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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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Life Expectancy Must Be Factored in Retirement: Bitterly
Bloomberg43d agoneutralVIDEO
Life Expectancy Must Be Factored in Retirement: Bitterly

Kristen Bitterly, head of global Wealth at Work at Citi, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss how the increase in life expectancy is changing how people plan for retirement.

Stripe, Advent in Talks to Buy PayPal
The Wall Street Journal43d agobullish
Stripe, Advent in Talks to Buy PayPal

PayPal Holdings is in talks to sell itself to a group that includes Stripe and the private-equity firm Advent International, according to people familiar with the matter. Stripe and Advent in July proposed paying $60.50 a share for PayPal, a price PayPal viewed as insufficient, some of the people said.

Waymo doubles down on the cars America won’t let you buy
TheStreet43d agobullish
Waymo doubles down on the cars America won’t let you buy

Trade barriers are supposed to be simple machines. You raise the price of a thing until buying it stops making sense, and the buying stops. Washington built one of the tallest of those walls in modern trade policy around Chinese electric vehicles, and by the only measure most people can see, it ...

Tiger Global Management cuts stakes in Big Tech, buys into SpaceX
Reuters43d agoneutral
Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced ‌Micro Devices and SpaceX during the second quarter, according to ‌regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • ‌It trimmed its Microsoft ⁠stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.

Readers Weigh In on the Risks of Investing in Funds Promising Pre-IPO Shares
The Wall Street Journal43d agoneutral
Readers Weigh In on the Risks of Investing in Funds Promising Pre-IPO Shares

After SpaceX went public in June, individuals who bought into funds promising shares of the company were eager for their paydays. A Wall Street Journal article last week featured an investor who is still trying to figure out what happened to the money he invested in a SpaceX fund in 2020. Many readers wrote in saying they were in situations similar to that of Ram Rupireddy, the investor featured in the article.

Lam Research bets $3 billion on speed, not size
TheStreet43d agoneutral
Lam Research bets $3 billion on speed, not size

Micron Technology (MU) broke ground on a new memory fab in July 2026 that will cost $9.3 billion and still not produce a single chip until 2028. That gap, years between shovel and shipment, is the real story behind every headline about the AI memory shortage. No amount of capital spending shortens ...

MP Materials, USA Rare Earth Stock Rise Amid Trump Drone News; Energy Fuels Touted
Investor's Business Daily43d agoneutral
MP Materials, USA Rare Earth Stock Rise Amid Trump Drone News; Energy Fuels Touted

Today's move appears linked to President Donald Trump's late-Thursday announcement of tariffs on drone imports and components. Drones are becoming a significant source of demand for rare earth magnets. Sentiment has been turning positive for rare earth stocks, driven by Trump administration support, corporate milestones, and agreements to supply defense contractors.

Investing.com43d agoneutral
Investing.com’s stocks of the week

Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.

JPMorgan Ended Banking Relationship With Polymarket
The Wall Street Journal43d agoneutral
JPMorgan Ended Banking Relationship With Polymarket

JPMorgan Chase ended its banking relationship with prediction market Polymarket last October over regulatory concerns, according to people familiar with the matter. The move adds fuel to fights in Washington over debanking and growing nationwide scrutiny of prediction markets’ business practices, though the bank still maintains some ties to Polymarket and other prediction-market companies.

Even the CEO of Booking.com Is Fed Up With Travel These Days
The Wall Street Journal43d agoneutral
Even the CEO of Booking.com Is Fed Up With Travel These Days

Flight delays, interminable waits on the tarmac—Booking.com CEO Glenn Fogel knows all about travel frustrations firsthand: “You can’t believe you even bothered.” Booking.com and sister brands like Priceline, Kayak and OpenTable are pouring hundreds of millions into AI tools to smooth out travel hiccups. “When we start doing that,” says Fogel, who also helms parent company Booking Holdings, “that’s when I’ll feel OK, now we really are a good AI travel agent on your phone and in your pocket.”

Earnings Prove AI Hardware Demand Is Strong. That’s Good News for Dell Stock.
Barrons.com43d agoneutral
Earnings Prove AI Hardware Demand Is Strong. That’s Good News for Dell Stock.

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

Mangione Admits to Killing Healthcare CEO Brian Thompson
Bloomberg43d agoneutralVIDEO
Mangione Admits to Killing Healthcare CEO Brian Thompson

Luigi Mangione pleaded guilty to federal stalking charges related to the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson. Mangione admitted on Friday in New York federal court that he shot and killed Thompson on Dec. 4, 2024. He faces life in prison. Mangione's attorney, Karen Friedman Agnifilo, US Attorney for the Southern District Jamie McDonald and NYPD Police Commissioner Jessica Tisch all spoke outside the court.

Investing.com43d agobullish
Bernstein upgrades Wayfair to Outperform, raises price target

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.