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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.

23,580 signal articles · 332 in last 24h · 112,379 total before filter · latest 36m ago
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Corning Stock Heads for Biggest Drop in Decades as Guidance Disappoints
The Wall Street Journal15d agobearish
Corning Stock Heads for Biggest Drop in Decades as Guidance Disappoints

Corning has been betting that the massive infrastructure demands of AI will drive its next wave of growth, relying on its specialized optical fiber to link hyperscale data centers. That wager has resonated with Wall Street, more than doubling its shares over the past year.

The S&P 500 Just Had Its Best Month Since 2020. Don’t Let ‘Sell in May’ Spook You.
Barrons.com103d agobearish
The S&P 500 Just Had Its Best Month Since 2020. Don’t Let ‘Sell in May’ Spook You.

There was a lot that could have made the stock market fall. Investors shrugged off questions about when—or even if—the Federal Reserve would cut interest rates again this year after the central bank held rates steady, and they ignored the fact that Jerome Powell plans to stay on the Fed’s Board of Governors even as Kevin Warsh prepares to become chair. Inflation came in hot as oil prices continued to rise, and earnings from Microsoft and Meta Platforms revealed sizable capital spending increases—and resulted in falling stocks. Eli Lilly earnings offered evidence that weight-loss drugs were only getting bigger; Coca-Cola’s beat showed that not all soft-drink makers are suffering from an Ozempic overhang; Alphabet’s capital spending paid off with big profits; and Caterpillar’s numbers demonstrated that there’s more to its business than mining and machinery.

Corning stock falls as its story gets more complicated
TheStreet105d agobearish
Corning stock falls as its story gets more complicated

Corning (GLW) stock pulled back about 1% after earnings, following a massive run in which shares gained roughly 250% over the past year. The reaction looks odd at first glance because Optical demand tied to AI data centers is accelerating, margins are expanding, and Corning just locked in two new ...