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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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Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)
Insider Monkey43d agobullish
Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Microsoft (NASDAQ:MSFT) ranks #1 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 282 Microsoft (NASDAQ:MSFT) is down 22 percent year-to-date, and Redditors believe now is the time to buy the stock instead of chasing hype like SpaceX. Bulls […]

Meta just picked a fight with Amazon's cash cow
TheStreet44d agoneutral
Meta just picked a fight with Amazon's cash cow

Wall Street does not punish companies for spending money. It punishes them for spending money without a story. Give investors a believable path from this year's bills to next year's profits and they will forgive almost any number on the capital expenditure line. Take that story away, and every ...

Microsoft to invest $2.5B in new AI implementation business
Proactive44d agoneutral
Microsoft to invest $2.5B in new AI implementation business

Microsoft Corp (NASDAQ:MSFT) announced a $2.5 billion investment to launch Microsoft Frontier Company, a new operating business focused on helping organizations deploy artificial intelligence at scale by embedding engineering and industry experts directly within customer operations. The...

Chevron (CVX) Stock Looks Near Fair Value With Strong Returns But Rich Earnings
Simply Wall St.44d agoneutral
Chevron (CVX) Stock Looks Near Fair Value With Strong Returns But Rich Earnings

Chevron stock has almost doubled investors' money over the past five years, yet recent share price weakness and a mixed valuation score suggest it may no longer be an obvious bargain at around US$165.69. Chevron has delivered a 97.6% total return over five years, which puts the recent short term pullback into context and raises the question of how much of the story is already in the price. The long term power deal with Microsoft for Project Kilby can support expectations for durable cash...

Bloomberg44d agoneutral
Trump Financial Disclosure Shows 21,000 Trades in 2025

(Bloomberg) -- President Donald Trump made more than 21,000 securities trades in his first year back in office, often in intense bursts tied to market events he created.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO

This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?
24/7 Wall St.44d agobullish
This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

The WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) pays a trailing yield of roughly 1.28%, which sounds thin for something with “Dividend” in its name and downright embarrassing next to the 3%-plus yields on traditional income ETFs. And yet DGRW keeps pulling in serious institutional capital. PNC, Bank of America, and Ameriprise all lifted their ... This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival
24/7 Wall St.44d agobearish
Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working on building a cloud infrastructure business to sell AI compute.” The stock responded, jumping 7.56% on July 1 as investors digested the idea ... Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

SAP SE (SAP) Among Jefferies’ Top European Software Stock Picks
Insider Monkey44d agoneutral
SAP SE (SAP) Among Jefferies’ Top European Software Stock Picks

SAP SE (NYSE:SAP) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, Investing.com reported that Jefferies named SAP as one of its top European software stock picks, identifying the firm as the most aggressive company in its coverage in shifting toward an “AI-first” strategy. Jefferies highlighted the […]

Kyndryl Expands Sovereignty Solutioning with Microsoft (MSFT)
Insider Monkey44d agoneutral
Kyndryl Expands Sovereignty Solutioning with Microsoft (MSFT)

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, enterprise technology services company Kyndryl announced the expansion of its sovereignty solutioning through new capabilities and services with Microsoft. Under the collaboration, Kyndryl Sovereignty Solutioning will be combined with Microsoft Sovereign Cloud capabilities to support customers […]

Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation
24/7 Wall St.44d agobullish
Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation

Intel (NASDAQ:INTC) is the ticker dominating financial headlines after a stunning 455.89% one-year rally powered by CEO Lip-Bu Tan’s turnaround pitch and a fresh AI positioning story. But here’s what you should actually be watching. The Intel Rally Has Left Fundamentals Behind Intel now trades at $127.02, well above the $67.32 level at its Q1 ... Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It
24/7 Wall St.44d agoneutral
The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group, even as the Nasdaq heads for its best quarter since 2020. CNBC’s MacKenzie Sigalos framed the split neatly on June 30: “the mag-7 erased 2.3 trillion in June alone, the largest monthly market cap loss ... The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

Forget the Retail Tech Glitz: I Am Loading Up on This Unassailable Enterprise Cash Cow
24/7 Wall St.44d agoneutral
Forget the Retail Tech Glitz: I Am Loading Up on This Unassailable Enterprise Cash Cow

I keep hitting the buy button on Microsoft (NASDAQ:MSFT), and the June selloff only made me press it harder. When the tape dragged this stock down to $373 in June while the underlying business printed 18.3% revenue growth, my thesis stopped being a thesis and started feeling like a gift. I own this for the ... Forget the Retail Tech Glitz: I Am Loading Up on This Unassailable Enterprise Cash Cow