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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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Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal2d agoneutral
Healthcare Investing Is Now an AI Short in Disguise

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

CVS Health Q2 Earnings Call Highlights
MarketBeat6d agoneutral
CVS Health Q2 Earnings Call Highlights

CVS Health (NYSE:CVS) reported second-quarter results that exceeded its expectations, citing earnings growth across all operating segments and raising its full-year outlook for adjusted earnings per share and operating cash flow. Chair and Chief Executive Officer David Joyner said the company gener

Guardant Health Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Guardant Health Q2 Earnings Call Highlights

Guardant Health (NASDAQ:GH) reported second-quarter 2026 revenue of $335 million, up 44% from a year earlier, as growth accelerated across its oncology, biopharma and data, and screening businesses. The company also raised its full-year revenue outlook, citing demand for its Guardant360 and Shield o

Humana Q2 Earnings Call Highlights
MarketBeat14d agoneutral
Humana Q2 Earnings Call Highlights

Humana (NYSE:HUM) said its 2026 performance is tracking in line with expectations, with management emphasizing planned Medicare Advantage margin expansion in 2027, progress in its Stars program and continued operating-cost reductions as key components of its path toward a sustainable pretax margin o

ENI Q2 Earnings Call Highlights
MarketBeat14d agoneutral
ENI Q2 Earnings Call Highlights

ENI (NYSE:E) reported sharply higher second-quarter and first-half results, citing upstream production growth, favorable market conditions and stronger contributions from its gas, low-carbon and refining-related businesses. Chief Executive Officer Claudio Descalzi said second-quarter pro forma EBIT

Why Prices Could Rise for Medicare Drug Plans Next Year
Barrons.com15d agoneutral
Why Prices Could Rise for Medicare Drug Plans Next Year

Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.

UnitedHealth’s earnings comeback hides a risk Wall Street can’t price
TheStreet20d agoneutral
UnitedHealth’s earnings comeback hides a risk Wall Street can’t price

UnitedHealth Group (UNH) just delivered the quarter battered shareholders have been waiting for. The health care company blew past Wall Street's profit prediction, increased its most widely monitored cost index, and boosted its full-year earnings outlook. The results seemed to vindicate investors ...

UnitedHealth CFO sends stark warning after earnings
TheStreet24d agoneutral
UnitedHealth CFO sends stark warning after earnings

UnitedHealth Group (UNH) beat Wall Street's numbers on July 16, 2026, but its chief financial officer spent the earnings call making sure nobody mistook that result for a solved cost problem. The company beat earnings estimates by roughly 30%, and management raised full-year guidance well past ...

Bloomberg27d agoneutral
Circle Gets Street-Low Target as Stablecoin Competition Heats Up

(Bloomberg) -- Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian T

UnitedHealth Group Q2 Earnings Call Highlights
MarketBeat27d agoneutral
UnitedHealth Group Q2 Earnings Call Highlights

UnitedHealth Group (NYSE:UNH) reported sharply higher second-quarter 2026 earnings and raised its full-year outlook, citing improved performance in Medicare Advantage and Optum Health, while cautioning that commercial medical cost trends remain elevated and are delaying margin recovery in that busin

Netflix Earnings, Consumer Sentiment: What to Watch the Rest of the Week
The Wall Street Journal28d agoneutral
Netflix Earnings, Consumer Sentiment: What to Watch the Rest of the Week

Today Earnings (a.m): UnitedHealth, GE Aerospace, U.S. Bancorp, Citizens Financial, Abbott Laboratories, State Street, Taiwan Semiconductor Manufacturing Earnings (p.m.): Netflix, Intuitive Surgical Economic data: Weekly jobless claims, Philadelphia Fed business-outlook survey, retail sales, pending home sales index, business inventories Fed speakers: Fed Vice Chair Philip Jefferson is expected to speak, as is Dallas Fed President Lorie Logan.