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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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PG&E Falls on Liability Bill; Nvidia Rises on Chip Investment | Stock Movers
Bloomberg3d agobearishVIDEO
PG&E Falls on Liability Bill; Nvidia Rises on Chip Investment | Stock Movers

On this episode of Stock Movers: - PG&E (PGE) are extending their downward move as California legislators introduced a bill that would update the state's wildfire response without shifting liability away from publicly traded utilities. At least three research firms, including BMO Capital Markets and Wells Fargo, downgraded the stock. - Chevron (CVX) and ExxonMobil (XOM) shares are rising along with the price of oil. Washington and Tehran exchanged strikes for the first time in about a month, with US Central Command targeting rocket launchers preparing to send mines into the Strait of Hormuz. In response, the Islamic Revolutionary Guard Corps said that it had attacked US air bases in Jordan. - Nvidia (NVDA) shares are rising after the leader in AI chips dropped 4.6% Friday. It's the only stock rising in the Mag 7 on Monday.

We Accelerate Every AI Model in the World, Huang Says
Bloomberg3d agoneutralVIDEO
We Accelerate Every AI Model in the World, Huang Says

Nvidia CEO Jensen Huang says their chips accelerate the entire lifecycle of artificial intelligence. He speaks exclusively with Bloomberg's Ed Ludlow and says Nvidia can address markets that no one else can.

Micron Technology (MU) Gains Driven by Earnings Upgrades
Insider Monkey3d agobullish
Micron Technology (MU) Gains Driven by Earnings Upgrades

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]

Affirm Drops 4% as Post-Earnings Rally Unwinds Despite 36% GMV Growth
24/7 Wall St.3d agobearish
Affirm Drops 4% as Post-Earnings Rally Unwinds Despite 36% GMV Growth

Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.

The biggest questions ahead of Anthropic's potential IPO
Yahoo Finance Video3d agoneutralVIDEO
The biggest questions ahead of Anthropic's potential IPO

Market Catalyst Host Julie Hyman welcomes PitchBook senior research analyst Harrison Rolfes to discuss Anthropic's (ANTH.PVT) expected S-1 filing ahead of a potential IPO, and whether being a second mover in the AI race could give the company an advantage.

10-Year Treasury Yield Hits 4.76%, Highest Since Early 2025
Barrons.com3d agoneutral
10-Year Treasury Yield Hits 4.76%, Highest Since Early 2025

The 10-year Treasury yield edged up further on Monday to trade as high as 4.755%, the highest intraday value since January 15, 2025, according to Dow Jones Market Data. Yields rise when bond prices fall--essentially investors are now paying less money to buy that same fixed payout on a long bond. Yields had risen on Friday as well after Fed Chairman Kevin Warsh's Jackson Hole speech that signaled higher rates are here to stay.