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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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Why Meta (META) Stock Is Trading Up Today
StockStory1d agoneutral
Why Meta (META) Stock Is Trading Up Today

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 3.5% in the afternoon session after the stock continued to rally as the company opened paid developer access to its upgraded Muse Spark 1.3 artificial intelligence model.

Why Moderna (MRNA) Stock Is Down Today
StockStory1d agoneutral
Why Moderna (MRNA) Stock Is Down Today

Shares of biotechnology company Moderna (NASDAQ:MRNA) fell 2.9% in the afternoon session after Rothschild & Co Redburn analyst Simon Baker downgraded the company to Sell from Neutral on valuation concerns. Baker raised Moderna's price target to $81 from $40, representing a 46% downside from the previous day’s close of $150.81, CNBC reported.

Goldman’s Energy Dividend Picks: Why Devon and HF Sinclair Still Offer Upside
Insider Monkey1d agoneutral
Goldman’s Energy Dividend Picks: Why Devon and HF Sinclair Still Offer Upside

On September 3, Goldman Sachs noted that investors can still find attractive dividend-paying opportunities in energy despite the sector’s sharp rally. The Energy Select Sector SPDR ETF (XLE) has gained about 45% year to date, compared with roughly 13% for the S&P 500, while Brent crude has moved above $95 per barrel amid the conflict […]

AbbVie (ABBV)’s Blood Cancer Success Adds Weight to its Pipeline Story
Insider Monkey1d agoneutral
AbbVie (ABBV)’s Blood Cancer Success Adds Weight to its Pipeline Story

AbbVie Inc. (NYSE:ABBV)’s experimental blood-cancer therapy etentamig delivered positive results in a late-stage trial for patients with relapsed or refractory multiple myeloma, meeting the trial’s main objectives. The drug produced an objective response rate of 74%, compared with 45.7% for standard treatments selected by investigators. More importantly, etentamig reduced the risk of disease progression or […]

Snowflake (SNOW)’s AI Push Strengthens its Growth Outlook
Insider Monkey1d agoneutral
Snowflake (SNOW)’s AI Push Strengthens its Growth Outlook

Snowflake Inc. (NYSE:SNOW) shares surged nearly 25% on September 3 after the company raised its fiscal 2027 product-revenue forecast to $6.07 billion from $5.84 billion, while second-quarter product revenue jumped 37% year over year to $1.49 billion, beating Wall Street expectations. Management said AI offerings contributed about half of the growth acceleration, suggesting AI is […]

Why Vertiv (VRT) Stock Is Up Today
StockStory1d agoneutral
Why Vertiv (VRT) Stock Is Up Today

Shares of data center products and services company Vertiv (NYSE:VRT) jumped 4.6% in the afternoon session after the stock continued to rally as the company announced an agreement to acquire UtilityInnovation Group for approximately $1.45 billion in cash at closing to accelerate power deployment for AI data centers.

NVIDIA (NVDA)’s Hugging Face Deal Tests the Next Phase of its AI Strategy
Insider Monkey1d agoneutral
NVIDIA (NVDA)’s Hugging Face Deal Tests the Next Phase of its AI Strategy

NVIDIA Corporation (NASDAQ:NVDA) has agreed to acquire Hugging Face for approximately $12.93 billion, making it one of Nvidia’s largest acquisitions. The deal gives Nvidia a much stronger position in open-source/open-weight AI, an area gaining traction because developers can customize models and potentially deploy them at lower costs than proprietary alternatives. Hugging Face has more than […]

Ford Motor (F)’s Defence Bid Could Add a New Growth Avenue
Insider Monkey1d agoneutral
Ford Motor (F)’s Defence Bid Could Add a New Growth Avenue

On September 2, The Financial Times reports that Ford Motor Company (NYSE:F) is attempting to re-enter Europe’s defence market by bidding for the UK Ministry of Defence’s £2 billion Light Mobility Vehicle (LMV) programme. Ford is partnering with General Dynamics Land Systems and UK engineering group Ricardo, with the aim of replacing ageing Land Rover […]

SiriusXM: Deutsche Bank Sees Significant Upside From Digital Audio
Insider Monkey1d agoneutral
SiriusXM: Deutsche Bank Sees Significant Upside From Digital Audio

On September 2, Deutsche Bank upgraded Sirius XM Holdings Inc. (NASDAQ:SIRI) to Buy from Hold and raised its price target to $45 from $31, implying roughly 63% upside from the share price at the time of the call. The bank argues that Wall Street is underestimating SiriusXM’s potential as its business shifts toward digital audio […]

BWX (BWXT) Stock Trades Up, Here Is Why
StockStory1d agoneutral
BWX (BWXT) Stock Trades Up, Here Is Why

Shares of aerospace and defense company BWX (NYSE:BWXT) jumped 2.9% in the afternoon session after Jefferies initiated coverage on the company with a Buy rating and a $181 price target.

Pfizer (PFE) Stock Looks Fully Valued As Earnings Run Ahead Of Value
Simply Wall St.1d agoneutral
Pfizer (PFE) Stock Looks Fully Valued As Earnings Run Ahead Of Value

Pfizer stock has quietly put up a 25.6% gain over the past year, yet broad valuation checks still do not flag it as either clearly cheap or clearly expensive. With mixed signals on value and fresh product news in the background, investors are weighing how much of the recent optimism is already reflected in the share price. The 25.6% 1 year return suggests sentiment toward Pfizer has improved meaningfully, which raises the bar for further upside driven purely by valuation. Approval of Pfizer...

What Is Boeing (BA) Hiding With Its $3.1 Million FAA Safety Fine?
Simply Wall St.1d agoneutral
What Is Boeing (BA) Hiding With Its $3.1 Million FAA Safety Fine?

Boeing (NYSE:BA) paid a US$3.1 million Federal Aviation Administration safety fine tied to significant violations related to aircraft certification and oversight. The FAA cited interference with safety officials and the presentation of non airworthy aircraft for certification as key concerns behind the penalty. Regulators linked the fine to hundreds of quality system violations and broader scrutiny following the 737 MAX 9 door plug blowout. Boeing did not publicly disclose the fine, which...

Does Schwab’s Crypto Expansion and Tighter Risk Controls Change The Bull Case For Charles Schwab (SCHW)?
Simply Wall St.1d agoneutral
Does Schwab’s Crypto Expansion and Tighter Risk Controls Change The Bull Case For Charles Schwab (SCHW)?

In late August 2026, Charles Schwab Corporation announced that its Schwab Crypto platform will add Solana (SOL), Avalanche (AVAX), and Chainlink (LINK), expanding beyond its existing bitcoin and ethereum offering and integrating these tokens alongside traditional investments on Schwab.com, Schwab Mobile, and thinkorswim. At the same time, Schwab is tightening eligibility for complex tax-aware long-short and portfolio margin accounts, underscoring a dual focus on broadening digital asset...

What Does Palantir Technologies (PLTR) Winning Army Work Mean For Its AI Growth?
Simply Wall St.1d agoneutral
What Does Palantir Technologies (PLTR) Winning Army Work Mean For Its AI Growth?

Palantir Technologies (NasdaqGS:PLTR) announced a prime agreement to deliver eight Tactical Intelligence Targeting Access Node (TITAN) ground station systems to the U.S. Army. The TITAN award expands Palantir's role in U.S. defense programs focused on tactical intelligence and targeting capabilities. Palantir and PwC disclosed an expanded alliance aimed at helping enterprises scale AI across core business operations. The PwC partnership is intended to broaden adoption of Palantir's AI...