Q
QuantAbundanciaAbundância, quantificada.

Notícias

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

25,047 signal articles · 246 in last 24h · 119,456 total before filter · latest 38m ago
246last 24h
1514last 7d
252● bullish (7d)
158● bearish (7d)
205publishers
AllMacro290Earnings593M&A107Regulatory20Product13Analyst21
✕ clear all filtersticker: CEGSentiment:bullishneutralbearishshow all (incl. clickbait)
KKR Makes $9 Billion Takeover Bid for Natural-Gas and Electricity Distributor
The Wall Street Journal1d agoneutral
KKR Makes $9 Billion Takeover Bid for Natural-Gas and Electricity Distributor

Natural-gas and electricity distributor UGI recently received a roughly $9 billion takeover offer from KKR according to people familiar with the matter. The private-equity firm offered to buy UGI for $42.50 a share, the people said. It couldn’t be learned if UGI will be receptive and there are no guarantees of a sale to KKR or any other buyer, the people said.

Red-Hot Power Stocks Are Losing Steam
The Wall Street Journal7d agoneutral
Red-Hot Power Stocks Are Losing Steam

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

Constellation Energy (CEG) Beat Earnings And Lifted Guidance, Is It Still 26% Undervalued?
Simply Wall St.12d agobullish
Constellation Energy (CEG) Beat Earnings And Lifted Guidance, Is It Still 26% Undervalued?

Constellation Energy (CEG) is back in focus after reporting second quarter 2026 results, with sales of US$7,504 million and net income of US$513 million, along with an updated full year earnings outlook. See our latest analysis for Constellation Energy. Against that earnings beat, Constellation Energy’s share price has climbed 8.92% over the past month but is still down 28.71% on a year to date share price return basis, while the 3 year total shareholder return of 152.05% reflects how strong...

China Shock Just Came for Your Portfolio
The Wall Street Journal21d agoneutral
China Shock Just Came for Your Portfolio

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

Bloomberg36d agoneutral
Major US Power Sale to Show Depth of Eastern Grid’s Tight Supply

(Bloomberg) -- The biggest US grid operator is about to learn how tight power supplies may get in coming years as the data-center boom sparks unprecedented electricity demand growth.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All the Way to Wall

Another AI power darling just hit a 52-week low
TheStreet43d agoneutral
Another AI power darling just hit a 52-week low

The AI power trade had plenty of winners over the past two years, and Constellation Energy was one of the biggest. However, that changed this month. On July 1, 2026, Constellation Energy (CEG) fell nearly 5% to a fresh 52-week low of $228.63. That is the stock's steepest single-day drop ...

Bloomberg53d agoneutral
AI’s Energy Crunch Has Investors Searching for Next IPO Winners

(Bloomberg) -- The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet. Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads and MacsAn Analyst’s Missed Rema

Investing.com62d agobullish
Goldman starts Talen at buy, sees PJM power tightness boosting earnings

Investing.com -- Goldman Sachs initiated coverage of two major U.S. independent power producers, arguing that tightening electricity supply and surging demand from data centers in the PJM power market will support higher power prices and earnings growth through the end of the decade.

Bloomberg76d agoneutral
AI Power Boom Revives Natural Gas as Infrastructure Bet

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than