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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.

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Should You Add KKR & Co.’s (KKR) to Your Portfolio?
Insider Monkey24d agoneutral
Should You Add KKR & Co.’s (KKR) to Your Portfolio?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?
Insider Monkey24d agoneutral
What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

Madison Dividend Income Fund is Bullish on ExxonMobil Holdings Corporation (XOM)
Insider Monkey24d agoneutral
Madison Dividend Income Fund is Bullish on ExxonMobil Holdings Corporation (XOM)

Madison Dividend Income Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund aims to generate income and capital appreciation from a high-quality, high-dividend portfolio. The Fund (class I) returned +1.8% in the second quarter, which compared to the S&P 500 Index, Russell […]

Investing.com24d agobullish
Foreign buying surge may signal trouble ahead for the S&P 500

Investing.com -- Capital Economics Chief Economic Adviser John Higgins said in a note Wednesday that a surge in foreign buying of U.S. equities could be another warning sign for the S&P 500, noting that similar surges preceded the bursting of the dotcom bubble, the global financial crisis, and the 2022 market drawdown.

1 S&P 500 Stock with Solid Fundamentals and 2 We Ignore
StockStory24d agoneutral
1 S&P 500 Stock with Solid Fundamentals and 2 We Ignore

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

1 S&P 500 Stock for Long-Term Investors and 2 We Find Risky
StockStory24d agoneutral
1 S&P 500 Stock for Long-Term Investors and 2 We Find Risky

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

3 Reasons PUMP is Risky and 1 Stock to Buy Instead
StockStory24d agobullish
3 Reasons PUMP is Risky and 1 Stock to Buy Instead

ProPetro has had an impressive run over the past six months as its shares have beaten the S&P 500 by 11.7%. The stock now trades at $13.14, marking a 19.5% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.