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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 Options Start Trading Today. It Will Be Wild.
Barrons.com102d agoneutral
SpaceX Options Start Trading Today. It Will Be Wild.

Options on SpaceX stock are scheduled to begin trading when the stock market opens on Tuesday. The options trading is likely to boost the stock, though it could create some intraday price swings. Demand for the stock is so high that the options are likely to be among the most actively traded in the entire options market, joining a pedigreed club that includes Apple Amazon com, Nvidia Meta Platforms, and others in an exclusive club.

Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis
24/7 Wall St.102d agoneutral
Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent Prof G Markets appearance, Oaktree Capital co-founder Marks laid out a spectrum running from “analytical investing in prosaic, understandable companies” to “speculative investing ... Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

Why Meta (META) Stock Is Up Today
StockStory102d agoneutral
Why Meta (META) Stock Is Up Today

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 4.7% in the afternoon session after oil prices and yields fell as the Trump Administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

Uber (UBER) Stock Trades Up, Here Is Why
StockStory103d agoneutral
Uber (UBER) Stock Trades Up, Here Is Why

Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER) jumped 5.7% in the afternoon session after the company announced a significant expansion of its advertising business with the introduction of new products for brands.

Meta Tests New Revenue Streams With Instagram Plus And AI Cost Controls
Simply Wall St.103d agoneutral
Meta Tests New Revenue Streams With Instagram Plus And AI Cost Controls

Meta Platforms (NasdaqGS:META) is rolling out Instagram Plus, a global paid subscription tier that adds premium features on Instagram and expands revenue beyond advertising. The company is also introducing new AI powered business agents that can execute real tasks for enterprise clients across WhatsApp, Messenger, and Instagram. At the same time, Meta is tightening internal controls on AI related spending, including using an internal AI Gateway platform to track usage and budgets after heavy...

3 Reasons META Has Explosive Upside Potential
StockStory103d agoneutral
3 Reasons META Has Explosive Upside Potential

Over the past six months, Meta’s stock price fell to $569.25. Shareholders have lost 12.1% of their capital, which is disappointing considering the S&P 500 has climbed by 8.4%. This might have investors contemplating their next move.

Why the Dow Is Lagging the Nasdaq Again
Barrons.com103d agoneutral
Why the Dow Is Lagging the Nasdaq Again

The Dow may be on track for a fresh closing high, but it’s still lagging behind the Nasdaq today. The blue-chip index was up 607 points, or 1.2%. The Nasdaq rose 3%. The S&P 500 rose 1.8%. The Nasdaq was on track for its second-best day of the year after the U.

How SpaceX’s First Day Compares With Mag-7 Debuts
The Wall Street Journal103d agoneutral
How SpaceX’s First Day Compares With Mag-7 Debuts

Space-X pulled off a Goldilocks IPO on Friday, and for good measure today is adding another gain to its initial 19% rise. Here's how other high-profile IPOs did on their first day of trading, according to Dow Jones Market Data: ‘Magnificent Seven’ growth stocks Nvidia, up 64%.

If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow
24/7 Wall St.103d agoneutral
If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten years come to $60,500. Everything else is what a single-sector ETF did to your money while you ignored it. The math holds up ... If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
24/7 Wall St.103d agoneutral
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock

Nvidia (NASDAQ:NVDA) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since ... Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock

We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases
24/7 Wall St.103d agoneutral
We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases

I’ll cut to the chase. Oklo (NYSE:OKLO) trades at $57.49, well off its 52-week high of $193.84, and our proprietary model still sees real upside from here. Our 24/7 Wall St. price target for Oklo is $95.63 over the next 12 months, implying 66.35% upside. The recommendation is buy, with moderate confidence reflecting the pre-revenue ... We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases

Investing.com103d agoneutral
Wolfe Research sees substantial upside to AMD estimates

Investing.com -- On Monday, analysts at Wolfe Research described management's tone on a pre-quiet period call with AMD as constructive, saying there is "substantial room for upside to consensus for both CY26 and 27" driven by incremental CPU strength and the potential for additional gigawatt-scale MI450 customers.