Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out which way raises billions of dollars worth of questions.
Yields dropped on the news that the government just became its own best customer
Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling up across the AI industry.
Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.
While investors treat Wall Street like a casino, stick to these Buffett-style "wonderful investments."
Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Business Reporter to Nvidia's valuation and the expectations heading into earnings.
Intel CEO Lip-Bu Tan just bought over 100,000 shares of Intel in the open market.
Anthropic just posted numbers that made OpenAI's growth look slow, and now it wants a $2 trillion valuation at IPO. Whether that price tag reflects a genuine breakthrough or a dangerous case of AI fever is the question every investor needs to answer before the market opens.
SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.
Daniel Sundheim built a position in SpaceX so large it dwarfs every other holding in D1 Capital's book, and the reason behind that concentration rewrites the usual story about what kind of company SpaceX actually is.
Unitree builds AI-powered robots that rival Tesla's Optimus units. Unitree raised more than $900 million with its IPO.
Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI trade heads next.
Consistency matters more than ultra-high yields.
A seven-week trial against Meta carries a headline damages figure that most investors are anchoring to for the wrong reasons, and the part of the case that could actually reshape the apps barely makes the news.
Not all mortgage REITs offering double-digit yields are running the same play, and confusing one for another right now carries real consequences for income investors.
Home Depot's stock sits well below its 52-week high after a rough stretch, but something in the latest earnings report caught analysts off guard and shifted the outlook in a meaningful way.
XRP broke below $1 for the first time in nearly two years, and the data behind the crash points to a cause that has nothing to do with holders selling. The real pressure source has the coin defending a critical line with no relief in sight for weeks.
Market indicators are warning about volatility, but history has good news for investors.
On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB Energy. The site could reach 8 gigawatts of capacity, with the first 800 megawatts due online in 2028, and OpenAI has signed on for 20 years. […]
Nvidia Stock: H200 Chips Finally Reach China. ByteDance and Tencent Get 10,000 Each
After shares fell 12% in the last four years, the bulls hope that the rest of the decade will be better.
These healthcare companies can actually benefit from inflation.
Stock Market Today: The Dow Jones index rises Wednesday ahead of the Fed minutes. Nvidia supplier SK Hynix jumps on a stock buyback.
Investors must weigh the upside in these chip stocks against risks and volatility.
Markets turned south again Wednesday as surging yields and geopolitical fears rattled investors, but Wall Street analysts spotted opportunity and danger in names like Baidu, Klarna, Honeywell Aerospace, and Dollar Tree that traders need to see before the open.
Enbridge has been a very reliable dividend stock.
Nvidia stock is valued at a major discount to other AI players.
NYU professor Scott Galloway just put a price target on SpaceX that would wipe out most investors who bought at the IPO, and a massive share unlock scheduled for Aug. 20 could be the moment that tests whether he is right.
The business continues to perform well, although this hasn't prevented the shares from falling 14% in 2026.
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