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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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Investing.com7d agoneutral
AMD joins $1 trillion market cap club on AI computing bets

Investing.com -- Advanced Micro Devices briefly surpassed $1 trillion in market capitalization for the first time on Monday, becoming the fourth U.S. chipmaker to reach the milestone as investors increase their bets on the company's growing presence in AI computing.

Operator of 314 US Wendy's locations files for bankruptcy protection
Associated Press7d agobearish
Operator of 314 US Wendy's locations files for bankruptcy protection

One of Wendy’s largest U.S. franchisees has filed for bankruptcy protection after Wendy’s tried to terminate its franchise agreement. Meritage Hospitality Group, which operates 314 Wendy’s restaurants in 15 states, said in a statement last week it intends to keep operating its restaurants and paying its 9,000 employees during the bankruptcy process. Grand Rapids, Michigan-based Meritage filed its bankruptcy petition in federal court in western Michigan on Sept. 17.

Bank of America cuts UPS price target to $108 on lower package volumes
Proactive7d agobearish
Bank of America cuts UPS price target to $108 on lower package volumes

Bank of America (BofA) has reiterated its 'Neutral' rating on United Parcel Service Inc (NYSE:UPS) and cut its price target to $108 from $115, citing weaker domestic package volumes and lower earnings expectations. The broker lowered its 2026 revenue estimate to $91.3 billion from $92.5...

Rare Earth Stocks With Supply Chain Leverage Investors Should Watch
Simply Wall St.7d agoneutral
Rare Earth Stocks With Supply Chain Leverage Investors Should Watch

Rare earths have moved from obscure chemistry to front-page politics as Washington and Beijing haggle over tariffs, export controls and who gets reliable access to the minerals that feed batteries, chips and advanced magnets. That negotiation risk cuts both ways: it can hurt vulnerable supply chains or reward businesses positioned as alternative providers. This article walks through three stocks potentially exposed to these headlines and why their role in the rare-earths story matters for...

Can Growth Alone Carry Autodesk Stock Back Up?
Trefis7d agoneutral
Can Growth Alone Carry Autodesk Stock Back Up?

Autodesk (ADSK) trades near $217, about 32% lower than a year ago. Investors fear AI tools could disrupt its software, and the shares dropped after the late-August report. Yet revenue over the past twelve months reached $7.8 billion, up 17.9%. A three-year scenario on its own numbers shows how much of that growth could reach the stock.

Why Did Hut 8 (HUT) Shares Climb Today?
Simply Wall St.7d agoneutral
Why Did Hut 8 (HUT) Shares Climb Today?

Recent comments from Hut 8 (HUT) co-founder Marc van der Chijs about AI safety and Bitcoin drew fresh attention to the company’s move into AI data centers and its role in high performance computing. For context, Hut 8 shares closed at US$98.74, with a 1-day share price return of 8.52% and a 30-day share price return of 22.11%, while the 90-day share price return fell 18.06% and the 1-year total shareholder return reached 160.73%. This suggests strong longer term momentum even after recent...

Eli Lilly (LLY) Could Be 22% Undervalued On New Breast Cancer Approval
Simply Wall St.7d agoneutral
Eli Lilly (LLY) Could Be 22% Undervalued On New Breast Cancer Approval

Eli Lilly (LLY) is back in focus after the U.S. Food and Drug Administration granted full approval for Inluriyo, used with Verzenio in certain ESR1 mutated metastatic breast cancer patients. Eli Lilly’s share price has eased over the past month, with a 30-day share price return of 8.16% in the red. However, the 1-year total shareholder return of 53.68% and roughly 4x gain over five years point to momentum that remains firmly intact. Compare Eli Lilly’s oncology and obesity story with other...

Paramount reaches deal with states to settle their case challenging Warner buyout, AP source says
Associated Press7d agobearish
Paramount reaches deal with states to settle their case challenging Warner buyout, AP source says

Skydance-owned Paramount reached a settlement Monday with a group of state attorneys general that had sued to challenge the company’s buyout of Warner Bros. Discovery, effectively paving the way for the mega merger to move forward, a person familiar with the matter told the AP. Details of the settlement with the states were not immediately available, but were expected to be revealed later in the day. Paramount said the allegations were meritless, but previously agreed to delay its transaction well into next year so the case could make its way through court.

eBay Upgraded, Airbnb Downgraded: Updated Rankings on Top Blue-Chip Stocks
InvestorPlace7d agoneutral
eBay Upgraded, Airbnb Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 95 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Upg

Cybersecurity Stocks Extend Gains on AI Safety Warnings: CrowdStrike and Okta Rise 4%, Palo Alto Ticks Up
24/7 Wall St.7d agoneutral
Cybersecurity Stocks Extend Gains on AI Safety Warnings: CrowdStrike and Okta Rise 4%, Palo Alto Ticks Up

Cybersecurity stocks are extending last week’s advance into Monday’s midday session, and the leaders today are identity and endpoint names rather than the network security franchise. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 4.02% to $247.20, running well ahead of the sector fund and the broader technology benchmark. Also gaining, Okta (NASDAQ:OKTA) shares are climbing 4.05% […]

1st Source (SRCE): Buy, Sell, or Hold Post Q2 Earnings?
StockStory7d agoneutral
1st Source (SRCE): Buy, Sell, or Hold Post Q2 Earnings?

1st Source’s 26.1% return over the past six months has outpaced the S&P 500 by 9.8%, and its stock price has climbed to $85.89 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.