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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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Evercore: META Could Surge Over 50% on $22B AI Opportunity
Benzinga Prediction Markets10d agobullish
Evercore: META Could Surge Over 50% on $22B AI Opportunity

Meta Platforms Inc. (NASDAQ:META) could generate as much as $22 billion in annual gross revenue starting in 2027 by renting out excess AI computing capacity, according to Evercore ISI analyst Mark Mahaney, who raised his price target to $860 from...

ZIM (ZIM) Beat Estimates but Trades 19% Below its Buyout Price. Is the Deal Discount Too Wide?
Insider Monkey10d agobullish
ZIM (ZIM) Beat Estimates but Trades 19% Below its Buyout Price. Is the Deal Discount Too Wide?

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) reported better-than-expected second-quarter results on August 19. Revenue increased 9% to $1.78 billion, exceeding the $1.60 billion consensus estimate. Non-IFRS adjusted diluted EPS was $0.64 versus a consensus loss of $0.33, while IFRS diluted EPS was $0.53. Reported net income increased to $64 million. Shares of ZIM Integrated Shipping […]

Why Is Bloom Energy (BE) Stock Soaring Today
StockStory10d agobullish
Why Is Bloom Energy (BE) Stock Soaring Today

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 5.5% in the morning session after congressional financial disclosures revealed that former U.S. House Speaker Nancy Pelosi established a substantial new position in the company.

Home Depot (HD) Beat Q2 Estimates. What Did the $685M Tariff Refund Change?
Insider Monkey10d agobullish
Home Depot (HD) Beat Q2 Estimates. What Did the $685M Tariff Refund Change?

The Home Depot, Inc. (NYSE:HD) reported a stronger-than-expected fiscal second quarter, although the results did not establish a broad home-improvement recovery. Sales increased 5.7% to $47.86 billion, above the $47.27 billion consensus estimate. Company-defined non-GAAP adjusted diluted EPS rose to $4.92 from $4.68 and exceeded the $4.73 estimate. That measure excludes acquired intangible-asset amortization but […]

Micron Technology (MU) Showed A Rack Scale AI Memory Pooling Breakthrough
Simply Wall St.10d agobullish
Micron Technology (MU) Showed A Rack Scale AI Memory Pooling Breakthrough

Micron Technology (NasdaqGS: MU) and Primemas showcased their Abaco Project collaboration on rack-scale AI memory pooling at FMS 2026. The Abaco Project uses CXL attached shared memory to pool capacity across a rack, targeting static local memory bottlenecks in AI and HPC data centers. Developed for the US Department of Energy, the project highlights Micron's role as memory partner on next generation infrastructure for scalable AI workloads. Micron is far from the only company tied to this...