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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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Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg123d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

Microsoft’s Defense Deal And Clean Energy Push Reframe Long-Term Valuation
Simply Wall St.123d agoneutral
Microsoft’s Defense Deal And Clean Energy Push Reframe Long-Term Valuation

Microsoft, ticker NasdaqGS:MSFT, is at the center of a new $9.7b, five year enterprise software consolidation contract with the U.S. Department of Defense. The company has also joined Amazon, Google, and Meta in launching the Data Center Innovation Initiative focused on clean energy and sustainable materials for data centers. These moves touch on U.S. government technology adoption, long term software standard setting, and the environmental profile of AI and cloud infrastructure. Microsoft...

Snowflake Stock Jumps After Amazon Chip-Deal Report
The Wall Street Journal123d agobullish
Snowflake Stock Jumps After Amazon Chip-Deal Report

Shares in Snowflake soared 30% after the market closed Wednesday following a Wall Street Journal report that Amazon Web Services has signed up the cloud-storage company as its latest chips customer. Snowflake, whose shares have bounced back of late after a slump earlier this year, also reported quarterly earnings on Wednesday.

Amazon shares have room to run as AWS AI backlog hits $35B, UBS says
Proactive123d agoneutral
Amazon shares have room to run as AWS AI backlog hits $35B, UBS says

Amazon.com Inc (NASDAQ:AMZN) is significantly underappreciated by Wall Street as artificial intelligence commitments pile up in its cloud division, UBS says, maintaining a Buy rating on the stock with a $333 price target. The bank’s analysis found that Bedrock, Amazon's AI model platform,...

Amazon is offering its AI shopping tools to retailers
Yahoo Finance Video123d agoneutralVIDEO
Amazon is offering its AI shopping tools to retailers

Market Domination Host Josh Lipton and Yahoo Finance Senior Reporter Brooke DiPalma track several of the day's top trending stories and stock moves, including how Amazon (AMZN) is licensing and selling its "Alexa for Shopping" AI tool to other retailers.

Why Walmart’s Post-Earnings Dip Is A Diversification Play
Trefis123d agoneutral
Why Walmart’s Post-Earnings Dip Is A Diversification Play

Walmart (NASDAQ: WMT) stock has dropped 11% over the past five trading days. This downturn comes right on the heels of the company's recent Q1 2027 earnings release, where, despite strong e-commerce growth and beating revenue forecasts, the stock faced immediate pressure. It is a pullback that should make investors take notice.

The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks
24/7 Wall St.123d agoneutral
The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks

The stock market keeps finding new ways to test investors’ disbelief. Just when it looked like valuations across AI stocks couldn’t stretch any further, another company joined the trillion-dollar club. This time it was Micron Technology (NASDAQ:MU) catapulted into the exclusive club following yesterday’s 19% gain — and it’s up again in morning trading today. ... The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks

Prediction: These 5 Companies Will Be Worth More Than $10 Trillion By 2030
24/7 Wall St.123d agoneutral
Prediction: These 5 Companies Will Be Worth More Than $10 Trillion By 2030

It wasn’t long ago that crossing $1 trillion in market capitalization felt like a once-in-a-generation event. Today, 14 companies have already crossed that line, and the conversation has shifted to the next milestone: $10 trillion. Five mega-caps look like the most credible candidates to reach $10 trillion by 2030. Each combines massive scale, durable cash ... Prediction: These 5 Companies Will Be Worth More Than $10 Trillion By 2030