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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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Nvidia Stock Misses Out on Meta-Driven Chip Rally. Why Growth Fears Linger.
Barrons.com4d agobearish
Nvidia Stock Misses Out on Meta-Driven Chip Rally. Why Growth Fears Linger.

Nvidia stock was left out of the latest chip rally sparked by Meta Platforms’ Muse agent. Nvidia shares were down 0.2% in premarket trading Tuesday, having risen 2.3% the previous day. AMD has gained 187% this year so far coming into Tuesday’s session, compared with Nvidia’s 22% rise.

3M’s CEO Says the Turnaround Is Ahead of Schedule, But PFAS Litigation Keeps Resurfacing
Insider Monkey4d agoneutral
3M’s CEO Says the Turnaround Is Ahead of Schedule, But PFAS Litigation Keeps Resurfacing

3M Company (NYSE:MMM) CEO William Brown has told investors that the company’s operational turnaround is progressing ahead of its own targets. New product activity is expanding, delivery performance has improved, margins are moving higher, and the data-center opportunity tied to its Microsoft partnership is growing rapidly. Together, these metrics provide a detailed picture of improving […]

Why Is Merck (MRK) In Focus After Japan Cleared A New Dosing Option?
Simply Wall St.4d agoneutral
Why Is Merck (MRK) In Focus After Japan Cleared A New Dosing Option?

Merck (NYSE:MRK) received Japanese approval for KEYTRUDA QLEX (KEYJECT), its first subcutaneous KEYTRUDA formulation, for all existing local indications. The new subcutaneous version offers an alternative to intravenous dosing, aimed at faster administration for patients and clinicians. This approval broadens Merck's oncology treatment options in Japan, a key international market for its immunotherapy portfolio. The KEYTRUDA QLEX subcutaneous green light in Japan matters. However, investors...

Is PDD Holdings (PDD) Cheap After Higher Earnings Estimates And A 10% Monthly Drop?
Simply Wall St.4d agobearish
Is PDD Holdings (PDD) Cheap After Higher Earnings Estimates And A 10% Monthly Drop?

PDD Holdings (PDD) has drawn fresh attention after becoming one of the most searched stocks, as investors weigh modestly higher earnings estimates and valuation metrics that suggest a discount relative to sector peers. Recent trading has been choppy for PDD Holdings, with the share price slipping around 10% over the past month and the year to date share price return down 31.5%. The 1 year total shareholder return has declined 38.3%, signalling that momentum has faded despite interest around...

Why Cathie Wood Says Forget Inflation and Growth Worries, as the Chip Rally Stalls
Barrons.com4d agobullish
Why Cathie Wood Says Forget Inflation and Growth Worries, as the Chip Rally Stalls

Rapid technological advancements are about to kick-start a period of economic growth that will make higher borrowing costs irrelevant, the ARK Invest CEO said on Monday, in a weekly newsletter. Chip and memory stocks were sliding in premarket trading, having helped power the Nasdaq Composite to a record high the previous session. Advanced Micro Devices declined 0.5%, after the chip maker topped a $1 trillion valuation for the first time ever on Monday.

NuScale Power (SMR) Draws Fresh Attention, Is The Stock Still A Bargain?
Simply Wall St.4d agoneutral
NuScale Power (SMR) Draws Fresh Attention, Is The Stock Still A Bargain?

Why NuScale Power Is Back in the Spotlight NuScale Power (SMR) is drawing fresh attention as investors reassess nuclear backed grid capacity for energy hungry AI data centers, with the stock trading near US$8.79 as of 21 September 2026. The business has advanced regulatory and engineering work, including projects in Romania and ongoing talks with the Tennessee Valley Authority. Its current backlog remains largely non binding, and first reactor deployments are not expected until the early...

Jim Cramer Praises OKTA for Tackling AI Security Threats
Insider Monkey4d agoneutral
Jim Cramer Praises OKTA for Tackling AI Security Threats

During the September 18 episode of CNBC’s Mad Money, Jim Cramer highlighted Okta, Inc. (NASDAQ:OKTA) after speaking with technology leaders in Silicon Valley. He stated: Let’s start with the most consequential. On Wednesday, we have an Okta analyst, okay? This is it. Of all the companies I had on the show this past week in […]