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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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SolarEdge Falls 4% on Analyst Day Despite Joint NVIDIA 800 VDC Paper; Enphase Energy and First Solar Edge Higher
24/7 Wall St.14d agobearish
SolarEdge Falls 4% on Analyst Day Despite Joint NVIDIA 800 VDC Paper; Enphase Energy and First Solar Edge Higher

Shares of SolarEdge Technologies (NASDAQ:SEDG) are down 4% to $33.73 in Thursday’s midday session, sliding as management hosts its Analyst Day and after the company published a joint 800 VDC power architecture framework with a leading AI chipmaker. The move stands out because listed solar peers are catching a bid at the same time. Meanwhile, […]

Macy’s Sinks 5% Despite Raised Full-Year Outlook, Kohl’s and TJX Barely Budge
24/7 Wall St.14d agoneutral
Macy’s Sinks 5% Despite Raised Full-Year Outlook, Kohl’s and TJX Barely Budge

Shares of Macy’s, Inc. (NYSE:M) are down 5% to $20.45 in early Thursday trading. The slide arrives despite a fiscal second-quarter beat and a raised full-year outlook that the company delivered before the open. The reaction looks company-specific, since retail peers are barely moving on the same session. That locates the response inside Macy’s own […]

AeroVironment Rises 5% on First International LOCUST Laser Order, Unusual Machines Holds Steady, Ondas Slips
24/7 Wall St.14d agoneutral
AeroVironment Rises 5% on First International LOCUST Laser Order, Unusual Machines Holds Steady, Ondas Slips

AeroVironment (NASDAQ:AVAV) stock is up 5% to $147.90 in early Thursday trading after the company reported fiscal Q1 2027 results and announced its first international commercial order for the LOCUST laser weapon system. It’s a company-specific move against a softer backdrop for the rest of the defense-drone complex. Unusual Machines (NYSEAMERICAN:UMAC) stock is holding steady, […]

Apple’s New CEO Signals Heavy iPhone Reliance: Do You Buy It?
24/7 Wall St.14d agobullish
Apple’s New CEO Signals Heavy iPhone Reliance: Do You Buy It?

John Ternus just made his first big call as Apple's new CEO, betting the entire AI future on one device. Whether that concentration becomes the company's greatest strength or its most dangerous vulnerability depends on what happens over the next two earnings prints.

Nvidia’s Testing New All-Time Highs: Do You Buy?
24/7 Wall St.14d agobullish
Nvidia’s Testing New All-Time Highs: Do You Buy?

NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door. Whether that price already prices in everything good ahead is the question every investor needs to answer before November.

SanDisk at $1,740: The Price of Momentum.
24/7 Wall St.15d agoneutral
SanDisk at $1,740: The Price of Momentum.

SanDisk has turned into one of the most violent momentum trades of the cycle, surging over 600% in under a year on an AI storage bull case that looks genuinely compelling and genuinely dangerous at the same time.