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

Are pigs flying? Walmart has finally caved on its refusal to support Apple Pay and Google Pay.

BJ's Wholesale Club's (BJ) fiscal second-quarter results came in ahead of Wall Street's estimates, p
Goldman cuts to $130 while keeping Buy, calling the raised second-half outlook encouraging

Markets are clawing back from a brutal Thursday selloff, but the real action is in the analyst calls, where BMO Capital just pulled the trigger on three major chip stocks at once and DZ Bank opened SpaceX coverage with a Sell.

Walmart’s finance chief had a message Thursday for analysts pressing the company on its decision to cut prices: Give it time. Walmart said it rolled back prices on more than 11,000 items, including ground beef, citing the ongoing strain on consumers of inflation and high gas prices. The move comes after the company received tariff refunds worth about $2.9 billion, which it’s using to fund the price cuts.

Walmart said its U.S. e-commerce sales rose 24% in the second quarter, with more than 40% sales growth in deliveries fulfilled at its stores. CEO John Furner said Walmart has now expanded deliveries of 30 minutes or less into 38 U.S. markets. The number of units delivered in less than half an hour has doubled in the current quarter from a year ago, and 70% of all e-commerce orders are getting delivered on the same day or better, CFO John David Rainey said.

<body><p>STORY: From U.S. debt soaring higher to Walmart's rare sales miss...this is the Week in Numbers. </p><p>:: The Week in Numbers </p><p>:: $40 trillion</p><p>$40 trillion is how high total U.S. debt hit for the first time.</p><p>It drew warnings from analysts a fiscal crisis is developing.</p><p>That as growing costs for social safety-net programs and interest payments far exceed revenues held back by tax cuts.</p><p>U.S. debt has more than doubled in less than a decade, from just under $20 trillion when President Donald Trump was sworn in for the first time in January 2017.</p><p>:: 10%</p><p>As much as 10% is how far Walmart shares sank after its latest results.</p><p>The retail giant announced quarterly sales growth was well below analyst expectations.</p><p>Reuters Correspondent Nicholas Brown.</p><p>“Walmart's sales grew only 2.6% which is the the slowest pace of growth in about six years for them. It's the first time that they've met failed to meet analyst estimates for their sales in about five years. So, it's exceedingly rare for Walmart to miss.” </p><p>The company said shoppers were likely being squeezed by high gasoline prices, raising concerns pressure on U.S. consumers is growing. </p><p>:: 160%</p><p>Around 160% is how high Moderna shares soared this week.</p><p>Investors bought in after the drugmaker and Merck announced a successful cancer treatment.</p><p>They said a personalized mRNA cancer vaccine lowered the risk of recurrence and spread of melanoma in a late-stage trial.</p><p>Moderna said thousands of patients could benefit as soon as next year if regulators approve the vaccine.</p><p>:: $50 billion</p><p>And $50 billion is how much Chinese robotics firm Unitree was valued on its Shanghai stock debut.</p><p>The firm is one of the world's biggest producers of humanoid and quadruped robots. </p><p>Unitree has drawn global attention for its robots that run, dance and perform martial arts and become a source of national pride in China.</p><p>It isn't the first Chinese humanoid robot maker to go public, but its debut is expected to kick off a range of domestic rivals preparing to come to market. </p></body>

Index funds went from a punchline to the investing world’s 800-pound gorilla. This month marks the 50th anniversary of the Vanguard First Index Investment Trust, now Vanguard 500, the original way for individuals to passively own the S&P 500 index. Founder Jack Bogle raised just $11 million, about a 10th what he had hoped, and it was dubbed “Bogle’s Folly.”

Spending on K-12 and back-to-college combined is expected to hit a record of nearly $147 billion, according to the National Retail Federation. “Customers are responding to just absolutely fantastic investments in price,” Walmart’s U.S. CEO David Guggina said yesterday during the company’s earnings call that highlighted the cost pressures facing consumers. “We have a list of 14 key items that are priced less than what we saw in 2019,” he also said of the store’s school supplies, citing examples from the store’s Pen+Gear brand, which has crayons for 25 cents and No. 2 pencils for 92 cents.

Global e-commerce sales were up 23%, driven by store-fulfilled pickup and delivery and marketplace activity.
Wall Street closed lower on Thursday as tensions between the United States and Iran rose, heightening geopolitical concerns. Investors assessed economic data.

The Morning Bull - US Market Morning Update Friday, Aug, 21 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts edging down about 0.1%, as investors digest a fresh mix of interest rate and bond market signals. The US Treasury plans to double its buybacks of long term bonds, which has pulled 30 year yields lower and is an attempt to ease the pressure from higher borrowing costs. At the same time, Federal Reserve minutes show some officials were ready to raise...

U.S. stocks fell yesterday, with the Dow closing down nearly 700 points, more than 1%. Walmart slumped 9% percent after the retailer reported its smallest sales gain in more than six years as some Americans continue to spend cautiously.

Walmart posted a strong Q2 earnings beat and raised its outlook, but slowing U.S. sales, weaker transactions, and temporary tariff benefits pressured shares and divided investors.

After years of experiments and setbacks, some of America’s biggest delivery companies are racing to make drones mainstream.

Walmart and Target showed different trends, with Walmart facing weaker U.S. sales and valuation concerns, while Target’s stronger customer traffic and improving business boosted investor confidence.

Sales at the discount giant's stores are decelerating.

The Nasdaq Composite fell 1%. The bond market was a major reason stocks took a tumble. Treasury yields rose on Thursday, with the 30-year Treasury bond reaching 5.25% and the 10-year reaching 4.7% (bond prices and yields move inverse to each other).

A number of stocks fell in the afternoon session after Walmart’s results reinforced worries about a stretched U.S. consumer. According to CNBC, Walmart (NYSE: WMT) shares fell nearly 10% even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance of 3% to 3.75% looked light. CFO John David Rainey told CNBC the company was eligible for about $2.9 billion in tariff refunds, wit

Walmart (WMT) delivered an overall solid release on Thursday, beating expectations on both the top and bottom lines while raising its full-year outlook. Still, shares moved sharply lower following the release.

Shares of online home goods retailer Wayfair (NYSE:W) fell 5% in the afternoon session after Walmart’s disappointing print spilled into discretionary and home-related names. According to CNBC, Walmart shares tumbled nearly 10% on August 20, 2026 even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance looked light, reinforcing fears that shoppers are pulling back. That sec

A number of stocks fell in the afternoon session after Walmart’s results reinforced worries about a stretched U.S. consumer. According to CNBC, Walmart (NYSE: WMT) shares fell nearly 10% even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance of 3% to 3.75% looked light. CFO John David Rainey told CNBC the company was eligible for about $2.9 billion in tariff refunds, wit

A number of stocks fell in the afternoon session after Walmart’s results reinforced worries about a stretched U.S. consumer. According to CNBC, Walmart (NYSE: WMT) shares fell nearly 10% even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance of 3% to 3.75% looked light. CFO John David Rainey told CNBC the company was eligible for about $2.9 billion in tariff refunds, wit
iFabric Corp (IFABF) posts a 65% revenue surge and positive EBITDA, driven by strong retail momentum and new product innovations.

The S&P is already near Ahmed Riesgo’s 7800 target, and he says rising rates are the biggest risk to this market right now. He breaks down exactly where he’d take profits — and why he’s rotating money into bonds, healthcare, and equal‑weight exposure to stay ahead of the next move.

<body><p>STORY: Wall Street's main indexes closed lower on Thursday, with the Dow tumbling about one-and-a-third percent, the S&P 500 falling just under one percent and the Nasdaq shedding one percent.</p><p>Rising Treasury yields dented risk appetite, explains Chatham Financial Chairman Amol Dhargalkar.</p><p>"The sell-off we're seeing is, again, related to what we're seeing in the bond market. There's concern over rising yields, there's concern over fiscal sustainability for the U.S. government. It is bleeding into equity markets. When you compare the two, though, it's clear that even though today there's some correlation, over the last several months, we've seen all-time highs in equity markets. It's been driven by higher earnings expectations. It's been driven by the AI trade. Even though it's a bifurcated equity market, you're seeing, I would say, somewhat broad-based growth over the last several months as you look at different indices."</p><p>Still, shares of Walmart fell more than 9% after the retail bellwether missed Wall Street expectations for quarterly comparable sales as rising gasoline prices had shoppers reining in spending. </p><p>Rival retailers Costco, Dollar Tree and Albertsons followed Walmart lower.</p><p>Shares of Coty dropped more than 9% after the CoverGirl cosmetics brand owner forecast current-quarter earnings below expectations and withheld its annual outlook.</p><p>:: Archive</p><p>And shares of Advance Auto Parts tumbled more than 24% after the company issued a weaker annual sales forecast.</p><p>:: Archive</p><p>Meanwhile, cryptocurrency-related companies rallied a day after President Donald Trump called on Congress to pass a crypto bill. Shares of Strategy and exchange operator Coinbase Global each gained almost 8%.</p></body>

Walmart stock tumbled on weak comp sales. Is the stock in trouble?

