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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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Chip Stocks Sink on China Competition Concerns, Erasing Early Gains
Barrons.com18d agoneutral
Chip Stocks Sink on China Competition Concerns, Erasing Early Gains

The S&P 500 and the Nasdaq Composite reversed gains, wavering near the flatline after opening higher. The PHLX Semiconductor Index was down 4.3% after opening higher. Nvidia, AMD, Micron, and ASML are some of the chip maker stocks dragging the semi index and the broader market lower, thanks to the group's heavy impact on the major indexes.

Is AI spending actually a sore spot for Big Tech margins?
Yahoo Finance Video18d agoneutralVIDEO
Is AI spending actually a sore spot for Big Tech margins?

US stock futures (ES=F, NQ=F, YM=F) are soaring in Monday's pre-market trading as Wall Street looks ahead to this week's bout of Big Tech earnings, which includes Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), Amazon (AMZN), and Qualcomm (QCOM). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss whether tech companies raising AI capex is actually hurting profitability and margins.

Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand
Insider Monkey18d agoneutral
Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand

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 […]

Amphenol Corporation (APH) Regains Appeal on an Improved Growth Outlook
Insider Monkey18d agoneutral
Amphenol Corporation (APH) Regains Appeal on an Improved Growth Outlook

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Strategy”. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]

Abbott Laboratories (ABT) Fell as Guidance and Litigation Concerns Overshadowed Growth
Insider Monkey18d agoneutral
Abbott Laboratories (ABT) Fell as Guidance and Litigation Concerns Overshadowed Growth

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Strategy”. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]

1 Industrials Stock with Impressive Fundamentals and 2 We Turn Down
StockStory18d agoneutral
1 Industrials Stock with Impressive Fundamentals and 2 We Turn Down

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Sure, they are at the whim of macroeconomic factors that influence capital spending (like interest rates), but the industry has held its ground over the past six months as its 6% return was almost identical to the S&P 500.

Jensen Quality Growth Equity Strategy Trimmed Its Position in Broadridge Financial Solutions (BR)
Insider Monkey18d agoneutral
Jensen Quality Growth Equity Strategy Trimmed Its Position in Broadridge Financial Solutions (BR)

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Strategy”. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]

Cintas Corporation (CTAS) Looks Attractive After Weak Share Performance
Insider Monkey18d agoneutral
Cintas Corporation (CTAS) Looks Attractive After Weak Share Performance

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Composite “. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]

Investing.com18d agoneutral
AI-linked shares rally; energy cos fall premarket

Investing.com - U.S. stock index futures rallied on Monday as a sharp drop in oil prices eased inflation concerns and lifted investor sentiment ahead of a pivotal week featuring the Federal Reserve’s latest interest rate decision and earnings from several mega-cap technology companies.

Alphabet Inc. (GOOG) Gained on Strong Cloud Growth and Easing AI Search Concerns
Insider Monkey18d agoneutral
Alphabet Inc. (GOOG) Gained on Strong Cloud Growth and Easing AI Search Concerns

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Composite “. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]

IDEXX Laboratories (IDXX) Looks Attractive on Recurring Revenue and High Customer Retention
Insider Monkey18d agoneutral
IDEXX Laboratories (IDXX) Looks Attractive on Recurring Revenue and High Customer Retention

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Composite “. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]