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

SpaceX just revealed its main financial engine -- and it's not rockets.

Target fell out of favor with consumers, but it has started to get back on track, and investors have taken notice.

Nvidia’s AI empire helped deliver $96 billion in revenue over three months.
As the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

The stock market truly transfers money from the impatient to the patient.

Here’s what could happen to ESTC shares next.

Following historic performance, here’s what could happen to CRWD shares next.

Record $659M profit driven by strong tanker rates across vessel classes.

Marvell Technology (NasdaqGS:MRVL) reported strong quarterly results and raised near term and long term revenue guidance, yet the stock fell after the earnings release. The company lifted its fiscal 2027 and 2028 revenue outlook, pointing to building momentum in data center demand and AI related growth drivers. The post earnings share price reaction highlighted that investor expectations for AI exposure remain very high, even when companies report solid operational performance. For a...

SentinelOne (NYSE:S) reported second-quarter fiscal 2027 results that exceeded its guidance for revenue, operating income and earnings per share, as the cybersecurity company cited growth in artificial intelligence security, cloud and data offerings alongside continued endpoint demand. Revenue for

SentinelOne co-founder, chairman and CEO Tomer Weingarten discusses earnings and AI Cybersecurity in an interview with Romaine Bostick and Emily Graffeo on "The Close."
A collapsing legacy business is hiding rapid AI momentum
Marvell Stock Crashes Below Key Support After 10% Selloff

The chipmaker beat on both lines Thursday, then watched its stock shed nearly 11% by Friday.
Frontline PLC (FRO) reports its best-ever quarterly profit of $659.2 million, driven by record TCE rates and a strong balance sheet, while navigating geopolitical risks and a growing orderbook.
Moby summary of Hafnia Limited's Q2 2026 earnings call

Moby summary of Chagee Holdings Limited American Depositary Shares's Q2 2026 earnings call

The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.

Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.

Palo Alto Networks is scheduled to report earnings Tuesday afternoon, with the cybersecurity stock seen potentially reaching a fresh high following the report.

Revenue climbed 33% to $1.17 billion in the fiscal fourth quarter, while gross merchandise volume rose 36% to $14.1 billion

Moby summary of Frontline Ltd.'s Q2 2026 earnings call

Dell is set to report earnings after markets close Tuesday, with the computer and server maker’s stock seen nearing its recent highs after the results.

Moby summary of BW LPG Limited's Q2 2026 earnings call

GAP's brand momentum, margin gains and higher 2026 profit outlook contrast with uneven performance at Old Navy and Athleta.
IREN Ltd (IREN) reports strong AI Cloud growth with $4B in contracted ARR, despite a $684M net loss from mining transition costs.

