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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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Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?
Simply Wall St.45d agoneutral
Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?

Cisco Systems (CSCO) is back in focus after the company raised its fiscal 2026 revenue and earnings outlook, outlined a restructuring toward silicon, optics, security and AI, and deepened its AI partnership with Rafay Systems. See our latest analysis for Cisco Systems. At a share price of $113.98, Cisco Systems has eased in the short term, with a 7 day share price return of 3.16% and a 30 day share price return of 6.30%. However, the 90 day share price return of 41.27% and 1 year total...

Value Investing’s Comeback Is Just a Quirk (for Now)
The Wall Street Journal45d agoneutral
Value Investing’s Comeback Is Just a Quirk (for Now)

MARKETS AM NEWSLETTER Blowout results from Korean chip maker Samsung fell flat as investors got cold feet about sky-high prices for memory stocks. Tech stocks look set to open lower on the very day that SpaceX will appear in the most popular vehicle U.

Barclays Raises its Price Target on Equinix (EQIX)
Insider Monkey46d agoneutral
Barclays Raises its Price Target on Equinix (EQIX)

Equinix, Inc. (NASDAQ:EQIX) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 1, 2026, Barclays raised its price target on Equinix, Inc. (NASDAQ:EQIX) to $1,130 from $1,109 and kept an Equal Weight rating. Barclays raised targets across the communications infrastructure real estate investment trust group, citing higher growth […]

Stifel Backs Equinix (EQIX) as AI Infrastructure Demand Drives Data Center Growth
Insider Monkey48d agoneutral
Stifel Backs Equinix (EQIX) as AI Infrastructure Demand Drives Data Center Growth

Equinix Inc. (NASDAQ:EQIX) ranks among the best real estate and realty stocks to invest in according to hedge funds. Following meetings at the Nareit REITweek conference, Stifel reiterated its Buy rating and $1,250 price target for Equinix Inc. (NASDAQ:EQIX) on June 4. The firm stated it is still optimistic about Equinix’s capacity to profit from […]

3 Growth Stocks We Steer Clear Of
StockStory49d agoneutral
3 Growth Stocks We Steer Clear Of

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Cybersecurity Spending Just Crossed $300 Billion and These 3 ETFs Are the Cleanest Plays on the AI Era Attack Surface
24/7 Wall St.49d agoneutral
Cybersecurity Spending Just Crossed $300 Billion and These 3 ETFs Are the Cleanest Plays on the AI Era Attack Surface

Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract. AI agents now outnumber human identities within enterprises by roughly 109 to 1; Fortinet’s threat report logged a 389% year-over-year jump in ransomware victims; and Check Point measured a 51-point gap between corporate AI adoption and security ... Cybersecurity Spending Just Crossed $300 Billion and These 3 ETFs Are the Cleanest Plays on the AI Era Attack Surface

Cisco (CSCO) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings
Simply Wall St.49d agoneutral
Cisco (CSCO) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings

Cisco Systems stock has delivered a strong 142.4% return over the past 5 years, yet the latest valuation work suggests the price now sits at a premium to its intrinsic value estimate, while market multiples look roughly in line with peers. A 142.4% gain over 5 years signals that long term holders have already enjoyed substantial returns, so fresh buyers are stepping in at a very different entry point. Growing expectations around Cisco’s role in AI driven networking and cloud managed...

Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
24/7 Wall St.50d agobullish
Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target

Cisco Systems (NASDAQ:CSCO) has quietly become one of the most compelling AI infrastructure plays in the market, even as retail chatter has turned sour. The company just posted record quarterly revenue of $15.8 billion, raised full-year guidance, and told investors it now expects to book $9 billion in AI infrastructure orders from hyperscalers in FY26. ... Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target