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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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Could Kratos Defense & Security Solutions (KTOS) Stock Outperform GE Aerospace (GE) as Next-Generation Defense Spending Accelerates?
Insider Monkey6d agobullish
Could Kratos Defense & Security Solutions (KTOS) Stock Outperform GE Aerospace (GE) as Next-Generation Defense Spending Accelerates?

In the defense and aerospace sector, commercial scale and rapid tactical innovation represent two distinct pathways to growth. On August 17, Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) announced that their jointly developed GEK800 engine received the U.S. Military Engine Type Designation F143-ZZ-100 and secured a U.S. Air Force Engineering, Manufacturing, […]

Will Coca-Cola's (KO) Q2 Beat and Upgraded Outlook Change Its Earnings Momentum Narrative?
Simply Wall St.6d agobullish
Will Coca-Cola's (KO) Q2 Beat and Upgraded Outlook Change Its Earnings Momentum Narrative?

Coca-Cola recently reported second-quarter 2026 results that exceeded revenue and earnings forecasts, driven by both volume gains and pricing, and raised its full-year outlook for organic growth and profitability. This stronger performance has been echoed by an analyst upgrade that emphasizes improving earnings prospects and reinforces confidence in Coca-Cola’s underlying business momentum. With the upgraded earnings outlook now in focus, we’ll explore how this stronger-than-expected quarter...

Delta Air Lines (DAL) vs. Grupo Aeroméxico (AERO): Which Airline Stock is Better Positioned after the Cross-Border Partnership Win?
Insider Monkey6d agobullish
Delta Air Lines (DAL) vs. Grupo Aeroméxico (AERO): Which Airline Stock is Better Positioned after the Cross-Border Partnership Win?

A major regulatory win handed cross-border aviation a boost on August 20, when the U.S. Court of Appeals for the Eleventh Circuit vacated the Department of Transportation’s order terminating the joint venture and antitrust immunity (ATI) between Grupo Aeroméxico, S.A.B. de C.V. (NYSE:AERO) and Delta Air Lines, Inc. (NYSE:DAL). The ruling keeps their decade-old partnership […]

Jim Cramer Says Salesforce’s (CRM) Anthropic Partnership Silences AI Disruption Fears
Insider Monkey6d agobullish
Jim Cramer Says Salesforce’s (CRM) Anthropic Partnership Silences AI Disruption Fears

On the Mad Money episode aired on August 26, Jim Cramer recently highlighted Salesforce, Inc. (NYSE:CRM) after a massive post-earnings rally driven by a blowout quarterly report and a major expansion of its AI partnership with Anthropic. He stated: Look at the stock of Salesforce run. After the close, the cloud software kingpin reported a […]

Is Chevron (CVX) Outperforming TotalEnergies (TTE) in the Energy Race?
Insider Monkey6d agobullish
Is Chevron (CVX) Outperforming TotalEnergies (TTE) in the Energy Race?

Chevron Corporation (NYSE:CVX) and TotalEnergies SE (NYSE:TTE) are making major moves in Sub-Saharan Africa, underscored by Chevron’s August 17 announcement of a significant oil and gas condensate discovery in offshore Angola’s Block 0. The 105-4X exploration well in the Lower Congo Basin encountered over 600 meters of column with 90 meters of net pay in […]

Is OmniAb (OABI)’s Eli Lilly (LLY) Partnership a Game Changer for OABI?
Insider Monkey6d agobullish
Is OmniAb (OABI)’s Eli Lilly (LLY) Partnership a Game Changer for OABI?

On August 17, OmniAb, Inc. (NASDAQ:OABI) announced a global collaboration and license agreement with Eli Lilly and Company (NYSE:LLY) to discover and develop novel ion channel therapeutics. Leveraging OmniAb’s specialized antibody discovery platform, the deal grants Lilly exclusive global rights to commercialize resulting candidates in exchange for an upfront payment, up to $370 million in […]

Barrick Mining (B) Has an IPO Catalyst. Newmont Corporation (NEM) Has the Cash. Which Gold Stock Wins?
Insider Monkey6d agobullish
Barrick Mining (B) Has an IPO Catalyst. Newmont Corporation (NEM) Has the Cash. Which Gold Stock Wins?

On August 10, gold mining giants Barrick Mining Corporation (NYSE:B) and Newmont Corporation (NYSE:NEM) reached a landmark agreement to resolve all outstanding disputes regarding their Nevada Gold Mines (NGM) joint venture. Under the deal, previously excluded properties, Barrick’s high-grade Fourmile project and Newmont’s Fiberline and Mike developments, will be contributed directly into NGM. To reflect […]

How Investors May Respond To Shopify (SHOP) Beating Estimates And Deepening Its Affirm AI Finance Tie-Up
Simply Wall St.6d agobullish
How Investors May Respond To Shopify (SHOP) Beating Estimates And Deepening Its Affirm AI Finance Tie-Up

In recent days, Shopify reported quarterly revenue growth of 33.7% year on year, beating analyst expectations on revenue, billings and gross merchandise volume, while also highlighting a net cash position of US$4.77 billion. At the same time, Affirm announced an expanded partnership with Shopify to launch Shop Pay Installments in Australia, underlining how Shopify’s AI tools and financial services are becoming more embedded in merchants’ checkout and financing options globally. Now we’ll...

MRVL Q2 Deep Dive: Data Center Strength and Custom Silicon Drive Upbeat Outlook
StockStory6d agobullish
MRVL Q2 Deep Dive: Data Center Strength and Custom Silicon Drive Upbeat Outlook

Networking chips designer Marvell Technology (NASDAQ: MRVL) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 36.5% year on year to $2.74 billion. On top of that, next quarter’s revenue guidance ($3.15 billion at the midpoint) was surprisingly good and 4% above what analysts were expecting. Its non-GAAP profit of $0.94 per share was in line with analysts’ consensus estimates.