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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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Michael Dell's Wealth Surges Past $100B in 2026 as Dell Stock Hits Record Highs
Benzinga23d agobullish
Michael Dell's Wealth Surges Past $100B in 2026 as Dell Stock Hits Record Highs

Shares of Dell Technologies (NYSE:DELL) are trading higher Thursday and hit new all-time highs thanks to strong second-quarter financial results. The higher share price is good news for Dell CEO Michael Dell, who continues to climb the billionaires leaderboard in 2026. Michael Dell’s Growing Net Worth Dell, the billionaire and not the company, has been one of the top gainers for wealth in 2026. The gains come thanks to a roughly 40% ownership of his namesake company and a large stake in Broadcom

Peter Thiel’s Fund Disclosed $59 Million in This Beaten-Down Power Stock
Insider Monkey23d agobullish
Peter Thiel’s Fund Disclosed $59 Million in This Beaten-Down Power Stock

Billionaire technology investor Peter Thiel’s hedge fund, Thiel Macro LLC, disclosed 372,755 shares of Vistra Corp. (NYSE:VST) at the end of Q2 2026, worth about $59.1 million. The position is interesting because Vistra sits directly in the argument over whether electricity, rather than GPUs, becomes the scarce asset in the next leg of the AI […]

AVGO Q2 Deep Dive: AI Semiconductor Surge Faces Supply Headwinds and Guidance Caution
StockStory23d agobullish
AVGO Q2 Deep Dive: AI Semiconductor Surge Faces Supply Headwinds and Guidance Caution

Fabless chip and software maker Broadcom (NASDAQ:AVGO) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 85.5% year on year to $29.59 billion. On the other hand, next quarter’s revenue guidance of $34.8 billion was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $3.32 per share was 2.5% above analysts’ consensus estimates.

C3.ai Bookings Jumped 73% and Free Cash Flow Turned Positive. Is the $7 Bear Case Breaking?
Insider Monkey23d agobullish
C3.ai Bookings Jumped 73% and Free Cash Flow Turned Positive. Is the $7 Bear Case Breaking?

C3.ai’s fiscal first-quarter results replaced a speculative earnings setup with a mixed turnaround test. The company reported $52.4 million of revenue, within its $50 million to $54 million guidance but down 25% from $70.3 million a year earlier. Subscription revenue was $49.2 million, or 94% of total revenue, compared with $60.3 million in the prior-year […]

AI Q2 Deep Dive: Turnaround Efforts Focus on Cost Discipline, Federal Wins, and Product Refocus
StockStory23d agobullish
AI Q2 Deep Dive: Turnaround Efforts Focus on Cost Discipline, Federal Wins, and Product Refocus

Enterprise AI software company C3.ai (NYSE:AI) met Wall Street’s revenue expectations in Q2 CY2026, but sales fell by 25.5% year on year to $52.38 million. On the other hand, next quarter’s revenue guidance of $53 million was less impressive, coming in 8% below analysts’ estimates. Its non-GAAP loss of $0.20 per share was 23.2% above analysts’ consensus estimates.

3 Reasons to Avoid BL and 1 Stock to Buy Instead
StockStory23d agobullish
3 Reasons to Avoid BL and 1 Stock to Buy Instead

Over the past six months, BlackLine’s shares (currently trading at $32.29) have posted a disappointing 11.7% loss, well below the S&P 500’s 12% gain. This might have investors contemplating their next move.

3 Reasons MEC is Risky and 1 Stock to Buy Instead
StockStory23d agobullish
3 Reasons MEC is Risky and 1 Stock to Buy Instead

Over the past six months, Mayville Engineering’s stock price fell to $19.25. Shareholders have lost 8.8% of their capital, which is disappointing considering the S&P 500 has climbed by 12%. This may have investors wondering how to approach the situation.