Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
Broadcom's revenue and profits are growing fast, but investors have mostly stayed away.
Snowflake heads into Q2 earnings with strong AI momentum and customer growth, though premium valuation and margin pressures remain risks.
ExxonMobil's record Q2 production and $116B revenue beat highlight growth, but costs, cyclicality and Middle East disruptions cloud earnings visibility.
Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.
Broadcom is due to report earnings Wednesday after markets close, with traders expecting a big move from the chipmaker’s stock.
Abercrombie & Fitch (ANF) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Over the past six months, Domino’s shares (currently trading at $348.68) have posted a disappointing 13.1% loss, well below the S&P 500’s 12.3% gain. This might have investors contemplating their next move.
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]
High expectations leave little room for disappointment
High expectations leave little room for an ordinary quarter.
After a huge earnings season for Big Tech capped off with blowout second quarter results from Nvidia (NVDA), LPL Financial chief technical strategist Adam Turnquist weighs in on what this could mean for the AI narrative in the second half of 2026.
Northrop Grumman stock is being priced by the market at a recent close of US$545.57, while both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings-based multiples point to the shares trading at a discount, even though the broader valuation checks only give it a mixed score rather than a clear bargain label. Over the past 5 years, Northrop Grumman has returned 61.0%, which shows the stock has already rewarded patient holders even before considering any valuation gap...
Target, Avnet, and Cenovus Energy raised guidance in recent earnings reports, signaling improving demand, margins, and operations that may have been overlooked by investors.
Snowflake’s Q2 earnings report could reveal whether the stock's rally has legs.
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]
Database platform company MongoDB (NASDAQ:MDB) will be reporting results this Tuesday after the bell. Here’s what you need to know.
Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.
Dell makes servers for artificial intelligence data centers and hyperscalers.
CPB gears up for the fourth-quarter report, with sales and EPS expected to fall as Snacks weakness and margin pressure weigh, while Meals & Beverages remain resilient.
Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the digital media & content platforms industry, including Ziff Davis (NASDAQ:ZD) and its peers.
Salesforce's Q2 beat, Anthropic gain and AI momentum send shares soaring, while CRM-heavy ETFs offer diversified exposure with less single-stock risk.
Revenue hit $2.477 billion with 42% growth as Ansys integration accelerated.
Revenue hit $928M with 18% growth as Vault CRM adoption accelerates.
Revenue hit $805M with 11% growth as AI security demand accelerated.
CEO highlights external storage and cloud solutions amid supply constraints.
Net new ARR hit $333 million, accelerating 51% as AI security demand surges.
Agentforce ARR surged past $1.5B with 240% growth as AI adoption accelerated across enterprise.
ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.
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