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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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This Fund Bought Moderna Before It Nearly Tripled. See Its 2 New Stock Picks
Insider Monkey2d agoneutral
This Fund Bought Moderna Before It Nearly Tripled. See Its 2 New Stock Picks

Bamco, the advisory arm of Ron Baron’s Baron Capital Group, opened a new position in Moderna (NASDAQ:MRNA) during the second quarter of 2026. The fund bought about 2 million shares of the firm in the June quarter. The timing worked out. In August, Moderna shares nearly tripled on a positive Phase 3 report. Bamco also […]

Oracle Stock Could Be Software’s Next Big Winner
Barrons.com2d agoneutral
Oracle Stock Could Be Software’s Next Big Winner

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

Billionaires Like These 2 AI Data Center Stocks
Insider Monkey2d agoneutral
Billionaires Like These 2 AI Data Center Stocks

We ran an analysis based on Insider Monkey’s proprietary database of over 900 hedge funds to see which AI and data center stocks billionaire-led funds were piling into during the second quarter. Two names stood out. Vertiv Holdings (NYSE:VRT) topped the list. A total of 32 billionaire-led funds held stakes in the company at the […]

Could DKNG Be a 50% Rebound Stock?
24/7 Wall St.2d agoneutral
Could DKNG Be a 50% Rebound Stock?

DraftKings has shed nearly half its value over the past year while quietly building a Predictions product that went from $2.3 billion to $11 billion in annualized volume in just three months. Whether that pivot justifies a major rebound or more pain ahead depends on factors the market has not yet priced in.

Amazon.com (AMZN): AI Exposure Adds, But Other Businesses Drive Results
Insider Monkey2d agoneutral
Amazon.com (AMZN): AI Exposure Adds, But Other Businesses Drive Results

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Investing.com2d agoneutral
Aerovironment secures landmark $465M U.S. Army contract for laser defense systems

Investing.com -- AeroVironment Inc (NASDAQ:AVAV) stock ticked up 0.8% in early Thursday trading following news that the defense technology contractor secured a landmark $464.8 million contract from the U.S. Army. The award, issued under an Other Transaction Agreement (OTA) by the Army Portfolio Acquisition Executive for Fires program office, designates AeroVironment to deliver "dozens" of its LOCUST X3 high-energy laser systems over the next several years in support of the service’s Enduring-Hig