Notícias

Kevin Mahn breaks down why he sees multiple pullbacks ahead, where he’s putting new money to work, and the stocks and bonds he says retail investors should buy now — plus we answer our top audience questions.

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...

Tesla's Accordion is a great idea and solid engineering that will benefit its Supercharger network deployment and the competitive advantages that come with it.

Oil markets are on edge as traffic through the Strait of Hormuz remains constrained, which keeps energy security in sharp focus for governments and utilities. That spotlight on reliability puts nuclear power into more conversations about long term electricity supply. For investors, this creates a clear theme to track. This article walks through three nuclear energy stocks from our specialist screener that aim to tap into that story. The three nuclear energy stocks highlighted next are only a...

IonQ’s newest quantum processor will sit alongside Nvidia Blackwell GPUs as both companies test hybrid computing.

Interest rates are rising again, inflation is still sticky, and suddenly the sleepy corner of brokerage cash and margin lending looks anything but boring. When the Fed pushes the benchmark rate to a range of 3.75% to 4%, every idle dollar in a brokerage account and every margin loan starts to matter more to investors and to the brokers themselves. This article walks through three US retail broker-dealer stocks that screen as exposed to these crosscurrents, and explains how higher-for-longer...

Fluence Energy (FLNC) shocked investors with a sharp cut to its 2026 outlook, trimming expected revenue by about US$600 million and flagging a larger EBITDA loss tied to Houston production setbacks. Fluence Energy’s guidance cut landed on a stock that was already under pressure, with the share price down 67.06% year to date and the 3-year total shareholder return declining 65.93%, signalling fading momentum even before last week’s guidance shock. Balance the Fluence Energy shock by scanning...

International Business Machines (IBM) is back in focus after a run of ecosystem deals, including The Hashgraph Group’s IDTrust identity platform landing on the IBM Cloud Catalog and fresh moves in quantum collaboration. IBM’s recent AI and quantum announcements are arriving against a tougher tape for the shares, with the 90-day share price return down 9.88% and the year-to-date move down 20.15%. At the same time, the 3-year total shareholder return of 78.33% and 5-year total shareholder...

Fiserv (NasdaqGS:FISV) announced a new partnership with the Winnipeg Blue Bombers to deploy its Clover commerce platform across the venue. The agreement extends Fiserv's reach into the Canadian sports and entertainment market through point of sale and payments infrastructure at the stadium. The company also disclosed a senior leadership change, with a top executive resigning and a new Chief Legal Officer appointed. The Winnipeg Blue Bombers Clover deal and the Chief Legal Officer transition...

Why Caterpillar stock is back in focus Caterpillar (CAT) is drawing fresh attention after reporting robust results, updating its 2026 outlook, and expanding its autonomous hauling technology with quarry operator Luck Stone in Virginia. Caterpillar’s recent autonomous hauling update and conference appearances arrive after a sharp pullback over the past quarter, with the 90 day share price return down 23.18%. Even so, the year to date share price return is 35.70% and the 1 year total...

Amgen recently reported positive topline Phase 3 OASIZ 301 results for dazodalibep in adults with moderate-to-severe systemic Sjögren’s disease, showing statistically significant and clinically meaningful ESSDAI improvements sustained through Week 48 with generally mild to moderate side effects. Because there are currently no approved disease‑modifying therapies for persistent systemic Sjögren’s, this potential first‑in‑class CD40L antagonist could address an important unmet treatment...

U.S. cybersecurity stocks jumped after warnings about erratic AI behavior. Palo Alto Networks rose 10.0% and Fortinet 8.8% in the September 11–18 trading week. Seven cybersecurity stocks now offer investors distinct ways to profit from protecting AI systems, with 2026 share-price returns ranging from a 13.9% loss to a 125.1% gain. A 125% stock rally […]

The Nasdaq-100 let the rocket and AI giant in within a month of its IPO. The S&P 500 needs something it hasn't produced as a public company: profits.

Oil executives and their lobbyists launched a coordinated contingency plan to persuade the Trump administration not to enact a ban on U.S. diesel exports.

Voyager Technologies (NYSE:VOYG) dropped its share price by 16.33 percent on Wednesday to end at $31.40 apiece amid the dilution potential of its plan to raise $350 million in fresh funds through the sale of convertible senior notes. Due on October 15, 2032, the notes would allow holders the right to convert their holdings into […]

Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate.

The quantum computing pioneer achieved a major milestone.

Meta’s CEO announces a new hand-held AI device and tech products he said take consumers closer to ‘personal superintelligence.’