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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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Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
24/7 Wall St.2d agobullish
Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Vistra (VST) Stock Looks Above Fair Value On Earnings Yet Supported By Demand
Simply Wall St.3d agoneutral
Vistra (VST) Stock Looks Above Fair Value On Earnings Yet Supported By Demand

Vistra has delivered a very large 5 year return, yet on current checks the stock now looks closer to fairly valued than clearly cheap, which puts more focus on whether recent news and changing expectations justify the price you see today. Over the past 5 years, Vistra has returned roughly 8x an initial investment, which means even small changes in expectations can matter a lot for anyone looking at the stock now. Growing power demand from hyperscalers and data centers can support profit...

Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure Bet
Insider Monkey4d agoneutral
Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure Bet

Power Companies are Seen as Infrastructure Assets Over the past decade, power producers were valued as cyclical businesses, as their performance was associated with commodity prices and weather patterns. This notion no longer holds, as the expansion of AI, industrial electrification, and data centers has driven a significant increase in electricity demand. This demand is […]

Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE Fuel Program – Quarterly Update Report
Exec Edge6d agoneutral
Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE Fuel Program – Quarterly Update Report

Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE

Red-Hot Power Stocks Are Losing Steam
The Wall Street Journal7d agoneutral
Red-Hot Power Stocks Are Losing Steam

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?
Insider Monkey8d agobearish
Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?

On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces back to hedge accounting rather than the underlying business, a reminder […]

Vistra Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Vistra Q2 Earnings Call Highlights

Vistra (NYSE:VST) reported second-quarter adjusted EBITDA of $1.767 billion, up more than 30% from about $1.35 billion a year earlier, as higher generation earnings and continued retail strength lifted results. The company reaffirmed its full-year financial outlook and said it remains on track for a

Where Does Vistra (VST) Valuation Sit After Revenue Miss And Firm Guidance?
Simply Wall St.11d agobearish
Where Does Vistra (VST) Valuation Sit After Revenue Miss And Firm Guidance?

What Vistra’s latest earnings event means for stock watchers Vistra Corp (VST) put fresh numbers on the table with its second quarter 2026 earnings, reporting sales of US$4,017 million and net income of US$305 million, alongside updated six month results. The company also reaffirmed full year guidance and highlighted stronger adjusted EBITDA. Recent dividend declarations and data center related power demand are keeping investor attention on how Vistra’s cash generation and capital allocation...

Stock to Watch: Trade Desk, Atlassian, Airbnb, Under Armour
The Wall Street Journal12d agoneutral
Stock to Watch: Trade Desk, Atlassian, Airbnb, Under Armour

↘️ Trade Desk (TTD): Shares in the advertising technology company fell 27% after it reported lower-than-expected quarterly revenue. ↗️ Atlassian (TEAM): Shares in the software company behind Jira and Confluence shot up 31% premarket following a revenue beat powered by accelerated growth in its cloud business.