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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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Tesla’s August Europe Sales Surge in Some Markets, Slide in Others
Insider Monkey1h agobullish
Tesla’s August Europe Sales Surge in Some Markets, Slide in Others

Tesla, Inc. (NASDAQ:TSLA)’s European sales picture in August was mixed rather than uniformly strong, with sharp gains in some markets offset by steep declines in others. Reuters reported that Tesla registrations, a proxy for sales, jumped 279% year over year in France and 104% in Denmark, while registrations fell 79% in Norway and Spain, 41% in […]

How Nebius Group’s AI Data Center Power Surge Could Reshape Nebius Group (NBIS) Investors
Simply Wall St.4h agobullish
How Nebius Group’s AI Data Center Power Surge Could Reshape Nebius Group (NBIS) Investors

Nebius Group N.V. recently reported strong second-quarter results, lifting its year-end contracted power target from more than 3 gigawatts to 5 gigawatts after securing several large AI data center deals with higher contract values per megawatt. This rapid step-up in contracted power highlights how Nebius is tying its growth outlook directly to long-duration infrastructure commitments in the expanding AI cloud market. Next, we’ll examine how this sharp increase in contracted power and major...

Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter
Insider Monkey5h agobullish
Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter

Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while increasing Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) for a sixth consecutive quarter. The filing does not disclose Tepper’s rationale. The positions instead contrast a cyclical […]

Snowflake Loss Narrows, Stock Jumps Afterhours
The Wall Street Journal5h agobullish
Snowflake Loss Narrows, Stock Jumps Afterhours

Snowflake lifted its full-year forecast for product revenue after recording a narrower second-quarter loss, as artificial intelligence continued to drive its business. The cloud storage company on Wednesday reported a loss of $191.7 million, or 55 cents a share, compared with a loss of $298 million, or 89 cents a share, a year earlier. Analysts surveyed by FactSet were expecting $1.48 billion in revenue.

Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery
Insider Monkey5h agobullish
Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery

Deere & Company (NYSE:DE) seems to have attracted renewed attention from analysts after an impressive rise in its stock so far this year. As of August 31, the stock gained more than 35%. On August 31, Baird upgraded its rating on Deere & Company (NYSE:DE) from Neutral to Outperform and lifted its price target from […]

3 Market-Beating Stocks to Keep an Eye On
StockStory5h agobullish
3 Market-Beating Stocks to Keep an Eye On

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Workday (WDAY) Wins Big State Government Go Lives As AI Tools Spread
Simply Wall St.6h agobullish
Workday (WDAY) Wins Big State Government Go Lives As AI Tools Spread

Workday (NasdaqGS: WDAY) reports strong adoption among U.S. state and local governments replacing legacy HR and finance systems with its cloud platform. Large deployments in states including Georgia and Ohio highlight new public sector clients and recent go lives across core payroll, HR and finance functions. Workday is rolling out AI driven automation and agents to handle tasks such as payroll processing, workforce management and financial workflows for government users. The scale of these...

HP Enterprise Earnings Soar but Supply Constraints Aren’t Going Away
Barrons.com6h agobullish
HP Enterprise Earnings Soar but Supply Constraints Aren’t Going Away

HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, which was a major jump from the earnings of 44 cents per share in the prior year period and ahead of analyst estimates of 93 cents per share, according to FactSet. “We are turning what I call exceptional demand into durable, profitable growth for a company and shareholders,” CEO Antonio Neri told Barron’s on Wednesday. HPE also raised its revenue outlook for the year.