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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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Do New SLB (SLB) Digital Wins Clarify Its Long‑Term Competitive Edge in Energy Services?
Simply Wall St.2d agobullish
Do New SLB (SLB) Digital Wins Clarify Its Long‑Term Competitive Edge in Energy Services?

Equinor recently awarded SLB a contract to expand real-time leak detection, virtual flow metering and digital production monitoring across the Johan Sverdrup Phase 3 development in the North Sea, while Invictus Energy selected SLB for drilling and well services at the Musuma-1 exploration well in Zimbabwe. Together, these awards highlight growing adoption of SLB’s digital and high-end drilling technologies across both mature offshore hubs and frontier onshore basins. We’ll now examine how...

3 Market-Beating Stocks with Promising Prospects
StockStory2d agobullish
3 Market-Beating Stocks with Promising Prospects

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

2 Large-Cap Stocks on Our Buy List and 1 We Question
StockStory2d agobullish
2 Large-Cap Stocks on Our Buy List and 1 We Question

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Honeywell (HON) Lands Marine Corps Security Upgrade And Major Tech Awards
Simply Wall St.2d agobullish
Honeywell (HON) Lands Marine Corps Security Upgrade And Major Tech Awards

Honeywell International (NasdaqGS:HON) supplied an upgraded access control platform for US Marine Corps barracks as part of a wider modernization effort. The system centralizes security management across Marine Corps installations, supporting Department of Defense goals for long-term digital infrastructure. The access control rollout received major technology innovation awards, highlighting Honeywell's role in secure large scale government security solutions. The access control win with the...

Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
Insider Monkey2d agobullish
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?

When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]

On Holding (ONON) Outlines Ambitious Goals and $1B Buyback, Jumps 7.6%
Insider Monkey2d agobullish
On Holding (ONON) Outlines Ambitious Goals and $1B Buyback, Jumps 7.6%

On Holding AG Ltd. (NYSE:ONON) grew its share price by 7.58 percent on Tuesday to close at $29.39 apiece as investors loaded positions after announcing a $1 billion buyback program over the next three years. In its recently held Investor Day, On Holding AG Ltd. (NYSE:ONON) said that the share repurchase program reflects its strong […]

Broadcom (AVGO) Is Up 7.4% After Massive Buybacks And AI Chip Deals With Hyperscalers - Has The Bull Case Changed?
Simply Wall St.2d agobullish
Broadcom (AVGO) Is Up 7.4% After Massive Buybacks And AI Chip Deals With Hyperscalers - Has The Bull Case Changed?

In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...

Moderna (MRNA) Stock Looks Very Expensive As Shares Surge Over 1 Year
Simply Wall St.2d agobullish
Moderna (MRNA) Stock Looks Very Expensive As Shares Surge Over 1 Year

Moderna has delivered a very large 1 year share price gain, which puts fresh attention on a basic question. Is the current valuation of the stock supported by the company’s sales profile rather than just recent momentum and headlines? The stock is up a very large amount over the past 12 months, which makes the link between Moderna’s market value and its underlying sales more important for anyone thinking about valuation risk. News around mRNA products, from the mFlusiva flu vaccine launch to...