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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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UBS lifts S&P 500 target to 8,100 as earnings upgrades broaden beyond AI
Proactive7d agobullish
UBS lifts S&P 500 target to 8,100 as earnings upgrades broaden beyond AI

UBS has raised its equity index targets across every major region after a stronger-than-expected results season, and now expects earnings at S&P 500 companies to grow 25% this year. That is up from a previous forecast of around 20%. The Swiss bank's chief investment office, which advises...

Salesforce Stock Has Been Fighting Back. Q2 Earnings Will Test Its AI Strategy.
Barrons.com7d agobullish
Salesforce Stock Has Been Fighting Back. Q2 Earnings Will Test Its AI Strategy.

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

Investing.com7d agobullish
Premarket movers: Nvidia in focus, Intuit slides and Semtech surges

Investing.com - U.S. stock futures hovered around the flatline on Wednesday, as investors remained cautious ahead of the latest U.S. inflation data and Nvidia’s quarterly results, with both events likely to offer fresh clues on the outlook for interest rates and the durability of the artificial intelligence trade.

Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?
Barrons.com8d agobullish
Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.

Investing.com8d agobullish
Dynatrace upgraded by Morgan Stanley as observability demand boosts growth

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

FedEx, Stock Of The Day, Eyes Buy Point — And A High-Margin Pivot
Investor's Business Daily8d agobullish
FedEx, Stock Of The Day, Eyes Buy Point — And A High-Margin Pivot

FedEx is IBD Stock Of The Day after streamlining its parcel delivery and logistics businesses. Intraday, FDX stock eased near a buy point. In 2026, the Memphis-based company has shifted away from consumer parcel delivery to target higher-margin, business-to-business segments.

Generate Biomedicines stock jumps as post-IPO lock-up set to expire
Proactive8d agobullish
Generate Biomedicines stock jumps as post-IPO lock-up set to expire

Shares of Generate Biomedicines Inc (NASDAQ:GENB) jumped more than 20% on Tuesday as investors positioned ahead of the expiration of the company's post-IPO lock-up period. The lock-up, which ends Wednesday, will free company insiders, early investors and major shareholders to sell shares...