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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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Ross Stores Boosts Outlook as Sales Climb
The Wall Street Journal36d agoneutral
Ross Stores Boosts Outlook as Sales Climb

The off-price retailer now forecasts earnings per share of $8.61 to $8.77 for the year as its second-quarter profit and sales gained on higher traffic.

Broadcom seeks more than $60 billion in latest AI debt deal, Bloomberg News reports
Reuters36d agoneutral
Broadcom seeks more than $60 billion in latest AI debt deal, Bloomberg News reports

Broadcom is in talks with a group of ‌lenders to raise more than $60 ‌billion in debt for an AI chip financing ​deal that will benefit Anthropic and other companies, Bloomberg News reported on Thursday, citing people familiar with the ‌matter. The financing ⁠could include a roughly $30 billion junior debt tranche, and Broadcom ⁠would guarantee part of the senior-secured tranche possibly ranging from about $60 ​billion to $70 ​billion, the report ​said. Blackstone and Apollo Global Management are in talks with ‌Broadcom to participate ​in the financing, following ​a partnership ​the three companies struck ‌in June, the report added.

Bond Yields and Retail Earnings Send Market Reeling
Barrons.com36d agoneutral
Bond Yields and Retail Earnings Send Market Reeling

A broad stock market slide followed a snap-back in yields. So much for that bond market rebound. The Dow Jones Industrial Average sank 698 points, or 1.3%. The S&P 500 dropped 0.9%. The Nasdaq Composite fell 1%.

Inflation, high prices starting to weigh on consumers, says investor
Reuters Videos36d agoneutralVIDEO
Inflation, high prices starting to weigh on consumers, says investor

<body><p>STORY: Walmart shares fell after the retailer missed Wall Street expectations for quarterly comparable sales, saying higher gasoline prices had shoppers reining in spending.</p><p>"We're starting to see maybe this convergence of the K-shaped economy, where, you know, we are seeing still resilience in various parts of it, but I think, you know, the combination of inflation, high prices, maybe it's specifically gas prices or food prices, is starting to weigh on the consumer."</p><p>The results added to concerns about consumer spending, a key driver of the U.S. economy.</p></body>

Bessent Signals Treasury Has ‘Big Toolkit’ to Bring Down Yields
The Wall Street Journal37d agoneutral
Bessent Signals Treasury Has ‘Big Toolkit’ to Bring Down Yields

Treasury yields are choppy after Treasury Secretary Scott Bessent emphasized that upcoming buybacks of longer-term bonds could be more than $4 billion per operation. Appearing on CNBC a day after the Treasury announced that it would increase buybacks of longer-term bonds, Bessent said the government has “a big toolkit” to bring down yields, which he said don’t currently reflect economic fundamentals. Treasury yields initially fell after Bessent started speaking but then retracted that move.

Meta Is Now One of Microsoft's Largest AI Customers
Bloomberg37d agoneutralVIDEO
Meta Is Now One of Microsoft's Largest AI Customers

Meta has quietly become one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service - and reviving concerns around circular business dealings in the AI space. Bloomberg's Brody Ford joins Ed Ludlow on "Bloomberg Tech."

Musk Says Next Rocket ‘Catch’ Is Months Away—and SpaceX Stock Sags
The Wall Street Journal37d agoneutral
Musk Says Next Rocket ‘Catch’ Is Months Away—and SpaceX Stock Sags

SpaceX shares dropped more than broader market indexes Thursday after Elon Musk said a big rocket operation was still months away. The company is preparing for another test flight of Starship, the powerful rocket that is at the center of many of its business goals. SpaceX has long worked to make both the vehicle’s booster and its spacecraft fully and rapidly reusable.

iFabric Q2 Earnings Call Highlights
MarketBeat37d agoneutral
iFabric Q2 Earnings Call Highlights

iFabric (TSE:IFA) reported record first-half revenue and EBITDA as the company cited continued momentum in replenishment programs, stronger balance-sheet capacity and expanding retail opportunities for its functional apparel and textile technologies. Chief Financial Officer Hilton Price said second