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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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Is Arista Networks Stock Too Dependent On Demand Holding Up?
Trefis22h agoneutral
Is Arista Networks Stock Too Dependent On Demand Holding Up?

Arista Networks (ANET) ended fiscal Q2 2026 with about $9.7 billion of multi-year purchase commitments. These are promises to buy from its suppliers over several years. If demand for its switches slows, those promises remain. Will the company's sales keep pace with what it has promised its suppliers.

Here is Why Garmin (GRMN) is a Good Investment at Today’s Price
Insider Monkey22h agoneutral
Here is Why Garmin (GRMN) is a Good Investment at Today’s Price

Garmin Ltd. (NYSE:GRMN) is filed away in most investors’ heads as the company that used to make running watches, before Apple came along and took the category. That is the received wisdom, and the numbers say the opposite. The shares closed at $295.05 on September 24, up close to a quarter this year. Revenue grew […]

Is Booking's Slowdown A Pause Or Its New Pace?
Trefis22h agoneutral
Is Booking's Slowdown A Pause Or Its New Pace?

Booking (BKNG) turns 35% of its sales into operating profit, against 18.6% for the S&P 500. Yet its stock lost 29% in the year to September 23, 2026, while the index returned 13%. Booking expects third-quarter 2026 revenue to grow just 4% to 6%. The question you face is whether that slower growth is a pause or Booking's new pace. Start with what the current price already asks you to pay.

Reddit Stock And 2 More Quality Stocks
Simply Wall St.22h agoneutral
Reddit Stock And 2 More Quality Stocks

Bond yields near two decade highs are forcing weaker borrowers to pay up for capital, while companies with strong cash generation and low debt have more room to breathe. That creates a clear opening for investors who want resilient businesses rather than stories built on cheap money. This article walks through three stocks with sturdy finances and high return on equity that fit that brief. The three companies covered next are only a small sample of what fits this quality filter. The full...

MongoDB (MDB) Stock Could Be 16% Overvalued As Cash Flow Lags
Simply Wall St.22h agoneutral
MongoDB (MDB) Stock Could Be 16% Overvalued As Cash Flow Lags

MongoDB has delivered a strong share price run in recent years, which naturally pushes investors to ask whether the current US$421.40 price is grounded in the cash the business can generate. With the focus on its cash flows, the question is how much of that move is backed by fundamentals rather than sentiment. The stock has returned 33.6% over the past year, which raises the stakes on whether the cash flow outlook can justify buying in at today’s level. The business model leans heavily on...

What Does Uber Technologies (UBER) Winning Spain's First Robotaxi Permit Mean?
Simply Wall St.22h agoneutral
What Does Uber Technologies (UBER) Winning Spain's First Robotaxi Permit Mean?

Uber Technologies (NYSE:UBER), WeRide and AVOMO secured Spain's first national Level 4 autonomous passenger permit for Madrid services. The authorization covers commercial robotaxi operations, clearing a regulatory path for paid autonomous rides in the Spanish capital. Spain's national approval introduces a European testbed for Uber's autonomous offering alongside Chinese partner WeRide and local operator AVOMO. The Madrid Level 4 permit is only one piece of what matters for Uber's...

Does UnitedHealth’s New CAO Hire Reveal a Deeper Shift in Efficiency Strategy for UNH?
Simply Wall St.22h agoneutral
Does UnitedHealth’s New CAO Hire Reveal a Deeper Shift in Efficiency Strategy for UNH?

UnitedHealth Group recently announced that Jodee Kozlak joined as chief administrative officer, a new role overseeing People, Real Estate, Procurement and Corporate Security to support enterprise modernization and alignment across the business. Kozlak’s background leading global expansion at Alibaba, human resources at Target, and board roles at C.H. Robinson Worldwide and KB Home suggests UnitedHealth is placing greater emphasis on organizational efficiency and large-scale transformation...

J&J’s RYBREVANT Shows Strong Survival. Is J&J’s Oncology Franchise Gaining?
Insider Monkey22h agoneutral
J&J’s RYBREVANT Shows Strong Survival. Is J&J’s Oncology Franchise Gaining?

Johnson & Johnson (NYSE:JNJ) already has RYBREVANT approved across multiple EGFR-mutated advanced lung cancer settings. New long-term data are now strengthening the clinical evidence behind the drug. READ ALSO: Pfizer vs. Abbott: Which Dividend Healthcare Stock Offers the Better Risk-Reward? In the final overall-survival analysis of the Phase 3 PAPILLON study, first-line RYBREVANT plus chemotherapy […]

United Airlines Holdings (UAL) Received Its First A321XLR With New Long Range Engines
Simply Wall St.22h agoneutral
United Airlines Holdings (UAL) Received Its First A321XLR With New Long Range Engines

United Airlines Holdings (NasdaqGS:UAL) received its first Airbus A321XLR equipped with Pratt & Whitney GTF Advantage engines. The new GTF Advantage powerplants are designed to provide higher thrust, improved durability, and more efficient fuel burn on long-range routes. This A321XLR delivery marks an early step in United Airlines' broader fleet modernization and long-haul narrowbody deployment plans. The first A321XLR with GTF Advantage engines is only one piece of the wider United Airlines...

Palo Alto Networks (PANW) Unveils Unit 42 AI Defense For Always On Cybersecurity
Simply Wall St.22h agoneutral
Palo Alto Networks (PANW) Unveils Unit 42 AI Defense For Always On Cybersecurity

Palo Alto Networks (NasdaqGS:PANW) has launched Unit 42 Continuous Frontier AI Defense, a new always-on cybersecurity service for enterprises. The service leverages advanced models from OpenAI and Anthropic to provide continuous vulnerability detection and automated remediation support. Unit 42 Continuous Frontier AI Defense is designed to address growing concerns about AI driven cyber threats targeting global organizations. The launch of Unit 42 Continuous Frontier AI Defense sits against a...

Tesla set to formally roll out Semi electric trucks at Nevada event
Reuters22h agoneutral
Tesla set to formally roll out Semi electric trucks at Nevada event

SAN FRANCISCO, Sept 24 (Reuters) - Tesla is set to roll out its Semi trucks late on Thursday at an inauguration ‌of its plant in Sparks, Nevada, the EV maker said on ‌its website and social media, almost nine years after CEO Elon Musk unveiled the electric big ​rigs. The Semi, designed for long-haul freight with a range of up to 500 miles, was first unveiled in 2017 and production was expected to start in 2019.

Twilio (TWLO) Keeps Climbing as Investors Rediscover its AI Business
Insider Monkey22h agoneutral
Twilio (TWLO) Keeps Climbing as Investors Rediscover its AI Business

Twilio Inc. (NYSE:TWLO) rose another 3.1% on September 24 to close at $299.66. The run has come alongside a series of analyst upgrades. TD Cowen lifted its target to $300 from $260, and Rosenblatt, Wells Fargo and UBS all raised theirs in the same stretch. The stock has roughly tripled from its low of $98.44 […]

Muse Powers META Shares Higher: A Closer Look
Zacks22h agoneutral
Muse Powers META Shares Higher: A Closer Look

Meta Platforms (META) shares have been red-hot as of late, seeing big gains on the recent release of Muse, apersonal AI assistant that can autonomously complete multi-step tasks across the web, apps, and smart glasses.

Costco Wholesale Q4 Earnings Call Highlights
MarketBeat22h agoneutral
Costco Wholesale Q4 Earnings Call Highlights

Costco Wholesale (NASDAQ:COST) reported fourth-quarter fiscal 2026 net income of $2.998 billion, or $6.75 per diluted share, as sales rose 11.2% and the warehouse club continued to invest in pricing, new locations, digital capabilities and membership growth. The results for the 16 weeks ended Aug.

Could John Ternus’ Product Strategy Reshape Apple’s (AAPL) Next Growth Phase?
Insider Monkey22h agoneutral
Could John Ternus’ Product Strategy Reshape Apple’s (AAPL) Next Growth Phase?

Apple Inc. (NASDAQ:AAPL) entered September with two things to prove: that it could still surprise consumers with new hardware and that its slow start in generative AI had not left it permanently behind. Its first major product event under CEO John Ternus offered an answer to both. Apple (NASDAQ:AAPL) unveiled the iPhone Duo, its first […]

What Could Send Autodesk Stock Higher?
Trefis22h agoneutral
What Could Send Autodesk Stock Higher?

Autodesk (ADSK) has one fast-growing business in an industry that still uses little technology. That matters because the stock has fallen. Autodesk shares lost 33% over the past year as of September 23, 2026, while the S&P 500 returned 13%. A business like that could change how investors value the whole company. So which business is it, and is there proof it is working.

Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say
Reuters22h agoneutral
Analysis-Oracle, Blue Owl project delay sends ripples through AI financing, sources say

NEW YORK, Sept 24 () - Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico sent a chill through the trillion-dollar market for AI infrastructure financing, according to interviews with bankers and investors. Oracle issued a force majeure notice in ‌connection with Jupiter, a data center campus Blue Owl unit STACK Infrastructure is building to support OpenAI, the latest setback for a sector where lenders and ‌investors are