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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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Nasdaq Drops as Market Bets Against AI Ahead of Nvidia Earnings
Barrons.com9d agobearish
Nasdaq Drops as Market Bets Against AI Ahead of Nvidia Earnings

Technology stocks tumbled again on Monday because Wall Street is worried about artificial intelligence shares ahead of another key earnings test. The Nasdaq Composite fell 0.8%. The Dow, which lacks the exposure to AI that the Nasdaq and S&P have, managed to claw its way higher despite the latest escalations between the U.S. and Canada on trade.

What Is Intuit (INTU) Facing In This New Investor Lawsuit?
Simply Wall St.9d agobearish
What Is Intuit (INTU) Facing In This New Investor Lawsuit?

Intuit (NasdaqGS: INTU) and several top executives face a new class action lawsuit alleging they misled investors about generative AI competition and Mailchimp performance. The complaint claims Intuit understated the competitive threat from generative AI tools and misrepresented trends in Mailchimp's business. Plaintiffs have expanded the suit to cover a longer class period, building on earlier litigation focused on similar issues. The case raises fresh questions about Intuit's disclosures...

Nvidia Could Drop 20% On Poor Earnings
24/7 Wall St.9d agobearish
Nvidia Could Drop 20% On Poor Earnings

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

Alibaba Drops, SoftBank Bond Sale, Bitcoin Rally | Stock Movers
Bloomberg9d agobearishVIDEO
Alibaba Drops, SoftBank Bond Sale, Bitcoin Rally | Stock Movers

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Alibaba (BABA) is tumbling after announcing a plan to raise about HK$80 billion ($10.2 billion) from a share sale. The share placement is expected to dilute earnings and hurt stock performance in the near term, analysts said. Meanwhile, the fundraising will help drive AI-led growth and the impact on earnings will be limited if the company can improve AI payoffs, they added. The tech and chip sectors are seeing a broader selloff globally. - SoftBank (SFTBY) is moving on news it plans a record ¥1 trillion retail bond sale to raise funds for its investment commitments to OpenAI. - Bitcoin (BTC) is continuing its rally. Spot Bitcoin exchange-traded funds had their strongest weekly inflow in 10 months last week as the original cryptocurrency surged.

Investing.com9d agobearish
Baird downgrades Chipotle, Domino’s as restaurant divergence widens

Investing.com -- In a note to clients on Monday, Baird reshuffled its restaurant coverage, downgrading Chipotle Mexican Grill (NYSE: CMG), Domino's Pizza (NASDAQ: DPZ) and Black Rock Coffee Bar (NASDAQ: BRCB) to Neutral while upgrading Darden Restaurants (NYSE: DRI) to Outperform.

Oil falls as Trump pledges economic war on Iran
AFP10d agobearish
Oil falls as Trump pledges economic war on Iran

Oil prices fell on Monday as investors braced for details of a US plan to isolate the Iranian economy that President Donald Trump billed as the "most crushing" financial operation ever against Tehran.Vice President JD Vance admitted the plan was a "delicate dance" because Iran will "try to apply economic pressure to us".

Wall St rises on the day but falls for the week; bond yields and Iran in focus
Reuters Videos12d agobearishVIDEO
Wall St rises on the day but falls for the week; bond yields and Iran in focus

<body><p>STORY: U.S. stock indexes closed higher Friday with the Dow gaining about 1 percent and the S&P 500 and Nasdaq rising about four-tenths of one percent each.</p><p>:: Archive</p><p>All three fell for the week as investors were rattled by fluctuating government bond yields and a lack of clarity on progress in the Middle East.</p><p>Friday’s economic data eased concerns, as the U.S. services sector posted its strongest growth in nearly two years powering a sharp acceleration in overall business activity in August.&nbsp;</p><p>This offset a slowing of growth in a manufacturing sector that is being restrained by reduced stock building and supply disruptions from the Iran war.</p><p>Earlier, UBS Global Wealth Management raised its year-end target for the S&P 500 to 8,100, citing a stronger earnings outlook and robust corporate profit growth.</p><p>Kevin Mahn, president and chief investment officer with Hennion & Walsh Asset Management says he expects a bumpy road for stocks in the near term but believes they will finish 2026 on solid footing.</p><p>"So I believe that the market is likely headed for more short-term bouts of volatility up to and through these midterm elections." //</p><p>"But I also believe that once we have some clarity after the midterm elections, in all likelihood, some type of lasting deal between the US and Iran,&nbsp;moderating inflation, and also continued strong earnings, not just from technology companies, but all S&P 500 companies will have a very strong close to the year. "</p><p>Stocks on the move included Ross Stores which added 4 percent after the value retailer raised its annual profit forecasts and reported better-than-expected quarterly results.</p><p>And retail investor platform Robinhood surged nearly 14% as bitcoin touched its highest levels since mid-May.</p></body>

Walmart Shares Extend Decline After Rare US Sales Miss
Bloomberg12d agobearishVIDEO
Walmart Shares Extend Decline After Rare US Sales Miss

Walmart Inc.'s quarterly sales fell short of expectations, a rare miss that's likely to stoke concern about the leading big-box retailer decelerating alongside a slow-growing US economy. Sales at US stores open at least a year, excluding fuel, rose 2.6% in the second quarter, shy of the lowest analyst estimate compiled by Bloomberg. That rate of growth hindered primarily by pricing pressure in its pharmacy business is the slowest in more than six years. Walmart shares fell as much as 10%, the most intraday since 2022, in New York trading on Thursday, erasing a modest year-to-date gain through the previous day's close. We get reaction from Poonam Goyal, Senior US Retail Analyst for Bloomberg Intelligence.