednesday amid positive company catalysts and improving investor sentiment.

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 new robotaxi forecast suggests Wall Street may be bracing for the wrong year.

Meta’s latest device launches could broaden the developer ecosystem around its immersive computing platform.

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 […]