Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.
Magna International (NYSE:MGA) said it remains on track to expand margins and grow earnings despite a relatively flat vehicle-production environment, with management emphasizing operational improvements, stronger free cash flow and increased capital returns as key drivers of its strategy. Speaking
United Repair Centre is a social impact company that provides repair services to brands like Patagonia and Levi's.
The artificial intelligence trade has been “dead money” for more than three months, Director of Global Macro at Fidelity Investments, Jurrien Timmer, said Tuesday, even as hyperscalers keep pouring hundreds of billions into the technology’s buildout. ‘The Price of Memory...
Infleqtion, Inc. (NYSE:INFQ) announced a joint research and development collaboration with Cisco Systems, Inc. (NASDAQ:CSCO) on September 10, 2026, to connect, operate, and scale quantum systems into distributed networks. By linking Infleqtion’s neutral-atom quantum processors and sensors with Cisco’s quantum networking stack, the companies aim to transition standalone quantum hardware into scalable, interconnected networks. As […]
It was reported on September 11 that Apollo Global Management, Inc. (NYSE:APO) is in discussions to acquire Johnson & Johnson (NYSE:JNJ)’s orthopedics business, DePuy Synthes, in a potential transaction valuing the unit at close to $20 billion, according to Bloomberg. The unit, which J&J previously announced plans to separate within an 18-to-24-month timeframe, generated $9.3 […]
Today, Sept. 24, 2026, the enterprise cloud giant filed to shield itself from cost and payment risk as the New Mexico facility faces public opposition and permitting delays.
Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) jumped 3.1% in the afternoon session after The U.S. Food and Drug Administration approved Eli Lilly’s once-weekly basal insulin, Onswik, for adults with type 2 diabetes, giving patients an alternative to daily long-acting insulin shots. According to Reuters, Lilly said Onswik — chemically known as insulin efsitora alfa-gobe — is intended to be used with diet and exercise to help control high blood sugar and could cut the number of inje
With the S&P 500 trading at stretched valuations, one lesser-known ETF takes a completely different approach to generating income, one that doesn't depend on stocks continuing to climb.
It isn't about return optimization, but about optimizing for your own financial situation.
McDonald's (MCD) has a pricing problem in the United States, its second-largest business. Its value menu of 10 items for under $3 each has not delivered what management expected. The shares lost 19.3% over the past year (as of September 23, 2026), while the S&P 500 returned 13%. The fix is not settled, because it depends on franchisees charging the prices McDonald's recommends.
Airbnb (ABNB) shares fell 21% in the month to September 23, while the S&P 500 rose 0.8%. A $10,000 holding at the start of that month was worth about $7,860 at the end. Airbnb's own news over those weeks does not explain it, so the fall needs a different explanation.
CEO Mike Doustdar spoke openly about a risk facing Wegovy and Ozempic, and Wall Street’s growth expectations for Novo shifted quickly.
Micron has handed investors a spectacular run, but concentrating that bet on one company's fab schedule carries risks that most MU bulls haven't fully priced in. A $26 billion fund quietly packages the entire memory oligopoly into a single ticker, and it just got cheaper.
Coinbase Global Inc. CEO Brian Armstrong pushed back against AI doomsday warnings, arguing that slowing AI progress could delay technologies that might help prevent deaths. Armstrong Defends AI Progress On Tuesday, in a post on X, Coinbase CEO addressed AI...
On Sept. 24, 2026, the security software maker beat Q2 estimates and raised its full-year outlook, citing automotive design wins and 26% revenue growth.
The memory chip market is historically cyclical, but there's hope for a smoother future.
The space company wants to rapidly boost revenue over the next few years, betting its huge rockets will make it a powerful industry player.
The capital requirement to generate nearly $8,000 a month for life swings by more than $1.7 million depending on the yield strategy a 62-year-old chooses, and the cheaper-looking option often destroys the retirement it was supposed to fund.
One of these numbers could double in November -- on paper.
SpaceX will see its weight double in the Nasdaq-100.
New restaurants give McDonald's (MCD) more growth than its weak U.S. results suggest. Value meals and slow visits are part of the story, but not all of it. McDonald's shares fell 4.8% on September 23, the day the company laid out a new plan at its Investor Day. The price appears to reflect the U.S. troubles and the plan's cost. So how much are the new restaurants actually adding.
The company's latest electric vehicle will attract a huge amount of attention, but it's what's going on behind the scenes that really matters.
Rising UK borrowing costs, highlighted by the recent jump in 10 year gilt yields ahead of the next budget, are forcing investors to think harder about where future growth could come from. That is one reason artificial intelligence in healthcare is getting more attention. This piece looks at three UK focused AI healthcare stocks from our screener that aim to tap into this shift and explains what each one offers. The three stocks covered below are just a sample, and the full screen surfaced 5...
Palantir Technologies Inc. (NASDAQ:PLTR) has become one of the most closely watched AI software companies over the last few years. As a result, it is not exactly cheap. Its enormous valuation raises a fundamental question: Does Palantir have an economic moat strong enough to protect its growth? The company trades at about 82.6x forward earnings, […]
Meta introduced Horizon Create and Horizon Studio, two AI-powered tools designed to let users build and publish complete 2D and 3D games.
(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par
Halliburton (NYSE:HAL) has signed memorandums of understanding with Eneva and WESCA to work on Venezuela's oil and gas sector. The agreements outline cooperation on reviving and developing Venezuelan fields, supporting drilling, services, and related energy infrastructure projects. The MOUs align with recent policy moves that encourage fresh foreign energy investment into Venezuela's hydrocarbons industry. These Halliburton memorandums with Eneva and WESCA in Venezuela deserve to be weighed...
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