Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Western Digital has surged 168% this year while peers in flash and DRAM keep climbing, yet WDC stock just shed 13% without a single company-specific headline to explain it. Something inside the storage market is shifting, and the answer changes whether this dip is a gift or a warning.
The stock market has recovered from the biggest crashes. Crises end, but the world keeps going.
When a caller asked what was going on with QXO, Inc. (NYSE:QXO) and its CEO Brad Jacobs during the lightning round on August 26, Mad Money host Jim Cramer stated: Okay, first of all, I think you should buy it. I’m just going to say that point blank. I mean, he’s putting together a conglomerate […]
SpaceX just filed a complaint at the FCC that ties regulatory pressure directly into Rocket Lab's share price through a deal structure few investors have fully mapped out.
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.
BioNTech (BNTX) shares slumped Friday after the company said it is terminating a mid-stage clinical
Walmart Reaches Federal Opioid Settlement as Legal Overhang Fades
Marvell Technology stock fell below a key support level on Friday after the chipmaker's fiscal second-quarter earnings report.
Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL
Every generation gets its own version of "back in my day." The problem starts when "back in my day" turns into a measuring contest for who had it worse. In a post on Reddit, a Gen Xer questioned why young...
The total number of active drilling rigs for oil and gas in the United States stayed the same this week, according to new data that Baker Hughes published on Friday
Rivian Stock Plunges as CFO Claire McDonough Leaves for GE Vernova
Record AI-chip sales could not satisfy investors demanding immediate revenue from Marvell's largest new agreement.
RTX (RTX) is back in focus after its Raytheon business received a US$22.9b, seven year contract from the U.S. military to ramp Tomahawk missile production from 60 to 1,000 units annually. RTX shares trade at US$212.08 after a strong run, with an 18.05% 90-day share price return and a 13.26% year-to-date share price return. The 1-year total shareholder return of 33.96% points to momentum that aligns with these recent contract wins and capacity expansions. Spot 92 nuclear energy infrastructure...
Joby Aviation stock has given up more than half its value year to date, yet broad valuation checks still suggest the shares are not a clear bargain on current fundamentals. The stock is down 50.2% year to date, which puts the recent slide firmly in focus for anyone weighing fresh capital against an already weak price chart. Valuation can be supported if Joby Aviation converts its early stage electric air taxi vision into predictable revenue and cash flow. The key risk is that long...
For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold.
A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.
(Updates with company comment in the fourth and fifth paragraphs.) Lucid Group (LCID) is recallin
On August 21, CNBC reported that according to notices published by Tesla and China’s State Administration for Market Regulation, Tesla, Inc. (NASDAQ:TSLA) is voluntarily recalling about 3 million vehicles in China over two separate issues: door handles that can fail to open after severe crashes and deficient driver “attention monitoring” systems. The door handle flaw […]
The Federal Reserve has a problem that won’t be solved by simply waiting. Inflation remains well above the central bank’s 2% target, while several forces pushing prices higher are still in place. The Bureau of Economic Analysis reported July PCE inflation at 3.7%, with core PCE at 3.3%. Meanwhile, the Bureau of Labor Statistics said […]
AI cloud revenue topped Bitcoin mining for the first time as IREN accelerated its data center conversion.
Marvell stock costs a lot. Is it worth it?
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here. In the quarter ended June 30, 2026, Baron Financials ETF (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global FinTech Index (up 6.14%). […]
Drone stocks are selling off hard at midday while the broader market climbs, and no earnings miss, contract loss, or macro scare explains the divergence. Something specific is happening inside the drone complex that has nothing to do with the headlines.
Rivian's CFO is walking out the door just as the company's most important vehicle ramp gets underway, and shareholders are voting hard on what that timing means for the equity story.
On August 21, Reuters reported that the National Highway Traffic Safety Administration opened an engineering analysis covering 997,743 General Motors Company (NYSE:GM) pickups and SUVs equipped with the L87 V-8 engine. The probe spans model years 2021 through 2026 and includes the Cadillac Escalade, Chevrolet Silverado 1500, and GMC Yukon, some of GM’s most profitable […]
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.
Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.
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