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.

25,040 signal articles · 247 in last 24h · 119,426 total before filter · latest 14m ago
247last 24h
1523last 7d
253● bullish (7d)
159● bearish (7d)
205publishers
AllMacro291Earnings602M&A106Regulatory20Product13Analyst21
✕ clear all filtersticker: ^GSPCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off
Insider Monkey86d agoneutral
Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off

Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a gross rate of 21.3% and a net rate of 17.1%. By the end of […]

3 Internet Stocks That Concern Us
StockStory86d agoneutral
3 Internet Stocks That Concern Us

By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and the market seems to believe the tide is turning in the wrong direction - over the past six months, the industry has tumbled by 13.7%. This performance is a noticeable divergence from the S&P 500’s 10% return.

The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too
24/7 Wall St.86d agoneutral
The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too

As the biggest IPOs the world has ever seen touch down, the market, as we know it, is about to change its composition in a big way, especially at the top. With the Nasdaq 100 poised to fast-track SpaceX, Anthropic, and OpenAI in just weeks after their debuts, questions linger about what the S&P 500 ... The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too

Evercore’s Emanuel sees path for S&P 500 to reach 9,000 in bullish AI-driven scenario
InvestorsHub86d agoneutral
Evercore’s Emanuel sees path for S&P 500 to reach 9,000 in bullish AI-driven scenario

Evercore ISI strategist Julian Emanuel has established a year-end 2026 base-case target of 7,750 for the S&P 500, while also assigning a 30% probability to a bullish scenario in which the index climbs to 9,000, fueled by artificial intelligence-driven strength in technology, communication services and consumer discretionary sectors. In a client note released Monday, Emanuel said the combination of a long-term technology-led bull market and major geopolitical shifts is creating a much broader ran

StockStory86d agoneutral
1 Energy Stock with Promising Prospects and 2 We Brush Off

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates, as well as AI energy needs, have incentivized higher capital spending. As a result, the industry has posted a 40.8% gain over the past six months, beating the S&P 500 by 30.8 percentage points.

S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices
24/7 Wall St.86d agoneutral
S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices

The stock market is doing something that would have seemed impossible just weeks ago. Despite a global oil shock, rising inflation fears, and growing concerns the U.S. economy is drifting back toward stagflation, S&P 500 futures surged above 7,534 on Memorial Day — its highest level ever. The catalyst was reports that the Trump administration ... S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices

3 Bank Stocks with Warning Signs
StockStory86d agoneutral
3 Bank Stocks with Warning Signs

Banks serve as the backbone of the economy, facilitating lending, deposits, and financial services that keep businesses and consumers moving forward. But concerns about loan losses and tightening regulations have tempered enthusiasm, limiting the banking industry’s gains to 7.5% over the past six months. This return lagged the S&P 500’s 10% climb.

S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.
24/7 Wall St.86d agobearish
S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.

Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.

1 S&P 500 Stock Worth Your Attention and 2 Facing Headwinds
StockStory86d agoneutral
1 S&P 500 Stock Worth Your Attention and 2 Facing Headwinds

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains
24/7 Wall St.86d agoneutral
The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs, so AI chips, these are the chipmaking companies, the storage companies, and the companies that are facilitating AI that are publicly traded. And ... The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate
24/7 Wall St.86d agoneutral
Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate

The conversation about the Federal Reserve has flipped in a way that should make anyone holding long-duration assets sit up. A few months ago, the debate was about the cadence of cuts. Now, market strategists are saying the question is how long the Fed will stay on hold, and the curve has actually drifted to ... Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate

3 Services Stocks for Long-Term Investors
StockStory86d agoneutral
3 Services Stocks for Long-Term Investors

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 12.9% over the past six months. At the same time, the S&P 500 was up 10%.

2 Industrials Stocks with Exciting Potential and 1 We Turn Down
StockStory86d agoneutral
2 Industrials Stocks with Exciting Potential and 1 We Turn Down

Whether you see them or not, industrials businesses play a crucial part in our daily activities. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 18% for the sector - higher than the S&P 500’s 10% return.

3 Software Stocks That Concern Us
StockStory86d agoneutral
3 Software Stocks That Concern Us

From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 10.1% over the past six months. This drop is a far cry from the S&P 500’s 10% ascent.