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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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More Citi shareholders vote 'no' on say-on-pay
American Banker85d agoneutral
More Citi shareholders vote 'no' on say-on-pay

Support for Citi's annual say-on-pay resolution fell steeply, with about 60% of shareholders voting in favor of the bank's 2025 executive-compensation program. The decline is likely related to a one-time equity award to CEO Jane Fraser and concerns about how the bank determines incentive pay.

Amazon Price Target Nudged to $312 at Wells Fargo: The AWS Cloud Monetization Story Just Got Bigger
24/7 Wall St.85d agoneutral
Amazon Price Target Nudged to $312 at Wells Fargo: The AWS Cloud Monetization Story Just Got Bigger

Wells Fargo trimmed its price target on Amazon (NASDAQ:AMZN) to $312 from $313 while maintaining an Overweight rating. The firm’s reinforced conviction is that AWS sits at the center of the cloud compute monetization story now driving Wall Street’s biggest re-rating debate. For watchful investors, the call frames Amazon stock as a core AI infrastructure ... Amazon Price Target Nudged to $312 at Wells Fargo: The AWS Cloud Monetization Story Just Got Bigger

Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum
24/7 Wall St.85d agoneutral
Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum

Wells Fargo delivered one of the most aggressive price target revisions on a major AI semiconductor name this quarter. The firm raised its price target on Marvell Technology (NASDAQ:MRVL) to $195 from $135 and reiterated an Overweight rating, anchoring the call on AWS Trainium deployment and broadening custom silicon momentum. The price target raise lands ... Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum

Bloomberg85d agoneutral
Lowe’s Keeps Outlook as AI Efficiencies Temper Higher Fuel Costs

(Bloomberg) -- Lowe’s Cos. reported sales growth in the first quarter that just missed estimates, yet kept its full-year outlook unchanged in the face of higher transportation costs, in part due to productivity boosts from artificial intelligence.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Sell

Wells Fargo Settlement Fund Reshapes Legal Overhang And Mortgage Growth Story
Simply Wall St.85d agoneutral
Wells Fargo Settlement Fund Reshapes Legal Overhang And Mortgage Growth Story

Wells Fargo (NYSE:WFC) has agreed to settle a discrimination lawsuit by creating a $100 million mortgage assistance fund. The fund will focus on low and moderate income borrowers across more than 50 U.S. regions. The program is scheduled to launch by the end of the summer as part of the court approved settlement. For investors watching NYSE:WFC, the settlement and new fund come as the stock trades around $74.55, with a return of 95.0% over 3 years and 82.4% over 5 years. Over shorter...

The Fed’s 2026 Cutting Path Will Make or Break PFFA’s 9.5% Yield
24/7 Wall St.86d agoneutral
The Fed’s 2026 Cutting Path Will Make or Break PFFA’s 9.5% Yield

The Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA) sits at $21.62 heading into the back half of 2026, paying a 9.5% yield that has drawn income investors looking for something between bond coupons and common stock dividends. PFFA raised its monthly payout to $0.1725 per share for 2026, up from $0.17 in 2025, extending a ... The Fed’s 2026 Cutting Path Will Make or Break PFFA’s 9.5% Yield

3 Out-of-Favor Stocks We Keep Off Our Radar
StockStory86d agoneutral
3 Out-of-Favor Stocks We Keep Off Our Radar

The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives.

Wells Fargo settles lawsuit alleging hiring, lending discrimination
American Banker87d agobearish
Wells Fargo settles lawsuit alleging hiring, lending discrimination

The $110 million settlement, which was mapped out last fall, requires Wells Fargo to establish a $100 million fund to provide downpayment and closing-cost assistance to eligible borrowers who live in or plan to buy a home in certain low- and moderate-income census tracts.

US Homebuilder Sentiment Rebounds Despite Affordability Problems
Bloomberg87d agoneutral
US Homebuilder Sentiment Rebounds Despite Affordability Problems

(Bloomberg) -- US homebuilder sentiment rebounded in May but remained low overall as affordability concerns continued to weigh on the outlook during the spring selling season.Most Read from BloombergStocks Fall, Oil Rises on Doubts Over US-Iran Deal: Markets WrapUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpBillionaire Rinehart Bets $100 Million on US Defense StocksWinners and Losers From Trump and Xi’s Beijing Summit TalksIranian Media Said US Offered Interim Waiver on Oil Sanct

US homebuilder sentiment rebounds despite affordability problems
Bloomberg87d agoneutral
US homebuilder sentiment rebounds despite affordability problems

(Bloomberg) -- US homebuilder sentiment rebounded in May but remained low overall as affordability concerns continued to weigh on the outlook during the spring selling season.Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpBillionaire Rinehart Bets $100 Million on US Defense StocksStocks Halt Slide as Oil Declines on US-Iran Hopes: Markets WrapWinners and Losers From Trump and Xi's Beijing Summit TalksUS, Iran Stall on Hormuz Reopening as Oil Supplies Tighte

How The Keurig Dr Pepper (KDP) Investment Story Is Shifting With Mixed Analyst Targets
Simply Wall St.88d agoneutral
How The Keurig Dr Pepper (KDP) Investment Story Is Shifting With Mixed Analyst Targets

Recent research on Keurig Dr Pepper has pushed price targets in both directions, with bullish analysts nudging targets higher by US$1 to US$5 and some bearish firms cutting theirs by US$3 to US$6. This tug of war, including moves into the low to mid US$30s and one target at US$40 alongside reductions from banks such as JPMorgan and Deutsche Bank, gives you a real time snapshot of how professionals are recalibrating their views on execution and valuation. Read on to see how to track and...

How The Story On Smith Douglas Homes (SDHC) Is Shifting After Mixed Analyst Resets
Simply Wall St.89d agoneutral
How The Story On Smith Douglas Homes (SDHC) Is Shifting After Mixed Analyst Resets

Smith Douglas Homes is back in focus as several firms reset their price targets into the low to mid teens, including one cut from US$19 to US$12, even as one fair value estimate holds steady at US$13.13 per share. These shifts are being linked to mixed analyst commentary, with some pointing to solid Q4 earnings and steady guidance, while others flag softer orders, lower deliveries, and pricing pressure. In the sections that follow, you will see how these competing views are shaping the...

Wells Fargo (WFC)  Stock Expected To Stay Under Pressure In The Short Term
Insider Monkey90d agoneutral
Wells Fargo (WFC) Stock Expected To Stay Under Pressure In The Short Term

Wells Fargo & Company (NYSE:WFC) is one of the Best 52-Week Low Stocks to Buy According to Hedge Funds. On Apr 30, JPMorgan analyst Vivek Juneja reiterated his Hold rating on Wells Fargo & Company (NYSE:WFC) stock. Interestingly, he also lowered his price target on the stock, bringing it down to $86.5 from $91. The […]

Wells Fargo sees writing on the wall about the next Fed rate cut
TheStreet90d agoneutral
Wells Fargo sees writing on the wall about the next Fed rate cut

Wells Fargo made a significant call on interest rates six weeks ago. On May 13, its economists made a different one. And the reasoning behind the reversal says something important about how this bank reads the current inflation environment. The disagreement between Wells Fargo and two other major ...

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected
24/7 Wall St.91d agoneutral
Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating. The driver is a new “pluggable gigawatt-driven” framework that ties AI silicon demand to physical data center power capacity, implying AI semiconductor revenue is ... Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

A Look At Wells Fargo (WFC) Valuation After Analyst Upgrade And Strong Q1 2026 Results
Simply Wall St.91d agobullish
A Look At Wells Fargo (WFC) Valuation After Analyst Upgrade And Strong Q1 2026 Results

Wells Fargo (WFC) has moved back into focus after Phillip Securities upgraded the stock to Buy following Q1 2026 results that showed 15% diluted EPS growth and 11% loan growth. See our latest analysis for Wells Fargo. The upgrade comes after a sharp swing in sentiment, with the stock down 22.76% year to date on a share price basis and 15.13% over 30 days, even though the 3 year total shareholder return of 95.86% and 5 year total shareholder return of 79.64% remain strong. This suggests that...