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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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Apple (AAPL) Nears $5t As AI Hype And Valuation Questions Collide
Simply Wall St.24d agoneutral
Apple (AAPL) Nears $5t As AI Hype And Valuation Questions Collide

Apple (AAPL) is back in focus after its stock briefly reclaimed the title of world’s most valuable company and approached a US$5t valuation, as investors weigh AI plans, margins, and leadership change. See our latest analysis for Apple. After briefly reclaiming the top market cap spot and touching fresh highs, Apple’s share price has cooled slightly, with a 1-day share price return decline of 2.14% following strong 30-day and year to date gains of 9.59% and 20.51%. The 1-year total...

Bloomberg24d agoneutral
Paramount-Warner Deal at Risk of Delays That Would Cost Billions

(Bloomberg) -- Paramount Skydance Corp. was on the brink of closing its blockbuster $110 billion takeover of Warner Bros. Discovery Inc. Now the companies are facing a legal hurdle that risks putting the deal on hold for months at a cost that could quickly climb to billions of dollars. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s K

Behind the Ticker: RISE Ditches the Usual EM Playbook
etf.com24d agoneutral
Behind the Ticker: RISE Ditches the Usual EM Playbook

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>

Apple set to beat Q3 estimates as BofA sees margin dip as transitory
Proactive24d agobullish
Apple set to beat Q3 estimates as BofA sees margin dip as transitory

Apple Inc (NASDAQ:AAPL, XETRA:APC) is expected to beat consensus estimates for its fiscal third quarter, according to Bank of America, even as the bank takes a more conservative view of iPhone seasonality tied to a staggered launch schedule. BofA said investor focus will center on component...

Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically
Investor's Business Daily24d agoneutral
Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Apple Sidesteps AI Spend Bubble So I Keep Buying
24/7 Wall St.24d agobullish
Apple Sidesteps AI Spend Bubble So I Keep Buying

While Apple's Magnificent Seven peers race to burn billions on AI infrastructure, one investor keeps hitting the buy button for the opposite reason, and the quarterly receipts are piling up fast.

China vs. US AI: Moonshot's Kimi K3 may not be a total game changer quite yet
Yahoo Finance Video24d agoneutralVIDEO
China vs. US AI: Moonshot's Kimi K3 may not be a total game changer quite yet

Chinese artificial intelligence startup Moonshot made waves last week after showcasing its new Kimi K3 AI model, which is being hailed as the world's largest publicly available large language model available for download. Investors speculated whether this reveal was another DeepSeek moment for the AI landscape. Council on Foreign Relations (CFR) senior fellow for China and emerging technologies, Chris McGuire, speaks with Julie Hyman about the tightening AI race between China and the US and what these low-cost models from China represent for the global AI build-out.

Apple’s iPhone 18 AI bet hides a pricing trap
TheStreet24d agoneutral
Apple’s iPhone 18 AI bet hides a pricing trap

Apple (AAPL) could be gearing up to offer consumers a more enticing reason to upgrade their iPhones: artificial intelligence technologies that perform better on newer hardware. That might add to the much-talked-about iPhone 18 “supercycle” possibility. But investors need to be mindful of that ...

Investing.com24d agoneutral
BofA expects Apple to top analyst expectations on July 30

Investing.com -- Bank of America reiterated a Buy rating on Apple with a price target of $380 per share in a note on Monday, expecting the company to beat consensus in its fiscal third-quarter results, which will mark Tim Cook's last earnings call as CEO.