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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.

30,484 signal articles · 143 in last 24h · 154,336 total before filter · latest 44m ago
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Compass Therapeutics Craters, FDA Pushes Survival-Trial Demand for Cancer Drug
Benzinga2d agoneutral
Compass Therapeutics Craters, FDA Pushes Survival-Trial Demand for Cancer Drug

Compass Therapeutics, Inc. (NASDAQ:CMPX) shares are trading lower on Tuesday as the FDA feedback raises new questions about the timing and requirements for its tovecimig program. The move is coming even as S&P 500 futures are up 0.1%, pointing to stock-specific pressure rather than a broad risk-off tape. Read Also: Compass Therapeutics' Bile Duct Cancer Drug Seen As New Standard Of Care CMPX Stock Drops After FDA Feedback On Tovecimig BLA Path Compass said the FDA recommended the company run a t

3 Reasons Investors Watch Skyward Specialty Insurance (SKWD)
StockStory2d agoneutral
3 Reasons Investors Watch Skyward Specialty Insurance (SKWD)

Skyward Specialty Insurance has had an impressive run over the past six months as its shares have beaten the S&P 500 by 17.7%. The stock now trades at $57.18, marking a 33.9% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

3 Reasons MBUU is Risky and 1 Stock to Buy Instead
StockStory2d agobullish
3 Reasons MBUU is Risky and 1 Stock to Buy Instead

Over the past six months, Malibu Boats’s stock price fell to $23.66. Shareholders have lost 9.9% of their capital, which is disappointing considering the S&P 500 has climbed by 16.2%. This might have investors contemplating their next move.

2 Reasons to Sell SPGI and 1 Stock to Buy Instead
StockStory2d agoneutral
2 Reasons to Sell SPGI and 1 Stock to Buy Instead

Over the last six months, S&P Global’s shares have sunk to $405.30, producing a disappointing 5.5% loss - a stark contrast to the S&P 500’s 16.2% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market
Barrons.com2d agoneutral
A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were lots worrying investors last week, and there still are,” said Ed Yardeni, founder and CEO of Yardeni Research.

3 Reasons FND is Risky and 1 Stock to Buy Instead
StockStory2d agobullish
3 Reasons FND is Risky and 1 Stock to Buy Instead

Over the past six months, Floor And Decor’s stock price fell to $47.18. Shareholders have lost 9.9% of their capital, which is disappointing considering the S&P 500 has climbed by 16.2%. This might have investors contemplating their next move.

3 Reasons to Sell OPCH and 1 Stock to Buy Instead
StockStory2d agoneutral
3 Reasons to Sell OPCH and 1 Stock to Buy Instead

Over the last six months, Option Care Health’s shares have sunk to $23.95, producing a disappointing 15.7% loss - a stark contrast to the S&P 500’s 16.2% gain. This might have investors contemplating their next move.

BrightView (BV): Buy, Sell, or Hold Post Q2 Earnings?
StockStory2d agoneutral
BrightView (BV): Buy, Sell, or Hold Post Q2 Earnings?

Over the last six months, BrightView’s shares have sunk to $10.66, producing a disappointing 9.3% loss - a stark contrast to the S&P 500’s 16.2% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.

3 Big Reasons to Love Mastercard (MA)
StockStory2d agoneutral
3 Big Reasons to Love Mastercard (MA)

Mastercard trades at $567.50 and has moved in lockstep with the market. Its shares have returned 13.4% over the last six months while the S&P 500 has gained 16.2%.

Can Visa Stock Keep Climbing After The World Cup?
Trefis2d agoneutral
Can Visa Stock Keep Climbing After The World Cup?

Visa (V) stock has run well ahead of the market, returning 13.5% over the past three months against 4.2% for the S&P 500. It now trades about 4% below its 52-week high. The next leg depends less on card swipes than on the services Visa sells on top of its network, which now bring in almost a third of its revenue.

3 Reasons to Sell MRK and 1 Stock to Buy Instead
StockStory2d agoneutral
3 Reasons to Sell MRK and 1 Stock to Buy Instead

Over the past six months, Merck has been a great trade, beating the S&P 500 by 13.4%. Its stock price has climbed to $149.98, representing a healthy 29.6% increase. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)
Insider Monkey2d agoneutral
Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Since its inception, Silver Beech has achieved a net annualized return of 17.8%, representing an annualized outperformance of 3.4% over the S&P 500. The fund returned 10.2% year-to-date through July 2026, compared to the S&P […]