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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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Is SoundHound AI (SOUN) Getting Too Rich After Its 188% Run?
Simply Wall St.1d agoneutral
Is SoundHound AI (SOUN) Getting Too Rich After Its 188% Run?

SoundHound AI stock has delivered a very strong 3 year return, yet current valuation checks still flag the shares as expensive rather than a clear bargain. For investors looking at conversational AI exposure through SoundHound AI, the recent pullback sits against a low value score and an overvalued read on market multiples. Over the past 3 years, SoundHound AI has returned about 188.0%, which puts extra focus on whether the current price already reflects much of the optimism around its...

Is Schneider Electric (ENXTPA:SU) Overvalued After A 108% Five Year Return?
Simply Wall St.1d agoneutral
Is Schneider Electric (ENXTPA:SU) Overvalued After A 108% Five Year Return?

Schneider Electric stock has more than doubled over the past five years, yet current valuation checks suggest investors are now paying a premium relative to an intrinsic value estimate and only roughly in line with market multiples. The Discounted Cash Flow (DCF) view points to Schneider Electric trading above its intrinsic value, while earnings-based measures suggest the share price is roughly aligned with peers. Over the past five years the stock has returned about 108%, which points to a...

What Does Sandisk (SNDK) Losing NAND Share To China Mean Now?
Simply Wall St.1d agoneutral
What Does Sandisk (SNDK) Losing NAND Share To China Mean Now?

SanDisk (NasdaqGS:SNDK) has been overtaken in global NAND memory market share by Chinese rival Yangtze Memory Technologies, according to newly released industry data. The latest figures show Yangtze Memory Technologies now holds a larger share of the NAND market than SanDisk, marking a shift in the competitive order among major memory chip producers. Industry analysts are watching how SanDisk responds as Chinese manufacturers gain traction in NAND, which could influence pricing, margins, and...

What Does AeroVironment (AVAV) Winning A $464.8 Million Army Laser Deal Change?
Simply Wall St.1d agoneutral
What Does AeroVironment (AVAV) Winning A $464.8 Million Army Laser Deal Change?

AeroVironment (NasdaqGS: AVAV) has secured a US$464.8 million U.S. Army contract for its LOCUST X3 laser weapon systems, the first production deal for directed energy weapons in U.S. history. The agreement moves laser systems from testing into battlefield production and positions AeroVironment as a key supplier of next generation defense technology for future Army operations. This contract creates a new long term platform for revenue and technology development that differs from...

What Amazon.com (AMZN)'s Riverside Warehouse Strike Reveals About Labor Risk in Its Logistics Model
Simply Wall St.1d agoneutral
What Amazon.com (AMZN)'s Riverside Warehouse Strike Reveals About Labor Risk in Its Logistics Model

On September 2, 2026, Amazon workers represented by Teamsters Local 1932 at the DJT6 warehouse in Riverside, California held a one-day unfair labor practice strike, alleging illegal retaliation and refusal to recognize the union at one of the company’s largest U.S. logistics hubs. The strike highlights how labor relations and workplace safety concerns at key fulfillment centers can intersect with broader questions about Amazon’s operating risks and cost structure at a time of intense...

Can Applied Materials (AMAT) Still Look Cheap After A 237% Run?
Simply Wall St.1d agoneutral
Can Applied Materials (AMAT) Still Look Cheap After A 237% Run?

Applied Materials stock has delivered very strong gains for long term holders over the past five years, yet its recent pullback and mixed valuation score leave investors weighing how much upside may still be priced in. With the share price resetting after a sharp run, the key question is how the current level lines up with the broader valuation checks. Applied Materials has returned 236.5% over the past five years, which puts recent weakness into context and raises the bar for what counts as...

UiPath Q2 Earnings Call Highlights
MarketBeat1d agoneutral
UiPath Q2 Earnings Call Highlights

UiPath (NYSE:PATH) reported second-quarter fiscal 2027 results that exceeded its guidance, with annualized recurring revenue, revenue and profitability all rising as the company emphasized demand for its automation, orchestration and artificial intelligence capabilities. Founder and Chief Executive

Planet Labs PBC Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Planet Labs PBC Q2 Earnings Call Highlights

Planet Labs PBC (NYSE:PL) reported record second-quarter revenue of $116 million, up approximately 58% from a year earlier, as satellite services execution and demand from defense and intelligence customers drove growth. The company also raised the low end of its full-year fiscal 2027 outlook for re

Zscaler Q4 Earnings Call Highlights
MarketBeat1d agoneutral
Zscaler Q4 Earnings Call Highlights

Zscaler (NASDAQ:ZS) reported fourth-quarter fiscal 2026 revenue of $898 million, up 25% from a year earlier and 6% sequentially, as the cybersecurity company cited continued demand for its zero-trust platform, data security offerings and AI-related products. Non-GAAP operating income rose 37% year

Mama's Creations Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Mama's Creations Q2 Earnings Call Highlights

Mama's Creations (NASDAQ:MAMA) reported fiscal second-quarter revenue growth of 55% and said expanded retail distribution, contributions from the Bay Shore acquisition and new product launches helped drive operating leverage and higher profitability. For the quarter, revenue increased to $54.6 mill

lululemon athletica Q2 Earnings Call Highlights
MarketBeat1d agoneutral
lululemon athletica Q2 Earnings Call Highlights

lululemon athletica (NASDAQ:LULU) reported second-quarter revenue and earnings that fell below its expectations, citing weaker traffic, inconsistent product launches and pressure on brand sentiment in North America and China Mainland. The company lowered its full-year outlook and said it is increasi

Docusign Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Docusign Q2 Earnings Call Highlights

Docusign (NASDAQ:DOCU) reported second-quarter fiscal 2027 revenue of $876 million, up 9% from a year earlier, as adoption of its Intelligent Agreement Management, or IAM, platform increased and the company expanded its artificial intelligence capabilities and integrations. Chief Executive Officer

Synopsys' Core Engine Grew Far Slower Than Its Revenue
Trefis1d agoneutral
Synopsys' Core Engine Grew Far Slower Than Its Revenue

Synopsys (SNPS) booked revenue of $2.477 billion in fiscal Q3 2026, up about 42% year over year, and the shares have still lost about 30% over the past twelve months. Look past that headline at the line underneath it: EDA grew 8.5%. That single-digit number is the pace of the design tools business Synopsys had before the Ansys deal.

Anthropic Nears Finalizing $15 Billion Pre-IPO Credit Facility
Bloomberg1d agoneutral
Anthropic Nears Finalizing $15 Billion Pre-IPO Credit Facility

Anthropic PBC is set to finalize expanding its revolving credit facility to $15 billion, according to people familiar with the matter, clearing a hurdle before the artificial intelligence firm’s public filing for its highly anticipated IPO.

Top 3 Silver Stocks With Market Caps Over $10 Billion
Simply Wall St.1d agoneutral
Top 3 Silver Stocks With Market Caps Over $10 Billion

Global services sectors are expanding, with demand for areas like AI, solar power and electric vehicles still firm. That keeps industrial demand for silver in sharp focus while mine supply has not kept pace. Investors looking for ways to tap into this squeeze may see silver mining stocks as a useful tool. This article walks through three stocks from a leading silver-focused stock list. The three silver stocks in this article are only a starting sample, and the full screen surfaced 7 more...

Ciena (CIEN) Lifts Guidance As Its Rich Valuation Faces A Reality Check
Simply Wall St.1d agoneutral
Ciena (CIEN) Lifts Guidance As Its Rich Valuation Faces A Reality Check

Ciena (CIEN) is back in focus after issuing fresh guidance that pegs fourth quarter 2026 revenue at about US$1.75b, with a margin of plus or minus US$50m, alongside higher full year revenue expectations. Ciena’s latest guidance comes after a sharp pullback, with the share price falling 10.36% in the last day and 34.97% over 90 days, even though the year to date share price return is 29.02% and the 1 year total shareholder return is 171.52%. Recent record fiscal Q3 2026 results, raised full...

Mastercard (MA) Bets On AI Agent Commerce With New Start Path Cohort
Simply Wall St.1d agoneutral
Mastercard (MA) Bets On AI Agent Commerce With New Start Path Cohort

Mastercard (NYSE: MA) launched its first Start Path cohort focused on agentic, AI agent driven commerce, signaling a new push into autonomous payments. The cohort targets startups building payments and infrastructure tools that allow AI agents to initiate and complete digital transactions. The move highlights Mastercard's interest in treating AI agents as active market participants rather than only supporting traditional human initiated payments. The push into AI agent driven commerce is...