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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

24,992 signal articles · 253 in last 24h · 119,190 total before filter · latest 48m ago
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Bloomberg14d agoneutral
US Ban on Chinese Optical Parts Hurts Hyperscalers, Report Says

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Is Nokia Oyj (HLSE:NOKIA) Undervalued As Strong Q2 Results And Q3 Growth Guidance Land?
Simply Wall St.15d agoneutral
Is Nokia Oyj (HLSE:NOKIA) Undervalued As Strong Q2 Results And Q3 Growth Guidance Land?

Nokia Oyj (HLSE:NOKIA) stock is back in focus after the company reported second quarter 2026 results and issued third quarter guidance that assumes a 3% to 7% quarter on quarter rise in net sales. See our latest analysis for Nokia Oyj. At a share price of €8.10, Nokia Oyj has seen the 30 day share price return fall 27.48% and the 90 day share price return fall 28.60%. However, the year to date share price return is 46.63% and the 1 year total shareholder return is 134.96%, which suggests that...

Why Nokia (HLSE:NOKIA) Is Down 7.1% After AI-RAN Launch and Restructuring-Hit Q2 Profitability – And What's Next
Simply Wall St.26d agobearish
Why Nokia (HLSE:NOKIA) Is Down 7.1% After AI-RAN Launch and Restructuring-Hit Q2 Profitability – And What's Next

Nokia Oyj’s second-quarter 2026 results showed sales rising to €4,815 million from €4,443 million a year earlier, while net income slipped to €2 million from €90 million as restructuring and other charges weighed on profitability. At the same time, Nokia accelerated its push into AI-native networks with the launch of its commercial AI-RAN platform and €2.8 billion in AI-related order intake, underlining a shift toward higher-value cloud and AI infrastructure despite near-term margin...

Nokia (HLSE:NOKIA) Stock May Be 24% Undervalued On AI Powered 5G Expansion
Simply Wall St.26d agoneutral
Nokia (HLSE:NOKIA) Stock May Be 24% Undervalued On AI Powered 5G Expansion

Nokia Oyj has delivered a strong 165.2% return over the past three years, yet its current valuation signals are mixed, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model suggesting the stock trades at a 24.3% discount while market based multiples look closer to fair. Over three years, Nokia Oyj is up 165.2%, which puts recent share price weakness into the context of a longer upswing that investors will want to test against current value. Growth expectations around...

Bloomberg26d agobullish
Profits Are Beating a High Bar and Traders Still Aren’t Enthused

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo