Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
For 25 years, American manufacturing quietly hollowed out. Factory jobs moved overseas. And industrial machinery orders fell nearly 50% in real terms after China joined the World Trade Organization. The logic behind it? Go where labor is cheapest. That logic is now running in reverse. The bank's ...
Morgan Stanley is leaning bullish on semiconductor stocks at a time when the sector is already on fire. The iShares Semiconductor ETF(SOXX) is up 51% this year, and instead of calling a top, the firm just raised price targets for names like IonQ (IONQ), Microchip (MCHP), and ...
Arista Networks spent the first quarter of 2026 in an unusual position. Investor conversations had gone quiet. Questions about customer concentration and margins were dominating the narrative. The stock was underperforming. That tone has shifted. And Morgan Stanley just put a number on how much it ...
Few stocks have captured the Artificial Intelligence (AI) moment quite like Advanced Micro Devices. Advanced Micro Devices, Inc. (AMD) has climbed 59% year to date, and the one year return stands at 245%, according to Yahoo Finance. Those numbers reflect a market that has decided AMD is no longer a ...
Morgan Stanley just reset its expectations for DigitalOcean (DOCN). The firm maintained its $75 price target but also laid out a bull case for the stock to reach $160 if execution continues to improve. Shares trade around $96 after climbing 100% year to date, adding more weight to what comes next. ...
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