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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.

27,469 signal articles · 210 in last 24h · 133,000 total before filter · latest 1h ago
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Earnings Snippet: HPE Sees More AI Benefits
The Wall Street Journal12h agoneutral
Earnings Snippet: HPE Sees More AI Benefits

HPE lifted its long-term growth targets after revenue gains across both of its segments. The technology company now expects revenue to rise between 34% and 37% in the current fiscal year, up from a previous range of 29% to 33%.

Investing.com12h agoneutral
Microsoft to detail quarterly Azure sales in sweeping reportable segment revamp

Investing.com -- Microsoft Corporation (NASDAQ:MSFT) on Wednesday announced plans to begin disclosing standalone quarterly sales figures for its Azure cloud unit, answering years of Wall Street demands for greater transparency into its core growth engine. The financial reporting change comes alongside the software giant’s first major reorganization of its reportable business segments since 2015, set to take effect with its fiscal first-quarter results this fall. Under the updated structure detai

Jim Cramer Explains Why Heavily Shorted Moderna (MRNA) Has Room to Run
Insider Monkey12h agoneutral
Jim Cramer Explains Why Heavily Shorted Moderna (MRNA) Has Room to Run

During the August 31 episode of Mad Money, Jim Cramer addressed shifting market dynamics, highlighting how the fallout from heavily crowded hedge fund positions was finally unwinding. Turning his attention to a heavily shorted stock on Wall Street, Cramer pointed to Moderna, Inc. (NASDAQ:MRNA) and explained why skeptics were forced to rethink their thesis. He […]

Is ServiceNow (NOW) Quietly Becoming the Default AI Commerce Platform for Enterprise Partners?
Simply Wall St.13h agoneutral
Is ServiceNow (NOW) Quietly Becoming the Default AI Commerce Platform for Enterprise Partners?

In August 2026, Pricefx announced its Deal Optimization App for the ServiceNow AI Platform, embedding AI-guided pricing, negotiation insights, and product recommendations directly into ServiceNow sales workflows for complex B2B organizations. This move underscores how third-party partners are increasingly using ServiceNow as an AI distribution layer, extending its role at the center of enterprise commercial decision-making. Next, we’ll examine how this deeper AI-led partner integration could...

L3Harris Technologies (LHX) On CEO Exit The Bull Case Still Points To Undervaluation
Simply Wall St.13h agoneutral
L3Harris Technologies (LHX) On CEO Exit The Bull Case Still Points To Undervaluation

L3Harris Technologies (LHX) is in focus after law firm Bronstein, Gewirtz & Grossman began investigating potential securities claims following CEO Christopher Kubasik’s August 17 resignation for conduct inconsistent with company values. L3Harris Technologies’ share price has softened recently, with a 30-day share price return down 4.87% and a year to date share price return down 13.44%, even though the 3-year total shareholder return of 61.12% points to stronger long term compounding. Scan...

NOW (PSE:NOW) Stock Looks Reasonable On Cash Flow But Rich On Earnings
Simply Wall St.13h agoneutral
NOW (PSE:NOW) Stock Looks Reasonable On Cash Flow But Rich On Earnings

NOW has had a steep share price decline over the past five years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting some upside while market based multiples point the other way. NOW has fallen about 78.0% over the past five years, which puts the current share price in the context of a long and deep drawdown for existing holders. The key support for valuation can come from the company’s ability to convert expected revenue into steady...