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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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J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
Reuters3d agoneutral
J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength

J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing ‌prospects of solid corporate earnings and rising confidence that AI ‌investments by large hyperscalers would drive faster revenue growth. The new target implies about 3.1% upside ​from the index's last close of 7,757.64 and adds to a growing wave of bullish calls, with at least seven brokerages now expecting the benchmark to reach the 8,000 level by 2026-end. "As elevated backlogs convert into recognized revenue, ‌cloud growth should remain ⁠well supported, helping validate rising AI capex, strengthen order coverage, and further ease ROIC (return on invested capital) concerns," J.P. ⁠Morgan analysts said.

Portman Ridge Finance Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Portman Ridge Finance Q2 Earnings Call Highlights

BCP Investment Corporation reported second-quarter results marked by lower net asset value, continued deleveraging and an improvement in its non-accrual portfolio. Management also detailed a post-quarter-end amendment and expansion of its KeyBank credit facility, which was used to repay and terminat

JPMorgan resets SpaceX price target after earnings
TheStreet6d agoneutral
JPMorgan resets SpaceX price target after earnings

Wall Street had a simple question heading into SpaceX's first earnings report as a public company. Was the spending worth it? The answer came in the form of a single number that landed on Aug. 4 and immediately changed the tone of every conversation about the stock. The stock had been trading near ...

Bloomberg9d agoneutral
Morgan Stanley’s Wilson Tips Earnings to Revive Momentum Trade

(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

Investing.com22d agobullish
JPMorgan sees clean energy pullback as buying opportunity ahead of earnings

Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.

Elon Musk's Tesla Releases Wall Street Estimates Ahead of Q2 Earnings: Here's What Analysts Expect
Benzinga24d agoneutral
Elon Musk's Tesla Releases Wall Street Estimates Ahead of Q2 Earnings: Here's What Analysts Expect

Tesla Inc. (NASDAQ:TSLA) released its company-compiled data of sell-side analysts’ forecasts for the automaker’s second-quarter 2026 earnings estimates ahead of this week’s earnings call. Analysts Predict $27 Billion in Revenue On Saturday, the Elon Musk-led automaker announced earnings forecasts from analysts at JP Morgan Chase & Co. (NYSE:JPM), Goldman Sachs Group Inc. (NYSE:GS) and several others. Read Also: This Week in Tesla: Elon Musk Faces Pay Package Questions, US EV Prices Fall and More

Banks’ Blowout Earnings Steal the Spotlight from Big Tech—for Now
Barrons.com28d agoneutral
Banks’ Blowout Earnings Steal the Spotlight from Big Tech—for Now

Wall Street cleared this earnings season’s first major hurdle with room to spare, as the nation’s biggest banks pummeled profit forecasts. “Bank earnings are often described as a scoreboard for the financial sector,” said Ruben Dalfovo, investment strategist at Saxo Bank. “They are more useful as an economic medical examination, and the early numbers suggest the patient remains active, and dealmaking appears healthier.”

JPMorgan cuts earnings forecasts for two major crypto companies
TheStreet29d agobearish
JPMorgan cuts earnings forecasts for two major crypto companies

JPMorgan Chase (NYSE: JPM) trimmed its earnings forecasts for Circle Internet Group (NYSE: CRCL) and Coinbase Global (Nasdaq: COIN) on July 14. Both Circle and Coinbase are two of the world's biggest crypto companies. While the former is best known for its USDC stablecoin, the latter is ...