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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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Is Microsoft Stock Overvalued At 28x Earnings?
Trefis14d agoneutral
Is Microsoft Stock Overvalued At 28x Earnings?

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

iPhone Duo Threatens iPad Sales
24/7 Wall St.14d agoneutral
iPhone Duo Threatens iPad Sales

Apple's new foldable iPhone carries a price tag that dwarfs the iPad mini, yet reviewers say it might make the tablet obsolete. Whether consumers agree could reshape which Apple products survive.

Why Is Netflix Growing Fastest And Falling Furthest?
Trefis15d agobearish
Why Is Netflix Growing Fastest And Falling Furthest?

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

I’m Buying Apple’s Dip For Its Unbeatable Two-Way Game
24/7 Wall St.15d agobullish
I’m Buying Apple’s Dip For Its Unbeatable Two-Way Game

Apple shares just slipped again, and one investor sees that dip not as a warning sign but as the latest entry point into a compounding machine built on hardware loyalty and software margins that very few companies on earth can replicate.