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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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What Is The Best Case For Pfizer Stock?
Trefis3d agoneutral
What Is The Best Case For Pfizer Stock?

Pfizer's COVID products keep shrinking. The company's total revenue has been flat for a year. That makes the best case for this stock easy to miss. It does not rest on the medicines you already know Pfizer (PFE) for. It is not another round of cost cuts either. It rests on a smaller and faster part of the company. So where is that growth coming from.

Stocks, Bonds Slip as Oil Jump Fuels Fed-Hike Bets
Bloomberg3d agobullishVIDEO
Stocks, Bonds Slip as Oil Jump Fuels Fed-Hike Bets

Stocks joined bonds lower as higher oil prices stoked worries about inflationary pressures, which were further bolstered by data showing jump in US business activity at the fastest pace since 2021. Gargi Chaudhuri, Global Chief Investment Strategist at BlackRock, discusses the markets and how investors can be more selective amid a higher rate cycle.

Brookfield’s GGP scores $800M CMBS refi for Oakbrook Center
The Real Deal3d agoneutral
Brookfield’s GGP scores $800M CMBS refi for Oakbrook Center

GGP CEO Kevin McCrain with 100 Oakbrook Center in Oak Brook (Getty, GGP, LinkedIn, Oakbrook Center)Brookfield Asset Management’s retail arm GGP is locking in an $800 million commercial mortgage-backed security refinancing for one of the last large, functioning malls in suburban Chicago. A syndicate comprising Morgan Stanley, Bank of America, Citibank, Goldman Sachs and Wells Fargo are reportedly the originators and sellers of the $800 million loan, according to Bisnow. The CMBS loan is set to re

Did UnitedHealth Name The Fix Before Its Stock Ran?
Trefis3d agoneutral
Did UnitedHealth Name The Fix Before Its Stock Ran?

UnitedHealth Group (UNH) stock has risen about 40% since late March 2026, against close to 19% for the S&P 500. Read cold, that looks like a recovery nobody could have timed. It was not hidden. The company had said plainly, months before the shares turned, that it would give up members to rebuild margin.

3 AI Infrastructure Stocks Retail Investors Are Watching For Data Center Demand
Simply Wall St.3d agoneutral
3 AI Infrastructure Stocks Retail Investors Are Watching For Data Center Demand

AI is no longer just a tech story. With Washington and Beijing now debating AI safety, export controls and sanctions, the real action sits in the hardware and data center build-out that keeps this computing race alive. That is where capital is flowing and where rule changes can quickly reshape winners and laggards. This piece explores three stocks exposed to that news backdrop and how the same headlines can help or hurt your portfolio. The stocks in the list below are just a starting sample,...

Telesat (TSAT) Gains A Lightspeed Gateway But Still Looks Cheap
Simply Wall St.3d agoneutral
Telesat (TSAT) Gains A Lightspeed Gateway But Still Looks Cheap

Telesat (NasdaqGS:TSAT) is back in focus after Orange S.A. commissioned the first European gateway for the Telesat Lightspeed constellation in France, a key piece of the network’s ground infrastructure. The share price reaction has been choppy around the Orange partnership, with Telesat slipping 5.1% on the day to US$48.79. However, it has still posted a 10.2% 1 month share price return and a 67.3% share price gain year to date, while the 1 year total shareholder return of 94.9% and 3 year...

Investing.com3d agoneutral
Should you buy selloff in defense stocks? Bernstein answers

Investing.com -- Bernstein stated on Wednesday that investors should hold off on buying the recent selloff in U.S. defense stocks until after the November midterm elections, seeing the vote as a potential clearing event for the group.

How Deeper Azure and Copilot Adoption Across Regulated Industries Will Impact Microsoft (MSFT) Investors
Simply Wall St.3d agoneutral
How Deeper Azure and Copilot Adoption Across Regulated Industries Will Impact Microsoft (MSFT) Investors

In recent days, partners including Marvell, Nokia, Causaly, Everforth and others have announced expanded collaborations that embed Microsoft Azure, Copilot and Fabric more deeply into financial services, telecom, life sciences and IT modernization workloads. Together with Microsoft’s latest dividend increase and fresh AI‑driven client wins, these moves reinforce how broadly the company’s cloud and AI platforms are being adopted across regulated, data‑intensive industries. Against this...

Affirm Holdings (AFRM) Brings Transformer Underwriting To Checkout For Thin File Borrowers
Simply Wall St.3d agoneutral
Affirm Holdings (AFRM) Brings Transformer Underwriting To Checkout For Thin File Borrowers

Affirm Holdings (NasdaqGS: AFRM) has introduced a new transformer-based underwriting model for real-time decisions at checkout. The system is designed to assess individual borrowers in milliseconds using machine learning signals beyond traditional credit bureau data. Affirm reports that the new model targets consumers with limited credit histories who previously struggled to receive approvals. The transformer-based underwriting rollout is only one part of Affirm's story. The broader picture...

Warner Bros. Discovery (WBD) Could Be 18% Below Fair Value As Licensing Deal Lands
Simply Wall St.3d agoneutral
Warner Bros. Discovery (WBD) Could Be 18% Below Fair Value As Licensing Deal Lands

Warner Bros. Discovery (WBD) jumped into focus after a new multi year licensing deal with PowerA connected its Harry Potter consumer products to branded controllers and accessories for Nintendo Switch 2 and Xbox players. For investors watching the bigger picture, Warner Bros. Discovery has ridden a wave of deal headlines and licensing announcements, with the Harry Potter accessories partnership arriving just after merger settlement progress that pushed the stock close to the US$31 cash offer...

Ichor Holdings (ICHR) Draws P S Attention As Its Fair Value Narrative Stays In Focus
Simply Wall St.3d agoneutral
Ichor Holdings (ICHR) Draws P S Attention As Its Fair Value Narrative Stays In Focus

Recent commentary around Ichor Holdings (ICHR) has focused on its P/S ratio sitting below sector averages, even after a strong share price run that tracked improving semiconductor equipment demand. Ichor Holdings has been through a volatile spell, with the share price falling 35.74% over the past 90 days after a very strong year-to-date share price return of 181.43%. The 1-year total shareholder return of 212.85% and 3-year total shareholder return of 89.45% show longer term holders have...