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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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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.

Fabrinet (FN) Beat Every Estimate. Its Stock Still Fell 11%
Insider Monkey6d agobullish
Fabrinet (FN) Beat Every Estimate. Its Stock Still Fell 11%

On August 18, 2026, Fabrinet (NYSE:FN) shares fell 11% in premarket trading even after the data-center component supplier posted fiscal fourth-quarter adjusted earnings of $4.10 a share, up from $2.65 a year earlier and above Wall Street’s $3.81 estimate. Revenue grew by 45% to $1.32 billion. Why This Matters Fabrinet’s own CEO says there’s “no […]

CrowdStrike and Okta Soar as AI Could Create “About 90” New Identities Per Worker
24/7 Wall St.6d agobullish
CrowdStrike and Okta Soar as AI Could Create “About 90” New Identities Per Worker

Artificial intelligence is dramatically increasing the need for cybersecurity solutions. On Thursday, August 27, CrowdStrike (NASDAQ:CRWD) shares rose 20%, posting their best day ever, while Okta (NASDAQ:OKTA) rose 29-30%. Both companies beat earnings expectations and raised guidance, and both have more than doubled in 2026. CNBC reporter MacKenzie Sigalos summarized the setup: “CrowdStrike and Okta […]

KKR Wants to Buy a Sleepy Utility for $9 Billion
Insider Monkey6d agobullish
KKR Wants to Buy a Sleepy Utility for $9 Billion

The Wall Street Journal reported on August 18, 2026, that KKR & Co. Inc. (NYSE:KKR) made a roughly $9 billion takeover offer for natural-gas and electricity distributor UGI Corp at $42.50 a share, a 21% premium to UGI’s $35.09 close. However, it’s unclear whether UGI will be receptive to a deal. Why This Matters Surging […]

Circle (CRCL) Stock Trades Near Fair Value After A 47% Jump
Simply Wall St.6d agobullish
Circle (CRCL) Stock Trades Near Fair Value After A 47% Jump

Circle Internet Group stock has climbed sharply over the past month, yet the valuation checks point to a company that screens as expensive on most measures even though the Discounted Cash Flow (DCF) intrinsic value estimate sits very close to the current market price. That mix of a strong recent rebound and only a low value score leaves investors weighing how much optimism is already in the share price. The stock is up 46.5% over the past month, which puts recent momentum front and center as...