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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

24,221 signal articles · 222 in last 24h · 115,008 total before filter · latest 2h ago
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302● bullish (7d)
167● bearish (7d)
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Chevron Corporation (CVX) Remains Well Placed to Benefit From High Commodity Prices
Insider Monkey17d agoneutral
Chevron Corporation (CVX) Remains Well Placed to Benefit From High Commodity Prices

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]

Lam Research Corporation (LRCX) Rose on Strong Semiconductor Capital Spending
Insider Monkey17d agoneutral
Lam Research Corporation (LRCX) Rose on Strong Semiconductor Capital Spending

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The […]

McDonald’s Corporation (MCD) Fell as Rising Beef Prices Weighed on Sentiment
Insider Monkey17d agoneutral
McDonald’s Corporation (MCD) Fell as Rising Beef Prices Weighed on Sentiment

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The […]

Accenture (ACN) Faces Growth Concerns
Insider Monkey17d agoneutral
Accenture (ACN) Faces Growth Concerns

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]

AT&T (T) Remains Competitive Despite Satellite Connectivity Concerns
Insider Monkey17d agoneutral
AT&T (T) Remains Competitive Despite Satellite Connectivity Concerns

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The […]

T-Mobile US (TMUS) Lagged on Emerging Network Competition Concerns
Insider Monkey17d agoneutral
T-Mobile US (TMUS) Lagged on Emerging Network Competition Concerns

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]

Investing.com17d agoneutral
AI concerns pressure chipmakers premarket; UPS, Carrier rise

Investing.com - U.S. stock futures were mixed on Tuesday as renewed concerns over artificial intelligence spending weighed on semiconductor stocks ahead of a pivotal week featuring mega-cap technology earnings and the Federal Reserve’s latest interest rate decision.

Investing.com17d agoneutral
Will this be the quarter Big Tech breaks out?

Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.

Three Prices Where SpaceX Stock Is a Buy
Barrons.com17d agobullish
Three Prices Where SpaceX Stock Is a Buy

SpaceX just won’t stop going down. Shares are very close to the $100 level where Morgan Stanley analyst Adam Jonas believes the company is getting no value for its AI business. Jonas’ $100 price observation isn’t too far from the $90 Barron’s suggested SpaceX was worth about a week before the IPO.