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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.

30,626 signal articles · 66 in last 24h · 155,646 total before filter · latest 55m ago
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Intuitive Surgical (ISRG): Embracing AI Innovations in Robotic Surgery for Future Growth
Insider Monkey19d agobullish
Intuitive Surgical (ISRG): Embracing AI Innovations in Robotic Surgery for Future Growth

Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here. Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages. In the quarter, global equities rebounded strongly, driven […]

AMD and Intel Soared as Nvidia Lagged: Has the AI Trade Changed?
Insider Monkey19d agobullish
AMD and Intel Soared as Nvidia Lagged: Has the AI Trade Changed?

AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending […]

SBA Communications (SBAC) Wins Investment Grade While Profits Slide
Insider Monkey19d agobullish
SBA Communications (SBAC) Wins Investment Grade While Profits Slide

On August 3, SBA Communications (NASDAQ:SBAC) reported second-quarter results that told two very different stories at once. The tower operator earned its first-ever investment-grade credit rating from S&P, upgrading to BBB, in the same quarter that net income attributable to the company fell 12.9% year over year to $198.8 million. Diluted earnings per share dropped […]

Asian shares are mixed as chipmaker shares rally in Tokyo and Seoul
Associated Press19d agobullish
Asian shares are mixed as chipmaker shares rally in Tokyo and Seoul

Asian shares were trading mixed on Monday, with benchmarks in Tokyo and Seoul leading gains thanks to buying of computer chipmakers' stocks. Japan's benchmark Nikkei 225 added 1.7% to 66,104.93, while South Korea’s Kospi jumped 3.3% to 6,907.53. Shares in Samsung Electronics jumped 4.5% and memory chipmaker SK Hynix surged 6.2%.

Okta Jumps 20% as AI-Driven Security Fears Fuel a Beat-and-Raise Quarter
Insider Monkey19d agobullish
Okta Jumps 20% as AI-Driven Security Fears Fuel a Beat-and-Raise Quarter

CNBC reported that Okta, Inc. (NASDAQ:OKTA) shares surged as much as 29% after the identity security company beat fiscal second-quarter estimates. Adjusted earnings per share came in at $1.05 versus $0.97 expected, and revenue rose 11% to $805 million versus $795 million expected. Net income totaled $116 million, up from $67 million a year earlier, […]

Big Institutions are Quietly Buying Into Blackstone (BX) and KKR’s Wealth Funds
Insider Monkey19d agobullish
Big Institutions are Quietly Buying Into Blackstone (BX) and KKR’s Wealth Funds

Institutional investors are beginning to allocate capital to “evergreen” private market funds that Blackstone Inc. (NYSE:BX) and KKR & Co. Inc. (NYSE:KKR) originally built for wealthy individuals, the Financial Times reported. Evergreen funds let investors access capital at set intervals rather than locking it up for a decade-long private equity fund life. Blackstone’s wealth business […]