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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Amazon Gets Upgraded to the $3 Trillion Club
The Wall Street Journal9d agobullish
Amazon Gets Upgraded to the $3 Trillion Club

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.

Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets
24/7 Wall St.13d agobullish
Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets

Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets

Bloomberg26d agobullish
Apple Upgraded to Buy by HSBC on Agentic AI, Hardware Pipeline

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Bloomberg29d agobearish
Apple Gets Rare Bear Rating as KeyBanc Downgrades on Demand Risk

(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App

Bank of America resets Marvell stock price target
TheStreet49d agoneutral
Bank of America resets Marvell stock price target

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...