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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.

30,827 signal articles · 153 in last 24h · 157,083 total before filter · latest 29m ago
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ERock Shares Jump on Anthropic Deal
The Wall Street Journal46d agobullish
ERock Shares Jump on Anthropic Deal

Shares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.

Cisco Systems Q4 Earnings Call Highlights
MarketBeat46d agoneutral
Cisco Systems Q4 Earnings Call Highlights

Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E

Cerebras Systems Q2 Earnings Call Highlights
MarketBeat46d agoneutral
Cerebras Systems Q2 Earnings Call Highlights

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

Reuters46d agobullish
Coherent forecasts upbeat first quarter on robust AI demand

Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit ‌above analysts' expectations, betting on strong demand for its ‌data center and communications products. Shares of the company, however, slipped 4% in ​extended trading. They have risen nearly 93% so far this year.

Investing.com46d agobearish
Raymond James cuts On Holding target on wholesale weakness

Investing.com -- Raymond James downgraded On Holding to Outperform from Strong Buy and cut its price target to $38 from $52 after the Swiss sportswear maker reported weaker-than-expected second-quarter revenue and lowered its growth outlook. The brokerage said pressure in North American wholesale and limited visibility into the pace and durability of future growth had reduced confidence in near-term upside.

Bill Ackman Unveils Six New Stock Picks
The Wall Street Journal46d agoneutral
Bill Ackman Unveils Six New Stock Picks

Bill Ackman’s Pershing Square made investments in six new public companies since the end of March: Visa Mastercard Netflix S&P Global Intercontinental Exchange Alcon The additions were disclosed in a letter to shareholders that accompanied Pershing Square’s quarterly earnings release, the firm’s first since it went public in April.

Securitize Posts Loss in First Earnings Report After NYSE Debut
The Wall Street Journal46d agoneutral
Securitize Posts Loss in First Earnings Report After NYSE Debut

Securitize, the BlackRock-backed tokenization firm, said its second-quarter losses widened from a year ago, hit by a sharp downturn in the broader crypto market. Quarterly revenue fell 5% to $14.4 million from $15.3 million in the year-ago period. It made its public debut on the New York Stock Exchange last month after merging with a special-purpose acquisition company sponsored by Cantor Fitzgerald.

Trading Day: AI cheer, new highs near
Reuters46d agoneutral
Trading Day: AI cheer, new highs near

By Jamie McGeever ORLANDO, Florida, Aug 12 (Reuters) - Upbeat tech earnings pushed the Nasdaq, S&P 500 and MSCI All Country indices to within a whisker of their all-time highs on Wednesday, while