Q
QuantAbundanciaAbundância, quantificada.

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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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...

Altman-Musk Feud Escalates as OpenAI Cuts Off Cursor Access After SpaceX Merger
24/7 Wall St.6d agobearish
Altman-Musk Feud Escalates as OpenAI Cuts Off Cursor Access After SpaceX Merger

The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk’s exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences. On Friday, OpenAI cut off model access for Cursor after […]

Is Visa Stock Underperforming the Dow?
Barchart6d agobearish
Is Visa Stock Underperforming the Dow?

While Visa has underperformed relative to the Dow over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Has Novavax (NVAX) Fallen Far Enough To Look Cheap?
Simply Wall St.6d agobearish
Has Novavax (NVAX) Fallen Far Enough To Look Cheap?

Novavax stock has delivered a sharp 5 year decline alongside a recent rebound, and the broader valuation checks now point to a mixed picture rather than a clear bargain or clear overvaluation at the current price. The share price return over 5 years is down 96.3%, which signals that long term holders have absorbed very heavy losses despite the recent bounce. Future demand for Novavax products and the company’s ability to convert that demand into steady cash flow can support the equity story,...

Clear Secure (YOU) Selloff Puts Its Undervalued Narrative Back In Focus
Simply Wall St.6d agobearish
Clear Secure (YOU) Selloff Puts Its Undervalued Narrative Back In Focus

Clear Secure (YOU) has drawn attention after its recent share performance, with the stock down about 26% over the past month and about 22% over the past 3 months despite positive annual revenue and net income growth. Despite the recent 30 day share price return declining about 26% and the 90 day share price return also lower, Clear Secure still carries a positive year to date share price return of about 26%. The 3 year total shareholder return of about 121% points to a much stronger longer...

PayPal (PYPL) Hit After Stripe, Advent Drop $53B Planned Takeover
Insider Monkey6d agobearish
PayPal (PYPL) Hit After Stripe, Advent Drop $53B Planned Takeover

PayPal Holdings Inc. (NASDAQ:PYPL) fell by 12.71 percent on Friday to close at $53.66 apiece, as investors sold off positions following reports that private equity firm Advent and payment processor Stripe abandoned their plan to acquire the company for $53 billion. A report by Bloomberg citing sources privy to the matter said that Advent and […]

Sellas Life (SLS) Falls 13% as Firm Still Mum on ALM Drug Candidate
Insider Monkey6d agobearish
Sellas Life (SLS) Falls 13% as Firm Still Mum on ALM Drug Candidate

Sellas Life Sciences (NASDAQ:SLS) saw its share price decline by 13.15 percent on Friday to close at $13.21 apiece, as investors turned increasingly concerned about the company’s silence about its treatment candidate for acute myeloid leukemia (AML). The drop was triggered by a report from a Germany-based news site that the company has already hit […]

Investing.com6d agobearish
Iranian trade plunges 35% as U.S. steps up economic pressure

Investing.com -- Iran’s foreign trade has fallen nearly 35% under U.S. sanctions and a naval blockade, President Masoud Pezeshkian said, as Tehran’s leadership acknowledged mounting economic pressure six months into the war, Reuters reported exclusively.

Marvell Fell After Its Google Deal. Why Did Investors Sell These Two AI Optics Stocks Too?
Insider Monkey6d agobearish
Marvell Fell After Its Google Deal. Why Did Investors Sell These Two AI Optics Stocks Too?

Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc. (NASDAQ:LITE) fell with it on August 28. Barron’s argued the sympathy selloff made little sense because Marvell’s actual data-center results remained strong, especially for the optical demand that […]