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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.

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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

Companies Plow Tariff Refunds Into Price Cuts, Appealing to Stretched Consumers
The Wall Street Journal4d agobearish
Companies Plow Tariff Refunds Into Price Cuts, Appealing to Stretched Consumers

Beauty, Walmart and Tractor Supply are funding price cuts with refund payments due to them after the Supreme Court earlier this year struck down President Trump’s global tariffs. The price cuts are aimed at boosting sales at a time when many consumers are looking for value, stretched thin from years of rising costs. Tariff refunds are also helping companies protect their profit margins amid a spike in inflation.

World shares are mixed and oil prices surge after US strike on Iranian rocket launchers
Associated Press4d agobearish
World shares are mixed and oil prices surge after US strike on Iranian rocket launchers

Shares were mixed in Europe and Asia and U.S. futures declined Monday on expectations that the U.S. Federal Reserve may raise interest rates soon. Oil prices surged more than 3% after U.S. forces struck Iranian rocket launchers on the Strait of Hormuz, marking their first military action in a month. U.S. benchmark crude oil was trading 3.8% higher at $86.58 per barrel.

Is Netflix Stock Underperforming the S&P 500?
Barchart5d agobearish
Is Netflix Stock Underperforming the S&P 500?

Netflix has significantly underperformed the broader S&P 500 over the past year, but analysts remain steadily optimistic about the stock’s long-term prospects, suggesting the recent recovery could offer patient investors further upside.

QuantumScape (QS) Stock Trades At A Premium On Book Value Despite A 75% Fall
Simply Wall St.5d agobearish
QuantumScape (QS) Stock Trades At A Premium On Book Value Despite A 75% Fall

QuantumScape stock has seen a steep value reset over the past few years, while broad valuation checks still suggest the shares are not in obvious value territory. For investors, the current pricing raises questions about how much future potential is already reflected in the market value. The share price has fallen about 75.0% over the past 5 years, which points to a significant reassessment of QuantumScape’s long term equity story. Future progress in moving its solid state battery technology...