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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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Coca-Cola vs Exxon: Which Blue Chip Won the Decade?
24/7 Wall St.35d agoneutral
Coca-Cola vs Exxon: Which Blue Chip Won the Decade?

One blue chip quietly compounded dividends for 64 straight years while the other got kicked out of the Dow during a historic crash. A thousand dollars placed in each tells a surprisingly complicated story about which path actually paid off.

Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.
24/7 Wall St.35d agoneutral
Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

Picture a 73-year-old retiree who watched his IRA swell through 2025 and into this year. The S&P 500 is up about 9% year to date through July 6, and it has gained approximately 20.5% over the past year. He’s comfortable. Then, in early July, Bank of America (NYSE:BAC) warned the market could suffer a “snapback” ... Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

JEPI vs. JEPQ: Which Is the Better Buy in July?
24/7 Wall St.36d agobullish
JEPI vs. JEPQ: Which Is the Better Buy in July?

The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) delivers the fatter distributions. In July 2026, that trade-off looks less balanced than usual, and the winner may not be the one ... JEPI vs. JEPQ: Which Is the Better Buy in July?

This Undervalued $40 Billion Company Is Ready To Soar
24/7 Wall St.36d agobullish
This Undervalued $40 Billion Company Is Ready To Soar

$40 billion. That is the market capitalization of Celestica (NYSE:CLS), a company that raised its revenue guidance from $17.0 billion to $19 billion recently (now trading right around 2-times sales). This move came alongside the company’s Q1 2026 report on April 27, 2026. Management now expects to add more than $6.5 billion in revenue this ... This Undervalued $40 Billion Company Is Ready To Soar

This $6.9 Billion ETF Delivers Consistent Dividends Without Eroding Share Price Like Covered Calls
24/7 Wall St.36d agoneutral
This $6.9 Billion ETF Delivers Consistent Dividends Without Eroding Share Price Like Covered Calls

The NEOS S&P 500 High Income ETF (CBOE:SPYI) has become one of the largest derivative-income funds in the U.S., paying monthly distributions that annualize to roughly 12% on a share price around $53. Income investors buy SPYI for S&P 500 exposure that writes them a check every month rather than one that only appreciates. The ... This $6.9 Billion ETF Delivers Consistent Dividends Without Eroding Share Price Like Covered Calls

The Nasdaq 100 Now Controls a Quarter of Every Growth ETF Dollar
24/7 Wall St.36d agoneutral
The Nasdaq 100 Now Controls a Quarter of Every Growth ETF Dollar

On a recent Animal Spirits podcast titled “Talk Your Book: How SpaceX Got Into the Nasdaq 100,” Invesco’s Paul Schroeder dropped a statistic that should stop any growth investor mid-scroll. The Nasdaq 100, which you probably know through Invesco QQQ Trust (NASDAQ:QQQ) and its cheaper sibling Invesco NASDAQ 100 ETF (NASDAQ:QQQM), now owns 27% of ... The Nasdaq 100 Now Controls a Quarter of Every Growth ETF Dollar

This Strategist Sees the S&P 500 Hitting 8,500, and One Thing Changed Her Mind
24/7 Wall St.36d agoneutral
This Strategist Sees the S&P 500 Hitting 8,500, and One Thing Changed Her Mind

Anastasia Amoroso, chief investment strategist at Partners Group, walked onto CNBC on July 7, 2026 with a target that would have sounded aggressive six months ago and now sounds almost consensus. The S&P 500 could reach roughly 8,500 on 2027 earnings, with 8,200 the more likely landing spot by the end of 2027. The index ... This Strategist Sees the S&P 500 Hitting 8,500, and One Thing Changed Her Mind

This $1,200 Stock Could Be the Next Massive Stock Split Opportunity
24/7 Wall St.36d agoneutral
This $1,200 Stock Could Be the Next Massive Stock Split Opportunity

The Number $8.662 billion. That is what Mounjaro alone generated for Eli Lilly (NYSE:LLY) in the first quarter of 2026, a single product, a single quarter, up 125% year over year. The figure was disclosed in Lilly’s Q1 2026 earnings release on April 30, 2026, an actual reported figure. This key growth driver is what ... This $1,200 Stock Could Be the Next Massive Stock Split Opportunity

John West: Perfect Market Timing Is Still a Losing Bet
etf.com36d agoneutral
John West: Perfect Market Timing Is Still a Losing Bet

<p>It’s easy for investors to get caught up in trying to time the perfect entry and exit point in markets. However, even with perfect clarity and timing, it’s a strategy that leaves them on the losing side in the long-term according to John West, Co-Founder of Flatrock Wealth Partners. </p>

Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity
24/7 Wall St.36d agoneutral
Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity

Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office that stood up quietly late last year with an initial budget of roughly $225 to $226 million, is slated to receive $54.6 billion ... Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity

Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up
24/7 Wall St.37d agoneutral
Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up

Ben Snider, Chief U.S. Equity Strategist at Goldman Sachs, went on CNBC to say something that should register with anyone who has been happily riding this market higher. The character of this market is shifting midyear, and the driver is a substantial increase in a substantial increase in leverage across investor types: retail margin debt, ... Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up

Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end
24/7 Wall St.37d agoneutral
Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end

Ed Yardeni is holding firm through the AI bubble debate. On Squawk Box, the veteran strategist and president of Yardeni Research argued that the current market rally rests on earnings, and he reiterated an aggressive S&P 500 target of 8250 by the end of 2026. The benchmark closed last week at 744.78 on the SPDR ... Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end

July Is the S&P 500's Best Month: These 5 Tech Stocks Beat the Market
Benzinga37d agobullish
July Is the S&P 500's Best Month: These 5 Tech Stocks Beat the Market

July has historically been the U.S. stock market’s best month. The S&P 500 — as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) — rose 2.56% on average over the past 20 years in July, the strongest average return of any month. The index finished July higher 80% of the time and has closed green in each of the past 11 Julys. • Apple stock is showing upward bias. Where are AAPL shares going? A subset of large-cap technology stocks has done even better. Data compiled on TradingView across the same