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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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Palo Alto Networks beats Q4 earnings on AI security demand
Proactive1d agobullish
Palo Alto Networks beats Q4 earnings on AI security demand

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...

Dell (NYSE:DELL) Reports Bullish Q2 CY2026, Stock Soars
StockStory1d agobullish
Dell (NYSE:DELL) Reports Bullish Q2 CY2026, Stock Soars

Computer hardware and IT solutions company Dell (NYSE:DELL) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 57.7% year on year to $46.97 billion. The company’s full-year revenue guidance of $192 billion came in 10.8% above analysts’ estimates. Its non-GAAP profit of $7.04 per share was 43.1% above analysts’ consensus estimates.

Sandisk (SNDK) Joins The Strong Buy List, Is The Upside Already Priced In?
Simply Wall St.1d agobullish
Sandisk (SNDK) Joins The Strong Buy List, Is The Upside Already Priced In?

Sandisk (SNDK) has been added to the Zacks Rank #1 Strong Buy list after analysts raised their consensus earnings estimate for the current year over the past two months. That change in estimates has drawn fresh attention to the stock. Sandisk's share price has surged over the past year, with a year to date share price return of 469.21% and a 1 month share price return of 28.96%. The 1 year total shareholder return of about 29x reflects how strongly investors have reacted to its AI driven...

Why Software ETFs Are Suddenly Beating Semiconductors — and How the Top Funds Compare
etf.com1d agobullish
Why Software ETFs Are Suddenly Beating Semiconductors — and How the Top Funds Compare

<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>

Billionaires Were Buying These Two Nancy Pelosi AI Stocks
Insider Monkey1d agobullish
Billionaires Were Buying These Two Nancy Pelosi AI Stocks

Latest filings of Nancy Pelosi show the politician’s spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE). In July, he bought 10,000 shares and 100 call options, each disclosed in the $1 million to $5 million range. A few days later, he bought another 5,000 shares and 100 more call options, each in […]

Oil Price Rally Helps Energy Stocks, Hurts Airlines
The Wall Street Journal1d agobullish
Oil Price Rally Helps Energy Stocks, Hurts Airlines

The 5% jump in U.S. crude oil prices today is having some of the familiar effects we've seen in recent months across the market when tensions build in the Middle East. Winners largely are coming from the energy sector, which is the best performing group in the S&P 500 today.