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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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If Treasury Yields Jump Above 4.75%, Here’s What Happens to SDY
24/7 Wall St.90d agobullish
If Treasury Yields Jump Above 4.75%, Here’s What Happens to SDY

The SPDR S&P Dividend ETF (NYSEARCA:SDY) is doing exactly what a yield-tilted dividend fund is supposed to do while the broader market wobbles: grinding higher while the broad market wobbles. SDY trades near $146, up 4% year to date after the S&P 500 finished Q1 2026 in negative territory. Over the past year, SDY has ... If Treasury Yields Jump Above 4.75%, Here’s What Happens to SDY

Cummins CEO Explains How to Manage the AI Boom
Barrons.com90d agoneutral
Cummins CEO Explains How to Manage the AI Boom

Cummins —the dominant maker of diesel engine technology—finds itself, happily, caught up in the AI data-center boom. CEO Jennifer Rumsey’s company is no stranger to boom-bust business cycles, and she says it can navigate the swings in AI demand. Cummins’ AI-related business—supplying backup power for data centers—has sent the stock to levels not seen in a decade.

CME Group (CME) Serves as a Volatility Shield
Insider Monkey90d agoneutral
CME Group (CME) Serves as a Volatility Shield

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

What Makes Rockwell Automation (ROK) a High-Quality Compounder?
Insider Monkey90d agoneutral
What Makes Rockwell Automation (ROK) a High-Quality Compounder?

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg90d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Three Dividend ETFs Outside the S&P 500 That Are Beating It and Paying Up to 3.4 Percent
24/7 Wall St.90d agobullish
Three Dividend ETFs Outside the S&P 500 That Are Beating It and Paying Up to 3.4 Percent

Most dividend ETF conversations start and end with the S&P 500. That is fine if you already own Schwab U.S. Dividend Equity ETF or Vanguard Dividend Appreciation ETF and want one more large-cap variant. It is limiting if you are trying to build an income stream from companies the large-cap dividend crowd never touches. Three ... Three Dividend ETFs Outside the S&P 500 That Are Beating It and Paying Up to 3.4 Percent

Here’s Silver Beech Capital’s Investment Thesis for Apollo Global Management (APO)
Insider Monkey90d agoneutral
Here’s Silver Beech Capital’s Investment Thesis for Apollo Global Management (APO)

Silver Beech Capital, a value-oriented investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. Since its inception, Silver Beech has achieved a net annualized return of 16.4%, representing an annualized outperformance of 4.0% over the S&P 500. The fund returned -2.0% through the first quarter […]

MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains
24/7 Wall St.90d agoneutral
MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure to U.S. mega-cap growth, and the math has worked. MGK returned 28% over the past year against 25% for the S&P 500. The ... MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

Jim Cramer on Qnity: “I Think It’s Too Expensive for the Moment”
Insider Monkey90d agoneutral
Jim Cramer on Qnity: “I Think It’s Too Expensive for the Moment”

Qnity Electronics, Inc. (NYSE:Q) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer noted that it is part of the Charitable Trust portfolio, as he commented: I go down the list of stocks in the S&P 500 that are down the most and see if there’s […]

This Boring International ETF Might Be One Of The Smartest Value Bets Right Now
24/7 Wall St.90d agoneutral
This Boring International ETF Might Be One Of The Smartest Value Bets Right Now

While American investors have spent the last decade celebrating the Magnificent Seven and paying premium multiples for U.S. growth, a quiet category of overseas stocks has been compounding in the shadows. The Fidelity International Value Factor ETF (NYSEARCA:FIVA) is the kind of fund that never trends on social media, never gets a sell-side cult following, ... This Boring International ETF Might Be One Of The Smartest Value Bets Right Now

Why APLD Stock Is Still A Bargain At $44
Trefis90d agoneutral
Why APLD Stock Is Still A Bargain At $44

Applied Digital stock (APLD) hit a fresh high of around $44 in extended trading, surging from its recent base near $40. The catalyst? The company reached a massive milestone, surpassing 1 gigawatt of contracted capacity by securing a U.S.-based, high-investment-grade hyperscaler lease at its fourth campus, Polaris Forge 3. This is catching investors' attention.

Why Tesla Stock Is Up After the SpaceX IPO Filing
Barrons.com90d agoneutral
Why Tesla Stock Is Up After the SpaceX IPO Filing

Tesla stock rose early Thursday after SpaceX filed its IPO registration statement, fueling speculation about a megamerger between the two companies as their ties and overlap deepen. Tesla stock was up 1.2% in premarket trading at $422.18, while and futures were down 0.3% and 0.2%, respectively. The move comes after the Wednesday evening release of SpaceX’s IPO filings.