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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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Dow Falls 200 Points. Nasdaq Down 1.4%.
Barrons.com37d agobearish
Dow Falls 200 Points. Nasdaq Down 1.4%.

The Dow is down 200 points, or 0.4%, following the Nasdaq and S&P 500 deeper into the red. Caterpillar stock was the worst-performing Dow component, down 5.6%. The construction equipment company, which has become an AI infrastructure play, dropped after announcing its acquisition of mining solutions company, Skycatch.

Caterpillar Stock Falls on New Mining Deal
Barrons.com37d agobearish
Caterpillar Stock Falls on New Mining Deal

Caterpillar stock is down 5.4% on its latest acquisition, dragging the Dow lower. The stock, which has emerged as an unexpected AI play amid the infrastructure buildout, was the worst performer in the blue-chip index.

Will Someone Finally Blink in the AI Spending War?
The Wall Street Journal37d agoneutral
Will Someone Finally Blink in the AI Spending War?

Big tech reining in its AI spending may be a tantalizing prospect for some. Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft Amazon com and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath
24/7 Wall St.37d agoneutral
MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath

Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ... MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath

The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.37d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Truist Remains Bullish on Caterpillar Inc. (CAT)
Insider Monkey37d agoneutral
Truist Remains Bullish on Caterpillar Inc. (CAT)

Caterpillar Inc. (NYSE:CAT) is one of the best stocks on the rise to invest in. Truist lifted the price target on Caterpillar Inc. (NYSE:CAT) to $1,218 from $1,043 on July 2 and maintained a Buy rating on the shares. The firm adjusted estimates and price targets in the machinery, infrastructure services, and multi-industry group as part […]

Michael Burry’s New Shorts Are Going Really Well—Is It Too Late to Follow His Lead?
24/7 Wall St.38d agoneutral
Michael Burry’s New Shorts Are Going Really Well—Is It Too Late to Follow His Lead?

Michael Burry of The Big Short fame has been making quite a few bearish bets across many of the pricier-looking names fitting the AI theme. While it’s too soon to tell whether or not there’s a bubble brewing in AI, I do think that it’s hard not to think that some of the more overheated ... Michael Burry’s New Shorts Are Going Really Well—Is It Too Late to Follow His Lead?

Caterpillar (CAT) Launches $100 Million Texas Workforce Push For Advanced Manufacturing
Simply Wall St.38d agoneutral
Caterpillar (CAT) Launches $100 Million Texas Workforce Push For Advanced Manufacturing

Caterpillar launched a five year, $100 million Building the Future Workforce Initiative in Texas focused on advanced manufacturing and industry technician roles. The program is designed to expand training, education, and talent pipelines in key Texan communities where Caterpillar operates. This workforce investment adds a fresh dimension to recent conversations about NYSE:CAT that have centered on index inclusion, valuation, and sentiment. Caterpillar, traded as NYSE:CAT, is putting...

3 AI Data Center Power Stocks to Buy in July
24/7 Wall St.40d agobullish
3 AI Data Center Power Stocks to Buy in July

Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027. That capital buys far more than GPUs: the switchgear, transformers, gas turbines, and prime-power gensets that turn electrons into trained models. The Department of Energy already projects data centers will ... 3 AI Data Center Power Stocks to Buy in July

Is Caterpillar (CAT) a Buy as Wall Street Analysts Look Optimistic?
Zacks41d agobullish
Is Caterpillar (CAT) a Buy as Wall Street Analysts Look Optimistic?

Based on the average brokerage recommendation (ABR), Caterpillar (CAT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?