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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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Here Are Monday’s Top Wall Street Analyst Research Calls: Best Buy, Circle Internet, Corning, Eaton Corporation, eBay, Ingersoll-Rand, NXP Semiconductors, Starbucks, and More
24/7 Wall St.10d agobullish
Here Are Monday’s Top Wall Street Analyst Research Calls: Best Buy, Circle Internet, Corning, Eaton Corporation, eBay, Ingersoll-Rand, NXP Semiconductors, Starbucks, and More

Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor darling. Find out which stocks just got slapped with new downgrades and which ones earned fresh upgrades.

The AI Memory Boom Just Got a Reality Check—And a Better Entry Point
Barrons.com12d agoneutral
The AI Memory Boom Just Got a Reality Check—And a Better Entry Point

The memory craze paused in July—and investors got a much-needed reality check. American memory suppliers Sandisk and Micron Technology fell 47% and 29% for the period, respectively. Sandisk notched its worst monthly performance since spinning off from Western Digital in February 2025, while Micron capped off its worst month since 2015.

Citi Says Investor Positioning Remains Resilient Despite Signs of Weakening Beneath the Surface
InvestorsHub12d agoneutral
Citi Says Investor Positioning Remains Resilient Despite Signs of Weakening Beneath the Surface

Global investor positioning continues to reflect a generally positive outlook, although underlying strength is becoming increasingly concentrated in a smaller number of markets and sectors, according to Citi strategists. The bank said recent market activity suggests investors remain constructive overall, but divergences across regions and asset classes indicate that risks are beginning to build beneath the surface.