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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.

25,258 signal articles · 236 in last 24h · 120,554 total before filter · latest 50m ago
236last 24h
1385last 7d
235● bullish (7d)
150● bearish (7d)
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✕ clear all filtersticker: ORCLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Bloomberg9d agoneutral
Intel Is Said to Near Share Sale Upsize to Raise $20 Billion

(Bloomberg) -- Intel Corp. is seeking to increase the amount it’s raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billio

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Market expert 'cautious' on AI trade, likes healthcare, energy stocks
Reuters Videos9d agoneutralVIDEO
Market expert 'cautious' on AI trade, likes healthcare, energy stocks

<body><p>STORY: "We think the fundamentals are positive," on healthcare companies, Isherwood said. "We also think AI tools have potential to help drug development accelerate."</p><p>But the AI trade itself is "concerning," he said.</p><p>"We've watched, actually the credit markets where we've seen Oracle CDS (credit default swaps) blow to levels consistent with where they were last in the financial crisis," Isherwood explained. "We've also seen Nvidia's tick up past 50 basis points, which we consider the market starting to show a little bit of stress, and warning that some of these players may not be able to pay their bills in future years."</p></body>

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1 Software Stock to Own for Decades and 2 We Question
StockStory10d agoneutral
1 Software Stock to Own for Decades and 2 We Question

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.

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Is CPI FIM (BDL:ORCL) Undervalued As Its Recent Rebound Meets An 8.7x P/E?
Simply Wall St.11d agoneutral
Is CPI FIM (BDL:ORCL) Undervalued As Its Recent Rebound Meets An 8.7x P/E?

Recent price move and context for CPI FIM CPI FIM (BDL:ORCL) shares recently closed at €0.75, with the stock down over the past day and past 3 months but higher over the past month. Investors may reassess this Luxembourg based real estate owner’s risk and return profile. See our latest analysis for CPI FIM. Set against a weaker year to date share price return of 25% and a 1 year total shareholder return decline of 21.88%, CPI FIM’s recent 6.38% 1 month share price gain hints at stabilising...

ORCL
What Does Oracle (ORCL) Gain From Bringing New AI Models Into Its Apps?
Simply Wall St.11d agoneutral
What Does Oracle (ORCL) Gain From Bringing New AI Models Into Its Apps?

Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI tools available across Oracle's cloud and business software stack. Enterprise customers are expected to gain more options for building AI powered workflows and analytics on Oracle's platforms. Oracle is far from the only stock tied to the build out of AI capabilities across software and...

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AI theme has 'a long way to run': Strategist
Yahoo Finance Video13d agoneutralVIDEO
AI theme has 'a long way to run': Strategist

Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), Meta (META), and Microsoft (MSFT).

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