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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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Palo Alto Networks (PANW) Signed A Multi Year AI Security Partnership
Simply Wall St.30d agobullish
Palo Alto Networks (PANW) Signed A Multi Year AI Security Partnership

Palo Alto Networks (NasdaqGS:PANW) announced a multi-year global partnership with NTT DATA to support secure AI adoption for large enterprises. The agreement is described as the company's first multi-year arrangement with a global systems integrator and includes co-engineering and early access to platform updates. Palo Alto Networks also expanded its integration with Zero Networks to combine AI-driven threat detection with AI-enabled microsegmentation and hybrid infrastructure...

Why Are Coinbase (COIN) Shares Soaring Today
StockStory30d agobullish
Why Are Coinbase (COIN) Shares Soaring Today

Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 5.1% in the afternoon session after the company and Better Mortgage launched a nationwide token-backed mortgage product, alongside growing regulatory optimism and new ecosystem partnerships. Better originates and services the loan; Coinbase holds and transfers the pledged crypto, according to a press release from Better Mortgage. Eligible borrowers can pledge bitcoin or USDC as collateral to fund a cash down payment withou

Is Hecla Mining (HL) Still Undervalued Or Is Its Recent Rally Already Priced In?
Simply Wall St.30d agobullish
Is Hecla Mining (HL) Still Undervalued Or Is Its Recent Rally Already Priced In?

Hecla Mining (HL) has drawn attention after recent share price moves, with the stock last closing at US$21.43. That price sits alongside a market value of about US$13.9b and recent mixed growth metrics. For context, Hecla Mining has seen a 3.5% 1 day share price return and a 47.3% 30 day share price return, while the 1 year total shareholder return is 165.8%, which indicates strong recent momentum alongside longer term gains. Compare Hecla Mining's recent surge with a curated set of other...

Veeva Systems (VEEV) Earnings Beat Puts Its Valuation Narrative Back In Focus
Simply Wall St.30d agobullish
Veeva Systems (VEEV) Earnings Beat Puts Its Valuation Narrative Back In Focus

What the latest earnings and guidance tell you about Veeva Systems Veeva Systems (VEEV) just reported quarterly results that came in ahead of analyst expectations and paired them with higher guidance, putting fresh attention on how its AI focused life sciences cloud products are performing. The company reported second quarter revenue of US$927.96 million compared with US$789.08 million a year earlier. Net income was US$273.43 million compared with US$200.31 million a year ago, with diluted...

Is SentinelOne (S) Fully Valued Following The Cybersecurity Rally?
Simply Wall St.30d agobullish
Is SentinelOne (S) Fully Valued Following The Cybersecurity Rally?

SentinelOne (S) stock has been moving alongside a broader rally in cybersecurity companies, as investors respond to strong earnings from peers and reassess spending on security software across the sector. Over the past year, SentinelOne has seen strong share price momentum, with a 1 month share price return of 23.8% and a year to date share price return of 55.1%. The 1 year total shareholder return of 29% and 3 year total shareholder return of 36.6% point to gains that contrast with a 5 year...

Why Is Okta (OKTA) Stock Soaring Today
StockStory30d agobullish
Why Is Okta (OKTA) Stock Soaring Today

Shares of identity management company Okta (NASDAQ:OKTA) jumped 28% in the afternoon session after the company reported stronger-than-expected second-quarter financial results and raised its full-year revenue outlook.

CRM Q2 Deep Dive: AI-Powered Product Momentum and Flexible Pricing Drive Outperformance
StockStory30d agobullish
CRM Q2 Deep Dive: AI-Powered Product Momentum and Flexible Pricing Drive Outperformance

CRM software giant Salesforce (NYSE:CRM) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.8% year on year to $11.35 billion. The company expects next quarter’s revenue to be around $11.46 billion, close to analysts’ estimates. Its non-GAAP profit of $5.90 per share was 80.4% above analysts’ consensus estimates.

NTNX Q2 Deep Dive: External Storage and Cloud Partnerships Drive Growth Amid Supply Constraints
StockStory30d agobullish
NTNX Q2 Deep Dive: External Storage and Cloud Partnerships Drive Growth Amid Supply Constraints

Hybrid multicloud computing company Nutanix (NASDAQ:NTNX) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 15.9% year on year to $757.1 million. Guidance for next quarter’s revenue was better than expected at $760 million at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.60 per share was 23.6% above analysts’ consensus estimates.

VEEV Q2 Deep Dive: AI Expansion, CRM Wins, and Accelerating R&D Cloud Adoption
StockStory30d agobullish
VEEV Q2 Deep Dive: AI Expansion, CRM Wins, and Accelerating R&D Cloud Adoption

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 17.6% year on year to $928 million. Guidance for next quarter’s revenue was better than expected at $933.5 million at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $2.35 per share was 5.8% above analysts’ consensus estimates.

Tempus AI (TEM) Jumped on Moderna’s Melanoma Win. Did its $1.5B Personalis Acquisition Just Get Validated?
Insider Monkey30d agobullish
Tempus AI (TEM) Jumped on Moderna’s Melanoma Win. Did its $1.5B Personalis Acquisition Just Get Validated?

Tempus AI, Inc. (NASDAQ:TEM) rallied following a melanoma breakthrough reported by Moderna and Merck. The companies said their Phase 3 INTerpath-001 trial met its recurrence-free survival endpoint for the personalized cancer therapy intismeran autogene, also known as V940, combined with Keytruda. Detailed trial data remain pending. The read-through came from Personalis, which has supported the […]