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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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SpaceX (SPCX) Faces Valuation Test as Argus Initiates Coverage With Hold
Insider Monkey88d agoneutral
SpaceX (SPCX) Faces Valuation Test as Argus Initiates Coverage With Hold

Space Exploration Technologies Corp. (NASDAQ:SPCX) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Argus initiated SpaceX as “Hold,” citing concerns over valuation and volatility. We are initiating coverage of Space Exploration Technologies Corp. (Nasdaq: SPCX) with a HOLD rating. The firm noted how SpaceX’s […]

Dell Technologies (DELL) Faces Valuation and Competition Concerns After Strong Rally
Insider Monkey88d agobullish
Dell Technologies (DELL) Faces Valuation and Competition Concerns After Strong Rally

Dell Technologies Inc. (NYSE:DELL) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Even though near-term tailwinds exist for Dell Technologies, one analyst firm believes that its current valuation and long-term competitive risks leave little room for upside. On June 25, GF Securities analyst Jeff Pu downgraded the […]

Inside the SpaceX trading frenzy
CNN Business88d agoneutral
Inside the SpaceX trading frenzy

SpaceX was expected to be one of the hottest stocks on Wall Street this year – and it has quickly delivered on that promise, shattering trading volume records while companies race to launch new products tied to the stock.

Bloomberg88d agoneutral
SpaceX IPO Left Korea Broker With No Shares on Misunderstanding

(Bloomberg) -- It was supposed to be the deal that vaulted Mirae Asset Securities Co. into the global big leagues.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaBut SpaceX’s record-breaking initial public offering

SpaceX gets brutal verdict from legendary Wall Street investor
TheStreet88d agoneutral
SpaceX gets brutal verdict from legendary Wall Street investor

The bearish case for SpaceX is no longer coming from just one corner of Wall Street. I've now heard concerns from traders, investors, and market veterans. Previously, I have covered the former Nasdaq CEO's lockup warning, Jim Cramer's verdict that it "couldn't sustain the walk-up," and Doug Kass's ...

Is Index Removal And Starlink Rivalry Altering The Investment Case For T-Mobile US (TMUS)?
Simply Wall St.88d agoneutral
Is Index Removal And Starlink Rivalry Altering The Investment Case For T-Mobile US (TMUS)?

T-Mobile US recently faced removal from the Russell Top 50 Index and Russell 1000 Dynamic Index, while its board declared a US$1.02 per-share cash dividend payable on September 10, 2026 to shareholders of record on August 28, 2026. At the same time, investors are assessing how SpaceX’s planned Starlink mobile service and potential partnerships could reshape competition for T-Mobile’s core wireless business. We’ll now examine how the competitive threat from SpaceX’s planned Starlink mobile...

Google and Tesla Wrap Up a Magnificent Day
The Wall Street Journal88d agoneutral
Google and Tesla Wrap Up a Magnificent Day

It was a good day for the Magnificent Seven—at least some of them. Tesla stock ended Monday's session up 8.5%, perhaps riding the coat tails of SpaceX, which was up 7.1%. The two Elon Musk companies are tightly linked, jointly developing a chip fabrication complex in Texas.

OpenAI IPO likely won't wait until 2027 says analyst
Reuters Videos89d agoneutralVIDEO
OpenAI IPO likely won't wait until 2027 says analyst

<body><p>STORY: "I still think that they're going to be scheduled to release their stock and do an IPO later on this year in 2026. I don't see why not. The conditions are real good right now. The banks want to get paid," said Lang.</p><p>Lang said SpaceX's strong IPO and upcoming addition to the Nasdaq 100 on July 7 could encourage other high-profile AI companies, including Anthropic and OpenAI, to move toward public listings.</p><p>He said investor demand for SpaceX remains strong, with funds likely to keep buying as index-related demand increases.</p><p>The New York Times reported last week that OpenAI was considering delaying its IPO until 2027, citing people involved in the company's deliberations. Reuters has reported the company is targeting a valuation of up to $1 trillion.</p><p>According to the NYT, advisers presented OpenAI executives with the option of waiting until 2027 to seek a $1 trillion valuation or accepting a lower valuation for a quicker listing. CEO Sam Altman said any change to the trillion-dollar target was a non-starter.</p></body>