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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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ON Semiconductor (ON) Stock May Be 2% Undervalued As AI Data Center Wins Build
Simply Wall St.37d agobullish
ON Semiconductor (ON) Stock May Be 2% Undervalued As AI Data Center Wins Build

ON Semiconductor stock has delivered a 63.1% return over the past five years, yet current checks point to a company that looks roughly in line with its estimated worth based on a Discounted Cash Flow (DCF) model, while market multiples lean on the expensive side. After a strong run into 2026 and a recent pullback, the valuation signals are mixed rather than clearly cheap or clearly stretched. Over the last five years, ON Semiconductor has returned 63.1%, which puts recent share price...

Rocket Lab (RKLB) Stock May Be 38% Undervalued Despite Fresh Space Force Wins
Simply Wall St.37d agobullish
Rocket Lab (RKLB) Stock May Be 38% Undervalued Despite Fresh Space Force Wins

Rocket Lab stock is coming off a very strong three year run, yet its valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) estimate pointing to a large gap to intrinsic value while market multiples look rich. That split, alongside a mixed overall value score, is what investors now have to weigh. Rocket Lab has delivered a very large return of about 11.5x over the past three years, which makes the current price level far more reliant on today’s valuation...

Cleveland-Cliffs (CLF) Is Down 5.3% After $1 Billion DOE-Backed Middletown Upgrade Plan - Has The Bull Case Changed?
Simply Wall St.37d agobullish
Cleveland-Cliffs (CLF) Is Down 5.3% After $1 Billion DOE-Backed Middletown Upgrade Plan - Has The Bull Case Changed?

Cleveland-Cliffs recently announced a US$1.00 billion modernization of its Middletown Works steel plant in Ohio, supported by a reworked US$500.00 million Department of Energy grant that will fund advanced furnace, energy, and AI process-control upgrades while keeping production running and preserving thousands of jobs. This federal–corporate partnership effectively underwrites half of a large-scale upgrade to a key auto-focused steel facility, with implications for Cleveland-Cliffs’...

Is Lucid (LCID) Using Dutch Retail Partnerships To Quietly Rewire Its European Expansion Strategy?
Simply Wall St.37d agobullish
Is Lucid (LCID) Using Dutch Retail Partnerships To Quietly Rewire Its European Expansion Strategy?

Earlier this month, Lucid Group, Inc. announced Munsterhuis Autobedrijven as its first retail partner in the Netherlands, adding a dedicated sales and service location in Hengelo to complement its existing Hilversum Studio and Service Center. This partnership reinforces Lucid’s hybrid retail model in Europe, pairing its premium EV lineup with Munsterhuis’ six-decade track record in Dutch automotive sales, servicing, leasing, and insurance. Next, we’ll examine how Lucid’s expanded Dutch...

Marvell Technology (MRVL) Stock Fair Value Edges Higher After Google AI Partnership Expansion
Simply Wall St.37d agobullish
Marvell Technology (MRVL) Stock Fair Value Edges Higher After Google AI Partnership Expansion

Marvell Technology’s modeled fair value has shifted to US$259.66 from US$254.41, signaling an updated price target in the latest round of research. Analysts are linking this change to the expanded Google partnership, custom AI silicon exposure and growing focus on optical interconnect, while others point to concentration risk and elevated expectations as counterweights. As you read on, you will see how these moving pieces shape the evolving Marvell Technology story and what to watch as new...