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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 Is Oracle Stock Up Today?
Motley Fool1d agoneutral
Why Is Oracle Stock Up Today?

Oracle has taken on tens of billions in debt to fund its AI data center build-out, a lower-rate outlook offers it outsize relief.

Lululemon (LULU) Q2 Earnings Top Estimates
Zacks1d agoneutral
Lululemon (LULU) Q2 Earnings Top Estimates

Lululemon (LULU) delivered earnings and revenue surprises of +15.08% and -2.07%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

What Coupang (CPNG)'s Privacy Fine and Margin Strains Mean For Shareholders
Simply Wall St.1d agoneutral
What Coupang (CPNG)'s Privacy Fine and Margin Strains Mean For Shareholders

Recently, Coupang has come under pressure after softer earnings guidance highlighted margin strains from capacity and supply chain spending, alongside a record privacy fine of about US$430 million tied to a past data breach investigation. At the same time, the company’s downgraded Zacks Rank to #4 (Sell) contrasts with a still-favorable average brokerage recommendation, underscoring conflicting analyst signals about its earnings outlook. Next, we’ll examine how the privacy-related fine and...

Clumio’s FedRAMP Ready Milestone Might Change The Case For Investing In Commvault Systems (CVLT)
Simply Wall St.1d agoneutral
Clumio’s FedRAMP Ready Milestone Might Change The Case For Investing In Commvault Systems (CVLT)

Commvault Systems recently highlighted that Clumio, a Commvault company, achieved FedRAMP Class C (Moderate) Ready status and was listed in the FedRAMP Marketplace as Legacy FedRAMP Ready, enhancing its appeal to federal and other highly regulated customers seeking cloud-native cyber resilience. This milestone deepens Commvault’s reach into compliance-focused sectors by aligning Clumio’s cloud protection platform with stringent federal security standards, potentially strengthening its role...

Is Toast (TOST) Quietly Recasting Its Investment Story Around Recurring Profit And AI?
Simply Wall St.1d agoneutral
Is Toast (TOST) Quietly Recasting Its Investment Story Around Recurring Profit And AI?

Earlier in the second quarter of 2026, Toast reported earnings that exceeded analyst expectations on earnings per share and revenue, driven by growth in subscription services and financial technology solutions, and raised its 2026 outlook for recurring gross profit and adjusted EBITDA. The company is pairing this improved outlook with ongoing investment in AI-driven products, market expansion across core and newer geographies, and continued share repurchases supported by its liquidity...

AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion
Simply Wall St.1d agoneutral
AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion

Advanced Micro Devices has delivered a very large 5-year gain, yet its current valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples lean expensive. Over the past 5 years, Advanced Micro Devices has returned about 330.5%, which places extra focus on whether today’s price still leaves enough room for attractive future returns. Recent AI and data center partnerships, including new infrastructure deployments in...

Union Pacific (UNP) Merger Review Deadline Was Extended, Is The Stock Still 12% Below Fair Value?
Simply Wall St.1d agoneutral
Union Pacific (UNP) Merger Review Deadline Was Extended, Is The Stock Still 12% Below Fair Value?

Regulatory moves put the Union Pacific merger in focus The Surface Transportation Board has extended the deadline for stakeholders to signal whether they will participate in the review of the proposed Union Pacific (UNP) merger with Norfolk Southern. Investors are assessing what this extra time could mean. Union Pacific’s share price has slipped about 6.7% over the past week but remains supported by a 90 day share price return of 9.8% and a year to date share price return of 24.9%, while the...

Do You Still Own The NVIDIA You Bought?
Trefis1d agoneutral
Do You Still Own The NVIDIA You Bought?

NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.

Why Broadcom (AVGO) Stock Is Nosediving
StockStory1d agoneutral
Why Broadcom (AVGO) Stock Is Nosediving

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 5.8% in the morning session after the company reported second-quarter 2026 financial results that failed to impress as its sales outlook for the next quarter fell below Wall Street’s expectations.

Why Is Snowflake (SNOW) Stock Rocketing Higher Today
StockStory1d agoneutral
Why Is Snowflake (SNOW) Stock Rocketing Higher Today

Shares of cloud data platform provider Snowflake (NYSE:SNOW) jumped 20.6% in the morning session after the company reported second-quarter 2026 financial results and raised its full-year product revenue forecast.