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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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PG&E Falls on Liability Bill; Nvidia Rises on Chip Investment | Stock Movers
Bloomberg4d agobearishVIDEO
PG&E Falls on Liability Bill; Nvidia Rises on Chip Investment | Stock Movers

On this episode of Stock Movers: - PG&E (PGE) are extending their downward move as California legislators introduced a bill that would update the state's wildfire response without shifting liability away from publicly traded utilities. At least three research firms, including BMO Capital Markets and Wells Fargo, downgraded the stock. - Chevron (CVX) and ExxonMobil (XOM) shares are rising along with the price of oil. Washington and Tehran exchanged strikes for the first time in about a month, with US Central Command targeting rocket launchers preparing to send mines into the Strait of Hormuz. In response, the Islamic Revolutionary Guard Corps said that it had attacked US air bases in Jordan. - Nvidia (NVDA) shares are rising after the leader in AI chips dropped 4.6% Friday. It's the only stock rising in the Mag 7 on Monday.

Affirm Drops 4% as Post-Earnings Rally Unwinds Despite 36% GMV Growth
24/7 Wall St.4d agobearish
Affirm Drops 4% as Post-Earnings Rally Unwinds Despite 36% GMV Growth

Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.

Investing.com4d agobearish
PG&E downgraded by Wells Fargo, BMO as California wildfire reform falls short

Investing.com -- PG&E Corp shares could face further pressure after Wells Fargo and BMO Capital Markets downgraded the utility following California lawmakers' failure to deliver meaningful reforms to the state's wildfire liability framework, leaving investors exposed to potentially open-ended costs from future fires.

Companies Are Paying for Price Cuts With Their Tariff Refunds
The Wall Street Journal4d agobearish
Companies Are Paying for Price Cuts With Their Tariff Refunds

In a turn of good fortune, tariff refunds are arriving for companies as they confront higher costs stemming from the war in Iran, WSJ Leadership Institute reporters Kristin Broughton and Jennifer Williams write. In a story published this morning, Kristin and Jennifer take a look at the retailers and consumer goods companies using their refunds to fund price cuts. Walmart CFO John David Rainey nodded to these pressures in an earnings call this month, discussing the retailer’s move to cut prices on 11,000 items, funded with its $2.9 billion refund.

Global Phone Shipments Drop, but Apple Positioned for Record iOS Market Share Gain
Benzinga4d agobearish
Global Phone Shipments Drop, but Apple Positioned for Record iOS Market Share Gain

Apple Inc. (NASDAQ:AAPL) remains in focus as its resilient U.S. smartphone position contrasts with growing pressure across the global handset market from rising memory costs. Apple shares edged lower in Monday premarket trading, slipping less than 0.5%. Nasdaq futures rose 0.02%, while S&P 500 futures fell 0.11%. Apple Holds US Smartphone Share Apple maintained its U.S. smartphone shipment share year over year in the second quarter of 2026, even as volumes eased following the iPhone 17e launch i