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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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ServiceNow Leads Five Stocks To Watch Near Buy Points
Investor's Business Daily21d agobullish
ServiceNow Leads Five Stocks To Watch Near Buy Points

Meanwhile, several stocks showed bullish signs, including software giant ServiceNow. Digital bank Dave Inc., commodities trading platform Marex Group, senior living REIT Welltower and cancer treatment developer Exelixis round out the list of stocks to watch in or near buy zones. ServiceNow is in a buy zone after breaking out of a cup base with a buy point of 139.20 on Aug. 28, reclaiming the entry on Sept. 2.

How News Corp’s Digital-driven Earnings Beat Could Reshape the Investment Thesis for News (NWSA) Investors
Simply Wall St.21d agobullish
How News Corp’s Digital-driven Earnings Beat Could Reshape the Investment Thesis for News (NWSA) Investors

In its latest reported quarter, News Corp posted a 10.8% year-on-year revenue increase and exceeded analyst expectations by 4.1%, marking one of the strongest fundamental performances among its consumer discretionary media peers despite ongoing sector headwinds. This outperformance, underpinned by earnings strength and momentum in digital advertising, highlights how News Corp’s evolving mix of higher-quality digital revenue streams is helping offset structural pressures in traditional...

TTM Technologies (TTMI) Earnings Beat Keeps Its Valuation Narrative In Focus
Simply Wall St.21d agobullish
TTM Technologies (TTMI) Earnings Beat Keeps Its Valuation Narrative In Focus

TTM Technologies (TTMI) drew fresh attention after its second quarter 2026 report showed non GAAP earnings and revenue above expectations, supported by AI related demand in Data Center and Networking markets. The earnings surprise and AI related demand helped TTM Technologies’ share price jump 8.85% on the day to US$125.60. However, the 30 day share price return is down 4.30% and the 90 day share price return is down 25.07%, even as the 1 year total shareholder return of 163.31% and very...

Monolithic Power Revenue Jumped 48%. Can AI Power Chips Keep the Momentum Going?
Insider Monkey21d agobullish
Monolithic Power Revenue Jumped 48%. Can AI Power Chips Keep the Momentum Going?

On July 30, Monolithic Power Systems reported second-quarter revenue of $980.6 million, up 47.6% from a year earlier and 21.9% sequentially. The pace puts its AI opportunity into reported results. Monolithic Power Systems, Inc. (NASDAQ:MPWR) does not sell AI accelerators. It supplies the power-management components that help those expensive processors operate efficiently, making the company […]

What Is Trimble (TRMB) Gaining From Its New Training Platform Partnership?
Simply Wall St.21d agobullish
What Is Trimble (TRMB) Gaining From Its New Training Platform Partnership?

Trimble (NasdaqGS: TRMB) announced a new collaboration with Eagle Point Software to bring Trimble Learn training content into the Pinnacle Series platform. The integration targets architecture, engineering, and construction professionals who use Trimble solutions in their daily workflows. The goal is to widen access to practical training, support user adoption, and help customers get more value from Trimble's software tools. The move adds another education focused component to Trimble's...

Is News (NWSA) A Bargain On Its Q2 Earnings Beat And Digital Ad Growth?
Simply Wall St.21d agobullish
Is News (NWSA) A Bargain On Its Q2 Earnings Beat And Digital Ad Growth?

Q2 earnings beat pushes News (NWSA) into focus for investors News (NWSA) moved into the spotlight after a Q2 report showing revenue up 10.8% year on year and a 4.1% beat versus analyst expectations, with the stock rising 6.4% since the release. Against that Q2 backdrop, News has seen the share price ease 1.8% over the past week, following a 30 day share price return of 4.6% and a 90 day share price return of 11.5%. Momentum has been positive over a longer horizon, with a 3 year total...

How Investors Are Reacting To Five9 (FIVN) Earnings Beats And Growing Optimism Around Its AI Platform
Simply Wall St.21d agobullish
How Investors Are Reacting To Five9 (FIVN) Earnings Beats And Growing Optimism Around Its AI Platform

In recent weeks, Five9 reported another quarter of earnings that exceeded analyst estimates and announced that its management team had previously presented at the Goldman Sachs Communacopia + Technology Conference, with the replay available via its investor relations site. This combination of consistent earnings outperformance and heightened analyst optimism around Five9's outlook has drawn fresh attention to its cloud contact-center and AI capabilities. Next, we’ll examine how Five9’s...

NDSN Q2 Deep Dive: Advanced Tech and Medical Segments Drive Upgraded Outlook
StockStory21d agobullish
NDSN Q2 Deep Dive: Advanced Tech and Medical Segments Drive Upgraded Outlook

Manufacturing company Nordson (NASDAQ:NDSN) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 10.3% year on year to $817.7 million. The company’s full-year revenue guidance of $3.06 billion at the midpoint came in 2.4% above analysts’ estimates. Its non-GAAP profit of $3.25 per share was 5% above analysts’ consensus estimates.

Odessa American, Texas21d agobullish
Basin rig count up one as prices surge

The rig count in the Permian Basin was up one this week, the latest count Friday by Baker Hughes shows, with 268 rigs active in the region. A year ago, 254 rigs were active in the region. Nationally, the oil and gas rig count is unchanged from last week at 588 rigs. A year ago, 537 rigs were active. The count shows that 449 rigs sought oil, up two from the previous week, and 130 explored for ...

Aehr Test Systems (AEHR) Climbs 13%; Hedge Fund Holdings Rocket by Eightfold
Insider Monkey21d agobullish
Aehr Test Systems (AEHR) Climbs 13%; Hedge Fund Holdings Rocket by Eightfold

Aehr Test Systems (NASDAQ:AEHR) saw its share price climb by 13.10 percent on Friday as investors began positioning their portfolios ahead of business updates next week. According to the company, Chief Executive Officer Gayn Erickson and Chief Finance Officer Chris Siu are set to participate in meetings with institutional investors at the Lake Street Capital […]

NetApp Raised Guidance as Ciena’s Revenue Jumped 37%. Are AI Networks and Storage Finally Converting Into Earnings?
Insider Monkey21d agobullish
NetApp Raised Guidance as Ciena’s Revenue Jumped 37%. Are AI Networks and Storage Finally Converting Into Earnings?

NetApp and Ciena delivered unusually strong results within a day of each other. NetApp’s fiscal Q1 revenue rose 30% to $2.03 billion, all-flash array sales grew 47% to $1.3 billion, and management raised full-year guidance. Ciena’s fiscal Q3 revenue climbed 37% to $1.67 billion, while adjusted earnings per share rose 215% to $2.11. NetApp, Inc. […]

Ambarella Beat Estimates but Fell as NXP Buyout Talk Lingered. Is the Edge-AI Upside Already Priced In?
Insider Monkey21d agobullish
Ambarella Beat Estimates but Fell as NXP Buyout Talk Lingered. Is the Edge-AI Upside Already Priced In?

Ambarella reported fiscal Q2 revenue of $108.1 million, up 13.2% year over year, and adjusted earnings of $0.18 per share versus $0.17 expected. Shares remained sharply lower following the results, extending a 5.6% regular-session decline as investors weighed margin and memory-supply uncertainty. The results arrived weeks after a report that NXP was in talks to […]