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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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Super Micro Computer (SMCI) Joins A Major Enterprise AI Infrastructure Build
Simply Wall St.3h agoneutral
Super Micro Computer (SMCI) Joins A Major Enterprise AI Infrastructure Build

Super Micro Computer (NasdaqGS:SMCI) announced a new partnership with Cisco to supply high density liquid and air cooled compute systems for AI infrastructure. The company’s systems will be integrated into Cisco’s Secure AI Factory architecture, which uses NVIDIA technologies for enterprise, neocloud and sovereign cloud customers. The collaboration broadens Super Micro Computer’s access to rack scale and dense GPU systems that are validated for Cisco’s AI offerings. Consider broadening your...

BigBear.ai (BBAI) Stock Looks Pricey As AI Growth Hopes Build
Simply Wall St.3h agoneutral
BigBear.ai (BBAI) Stock Looks Pricey As AI Growth Hopes Build

BigBear.ai Holdings stock has delivered a strong 74.6% gain over the past three years, yet the broader valuation checks currently flag it as expensive rather than a clear bargain. With the share price at US$2.95 after a steep year to date decline of 49.5%, investors are weighing whether the recent weakness has really improved the entry point. The 74.6% return over three years highlights how volatile BigBear.ai Holdings has been for long term holders and puts extra focus on whether today’s...

L3Harris Technologies (LHX) Deepens Its Role In Navy Electronic Warfare Program
Simply Wall St.3h agoneutral
L3Harris Technologies (LHX) Deepens Its Role In Navy Electronic Warfare Program

L3Harris Technologies (NYSE:LHX) awarded Marotta Controls a contract to support the U.S. Navy's Next Generation Jammer, Low Band program for airborne electronic warfare. The agreement centers on critical hardware for the NGJ-LB pod that will equip Navy aircraft with advanced jamming capability. The contract adds to L3Harris Technologies' role as prime contractor on NGJ-LB and contributes to its long-term government project pipeline. Defense related electronic systems are drawing wider...

3 S&P 500 Stocks That Fall Short
StockStory4h agobearish
3 S&P 500 Stocks That Fall Short

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.

Review & Preview: Bucking the Trend
Barrons.com4h agoneutral
Review & Preview: Bucking the Trend

Markets bounced back on Wednesday following a three-day losing streak, as they shook off rising yields and higher oil prices. The Nasdaq Composite and the S&P 500 both gained 0.5%. Wednesday’s rebound doesn’t have any real “fundamental justification,” says José Torres, senior economist at Interactive Brokers.

3 Industrials Stocks for Long-Term Investors
StockStory4h agoneutral
3 Industrials Stocks for Long-Term Investors

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow. Due to this bearish outlook, the industry has tumbled by 3% over the past six months. This performance is a stark contrast from the S&P 500’s 12.3% gain.

Uber, Wayve Bring Robotaxis to London
The Wall Street Journal4h agoneutral
Uber, Wayve Bring Robotaxis to London

Starting Thursday, passengers using Uber’s app in the U.K. capital could be matched with a vehicle outfitted with Wayve’s autonomous-driving technology.

The Best-Performing Commodity ETFs of 2026: Oil and Broad Baskets Lead the Pack
etf.com4h agoneutral
The Best-Performing Commodity ETFs of 2026: Oil and Broad Baskets Lead the Pack

<p>Commodities have been one of 2026’s strongest asset classes, but the leadership is not where the precious-metals headlines pointed. Crude oil has roughly doubled year to date, broad commodity baskets are up more than 40%, and gold, silver and uranium funds have spent the year consolidating after earlier runs. Here are the best-performing commodity ETFs of 2026, why they have moved and how the top funds compare.</p>

1 Value Stock with Impressive Fundamentals and 2 We Question
StockStory4h agoneutral
1 Value Stock with Impressive Fundamentals and 2 We Question

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

ZEISS SMT CEO: China 15 Years Behind in Top Chip Tools
Bloomberg4h agoneutralVIDEO
ZEISS SMT CEO: China 15 Years Behind in Top Chip Tools

Frank Rohmund, CEO of Zeiss SMT, a key supplier to ASML's EUV lithography machines, sayd he expects that Beijing will need 15 years to develop EUV lithography machine, and additional export controls will only accelerates innovation in China. He speaks with Bloomberg's Stephen Engle on the sidelines of Semicon Taiwan.

Colgate-Palmolive (CL) Draws Fresh Valuation Focus, Is The Stock Fully Priced?
Simply Wall St.4h agoneutral
Colgate-Palmolive (CL) Draws Fresh Valuation Focus, Is The Stock Fully Priced?

Colgate-Palmolive (CL) is back in focus after fresh analysis highlighted its strong brand reach, premium pricing and free cash flow profile. At the same time, its forward P/E of 22.8x raises valuation questions. Colgate-Palmolive’s share price has climbed 15.97% year to date and 5.88% over the past 90 days. The 3-year total shareholder return of 33.66% suggests momentum has been building as investors weigh its cash generation and 22.8x forward P/E valuation. Compare Colgate-Palmolive’s...

What Is Fervo Energy (FRVO) Really Gaining From Its 3 GW Geothermal Deal?
Simply Wall St.4h agoneutral
What Is Fervo Energy (FRVO) Really Gaining From Its 3 GW Geothermal Deal?

Fervo Energy (NasdaqGS:FRVO) and Google have signed a new enhanced geothermal framework agreement to support large scale, carbon free data center power. The deal includes what the companies describe as the largest ever geothermal power purchase agreement. The framework allows for significant expansion of Fervo's contracted geothermal capacity over time for future data center infrastructure. Both sides present the agreement as a key step in using enhanced geothermal systems to supply cleaner...