Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]
AI infrastructure, data-center power and memory stocks fueled big gains in leveraged ETFs last week, with IREN, Bloom Energy, Eos Energy and SanDisk leading the charge.
A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits.
A $1.2 million position in Vanguard's most popular S&P 500 fund looks like broad diversification until you open the shareholder report and see where most of that money actually sits. For a 64-year-old counting on this portfolio for the next 30 years, the sector breakdown changes the risk calculation entirely.
Biotech just staged one of its sharpest reversals in years, and whether you caught it or completely missed it, the same uncomfortable question now sits in front of every portfolio: does the trade still have teeth, or did the easy money already leave?
Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now.
Microsoft sits within reach of a record high, yet one line item buried in its cash flow statement could either launch the stock through that ceiling or keep it rangebound for another year.
The 2026 telecom sector just produced a shocking reordering, with the stock everyone wrote off surging past both its rivals and the broader market by a margin that demands explanation.
Roblox cratered while its closest gaming peers held up far better, but before you rush to rotate, check whether any corner of this sector actually rewarded investors when the broad market was busy setting records.
Tesla posted record deliveries and 25% revenue growth in the same quarter it missed earnings by nearly 40% and burned over a billion in free cash flow. Wall Street cannot agree on which number tells the real story.
Three of solar's biggest names traded in completely different directions in 2026, and the one posting the worst losses also happens to be the most profitable of the group. Find out what policy shocks and platform bets separated the winners from the losers.
Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight. Whether that unravels the entire investment case for the most popular utility ETF on the market depends on a number almost no one is auditing.
Short interest in the median S&P 500 Index stock has surged to levels not seen in a decade
Copper's explosive rally has sent FCX shares surging nearly halfway toward a triple-digit price tag, but the path to $100 runs through a precise set of conditions that have nothing to do with Freeport-McMoRan's own execution.
Three defensive blue chips entered 2026 promising safety, but their returns split into wildly different tiers, and the reason one name lapped the others exposes a fault line in how investors define defensive in the first place.
AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.
Tesla's management is pitching investors on an AI future while the income statement tells a very different story, and the gap between those two realities is getting harder to ignore.
Investors are still buying exchange-traded funds in huge numbers, but Wall Street has figured out how to make this transition more profitable, too.
The modern stock market has effectively ceased to function as a venue for individual security selection. Investing being business as usual? No ma’am, not in the least bit. This is a whole new world. One that requires a different mentality before we can even begin to operate successfully in it....
<p>We're excited to announce our agenda for the ETF Oasis at Future Proof! From hours of engaging conversations onstage to ice cream, breakfast, popcorn, happy hours and more, you'll find a little bit of everything happening at the Oasis. </p>
Bitmine just surrendered a big slice of its 37% monthly run while Strategy barely flinched, even though both coins fell together. What separates the two crypto treasury stocks matters more today than the coins themselves.
There's no rule that says expensive valuations must end in big drawdowns.
A single public comment from a Bank of Japan official sent the yen surging and rattled a cornerstone assumption holding up American equities, and the policy lever traders are now watching has not been pulled in over three decades.
A broad memory bid swept through storage stocks Friday afternoon while the rest of the market softened, and the divergence between one sector ETF and the S&P 500 tells a story that goes well beyond a pair of NAND names catching a bid.
Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.
Trump Media and Rumble are selling off hard while their own sector wrapper trades green, and the usual suspects like rates and broad risk-off moves do not explain the split.
ChargePoint's CEO is calling a two-day stock surge the opening act of something bigger, but the charging peers sitting flat tell a very different story about who actually believes him.
The Trade Desk just announced a sweeping workforce cut and a parade of executive replacements, while rivals AppLovin and Magnite pull further ahead. Whether this signals a genuine strategic reset or a company quietly shrinking to survive is the question investors are now pricing in real time.