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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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2 Reasons to Sell APAM and 1 Stock to Buy Instead
StockStory76d agoneutral
2 Reasons to Sell APAM and 1 Stock to Buy Instead

Over the last six months, Artisan Partners’s shares have sunk to $36.36, producing a disappointing 14.3% loss - a stark contrast to the S&P 500’s 11% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

3 Reasons HRB is Risky and 1 Stock to Buy Instead
StockStory76d agobullish
3 Reasons HRB is Risky and 1 Stock to Buy Instead

Over the last six months, H&R Block’s shares have sunk to $38.02, producing a disappointing 9.6% loss - a stark contrast to the S&P 500’s 11% gain. This might have investors contemplating their next move.

How Low Can MSTR Stock Go?
Trefis76d agoneutral
How Low Can MSTR Stock Go?

Holding equities means accepting volatility as the price of long-term compounding. Across the 15 major systemic shocks where Strategy (MSTR) traded, the stock posted an average drawdown of -28%. For context, the S&P 500 averaged a -16% decline during those same periods.

AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader
24/7 Wall St.76d agobearish
AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader

Ten years ago, AMD (NASDAQ:AMD) was a punchline. The stock traded around $4.16 in June 2016, the company was bleeding share to Intel, and bankruptcy chatter was still fresh. Then CEO Lisa Su shipped the Zen architecture, Ryzen launched in 2017, and EPYC began chewing through the data center. The acquisition spree followed: Xilinx for ... AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader

Is Oracle Stock A Smart Buy At $230?
Trefis76d agobullish
Is Oracle Stock A Smart Buy At $230?

Oracle (ORCL) stock dropped 5.83% yesterday as investors grew anxious over soaring AI infrastructure costs and locked in gains, snapping a massive three-day rally that had driven shares to annual highs. With the stock now hovering around $230, is it still a smart buy.

The Unstoppable Tech Rally Finally Met Its Immovable Force
Barrons.com76d agobullish
The Unstoppable Tech Rally Finally Met Its Immovable Force

FEATURE The thing about bull markets, especially those powered by investor momentum, is that they constantly ask questions that can’t be satisfied by “more of the same.” Broadcom gave Wall Street a rare moment of tech sector clarity late Wednesday, topping second-quarter earnings forecasts but disappointing modestly on its near-term sales outlook.

Brookfield Renewable Holdings Corp (BEPC) is Powering AI Growth with Operational Strength
Insider Monkey76d agoneutral
Brookfield Renewable Holdings Corp (BEPC) is Powering AI Growth with Operational Strength

Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]

Investing.com76d agobullish
Any pullback in the S&P 500 is a buying opportunity: Yardeni

Investing.com -- Yardeni Research said any near-term pullback in the S&P 500 should be treated as a buying opportunity, maintaining its year-end target of 8,250 even as the firm flagged several risks that could weigh on equities in the coming weeks.

Morning Bid: Summer clouds
Reuters76d agoneutral
Morning Bid: Summer clouds

June 4 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets The S&P; 500 failed to clock its 10th straight daily gain on Wednesday and there are some clouds gathering in markets.

Intel Lands AI Partnership With Apple Supplier Foxconn. Why the Stock Is Falling.
Barrons.com76d agobearish
Intel Lands AI Partnership With Apple Supplier Foxconn. Why the Stock Is Falling.

Intel is teaming up with Apple supplier Foxconn to develop artificial-intelligence infrastructure—but that wasn’t enough to stop the chip manufacturer’s stock from sliding on Thursday. The selloff came after Intel and Foxconn, also known as Hon Hai Precision Industry said they would collaborate to speed up the AI buildout. “Together, we are accelerating the delivery of end-to-end platforms that unlock new capabilities and extend the impact of AI worldwide,” Intel CEO Lip-Bu Tan said.

Broadcom Stock Punished Over Lack of AI Guidance Boost
The Wall Street Journal76d agoneutral
Broadcom Stock Punished Over Lack of AI Guidance Boost

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.