Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Skybride Capital founder Anthony Scaramucci said Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick both suffer from what he calls “Potomac Fever,” the same affliction he says led to his own 11-day, scandal-plagued run as White House communications director...
Jefferies reiterated a Hold rating on Adobe Inc. (NASDAQ:ADBE) and raised the price target to $285 from $230 on August 30, citing expectations that the company will deliver results in line with expectations. The research firm has echoed the company’s long-term prospects amid heightened focus on user acquisition and engagement. Adobe AI Strategy for Growth During […]
Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server trade still has runway or whether the easy money is already gone.
Novartis just committed billions not to discover a new drug but to change how an existing one enters your body. The reason why that quiet engineering bet could matter more than a blockbuster pipeline win is buried in the fine print.
Rocket Lab continues to thrive in SpaceX's shadow.
The high-growth coffee chain is executing its playbook, but a look at the stock’s past performance after similar drops tells a more complicated story.
A Federal Reserve governor signaled that interest rates may stay where they are, helping Bitcoin recover from its slide earlier in the week.
Fresenius Medical is scaling its 5008X rollout across U.S. clinics, creating growth potential despite volume, reimbursement and rollout-cost pressures.
Tesla has surged while its EV peers stumble or collapse, but the rally rests entirely on a single event that has yet to happen. What the peer tape reveals about this trade changes the calculus entirely.
Shares of Dell Technologies (NYSE:DELL) are trading higher Thursday and hit new all-time highs thanks to strong second-quarter financial results. The higher share price is good news for Dell CEO Michael Dell, who continues to climb the billionaires leaderboard in 2026. Michael Dell’s Growing Net Worth Dell, the billionaire and not the company, has been one of the top gainers for wealth in 2026. The gains come thanks to a roughly 40% ownership of his namesake company and a large stake in Broadcom
Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter…
Broadcom (AVGO) reported incrementally bullish artificial intelligence commentary around its fiscal
Investors "sold the news" on Mongo's earnings report, even as it came in stronger-than-expected.
Roku just made a $999 bet on owning your living room
Cloudflare stock has delivered a very strong three-year gain, yet current valuation checks point to a premium price, with the intrinsic value estimate and market multiples both indicating the shares trade above what the underlying cash flows might justify. Cloudflare has returned about 326% over the past three years, which puts extra focus on whether the current share price already reflects a lot of optimism. The launch of Adaptive Intelligence in Cloudflare Bot Management can support long...
International Business Machines stock has more than doubled over the past five years, yet current checks still point to a market price that sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and below fair value on earnings and cash flow multiples. International Business Machines has returned 111.8% over 5 years, which puts recent short term weakness into context for long term holders. Growing AI and quantum related activity, including higher margin...
Kyndryl Holdings (KD) has expanded its alliance with Broadcom to deliver end-to-end consulting around VMware Cloud Foundation, with a focus on AI-ready private clouds, automation and security for mission-critical enterprise systems. The news comes after a mixed period for Kyndryl Holdings, with the share price at US$13.09 and a 7.83% 90 day share price return. The year to date share price return is down 48.65% and the 1 year total shareholder return is down 59.11%, pointing to some recent...
Toast stock presents a mixed picture today. An Excess Returns intrinsic value estimate points to the shares trading below estimated fair value, while market based multiples suggest the stock is priced on the rich side and the broader value score is low. Toast has returned 59.3% over the past 3 years, which puts recent weakness into context but raises the question of how much of the story is already reflected in the price. The latest Voice of the Restaurant Industry Survey, which highlights...
Lucid Group (NasdaqGS: LCID) is partnering with Emil Frey France to support its official entry into the French market. The agreement combines Lucid's direct commercial control with Emil Frey France's local operational expertise and distribution model. Lucid plans a product debut and brand showcase with Emil Frey France at the 2026 Paris Motor Show as part of this launch. This type of cross border expansion in electric mobility also relies on supporting infrastructure, so it can be useful to...
Procter & Gamble stock currently trades with a mixed valuation picture. The intrinsic value estimate using a Discounted Cash Flow (DCF) approach points to value that is below the current market price, while the broader scoring framework still flags the shares as neither a clear bargain nor clearly expensive. Over the past 5 years the stock has returned 16.1%, which suggests a moderate long term outcome for investors who stayed invested through that period. Future cash flow from Procter &...
Argan delivers strong earnings to match its strong stock performance.
Rivian Automotive (NasdaqGS:RIVN) announced that Chief Financial Officer Claire McDonough will step down from her role and exit the company. Derek Mulvey has been appointed interim CFO as Rivian prepares for a leadership transition in its finance team. McDonough has been a key financial leader for Rivian since its IPO, and her departure marks a significant executive change for the electric vehicle maker. Consider broadening your watchlist by looking at other companies led by founders...
After a long bout with poor post-pandemic performance, the stock's starting to perk up. The question is, are other investors -- and analysts -- willing to stick their neck out any further anytime soon?
Ericka Leslie says Goldman Sachs sees Dallas as a growth opportunity, citing vibrant talent pools along the Katy Trail and the Texas Stock Exchange.
Michael Saylor’s Strategy Inc has pulled ahead of almost every financial services giant in the S&P 500 on a key balance-sheet measure. Only Warren Buffett’s Berkshire Hathaway still ranks higher.
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