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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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A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off
24/7 Wall St.51d agoneutral
A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

David Bahnsen, Chief Investment Officer at The Bahnsen Group, went on CNBC this morning and did something most guests on financial television will not do when the subject is Elon Musk. He used the word “bubblicious” about a stock he owns. The stock is SpaceX (NASDAQ:SPCX), which IPO’d on June 12, 2026 and currently carries ... A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

Comcast Plots Breakup to Take on ‘Big Three’ Telecoms
Barrons.com51d agoneutral
Comcast Plots Breakup to Take on ‘Big Three’ Telecoms

In its latest structural shake-up, Comcast intends to split into two companies through a tax-free spinoff of NBCUniversal and Sky in roughly a year’s time. Under the plan announced Monday, one company will house cable and technology operations while the other holds the NBCUniversal and Sky media businesses. Comcast expects to retain up to a 19.9% stake in the newly formed media entity for a year following the split.

Alphabet Just Joined the Dow, Right in the Middle of Its Worst Month in Over a Year
24/7 Wall St.51d agoneutral
Alphabet Just Joined the Dow, Right in the Middle of Its Worst Month in Over a Year

The Dow Jones Industrial Average added Alphabet today, and the timing is the joke. Alphabet (NASDAQ:GOOGL) replaces Verizon (NYSE:VZ) in the 30-stock benchmark on the same day the stock is staggering toward its worst month since February of last year, with the quarter and the month ending tomorrow. CNBC’s MacKenzie Sigalos framed the moment plainly ... Alphabet Just Joined the Dow, Right in the Middle of Its Worst Month in Over a Year

Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.51d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

Investing.com51d agobearish
Verizon falls 7%, AT&T hits 52-week low as SpaceX and cable rivals converge

Investing.com -- Verizon Communications Inc (NYSE:VZ) is trading 7.6% lower at $43.02 and AT&T Inc (NYSE:T) has touched its 52-week low of $21.29, sliding 5.8% to $21.41, as three separate competitive threats collided on Monday to rattle investor confidence in legacy US telecom carriers. T-Mobile US Inc (NASDAQ:TMUS) is also under significant pressure, trading down 6% at $171.78 and testing its 52-week low of $169.00, making it the worst performer among the three carriers on a one-year basis wit

Alphabet debuts in Dow Jones Industrial Average as index tilts toward tech
Reuters51d agoneutral
Alphabet debuts in Dow Jones Industrial Average as index tilts toward tech

Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones ‌Industrial Average, replacing Verizon Communications, and immediately ranking among its ‌most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts ​to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.

66 With $1.3 Million. Here Are 3 Hidden Gems to Target
24/7 Wall St.51d agoneutral
66 With $1.3 Million. Here Are 3 Hidden Gems to Target

At 66 with $1.3 million, the math is straightforward. A 5% blended yield throws off roughly $65,000 a year before Social Security. The cash flow underneath these three blue chips is what matters most for a retiree. I dug into each dividend to see which ones a 66-year-old can actually rely on. Bristol Myers Squibb: ... 66 With $1.3 Million. Here Are 3 Hidden Gems to Target

Why Comcast is spinning off NBCUniversal
Yahoo Finance Video51d agoneutralVIDEO
Why Comcast is spinning off NBCUniversal

Julie Hyman and guests Monetary Matters Network Co-Founder Jack Farley, and AInvest Managing Editor Adam Shapiro, break down Comcast (CMCSA) latest move to spin off NBCUniversal and what it could mean for the company's future, shareholders, and the broader media landscape.

MediaPost51d agoneutral
Google Parent Alphabet Joins The Dow

The move validates that advertising and AI are considered foundational to businesses. Google's focus is on AI and it is expected to give the Dow more exposure to companies focused in the technology.

Alphabet Joins the Dow Today. Surging AI Demand Is Pushing Shares Higher.
Barrons.com51d agobullish
Alphabet Joins the Dow Today. Surging AI Demand Is Pushing Shares Higher.

The Google-parent is replacing Verizon Communications in the 30-stock Dow index from Monday’s session, in a move announced last week. Because the Dow is a price-weighted index—meaning stock price rather than market capitalization determine the weighting of each company—few funds choose to replicate its composition. Alphabet’s move comes amid a broader rebound for the Magnificent Seven group of stocks on Monday.

Google Will Punch Below Its Weight in the Dow
The Wall Street Journal51d agoneutral
Google Will Punch Below Its Weight in the Dow

Alphabet joins the Dow today, replacing Verizon Communications. Its addition will give the index more AI exposure... though its methodology means it won’t be as great as you might think. We broke it down in charts.

Bloomberg52d agoneutral
Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000

(Bloomberg) -- Microsoft Corp. shares are heading for their worst month since the dot-com era as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt