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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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Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips
Insider Monkey33d agobearish
Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]

Investing.com33d agobearish
XPeng stock falls on Q2 results miss; robotics arm raises $900 mln

Investing.com -- XPeng shares slipped in U.S. premarket trading Monday after the Chinese EV maker reported second-quarter results that missed analyst expectations on both revenue and earnings. Alongside the latest results, the company also disclosed a major new funding round for its robotics business.

Apple (AAPL) Cuts 200 Jobs In Siri And Vision Pro To Refocus On AI
Simply Wall St.33d agobearish
Apple (AAPL) Cuts 200 Jobs In Siri And Vision Pro To Refocus On AI

Apple (NasdaqGS:AAPL) is cutting over 200 jobs in its Siri and Vision Pro units as it redirects resources toward artificial intelligence and smart glasses development. The restructuring shifts focus away from immersive video and gaming features in Vision Pro toward AI driven capabilities and new hardware. Apple is concentrating affected roles within its core AI efforts, signalling a reallocation of talent and spending across key product teams. The move is expected to influence Apple's future...

Canada Goose Shares Slide After Wells Fargo Downgrade
InvestorsHub33d agobearish
Canada Goose Shares Slide After Wells Fargo Downgrade

Canada Goose (NYSE:GOOS) shares fell 5. 5% in pre-market trading after Wells Fargo downgraded the luxury apparel company to “underweight” from “equal weight,” citing a series of structural challenges that could weigh on its near-term performance.

Exxon and LyondellBasell Eye Shell’s US Chemicals Portfolio – FT
InvestorsHub33d agobearish
Exxon and LyondellBasell Eye Shell’s US Chemicals Portfolio – FT

Exxon Mobil (NYSE:XOM) and LyondellBasell NV (NYSE:LYB) have emerged as possible bidders for Shell’s (LSE:SHEL) US chemicals assets, which could be sold for up to $8 billion as the energy major seeks to reduce its exposure to weaker-performing operations. The Financial Times reported on Monday that the two industry groups are among several parties exploring a potential acquisition of the portfolio.

Micron Sees 'No End' to AI Memory Supply Crunch: CEO Sanjay Mehrotra Says 'Nothing Ever Goes in a Straight Line'
Benzinga33d agobearish
Micron Sees 'No End' to AI Memory Supply Crunch: CEO Sanjay Mehrotra Says 'Nothing Ever Goes in a Straight Line'

Micron Technology Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said memory supply shows no sign of catching up with artificial intelligence-driven demand, citing long-term customer agreements locking in years of committed supply as evidence that the current boom is structural, not cyclical. ‘We See No End’ “We see no end when supply catches up with demand, and the demand continues to grow,” Mehrotra told CNBC‘s Jim Cramer on Friday. He said Micron’s five-year customer agreements, which can be extended,

Oil falls as Trump pledges economic war on Iran
AFP33d agobearish
Oil falls as Trump pledges economic war on Iran

Oil prices fell on Monday as investors braced for details of a US plan to isolate the Iranian economy that President Donald Trump billed as the "most crushing" financial operation ever against Tehran.Vice President JD Vance admitted the plan was a "delicate dance" because Iran will "try to apply economic pressure to us".