Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investing.com -- Moody’s Ratings has upgraded the Corporate Family Rating of StubHub Inc (NYSE:STUB), LLC to B2 from B3, signaling confidence in the live-event ticketing marketplace’s ongoing balance-sheet deleveraging. The rating agency simultaneously raised the company’s Probability of Default Rating and senior secured bank credit facility ratings to B2 while maintaining a stable outlook.
Investing.com -- S&P Global Ratings has upgraded AZZ Incorporated's (NYSE:AZZ) issuer credit rating to ‘BB’ from ‘BB-’, citing accelerated debt repayment and sustained improvements in the company's leverage profile. The rating agency also raised its issue-level rating on the company’s senior secured debt to ‘BB+’ from ‘BB’, while maintaining a ‘2’ recovery rating.
Here’s what could happen to MU shares next.
Taiwan chip exports hit a record $30.8 billion as AMD and Micron break out of the triangles that capped them since July.
Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.
After years of false starts, Disney's streaming business could finally make real profits.
Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play
CareDx (CDNA) is up about 14% today after BTIG raised its price target from $60 to $74 and maintained its Buy rating. That’s a big move for a target bump – and there may be even more upside to be had… The detailsBTIG hosted CareDx’s CEO, CFO, and head of investor relations for investor meetings in Boston earlier this week, and came away more bullish: Target raised 23%, from $60 to $74Management sounded confident after the positive resolution of the transplant local coverage determination (this i
Carnival Corp (NYSE:CCL) shares have fallen 27% since August as surging oil prices raise concerns about fuel costs, prompting Bank of America to cut its price target on the cruise operator to $38 from $42 while maintaining a ‘buy’ rating. The broker said Carnival, as the only unhedged major...
A growing shortage of skilled workers needed to build data centers will likely accelerate Quanta Services ’ earnings at a faster rate than Wall Street expects, Bernstein analysts wrote Thursday. Bernstein upgraded Quanta to Outperform from Market Perform and raised its price target for the stock to $775 from $748, implying a 22% upside from its closing price of $634.90 on Wednesday. Labor constraints will emerge for the broader data-center buildout, to which Quanta has “invested aggressively to capture this opportunity,” the analysts wrote.
Bank of America (BofA) raised its price target on Okta Inc (NASDAQ:OKTA) to $220 from $200 after the company unveiled new AI-agent security and identity capabilities at its Oktane 2026 conference. The bank said Okta’s ambition to become the identity control plane for AI agents was reinforced...
Oruka Therapeutics' (ORKA) lead program of long-acting IL-23 in moderate-to-severe psoriasis maintai
AI demand is giving CoreWeave more pricing power
BlackBerry just posted record QNX results and raised its full-year outlook, yet the stock is sliding anyway. Understanding what is spooking investors reveals a tension at the heart of the company's growth story.
Bank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition. The real threat is a regulatory change that turns UPS's fastest, highest-volume lanes into a compliance liability that surcharges alone may not fix.
A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.
MongoDB (MDB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.
Short-term contracts at premium rates are lifting margins on new deals, the bank says
JPMorgan analyst Samik Chatterjee cited a favorable pricing backdrop for AI compute and strong demand for CoreWeave’s infrastructure.
JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.
The bank says Muse has the potential to become the most widely used consumer AI application since ChatGPT
Investing.com -- JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral in a note Thursday, telling investors that stronger pricing for computing power and the company's push into short-term contracts at premium rates should lift revenue and margins.
Jefferies said customer confusion remains the biggest hurdle to adoption but expects AI agent momentum to support a "more pronounced" growth cycle by 2027.
AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses. Tigress Financial analyst Ivan Feinseth echoed this sentiment on September 17, citing strong Search momentum, rising Cloud growth, and margin expansion in second-quarter results. Consequently, the analyst has reiterated a Buy rating on the stock and hiked the price target […]
Twilio (TWLO) has been in focus after a strong second quarter, where revenue outpaced Wall Street expectations and management lifted its 2026 organic growth outlook, helped by rising usage from AI agents. That optimism has flowed quickly into the share price, with Twilio posting a 7-day share price return of 21.69%, a 30-day gain of 30.60%, a 90-day move of 52.29%, and a 110.10% year-to-date share price return. The 1-year total shareholder return of 181.58% and 3-year total shareholder return...
Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business. Recent customer survey data points to strong interest in the company’s platform for building and deploying AI agents, Agentforce, as the company expands the platform through new editions and capabilities. We recently examined whether […]
Google is moving from buying clean electricity to helping create more of it at existing nuclear plants. On September 21, Georgia Power and Google announced an agreement supporting uprates at the Vogtle and Hatch nuclear stations that could add roughly 96 megawatts, subject to regulatory approval. That links Alphabet Inc. (NASDAQ:GOOGL) directly with The Southern […]
One analyst's initiation on SanDisk sent shockwaves through every memory stock at once, and the reason why suggests this may be a very different kind of NAND cycle than anything the market has seen before.
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