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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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Jim Cramer Says 'WOW' as Dell Crushes Earnings; Patrick Moorhead Says the Company Is Doing 'Exactly What It Told Investors'
Benzinga24d agobullish
Jim Cramer Says 'WOW' as Dell Crushes Earnings; Patrick Moorhead Says the Company Is Doing 'Exactly What It Told Investors'

Dell Technologies Inc. (NYSE:DELL) blowout fiscal second-quarter results drew an emphatic "WOW" from Jim Cramer, while analyst Ben Bajarin said investors who like Nvidia Corp.’s (NASDAQ:NVDA) growth trajectory will "really" like Dell’s. Jim Cramer Says ‘WOW’ After Dell Earnings Dell closed at $425, down 6.80%, while its shares jumped 8.01% to $459.03 in after-hours trading, according to Benzinga Pro. Cramer took to X after Dell’s earnings report and said, "Dell–on tonight!! WOW." Dell–on tonight

Vertex (VRTX) Stock Trades At A Premium On Earnings Yet Looks Fair On Broader Checks
Simply Wall St.24d agoneutral
Vertex (VRTX) Stock Trades At A Premium On Earnings Yet Looks Fair On Broader Checks

Vertex Pharmaceuticals stock has delivered strong multi year gains, and current valuation checks suggest the shares now look closer to fairly priced than clearly cheap or clearly expensive. Vertex Pharmaceuticals has returned 184.9% over the past 5 years, which puts extra focus on whether the current price still offers an appealing entry point for new money. Expectations for continued revenue and cash flow growth from its existing treatment portfolio can support today’s valuation, while any...

3 AI Stocks With At Least 18% Earnings Growth
Simply Wall St.24d agoneutral
3 AI Stocks With At Least 18% Earnings Growth

Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...

Palo Alto Networks Q4 Earnings Call Highlights
MarketBeat24d agoneutral
Palo Alto Networks Q4 Earnings Call Highlights

Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie

Dell Technologies Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Dell Technologies Q2 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus

GitLab Q2 Earnings Call Highlights
MarketBeat24d agoneutral
GitLab Q2 Earnings Call Highlights

GitLab (NASDAQ:GTLB) reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, as the company cited record gross bookings, accelerating net annual recurring revenue growth and increased demand for its software development platform. Non-GAAP operating income was $42.

MongoDB Q2 Earnings Call Highlights
MarketBeat24d agoneutral
MongoDB Q2 Earnings Call Highlights

MongoDB (NASDAQ:MDB) reported second-quarter fiscal 2027 revenue of $772 million, up 30% from a year earlier, as growth in its Atlas cloud database platform and Enterprise Advanced self-managed offering accelerated. The company also raised its full-year outlook, citing continued enterprise demand, c

Credo Technology Group Q1 Earnings Call Highlights
MarketBeat24d agoneutral
Credo Technology Group Q1 Earnings Call Highlights

Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee

Shopify (SHOP) Stock Looks Above Fair Value On Cash Flow And Earnings
Simply Wall St.24d agoneutral
Shopify (SHOP) Stock Looks Above Fair Value On Cash Flow And Earnings

Shopify has delivered a strong 112.3% gain over the past three years, while current valuation checks point to the stock trading at a premium to what its cash flows and market multiples suggest. A 112.3% share price gain over three years means recent investors have already seen substantial value created, which raises the bar for further upside from here. The expanded partnership with Affirm through Shop Pay Installments in Australia can support expectations for ongoing commerce volume growth...

MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.
Barrons.com24d agoneutral
MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.

MongoDB reported strong second-quarter earnings results Tuesday, but the document database company’s stock fell in after-hours trading. The company also raised its fiscal year 2027 guidance, citing a 29% year over year revenue increase for its multi-cloud database service, Atlas But with Atlas growing at the same pace for three consecutive fiscal quarters, investors hoping to see whether new clients are spending on cloud apps could feel disappointed. Mizuho Securities analyst Jordan Klein wrote late Tuesday that major hedge funds had privately expected 30.5% to 31% growth in Atlas revenue.

Credo Shares Slump Despite Earnings Beat
Barrons.com24d agobullish
Credo Shares Slump Despite Earnings Beat

FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.