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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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Goldman Sachs projects staggering SpaceX growth by 2030
TheStreet57d agoneutral
Goldman Sachs projects staggering SpaceX growth by 2030

Goldman Sachs wants investors to view SpaceX, which went public on June 12, as both a rocket company and an AI infrastructure business that could become Earth's largest within five years. The bank, which served as the lead underwriter for the initial public offering, has laid out revenue ...

Bloomberg57d agoneutral
Europe’s Stocks Are Back in the Lead as Stagflation Risks Ease

(Bloomberg) -- The prospect of peace in the Middle East is setting up European stocks for a standout second half, as investors bet on stronger economic growth and easing inflation.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranUS-Iran Nuclear Talks Stall Over Lebanon Before They BeginUS Tells ASML It’s Concerned China May Have Top Chip ToolIran Floats ‘Insurance Fees’ and Asserts Control Over HormuzDOJ Rejects Judge Request to Certify $1.8 Billion Fund NixedAft

Intuitive Machines (LUNR) Stock Price Faces A Valuation Test After SpaceX Rotation
Simply Wall St.57d agoneutral
Intuitive Machines (LUNR) Stock Price Faces A Valuation Test After SpaceX Rotation

Intuitive Machines (LUNR) is in focus after investors rotated toward newly public SpaceX, coinciding with concerns about a planned US$500 million at-the-market equity program and rising short interest, even as fresh lunar reconnaissance contracts emerged. See our latest analysis for Intuitive Machines. At a latest share price of US$22.85, Intuitive Machines has seen short term share price pressure, with a 30 day share price return down 32.14% and 7 day share price return down 14.16%. Its 1...

Jim Cramer delivers unmistakable verdict on SpaceX price action
TheStreet57d agoneutral
Jim Cramer delivers unmistakable verdict on SpaceX price action

I covered the SpaceX short thesis when veteran hedge fund manager Doug Kass said he planned to bet against it, just days after the Initial Public Offering (IPO). At the time, the stock was riding the kind of retail euphoria that makes fundamental analysis feel almost irrelevant. Then Jim Cramer ...

Does Intuitive Machines (LUNR) Equity Overhang Undercut Its Push Toward Recurring Lunar Infrastructure Revenue?
Simply Wall St.57d agoneutral
Does Intuitive Machines (LUNR) Equity Overhang Undercut Its Push Toward Recurring Lunar Infrastructure Revenue?

In recent days, Intuitive Machines has faced investor rotation toward newly public competitor SpaceX and lingering concern over its previously announced US$500.0 million at-the-market equity offering program, while short interest has risen and options activity has skewed toward calls. At the same time, the company secured two three-year prime lunar reconnaissance contracts worth a combined US$20.0 million, highlighting its effort to build recurring lunar data and infrastructure services...

Cathie Wood dumps nearly $60 million in popular growth stocks
TheStreet58d agoneutral
Cathie Wood dumps nearly $60 million in popular growth stocks

On June 18, Cathie Wood’s ARK Invest showed off a notable rotation following a superb run in two of the most popular high-growth stocks. Investors had been rewarding Robinhood (HOOD) for its cost-cutting plan and Roku (ROKU) for its takeover-driven rally, but ARK moved in the opposite direction. ...

Benzinga58d agoneutral
Elizabeth Warren Says Every 4-Year-Old In America Could Get Health Care If Elon Musk Did This

Sen. Elizabeth Warren (D-Mass.) on Wednesday reaffirmed calls to levy a tax on the richest members of society, including Tesla Inc. and Space Exploration Technologies Corp. CEO Elon Musk. Elizabeth Warren Touts Children Gaining Access To Healthcare In a post on X, Warren said the wealth tax could provide children with access to healthcare. “If Elon Musk paid my ultra-millionaire wealth tax, we could pay for child care for all three and four year olds in America,” she said in her post. If Elon Mu

SpaceX stock joins AI bond frenzy
TheStreet58d agoneutral
SpaceX stock joins AI bond frenzy

Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...

Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget’ on AI
24/7 Wall St.58d agoneutral
Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget’ on AI

At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said hyperscalers are expected to spend roughly $3 trillion in cumulative capital expenditures over the next three years, a figure he framed as “2 ... Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget’ on AI

Famous Wall Street Tech Analyst Names Meta and Amazon the Best Magnificent 7 Stock Buys Today
24/7 Wall St.58d agobullish
Famous Wall Street Tech Analyst Names Meta and Amazon the Best Magnificent 7 Stock Buys Today

Evercore ISI’s head of internet research Mark Mahaney has a contrarian message for investors who’ve watched the Magnificent 7 lag the broader market. On CNBC’s “Closing Bell Overtime” on June 18, 2026, with host Liz Young and co-host Mike Santoli, Mahaney named Meta Platforms (NASDAQ:META) and Amazon (NASDAQ:AMZN) his top buys inside the group, arguing ... Famous Wall Street Tech Analyst Names Meta and Amazon the Best Magnificent 7 Stock Buys Today