Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in the stock has become another buying opportunity.
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.
GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly arrives after 2028. Choosing between them means deciding how much patience you actually have.
Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.
A grey divorce at 60 can cut your retirement savings in half and leave you with a compressed timeline that punishes the wrong investment choices. Here is how three ETFs can rebuild both the growth and the income you lost.
Two companies collecting a quiet tax on every AI rack ever built just reported blowout quarters, and they do it through completely opposite strategies. Knowing which one fits your portfolio could matter more than chasing the headline names everyone else already owns.
At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings
Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.
Applied Materials has surged 22% off its July lows, yet still sits nearly $200 below its recent peak with a binary earnings event days away that could either justify the bulls or hand the bears their moment.
Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call challenges everything the bears are pricing in right now.
SpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.
A leveraged ETF promising twice NVIDIA's daily returns is somehow trailing the stock it tracks, yet a single $100 bet placed five years ago ballooned into something extraordinary. The math behind that contradiction will change how you think about leverage forever.
That multiple only makes sense if the AI boom's best years are already behind it. Are they?
There is no end in sight for the drugmaker's dividend growth streak.
Henry Schein, Inc. reported past Q2 2026 results with sales rising to US$3,458 million and net income to US$94 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. Importantly for long-term watchers, management also raised its 2026 total sales growth guidance, signaling greater confidence in the company’s operating initiatives and demand trends. Now we’ll examine how Henry Schein’s raised 2026 sales outlook reshapes its existing...
Amazon and Apple are two top stocks whose prices are on a tear.
The entertainment giant crushed analyst profitability estimates for its third quarter.
911.5 million shares held by SpaceX employees and early investors become eligible for sale on Thursday.
Rivian's investor focus is largely on the R2 launch and ramp-up, but don't overlook its staggering margins in software and services that are helping offset early R2 launch costs.
Amazon and Alphabet are remarkably comparable.
Moby summary of Shopify Inc.'s Q2 2026 earnings call
Demand for the healthcare leader's weight-loss drugs continues to rise.
Moby summary of Primo Brands Corporation's Q2 2026 earnings call
Moby summary of Palmer Square Capital BDC Inc.'s Q2 2026 earnings call
Moby summary of Perrigo Company plc's Q2 2026 earnings call
Moby summary of Insulet Corporation's Q2 2026 earnings call
The EV maker's latest bounce-back could prove fleeting, but don't assume it shatters the long-term bull case.
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