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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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Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late
24/7 Wall St.130d agobearish
Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

Andrew Sather of The Investing for Beginners Podcast recently made a point that should reshape how investors think about recession headlines. “When people say there’s a recession, they’re saying it 6 months after it happens. Like, that’s the literal definition of it. You have to wait 6 months,” he said on the episode Back to ... Worried About a Recession? Here’s Why Selling When Economists Call It is Already Too Late

Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg130d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Treasury Yield Rise Slows as Markets Watch Peace Talks, Macro Indicators
Barrons.com130d agoneutral
Treasury Yield Rise Slows as Markets Watch Peace Talks, Macro Indicators

Treasury yields give back some of their overnight increases as markets wait for a U.S.-Iran peace deal while U.S. indicators support the Fed's wait-and-see approach. Weekly requests for unemployment benefits decline to 209,000 from an upwardly revised 212,000, versus WSJ consensus of 210,000.

The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging
24/7 Wall St.130d agoneutral
The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) keeps rising more and more, no matter how “bad” the news gets. Since Election Day 2024, the index is up 30%, a run that has absorbed a shooting war with Iran, a tariff regime that rewrites itself by tweet, and an inflation print that refuses to behave. The ... The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

You Do Not Need 30 Years of Federal Service to Build a Pension. Here Is the $495,000 Dividend Portfolio That Pays Like One
24/7 Wall St.130d agoneutral
You Do Not Need 30 Years of Federal Service to Build a Pension. Here Is the $495,000 Dividend Portfolio That Pays Like One

A federal employee retiring at 62 after 30 years of service with a “high-3” salary average of $90,000 would receive an estimated FERS basic pension benefit of roughly $29,700 annually, based on the standard formula: 1.1% × 30 years × $90,000. For private-sector workers without access to a defined-benefit pension, that figure provides a useful ... You Do Not Need 30 Years of Federal Service to Build a Pension. Here Is the $495,000 Dividend Portfolio That Pays Like One

Jamie Dimon Says JPMorgan Is Revving Up for an AI Banking Pivot
Barrons.com130d agoneutral
Jamie Dimon Says JPMorgan Is Revving Up for an AI Banking Pivot

Higher interest rates could trigger a recession, JPMorgan Chase CEO Jamie Dimon has warned, as the market frets that a flare-up in inflation will bolster the case for central banks to tighten monetary policy. Dimon also discussed JPMorgan’s artificial-intelligence strategy in the interview in Shanghai, saying that the company was using the technology for risk, fraud, marketing, design, and several other functions. “It’s the tip of the iceberg, it’s moving very quickly,” Dimon added, predicting that JPMorgan would hire more AI talent and fewer bankers in certain categories.

Why Pinterest (PINS) Shares Are Plunging Today
StockStory130d agoneutral
Why Pinterest (PINS) Shares Are Plunging Today

Shares of social commerce platform Pinterest (NYSE: PINS) fell 6.6% in the afternoon session after investors grew increasingly concerned about persistent inflation and rising bond yields, raising worries about future Federal Reserve policy.

Wall Street’s Verdict on Wells Fargo After the $110 Million Discrimination Settlement
24/7 Wall St.130d agoneutral
Wall Street’s Verdict on Wells Fargo After the $110 Million Discrimination Settlement

The smart money read on Wells Fargo (NYSE: WFC) following the $110 million lending and hiring discrimination settlement approved by a federal judge is clearly constructive. Sell-side analysts carry a buy-skewed consensus and a 12-month price target well above where shares trade today, while insiders have been net buyers into the settlement window. The Hard ... Wall Street’s Verdict on Wells Fargo After the $110 Million Discrimination Settlement

Walmart delivers another strong quarter but also a cautious outlook due to economic uncertainty
Associated Press130d agoneutral
Walmart delivers another strong quarter but also a cautious outlook due to economic uncertainty

Walmart delivered another quarter of impressive sales as speedy deliveries and low prices served as a magnet for shoppers across the income spectrum. Walmart has resonated with many Americans who are increasingly careful about where they spend their money as inflation has taken a bigger bite out of paychecks, particularly since the start of the Iran war in late February. Traffic at Walmart can be a barometer of consumer spending given its vast customer base.

A Monthly Dividend Portfolio That Pays Like a Pension and Beats Most Pensions on Inflation Protection
24/7 Wall St.130d agobullish
A Monthly Dividend Portfolio That Pays Like a Pension and Beats Most Pensions on Inflation Protection

A traditional defined-benefit pension paying $5,500 per month, or $66,000 annually, provides a useful retirement-income benchmark. That level of income sits near the upper range of what many private-sector pensions deliver, and it represents the amount a 67-year-old married couple would need to recreate if offered a lump-sum payout instead of guaranteed monthly checks for ... A Monthly Dividend Portfolio That Pays Like a Pension and Beats Most Pensions on Inflation Protection

One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
24/7 Wall St.130d agoneutral
One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry