Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.
Wolfe Research says Netflix's rough summer had nothing to do with demand, and that one reframing sent shares jumping while Disney and Warner Bros. Discovery barely flinched. Here is what the analyst actually found buried in millions of viewing data points.
Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving semiconductor prices right now.
Baird doubled its price target on AMD stock to $1,250, while UBS, Bank of America, Roth Capital and Jefferies also lifted their targets.
SpaceX's valuation is being tested now that public markets have digested its IPO.
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