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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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2 Reasons to Sell SPGI and 1 Stock to Buy Instead
StockStory9d agoneutral
2 Reasons to Sell SPGI and 1 Stock to Buy Instead

Over the last six months, S&P Global’s shares have sunk to $405.30, producing a disappointing 5.5% loss - a stark contrast to the S&P 500’s 16.2% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Was Moderna Stock's Cancer Vaccine Run Visible In Advance?
Trefis9d agoneutral
Was Moderna Stock's Cancer Vaccine Run Visible In Advance?

Moderna (MRNA) stock rose roughly 510% over the year to September 21, 2026, climbing from about $25 to about $173. The S&P 500 gained 18.5% with dividends reinvested over the same window, and Pfizer (PFE) about 23%. The run's central event came on August 19, 2026, when Merck and Moderna said a Phase III trial of their cancer vaccine, intismeran autogene, met its endpoints in melanoma. A rough timetable for the trial was public long before the stock moved, but its result was not.

Should investors play AI bottlenecks over social media stocks?
Yahoo Finance Video9d agoneutralVIDEO
Should investors play AI bottlenecks over social media stocks?

Should investors bet more on the AI infrastructure bottlenecks than on other tech trends, such as social media? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Defiance ETFs CIO Sylvia Jablonski, Interactive Brokers chief strategist Steve Sosnick, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber.

The AI Software Story Wall Street Is Underrating
24/7 Wall St.9d agoneutral
The AI Software Story Wall Street Is Underrating

Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in that gap looks like an opportunity Wall Street has not yet caught up to.

A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market
Barrons.com9d agoneutral
A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were lots worrying investors last week, and there still are,” said Ed Yardeni, founder and CEO of Yardeni Research.