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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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Apple Intel Chip Pact Adds New Angle To Supply Chain Story
Simply Wall St.140d agoneutral
Apple Intel Chip Pact Adds New Angle To Supply Chain Story

Apple and Intel have reached a preliminary chip manufacturing agreement that would shift part of Apple's processor production to Intel facilities. The arrangement includes active support from the U.S. government, which holds a federal equity stake in Intel. This is Apple’s first major move to diversify chip production beyond TSMC, with potential implications for supply chain resilience and future hardware plans. For investors watching NasdaqGS:AAPL at a current share price of $292.68, this...

Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data
Bloomberg140d agoneutral
Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data

(Bloomberg) -- Goldman Sachs & Co and Bank of America Corp are the latest in a growing cohort of Wall Street banks pushing back their forecasts for interest-rate cuts, arguing that both jobs and inflation data make a case for the Federal Reserve to keep rates on hold until at least the end of the year.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Un

Ondas Merger With Mistral Reshapes Defense Access And Investor Tradeoffs
Simply Wall St.140d agoneutral
Ondas Merger With Mistral Reshapes Defense Access And Investor Tradeoffs

Ondas (NasdaqCM:ONDS) has completed a $175 million merger with Mistral Inc. The deal adds direct access to U.S. Army and Special Operations contract vehicles. The combined company now has expanded federal contracting reach and U.S. manufacturing capacity. For investors watching Ondas at a share price of $9.06, this merger comes after a very large 1 year return and a rise of about 7x over 3 years. The stock is down 6.9% over the past week, slightly down 0.8% over the past month, and down...

First Solar (FSLR) Valuation Check After Q1 Beat Guidance Reaffirmation And Tariff Tailwinds
Simply Wall St.140d agobullish
First Solar (FSLR) Valuation Check After Q1 Beat Guidance Reaffirmation And Tariff Tailwinds

First Solar (FSLR) is back in focus after reporting first quarter 2026 results, with higher sales, higher profits and reaffirmed full year guidance, alongside an analyst upgrade that highlights potential benefits from protective tariffs. See our latest analysis for First Solar. The earnings beat and reaffirmed guidance have helped the stock regain some footing, with a 1-month share price return of 8.10% and a 7-day share price return of 4.05%. However, the share price remains down 19.83% year...

BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List
24/7 Wall St.140d agoneutral
BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List

Bank of America has added FedEx (NYSE:FDX) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic signal even without a fresh price target attached. For long-term investors, the inclusion reframes FedEx stock as one of Wall Street’s preferred industrial transformation plays heading into ... BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List

JPMorgan issues stark warning on gas prices and inflation
TheStreet141d agoneutral
JPMorgan issues stark warning on gas prices and inflation

The U.S.-Iran conflict, now in its third month, has torn through global oil supply at a historic pace. Yet prices at the pump, while painful, haven't spiked as violently as past crises might suggest. JPMorgan says it's a warning sign that something far more unsettling is occurring beneath the ...

Oil rises, stocks mixed on US-Iran deadlock
AFP141d agoneutral
Oil rises, stocks mixed on US-Iran deadlock

Global stock markets diverged while oil prices rose on Monday after US President Donald Trump rejected Iran's terms for ending the war in the Middle East.Beijing has said it is ready to work with Washington in pursuit of "more stability" as the two countries remain at odds over key issues including trade tariffs, the Middle East war and Taiwan.

Stocks Inch Lower. Inflation and Retail Sales Data Are on Tap.
Barrons.com141d agoneutral
Stocks Inch Lower. Inflation and Retail Sales Data Are on Tap.

Stocks are inching lower on Monday in anticipation of a pivotal week, with data on inflation and retail sales. The Dow was down 68 points, or 0.1%, while the S&P 500 was down 0.1%. Markets are awaiting an update on prices, especially gasoline when the consumer price index is released Tuesday morning.