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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.

30,897 signal articles · 45 in last 24h · 157,635 total before filter · latest 15h ago
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Salesforce (CRM) As Downgrades Test The Case For An Undervalued AI Pivot
Simply Wall St.70d agobearish
Salesforce (CRM) As Downgrades Test The Case For An Undervalued AI Pivot

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.
Investor's Business Daily70d agobearish
GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.

Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.

Popular Walmart bakery item recalled over possible glass contamination
TheStreet70d agobearish
Popular Walmart bakery item recalled over possible glass contamination

Most shoppers do not expect something as simple as a bakery roll to carry a safety risk. But food recalls can sometimes involve products consumers never see in their original packaging. This is especially true of products, which are shipped in bulk to grocery-store bakeries, restaurants, or other ...

5 Reasons Why Tech Stocks Dropped—and Why They’re Bouncing Back
Barrons.com70d agobearish
5 Reasons Why Tech Stocks Dropped—and Why They’re Bouncing Back

Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.

The Bull Case For NIKE (NKE) Could Change Following Missed World Cup Moment And Brand Relevance Questions
Simply Wall St.70d agobearish
The Bull Case For NIKE (NKE) Could Change Following Missed World Cup Moment And Brand Relevance Questions

In recent months, Nike completed its share repurchase program announced in June 2022, buying back 124,360,522 shares for US$12,124.68 million, while also facing weak consumer demand, discounting in key Sportswear and Jordan lines, and criticism from LeBron James about losing cultural relevance. The company also missed out on World Cup final exposure as Adidas-sponsored teams dominated the spotlight, limiting Nike’s tournament-related brand visibility and merchandise potential just as it is...