Q
QuantAbundance

Notícias

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

30,696 signal articles · 54 in last 24h · 156,275 total before filter · latest 33m ago
54last 24h
853last 7d
151● bullish (7d)
86● bearish (7d)
214publishers
AllMacro190Earnings117M&A122Regulatory20Product19Analyst22
✕ clear all filterssentiment: bearishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Bloomberg53d agobearish
Circle Revenue Misses Estimates as Crypto Markets Mired in Rout

(Bloomberg) -- Circle Internet Group Inc. reported second-quarter revenue that missed Wall Street expectations after circulation of its stablecoin USDC fell from a peak amid a protracted slide in cryptocurrency markets. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Spl

Philip Morris International (PM) Faces Brazil Lawsuit Pressure, Is The Upside Already Priced In?
Simply Wall St.53d agobearish
Philip Morris International (PM) Faces Brazil Lawsuit Pressure, Is The Upside Already Priced In?

Philip Morris International (NYSE:PM) is back in focus after Brazil’s landmark public health lawsuit moved a step closer to a liability ruling, putting long running legal risks alongside fresh investment and earnings data. See our latest analysis for Philip Morris International. The share price of Philip Morris International has pulled back in the past week with a 7 day share price return of 6.6% in the red, even after a 90 day share price return of 9.6% and a 1 year total shareholder return...

AMD falls as investors seek bigger AI payoff
Reuters54d agobearish
AMD falls as investors seek bigger AI payoff

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel's results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

AMD falls as investors seek bigger AI payoff
Reuters54d agobearish
AMD falls as investors seek bigger AI payoff

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel’s results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

FIS (FIS) Stock Still Looks Undervalued After a 62% Five Year Fall
Simply Wall St.54d agobearish
FIS (FIS) Stock Still Looks Undervalued After a 62% Five Year Fall

Fidelity National Information Services stock has had a difficult run over the last few years, yet the current valuation checks still suggest the shares lean cheap rather than expensive. After a long period of weak returns, investors are weighing whether recent news and capital allocation decisions are enough to justify what looks like an undervalued profile. Over the past 5 years, Fidelity National Information Services shareholders have seen the stock fall about 62%, which puts extra focus...

Walmart (WMT) Faces An Oppenheimer Downgrade, Is A 28% Undervalued View Still Credible?
Simply Wall St.54d agobearish
Walmart (WMT) Faces An Oppenheimer Downgrade, Is A 28% Undervalued View Still Credible?

Walmart (WMT) is back in focus after Oppenheimer shifted its rating to Perform from Outperform ahead of the August 20 earnings release, citing pharmacy related headwinds and what it views as a full valuation. See our latest analysis for Walmart. Walmart's share price has cooled from its all time high earlier in the year, with a 90 day share price return down 14.25%, even as the 1 year total shareholder return sits at 13.26% and the 5 year total shareholder return stands at 139.91%. Recent...

Has Aptiv (APTV) Fallen Far Enough To Look Undervalued?
Simply Wall St.54d agobearish
Has Aptiv (APTV) Fallen Far Enough To Look Undervalued?

Aptiv stock has fallen sharply over the past few years and the share price now sits well below previous levels. However, the current valuation checks give a more mixed picture rather than a clear bargain or clear overvaluation. Aptiv shares have declined 66.8% over the past 5 years, which raises the question of whether recent pricing now reflects overly low expectations for the business. Expectations for the company’s ability to grow earnings and cash flow from its auto components portfolio...

Is Viasat (VSAT) Fairly Valued After Its Revenue Miss And Big Share Price Run?
Simply Wall St.54d agobearish
Is Viasat (VSAT) Fairly Valued After Its Revenue Miss And Big Share Price Run?

Viasat (VSAT) shares came under pressure after the company reported first quarter fiscal 2027 results that missed Wall Street revenue expectations, even as non GAAP profit per share came in well above analyst estimates. See our latest analysis for Viasat. Viasat's latest update comes after a very strong run in the stock, with the share price up 128.57% year to date and a 1 year total shareholder return of 303.99%. The recent 27.80% 90 day share price return suggests momentum has stayed firm...

eBay (EBAY) Is Down 6.7% After Depop-Driven Cost Concerns and Analyst Downgrades Ahead of Q2 Earnings
Simply Wall St.54d agobearish
eBay (EBAY) Is Down 6.7% After Depop-Driven Cost Concerns and Analyst Downgrades Ahead of Q2 Earnings

In recent days, eBay has faced multiple analyst downgrades ahead of its August 5 second-quarter 2026 earnings release, with concerns centered on rising competitive pressure in U.S. recommerce and higher marketing costs tied to the newly closed US$1.40 billion Depop acquisition. At the same time, eBay is pushing ahead with product and marketplace changes, from AI-enabled tools and eBay Live monetization to Australia’s new Extended Bidding auction format, highlighting management’s focus on...

Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?
24/7 Wall St.54d agobearishVIDEO
Microsoft is Soaring After Earnings While Meta Platforms Drops. Is The Market Giving Zuckerberg Too Little Credit?

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.