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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.

30,447 signal articles · 141 in last 24h · 154,069 total before filter · latest 54m ago
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Investing.com11h agoneutral
Qualcomm secures long-term Apple patent deal, easing revenue fears

Investing.com -- Qualcomm (NASDAQ:QCOM) shares ticked up 0.2% today after the chipmaker announced a renewed global patent licensing agreement with Apple, taking effect April 1, 2027. The deal secures a critical, long-term revenue stream for Qualcomm, helping the stock pare earlier losses amid a broader Nasdaq 100 sell-off.

Apple (AAPL) Stock Could Be 32% Overpriced After Fresh AI Cost Warnings
Simply Wall St.18h agoneutral
Apple (AAPL) Stock Could Be 32% Overpriced After Fresh AI Cost Warnings

Apple Inc. has powered to fresh highs, and with the stock up 141.9% over the past 5 years, the real question for you is whether that price still lines up with the cash the business can generate. With attention on Apple’s role in AI, payments and devices, the focus now shifts to what those themes actually mean for the company’s long term cash flows. A 141.9% return over 5 years puts a lot of future cash generation on the line. The key issue is how much of that cash story is already reflected...

Forkast News1d agoneutral
The 42-State AG Coalition: How State Attorneys General Are Building the Agent Liability Framework Congress Won’t

When Meta launched Muse in September 2026, the promise was seamless utility: an agent capable of handling purchasing, booking, and email tasks on behalf of a user. Similar capabilities arrived with Apple’s Siri AI and the beta release of SpaceXAI’s GrokBot. These tools represent a shift from passive software to active agents that make real-world […]

Meta’s “10 Million Paid Users” Problem Has a Simple Solution
TIKR1d agoneutral
Meta’s “10 Million Paid Users” Problem Has a Simple Solution

Meta Platforms (META) has a problem: The narrative right now is built around AI…but AI isn’t actually generating any meaningful revenue for the company. Case in point: Muse, Meta’s new AI agent, just became the #1 free app on the Apple and Google app stores, sending shares soaring 11% on Monday.

What Microsoft's Trailing Multiple Leaves Out
Trefis1d agoneutral
What Microsoft's Trailing Multiple Leaves Out

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.