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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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Strategy (MSTR) Looks Cheap As Bitcoin Buying Resumes With 4,603 More Coins
Simply Wall St.1h agobullish
Strategy (MSTR) Looks Cheap As Bitcoin Buying Resumes With 4,603 More Coins

Strategy (MSTR) has restarted Bitcoin purchases after a 10 week pause, adding 4,603 coins to reach holdings of 845,050. The move was funded by new share issuance and keeps attention on its Bitcoin centric treasury approach. Over the past month, Strategy’s stock has seen a sharp rebound, with a 30 day share price return of about 29.9%, even though the year to date share price return is down 21.6% and the 1 year total shareholder return is down 62.7%. The 3 year total shareholder return is over...

Sunrun (RUN) Rebounds to $8.95 On Storage Growth Narrative But Is It A Buy
Simply Wall St.3h agobullish
Sunrun (RUN) Rebounds to $8.95 On Storage Growth Narrative But Is It A Buy

Sunrun (RUN) has drawn investor attention after recent trading, with the stock closing at $8.95. The move comes against a backdrop of mixed short term returns and modest annual revenue and net income results. For context, Sunrun’s recent 1 day share price gain of 6.93% to $8.95 comes after the share price fell 14.19% over 30 days and 39.61% over 90 days, while the 1 year total shareholder return declined 45.69%. This suggests that recent momentum is still weak despite the latest...

BigBear.ai Holdings (BBAI) Could Be 26% Undervalued After Backlog Growth And Contract Wins
Simply Wall St.3h agobullish
BigBear.ai Holdings (BBAI) Could Be 26% Undervalued After Backlog Growth And Contract Wins

Backlog growth and contract wins reshape the outlook BigBear.ai Holdings (BBAI) recently reported a second quarter backlog of US$270 million, up 9% from year end, supported by more than 20 new contracts and tied to its 2026 revenue guidance. Against that operational backdrop, BigBear.ai Holdings’ share price has come under pressure, with the stock down sharply over the year to date and over the past three months, even though the 3 year total shareholder return remains strongly positive while...

Tesla’s August Europe Sales Surge in Some Markets, Slide in Others
Insider Monkey3h agobullish
Tesla’s August Europe Sales Surge in Some Markets, Slide in Others

Tesla, Inc. (NASDAQ:TSLA)’s European sales picture in August was mixed rather than uniformly strong, with sharp gains in some markets offset by steep declines in others. Reuters reported that Tesla registrations, a proxy for sales, jumped 279% year over year in France and 104% in Denmark, while registrations fell 79% in Norway and Spain, 41% in […]

How Nebius Group’s AI Data Center Power Surge Could Reshape Nebius Group (NBIS) Investors
Simply Wall St.6h agobullish
How Nebius Group’s AI Data Center Power Surge Could Reshape Nebius Group (NBIS) Investors

Nebius Group N.V. recently reported strong second-quarter results, lifting its year-end contracted power target from more than 3 gigawatts to 5 gigawatts after securing several large AI data center deals with higher contract values per megawatt. This rapid step-up in contracted power highlights how Nebius is tying its growth outlook directly to long-duration infrastructure commitments in the expanding AI cloud market. Next, we’ll examine how this sharp increase in contracted power and major...

Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter
Insider Monkey7h agobullish
Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter

Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while increasing Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) for a sixth consecutive quarter. The filing does not disclose Tepper’s rationale. The positions instead contrast a cyclical […]

Snowflake Loss Narrows, Stock Jumps Afterhours
The Wall Street Journal7h agobullish
Snowflake Loss Narrows, Stock Jumps Afterhours

Snowflake lifted its full-year forecast for product revenue after recording a narrower second-quarter loss, as artificial intelligence continued to drive its business. The cloud storage company on Wednesday reported a loss of $191.7 million, or 55 cents a share, compared with a loss of $298 million, or 89 cents a share, a year earlier. Analysts surveyed by FactSet were expecting $1.48 billion in revenue.

Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery
Insider Monkey7h agobullish
Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery

Deere & Company (NYSE:DE) seems to have attracted renewed attention from analysts after an impressive rise in its stock so far this year. As of August 31, the stock gained more than 35%. On August 31, Baird upgraded its rating on Deere & Company (NYSE:DE) from Neutral to Outperform and lifted its price target from […]

3 Market-Beating Stocks to Keep an Eye On
StockStory7h agobullish
3 Market-Beating Stocks to Keep an Eye On

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Workday (WDAY) Wins Big State Government Go Lives As AI Tools Spread
Simply Wall St.8h agobullish
Workday (WDAY) Wins Big State Government Go Lives As AI Tools Spread

Workday (NasdaqGS: WDAY) reports strong adoption among U.S. state and local governments replacing legacy HR and finance systems with its cloud platform. Large deployments in states including Georgia and Ohio highlight new public sector clients and recent go lives across core payroll, HR and finance functions. Workday is rolling out AI driven automation and agents to handle tasks such as payroll processing, workforce management and financial workflows for government users. The scale of these...