Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

VOO and SPYM both mirror the S&P 500 at nearly identical costs, yet the government quietly excluded one of them from the new federally chartered savings accounts for children, and that bureaucratic detail forces every parent's hand.


In a boost for struggling sector, JPMorgan highlighted long-term, structural supply deficits for uranium.

While the S&P 500 is up 16.4% since March 2026, Prosperity Bancshares (currently trading at $70.03 per share) has lagged behind, posting a return of 6.1%. This might have investors contemplating their next move.

Oil fell back toward $100 and chip stocks went vertical. The S&P 500 is within 1% of a record again.

HNGE's strong revenue growth, raised 2026 outlook and expansion into Migraine and GI care support its growth prospects despite investment pressures.

VEEV expands its decade-long Amgen partnership with a global Vault CRM rollout, reinforcing enterprise adoption and commercial subscription growth.

1st Source’s 26.1% return over the past six months has outpaced the S&P 500 by 9.8%, and its stock price has climbed to $85.89 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Over the past six months, Martin Marietta Materials’s stock price fell to $492.19. Shareholders have lost 14.8% of their capital, which is disappointing considering the S&P 500 has climbed by 16.4%. This might have investors contemplating their next move.

Mark Spitznagel, founder of Universa Investments, built his reputation protecting investors from market crashes. Now the Universa Investments founder says the S&P 500 will “easily” top 8,000 in one final euphoric rally before plunging 80%.SPDR S&P 500 ETF Trust (NYSE:SPY)...

History could be sending investors a clear warning.

A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the market is repricing the fiber layer of AI infrastructure.

Stocks and bonds kicked off the week on a positive note as hopes for diplomatic efforts to end the war in Iran drove oil prices lower, easing inflation anxiety. The advance in equities erased the S&P 500's decline for the month, with a renewed rally in chipmakers also buoying sentiment. Omar Aguilar, CEO and CIO of Schwab Asset Management, joins for a broad look across asset classes for the rest of 2026.

CECO climbs 16.1% YTD as backlog, Engineered Systems growth and Thermon synergies offset rising debt, costs and a premium valuation.

PrimeEnergy's new wells, strong oil realizations, ample liquidity and low EV/EBITDA support its outlook, but weak gas pricing and commodity volatility remain risks.

CPAY's Corporate Payments momentum, cross-border expansion and strong cash generation support its growth outlook despite margin pressure.

The bank raised its 2026 year-end target to 7,400 and set a 12-month goal of 7,800, closing out a losing bet against Alphabet and Meta in the process.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and uncertainty surrounding this factor has capped the industry’s returns - over the past six months, its 11.6% gain has lagged the S&P 500 by 4.7 percentage points.

Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.

Clean Harbors stock jumps 10.4% in six months as expanding PFAS demand, stronger cash generation and a higher 2026 outlook fuel momentum.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and the industry is currently lagging as its six-month return of 3.3% has trailed the S&P 500’s 16.4% gain.
The bullish call hinges on profits, not richer valuations

Pre-Markets in the Green to Start a Fresh Week

Stocks climbed on Monday with tech leading the march higher as investors eyed the possibility of a U.S.-Iran deal. The Nasdaq Composite added 1.4% as the S&P 500 gained 0.9%. The Dow Jones Industrial Average gained 0.

The REIT's dividend has fluctuated over the years.

The rotation back into tech stocks tells us that the earnings story continues to overwhelm slightly higher rates.

