Albemarle, Dycom Industries and Murphy USA are highlighted as earnings-upgrade beneficiaries as markets watch the Fed, G7 summit and key central banks.
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New York Times, Arko, B&G Foods and Coca-Cola stand out as low-beta consumer staples picks amid rising inflation and rate concerns.
Federal Open Market Committee (FOMC) rate hikes might best be viewed as a necessary evil for Wall Street.
Oracle (NYSE:ORCL) secured a US$395.8 million contract with the U.S. Office of Personnel Management to provide an AI-powered HR cloud platform. The deal will support consolidation of HR systems for more than 100 federal agencies onto a single Oracle cloud environment. The Centre for Addiction and Mental Health adopted Oracle Fusion Cloud Applications to run core operational and administrative functions. For investors watching Oracle, these new contracts highlight how the company’s cloud and...
The Dow index jumped to a new all-time intraday high on Monday, while the Nasdaq jumped to its best close since the end of March.
In early June 2026, FedEx’s unionized pilots approved a new four-year labor agreement after more than five years of negotiations, while the board approved a 5% increase in the annual dividend rate following the FedEx Freight spin-off and made changes to its membership, including the resignation of Silvia Davila and the election of Mark A. Edmunds as Audit and Finance Committee Chair. The pilot deal, which includes a very large increase in hourly pay, richer benefits, and substantial back...
After a four-day trial, a federal jury invalidated the design patent Deckers Outdoor Corp. had for its Ugg Ultra Mini Boot, giving Quince the win.

<body><p>STORY: Wall Street's main indexes rallied on Monday, with the Dow gaining nearly 1% to notch a record-high close, the S&P 500 climbing about one-and-two-thirds percent and the Nasdaq soaring 3%.</p><p>Investors cheered the news of a preliminary deal between the U.S. and Iran to end their war and reopen the Strait of Hormuz. </p><p>Kevin Mahn is president and chief investment officer at Hennion & Walsh Asset Management.</p><p>"I believe that the theme of the day for investors is that a deal has been reached. We think the strait has been opened, we think, and the market has rallied, at least for now. Obviously, if the first two tenets of that theme start to get unwound, then we're going to see this market rally go in the opposite direction. But as it stands now, we believe that ultimately a deal between the U.S. and Iran will be signed in Switzerland on Friday and in all likelihood, tankers will start to pass through the Strait of Hormuz, and that should start to ease inflationary pressures that are a result of higher oil prices that have been in place now since the beginning of March."</p><p>U.S. crude futures settled down 4.9% and hit their lowest level since March, helping to lift shares of energy-sensitive airline and cruise companies and hurting energy stocks.</p><p>Easing inflation fears also helped boost technology stocks as investors were more comfortable taking on riskier bets.</p><p>Chip giant Nvidia gained 3.5% and Micron Technology jumped nearly 11% after at least two brokerages sharply raised their price targets for the stock.</p><p>Investors now turn their attention to the Federal Reserve's two-day policy meeting, which concludes Wednesday.</p><p>Traders expect the central bank to leave interest rates unchanged, but they'll be watching closely for signals from Kevin Warsh in his first press conference as Fed chair.</p></body>
Investors are starting to brace for the Fed's policy decision after its meeting, which begins today.
Investors are starting to brace for the Fed's policy decision after its meeting, which begins today.
US stock futures wavered as investors shifted their focus from the US-Iran deal announcement to the Federal Reserve's policy meeting.
All eyes will be on new Fed chair Kevin Warsh.
A federal judge handed Elon Musk his second defeat against OpenAI after finding xAI failed to show OpenAI improperly obtained confidential info.
Stocks kicked off Fed week on a high note as market participants celebrated news of a potential peace deal between the U.S. and Iran.
Chevron (NYSE:CVX) is an integrated energy major whose July 2025 Hess acquisition added Guyana, Bakken, and Gulf of America assets. With WTI near $95 and the Fed funds rate sitting at 3.75% after 75 basis points of cuts, the question I want to answer is whether income investors can trust the payout. Dividend Snapshot Metric ... Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings
Lower crude prices could boost stocks, ease inflation pressure, and restart the rotation disrupted by the Iran conflict.
Data from Bank of America show that despite all the pressures heaped on consumers after years of inflation, they’re still spending on a variety of things, not just essentials.
(Updates prices.) Gold rose midafternoon Monday, climbing for a second day as the U.S. dollar and
These five stocks are positioned to benefit from persistent inflation, elevated interest rates, and strong nominal economic growth.
AXON's EBITDA rises 29.9% in Q1 2026, but margin pressure from costs, tariffs and investments remains a focus for future performance.
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL), and June’s volatility has only sharpened the urge. Every time the market panics that the Fed will hold rates higher for longer to fight creeping inflation, cyclical tech gets dragged down with it, and one of the cleanest compounders I own goes on sale. Macro-driven index ... 75% of Enterprise Customers Are Quietly Flocking to This Digital Monopoly: Here Is the 1 Unstoppable Stock I’m Loading Up on This June
Investing.com -- The U.S. Federal Reserve may struggle to justify a more dovish stance on monetary policy even if oil prices retreat following an easing of tensions in the Middle East, as persistent underlying inflation pressures remain entrenched.
Realty Income (NYSE:O) is structured for multi-decade income generation because its triple-net lease architecture, monthly dividend discipline, and recession-tested tenant base together produce the kind of compounding income stream a retirement portfolio can lean on without supervision. Wall Street’s current fixation on the 4.48% 10-year Treasury yield has pushed REIT sentiment into a defensive crouch, ... Wall Street’s Interest Rate Panic Makes This Unstoppable 5.2% Yielding Juggernaut an Even
Treasury yields and the dollar slip as President Trump and Iran agree to sign a peace deal later this week while markets brace for the first Fed meeting under Chairman Warsh. The U.S.-Iran pact is expected to restore normal oil trade through the Strait of Hormuz.
At $81.27, Netflix (NASDAQ:NFLX) screens as compelling for investors researching quality growth at compressed multiples. A 39% drawdown from the all-time high has compressed one of the highest-quality compounders in media to a forward multiple that finally looks reasonable, just as the advertising business approaches scale. Netflix runs the world’s largest paid streaming service with ... Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy a
Legendary trader Victor Sperandeo says investors are too focused on whether the Federal Reserve cuts the fed funds rate and not focused enough on what happens to the Fed's balance sheet.
MAS stock's 19% rise in three months is backed by Q1 beats, a higher sales outlook, margin gains and discounted valuation. Yet inflation and tariffs pose risks.
With the 10-Year Treasury yielding 4.48% and the Fed signaling more cuts ahead, income investors are hunting for yield that compounds. Bristol Myers Squibb (NYSE:BMY) offers a 4.39% yield backed by 94 consecutive years of dividend payments. The pharma giant is rebuilding around a Growth Portfolio (Eliquis, Camzyos, Breyanzi) while legacy drugs face generic erosion. ... A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb
At $366.81, Lam Research (NASDAQ:LRCX) trades in a zone where valuation and momentum are in tension. The stock has rocketed 20.95% in the past week as softer rates and a fresh Fed posture reset risk appetite across semicap. Lam designs deposition and etch tools for leading-edge logic, high-bandwidth memory, and 3D NAND. Q3 FY26 revenue ... Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?
KO's cost-saving push and operating efficiencies are helping offset commodity inflation and support margins despite supply-chain pressures.