Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Advance Auto Parts stock plunged 25% today. Is Autozone stock next?
AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.
Moby summary of Futu Holdings Limited's Q2 2026 earnings call
Moby summary of ScanSource, Inc.'s Q4 2026 earnings call
A $50 billion semiconductor buildout is turning Boise workers into millionaires almost overnight, but the same forces reshaping personal fortunes are pushing Idaho's housing, utilities, and infrastructure to a breaking point.
AWS is Amazon's most important segment.
The reason for the pullback makes enough superficial sense. It's just not a permanent problem.
Nvidia's (NVDA) Blackwell Ultra offers upside to fiscal Q2 and Q3 prints, while next-generation VR20
Druckenmiller's investments aren't necessarily intended to be for the long term.
Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.
Coty will try to turn around its beauty business in fiscal 2027.
Buffett is widely considered the best investor of all time.
Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.
A mechanical yield screen is quietly outpacing the S&P 500 this year by excluding most of the AI complex before a single share is purchased, and the valuation gap it creates raises a question worth answering before the rotation reverses.
The bond market has been sending distress signals for months. With public debt surpassing $40 trillion and the 30-year Treasury yield touching levels last seen in 2007, Washington has had a buyer’s strike problem on its hands. Long-dated debt kept cheapening as investors demanded more compensation for holding it, and that selloff was starting to ... Scott Bessent’s Surprise Bond Buyback Sparks a Silver Rally. Is It Too Late to Buy In?
Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the market is already pricing in.
Barrick saw attributable adjusted EBITDA and earnings rise in the second quarter.
Seaport Therapeutics just went public with a prodrug platform that has attracted board members from two of the biggest neuroscience acquisitions in recent history. The question is whether the same giants who funded those deals are already circling for a third.
Advance Auto Parts stock cratered Thursday even as the company beat earnings estimates, leaving investors to question whether the headline numbers tell the real story about consumer demand and the health of the entire auto parts sector.
Amazon is rolling out drone delivery to hundreds of cities, promising packages in 30 minutes flat. But the FAA, noise complaints, privacy concerns, and a few inconvenient realities suggest the rollout may hit serious turbulence.
Tariff refunds couldn’t cover for comparable sales missing at 2.6%, and Target’s report the day before proved the excuse wasn’t going to fly
Micron Unveils $10 Billion AI Memory Research Push in the U.S.
On Aug. 15, 2026, Mark Cuban posted on X: “Chips as an asset class will be the new crypto.” That is the entire public statement. Cuban did not specify which chips, name an investment vehicle, offer a timeline, or follow up in any interview. The post drew over 1.2 million views within a day and ... Mark Cuban Makes Cryptic Prediction About “Chips As An Asset Class”
Wedbush sees only a limited near-term benefit.
SpaceX has a lot of work to do just to justify its current valuation.
SpaceX dominates the headlines and eats up investor attention, but a smaller rocket company keeps quietly racking up wins and landing contracts that suggest the space economy has room for more than one winner.