Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks
Micron led the way, contributing 26% of the Nasdaq-100’s first-half returns and 17% of the S&P 500’s gains, according to Jefferies.
Notícias
Acompanhe as Notícias da Recifes
Fique por dentro das últimas novidades sobre tecnologia, negócios e empreendedorismo.
ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.
Opening a ‘Trump account’ for your children? Here is the risk you need to recognize first.
The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S. equities.
14 value stocks of companies primed for rapid growth through 2028
Value stocks tend to outperform growth stocks during periods of high inflation. These companies in the Russell 1000 Value Index have high revenue growth estimates for the next two years.
This is the best time ‘in a generation’ to buy space and defense stocks, analysts say
Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks. O recorte ajuda a contextualizar a pauta dentro de Carreira.
Stock-market bulls need Kevin Warsh on their side to keep winning, says Wall Street vetera
The “high-risk” bull market in stocks needs Federal Reserve Chair Kevin Warsh on its side, according to Bob Doll, CEO at Crossmark Global Investments.
Trump just disclosed his finances for last year. He made over $2 billion on crypto, stocks
The president’s new annual filing is nearly four times as lengthy as last year’s disclosure and shows crypto income in the hundreds of millions
A looming AI disappointment and rising yields. Why one research firm is hitting the brakes
In a market dominated by tech stocks, a big test is facing investors in the next 12 months, warns MacroResearchBoard O recorte ajuda a contextualizar a pauta dentro de Carreira.
A week of wild volatility for Korean stocks brought to a rousing finale by reports of Anth
While it’s still delivered a 164% return so far in 2026, the Korean stock market has shown signs of fatigue in recent months
AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extrao
A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just 100% for “hyperscalers.”
Stocks rally when Congress goes on summer break. Here’s why.
Stock prices face greater volatility when lawmakers are active, driven entirely by the regulatory uncertainty they create.
As oil exits the ‘danger zone,’ here’s what history suggests happens next for stocks
The swift pullback in oil prices is a tailwind for the economy, says Evercore ISI O recorte ajuda a contextualizar a pauta dentro de Carreira.