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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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Reuters20d agoneutral
Fortinet lifts annual revenue forecast on strong cybersecurity demand

Cybersecurity firm Fortinet on Wednesday lifted its annual revenue forecast after ‌reporting strong second-quarter results, signaling strong enterprise ‌spending on its services amid rising data security incidents. Companies are ​ramping up data security budgets to tackle increasingly sophisticated ransomware attacks and other threats. The California-based company now projects annual revenue between $8.02 billion and $8.18 billion, ‌compared with its ⁠previous expectation of $7.71 billion to $7.87 billion.

3 Cybersecurity Stocks to Buy Before Threats Get Worse in Late July
24/7 Wall St.21d agobullish
3 Cybersecurity Stocks to Buy Before Threats Get Worse in Late July

AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.

Should You Buy Fortinet Stock Before July 29 Q2 Earnings?
24/7 Wall St.22d agobullish
Should You Buy Fortinet Stock Before July 29 Q2 Earnings?

Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.

Fortinet (FTNT) Heads Into Q2 Earnings As AI Security Optimism Meets A Pricey Valuation
Simply Wall St.24d agoneutral
Fortinet (FTNT) Heads Into Q2 Earnings As AI Security Optimism Meets A Pricey Valuation

Fortinet (FTNT) heads into its upcoming second quarter earnings report with attention on forecast growth in both services and products, along with recent FortiEndpoint AI features and a broader global distribution pact with TD SYNNEX. See our latest analysis for Fortinet. Fortinet’s share price momentum has been choppy in the very short term, with a 7 day share price return of 5.7% down, but the 90 day share price return of 80.7% and 3 year total shareholder return of 98.4% point to strong...

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute'
Benzinga26d agoneutral
Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute'

Intel Corp. (NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets. The Custom Silicon Push During Intel’s second-quarter 2026 earnings call, CEO Lip-Bu Tan outlined the company’s strategic expansion into purpose-built chips. Recognizing the growing necessity for specialized AI architecture, Tan highlighted Intel’s unique position to dom

Fortinet heads into earnings with product growth in the spotlight
Proactive26d agoneutral
Fortinet heads into earnings with product growth in the spotlight

Fortinet Inc (NASDAQ:FTNT) is set to report its second quarter results on July 29, with Jefferies analysts highlighting that the company needs to show an acceleration in product revenue growth to support investor confidence in the durability of its recent performance. The firm expects solid...

Stocks Settle Lower as Crude Oil Prices Jump
Barchart27d agobullish
Stocks Settle Lower as Crude Oil Prices Jump

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

What Cisco Stock Was Telling You About Its AI Orders
Trefis28d agoneutral
What Cisco Stock Was Telling You About Its AI Orders

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.