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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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Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock
Barrons.com25d agobullish
Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”

AI Has Completely Rewritten the Rules of the Stock Market
Barrons.com25d agoneutral
AI Has Completely Rewritten the Rules of the Stock Market

AI on/AI off is now driving the stock market. Rocky Fishman at Asym Research points out that of the 11 sectors that make up the five have a zero or negative correlation with the index over the past five months, including healthcare and real estate. If I told you the exchange-traded fund is up 1.2% this week—it is—you wouldn’t be any closer to knowing that the S&P 500 is falling 0.2%, which it is.

Comcast: Universal parks attendance down but all OK with Epic
Orlando Sentinel26d agoneutral
Comcast: Universal parks attendance down but all OK with Epic

Attendance was down at Universal Orlando theme parks in the second quarter of the year, but Comcast Corp. executives maintain optimism about the business and the tourism industry. Revenue was up for the company’s content and experiences segment, which includes attractions, but “growth in Orlando came in below our expectations as attendance began to soften in June and has remained pressured ...

Charter Communications Q2 Earnings Call Highlights
MarketBeat26d agoneutral
Charter Communications Q2 Earnings Call Highlights

Charter Communications (NASDAQ:CHTR) reported a larger internet customer loss in the second quarter as competitive pressure continued to weigh on new customer additions, while mobile line growth remained strong and video losses improved substantially. The company lost 172,000 internet customers dur

Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock
Barrons.com26d agobullish
Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”

Comcast (CMCSA) Is Down 7.9% After Peacock Turns Profitable And NBCUniversal Spin-Off Plan Unveiled
Simply Wall St.26d agoneutral
Comcast (CMCSA) Is Down 7.9% After Peacock Turns Profitable And NBCUniversal Spin-Off Plan Unveiled

In the second quarter of 2026, Comcast reported sales of US$29,940 million and net income of US$3,526 million, while also completing a US$8,248.33 million share repurchase program that retired 262,018,722 shares since January 2025. Alongside these results, Comcast’s Peacock streaming service reached profitability for the first time and the company confirmed plans to spin off NBCUniversal and Sky into a separate media-focused entity, signaling a significant shift in how its connectivity and...

Why Disney With a Side Order of Ketchup Is a Great Idea
Barrons.com26d agoneutral
Why Disney With a Side Order of Ketchup Is a Great Idea

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”

Comcast Q2 Earnings Call Highlights
MarketBeat27d agoneutral
Comcast Q2 Earnings Call Highlights

Comcast (NASDAQ:CMCSA) executives said the company’s second-quarter results reflected progress in wireless, streaming and studios, while broadband and theme parks remained under pressure amid competitive and macroeconomic challenges. On the company’s earnings call, Chairman and Co-CEO Brian Roberts

Comcast beats second-quarter estimates as broadband and wireless momentum strengthens (NASDAQ:CMCSA)
InvestorsHub27d agobullish
Comcast beats second-quarter estimates as broadband and wireless momentum strengthens (NASDAQ:CMCSA)

Comcast (NASDAQ:CMCSA) shares rose around 3% in premarket trading on Thursday after the media and telecommunications company reported second-quarter earnings ahead of Wall Street expectations, supported by improving broadband performance and record wireless customer growth. The results also highlighted stronger profitability across several business segments, including Peacock, which achieved its first profitable quarter.