Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Marc Ganzi just cashed out a $4 billion deal, and now he is drawing a pointed comparison between today's AI infrastructure frenzy and the late 1990s fiber overbuild. His warning about who gets left holding the debt when the cycle turns is aimed squarely at the investors still rushing in.
RTX stock has delivered a very strong 5 year run, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) view pointing to some undervaluation while market multiples look closer to fair. Recent contract wins in defense and aerospace add fresh context to that gap between price and intrinsic value estimates. Over the past 5 years RTX has returned 169.7%, which puts fresh focus on whether the current share price already embeds most of the good news. RTX’s recent...
Legacy cybersecurity tools weren’t built for AI-speed threats, leaving older firewalls, SIEMs, and endpoint systems unprepared.
Why Axcelis Technologies Is Back On Investor Radars Axcelis Technologies (ACLS) recently announced plans to join upcoming investor conferences, including the Citi 2026 Global TMT Conference and the B. Riley Securities Consumer & TMT Conference, which has put fresh attention on the stock. The recent conference announcements come after a mixed price pattern for Axcelis Technologies, with the share price up 28.62% year to date but down 31.57% over 90 days. The 1-year total shareholder return of...
Moby summary of Genesco Inc.'s Q2 2027 earnings call
Eli Lilly (NYSE: LLY) agreed to acquire Merida Biosciences in a deal valued at up to US$2.88b to expand its immunology pipeline. The transaction brings Merida's platform for selectively degrading pathogenic autoantibodies while maintaining normal immune function into Lilly's portfolio. Merida's lead autoimmune and allergy candidate is in Phase 1 and is expected to support Lilly's move beyond its established focus on diabetes and obesity therapies. For readers looking to explore more...
In August 2026, DraftKings amended its credit agreement to add a US$700 million Term B loan due 2033 and expand its revolving credit facility to US$750 million maturing in 2031, largely to refinance existing 0% convertible notes and fund general corporate purposes. This refinancing shifts part of DraftKings’ capital structure from zero‑coupon convertible debt toward secured term loans and a larger credit line, potentially affecting future interest costs and financial flexibility. We’ll now...
Warsh wants change, but inflation still dictates Fed policy.
Coinbase's regulated Canada derivatives launch broadens its trading pool, diversifies revenues and advances its global "everything exchange" strategy.
Moby summary of Brady Corporation's Q4 2026 earnings call
Nvidia is reportedly spending billions to acquire a platform that built its reputation by giving everything away for free, and the biggest threat this deal is meant to neutralize comes from Nvidia's own best customers.
Credo just dropped 20% on an earnings beat, and that contradiction is exactly where the argument starts. Whether today's flush is a gift or a warning depends on a few risks most investors are overlooking.
Ultrahuman is targeting a $200 million annual revenue run rate by January 2027 as it builds a new Qualcomm-powered smart ring.
Snowflake (SNOW) is seeing broad-based demand across customers, workloads and geographies, with acce
Moby summary of Lands' End, Inc.'s Q2 2026 earnings call
IBD Stock Of The Day Robinhood gaps above a buy zone. Analysts hike views on the broker's growth outlook, prediction market season.
Corning's rising earnings estimates and AI-driven optical demand fuel growth, but smartphone weakness, customer concentration and tariffs pose risks.
The robotaxi rollout is progressing better than headline numbers suggest, but uncertainty remains, and the bull-and-bear debate won't be resolved anytime soon.
The rally has outlasted every warning, but Wall Street’s positioning gauge just hit an extreme
CrowdStrike and federal authorities dismantled Sality, a botnet that spent eight years swapping copied wallet addresses for the attacker's, so victims unknowingly sent crypto to a stranger. The fix is simple: check the first and last characters of any address after you paste it. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Chubb's strong underwriting, commercial growth and investment income support earnings, while catastrophe losses and softer pricing pose risks.
Monster trades at $44.36 and has moved in lockstep with the market. Its shares have returned 12.3% over the last six months while the S&P 500 has gained 12%.
With varying approaches to growing their businesses, both companies have something different to offer investors.
CrowdStrike (CRWD) reinforced its goal to lead AI-era cybersecurity and raised its long-term growth
Former White House AI and crypto czar David Sacks urged artificial intelligence companies to contribute to Trump Accounts, arguing that giving children a financial stake in AI could strengthen public support for the technology. Sacks Pushes AI Ownership On Tuesday,...
Palantir just posted the kind of revenue growth that makes software investors stop mid-scroll, yet the stock sits 8% below its all-time high with insiders selling and a valuation that has skeptics reaching for antacids. Whether that tension resolves as a buying opportunity or a warning sign depends on one number.
Five surging stocks that are seeing high options volume today