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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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Bernstein upgrades Analog Devices after Q3 beat strengthens growth outlook
InvestorsHub39d agobullish
Bernstein upgrades Analog Devices after Q3 beat strengthens growth outlook

Bernstein upgraded Analog Devices (NASDAQ:ADI) to Outperform from Market Perform and raised its price target to $465 from $430 after the semiconductor group delivered stronger-than-expected fiscal third-quarter results and issued an upbeat outlook for the fourth quarter. Analog Devices reported quarterly revenue of $4.

Will Howard Hughes' Shelf Filing and Vantage-Fueled Beat Reshape HHH's Capital Allocation Narrative?
Simply Wall St.39d agobullish
Will Howard Hughes' Shelf Filing and Vantage-Fueled Beat Reshape HHH's Capital Allocation Narrative?

In August 2026, Howard Hughes Holdings Inc. filed an omnibus shelf registration covering debt, common and preferred stock, depositary shares, purchase contracts and units, and warrants, shortly after reporting a second quarter in which revenue and profit exceeded analyst expectations helped by the initial consolidation of Vantage Holdings and solid master planned community and condominium sales. A key insight from management was that land sales and recurring cash flow from operating assets...

Is Mercury Systems (MRCY)’s Partnership With Palantir Technologies (PLTR) the Catalyst for a Hardware Turnaround?
Insider Monkey39d agobullish
Is Mercury Systems (MRCY)’s Partnership With Palantir Technologies (PLTR) the Catalyst for a Hardware Turnaround?

On August 3, Mercury Systems, Inc. (NASDAQ:MRCY) and Palantir Technologies Inc. (NASDAQ:PLTR) announced a strategic alliance aimed at automating material planning and factory operations for U.S. military programs. Working directly alongside the U.S. Department of War, Palantir is leveraging its software suite to boost throughput and slash delivery timelines for key defense industrial suppliers. MRCY […]

Formula One’s Drive to Capture American Eyeballs Makes the Stock a Buy
Barrons.com39d agobullish
Formula One’s Drive to Capture American Eyeballs Makes the Stock a Buy

From Monte Carlo to Milan, the world of F1 has long been dripping with glamour, making stars out of drivers like Michael Schumacher and Lewis Hamilton, who are outshone only by the supercars themselves. “From 1950 until about 2016, it was pretty badly run,” says Markus Hansen, a portfolio manager at Vontobel Asset Management, which owns Liberty Media Series C Liberty Formula One shares. “In 2017, when Liberty Media took over Formula One, they brought a proper approach to running the business…to turning sports assets into viable financial businesses.”

3 Market-Beating Stocks on Our Watchlist
StockStory39d agobullish
3 Market-Beating Stocks on Our Watchlist

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.