Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
One analyst's initiation on SanDisk sent shockwaves through every memory stock at once, and the reason why suggests this may be a very different kind of NAND cycle than anything the market has seen before.
In the latest Market Hang, Turney Duff and his panel of experts weigh in on the state of the AI race after Meta Platforms (META) released its new Muse chatbot, their sentiments around the latest market rally, and much more. Today's panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, tockBrokers.com director of investor research Jessica Inskip, and The Wealth Consulting Group chief market strategist Talley Léger.
Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.
Standalone plans for the entertainment company’s Disney+ and Hulu streaming services will now cost an additional $2.50, at $21.49 a month.
More cores can expand royalties, but architecture share and chip mix control the financial result.
US bond yields surged Wednesday to reclaim their highest levels in nearly two decades after new data depicted strong business activity and intensifying inflation concerns.
YouTube is introducing new production tools to woo top creators to stay on the platform as Netflix aggressively poaches popular channels.
Long before Greg Abel became Berkshire Hathaway Inc.’s CEO, Charlie Munger had already highlighted the leadership qualities and learning ability that made him a trusted successor to Warren Buffett. Charlie Munger Praised Greg Abel’s Leadership Speaking at the Daily Journal...
Persistent agents add orchestration work, but Meta disclosed neither Intel hardware nor a purchase commitment.
Evercore ISI upgraded Ciena to Outperform with a $550 target, citing its role in AI data connectivity. The stock has rebounded 17% after strong revenue growth and a backlog nearing $10 billion.
The fast-food giant is piloting a media network with the goal of building a $1 billion ad business.
Carnival Corp (NYSE:CCL), the cruise operator, faces higher fuel costs and softer pricing that have prompted Jefferies to cut its earnings estimates ahead of the company’s third-quarter results on September 29. Jefferies lowered its 2026 revenue estimate by 1% and cut its 2026 and 2027 EPS...
Amazon.com Inc (NASDAQ:AMZN) said on September 21 that it will invest $1.9 billion in its Delivery Service Partner program in 2027. Much of that goes to driver pay. The announcement came at Ignite Live, the company’s annual conference in Las Vegas for the small businesses that run its delivery routes. Amazon said the money supports […]
Rocket Lab Corporation (NASDAQ:RKLB) shares rose 8% on September 21 to close at $69.89, their best single-day performance in nearly two months, before rallying another 2% overnight as CEO Peter Beck laid out his fullest public case yet for why acquiring Iridium Communications Inc. (NASDAQ:IRDM) isn’t just another space-industry merger, but rather a rebranding of […]
Shares of plant-based protein company Beyond Meat (NASDAQ:BYND) fell 14.1% in the afternoon session after the company agreed to retire about $15 million of convertible notes in exchange for stock. Beyond Meat said in a filing that it signed privately negotiated exchange agreements covering about $15.0 million principal amount of its 0% convertible senior notes due 2027, at 96% of face value. The payment is common stock. The company said it will issue 1,097,444 shares in the initial settlement, a
These industry leaders are now offering tempting yields.
Gemini gives Dell a premium consumer platform without supplying shipment commitments or margin targets.
RCL trades near multi-year lows after its $3B Sandals stake buy, but valuation and balance sheet metrics still look reasonable. VIK commands a premium on stronger per-passenger yields. Both merit long-term consideration — the better pick depends on your growth-versus-value thesis.
McDonald’s is sharing its plans for the future. On Wednesday, September 23, the restaurant chain hosted an investor day in Chicago and outlined steps in its growth plan, which it first announced in June, according to Yahoo Finance. The fast food company — which saw its shares decline 18 percent year to date — said […]
The university deployment develops future users and applications without creating disclosed hardware revenue.
Wolfe Research just raised its SK Hynix target by 25% and reiterated its bullish outlook, yet the stock is sinking anyway alongside the broader memory sector, raising an uncomfortable question about whether analyst optimism has lost its power to move these shares.
While one space company grabs the headlines, two others are quietly building the infrastructure behind the entire industry's growth.
Meta Platforms may have the first breakout winner with consumers in its Muse AI agent. If it keeps up the momentum, Muse is going to force website owners to make some difficult decisions about how much access they are willing to allow it, if any. Personal agents released earlier this year like OpenClaw proved too complex for most people.
Einride has managed to wedge itself between two of the market’s most recognizable technology companies. On September 21, the autonomous-freight operator announced a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) around DRIVE Hyperion, while its separate fleet plan calls for hundreds of Tesla, Inc. (NASDAQ:TSLA) Semis. The company in the middle, Einride AB (NASDAQ:ENRD), closed September […]
An image posted on X showing Meta Pay as a payment option in Muse alongside Shop Pay drove the selloff, but Rosenblatt said it does not appear to threaten Shopify’s payments business.
Google’s Gemini has replaced my usual search engine for both personal and professional research and that’s about it. While I’ve spent pretty much my entire life with a computer screen available, many of the offerings from prior AI agents didn’t appeal to me. The value proposition of Meta’s Muse isn’t that it’s going to add a new skill or hobby to daily life.
Annual contracts can productize Unit 42 expertise, but model and remediation costs will decide margins.
Wells Fargo foreclosed on 100 Summer St., a 32-story tower owned by Rockpoint Group. The auction is scheduled Oct. 20 with Sullivan & Sullivan.
Shares of online accommodations platform Airbnb (NASDAQ:ABNB) fell 6.2% in the afternoon session after Barron’s said Meta’s Muse can make bookings itself, which is the transaction Airbnb charges for when a guest reserves a home. Anita Hamilton wrote that Airbnb and Booking were falling alongside Expedia because Muse can book flights and places to stay, the transaction those sites charge for. Booking was down 2.6% in Tuesday’s session, Maeil Business Newspaper reported. Both are still lower Wedne
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
