Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.
Japan’s government bond yields recently retreated after earlier highs, and the yen has strengthened, which keeps many global investors focused on large caps and macro headlines. That leaves plenty of room in the shadows for smaller high quality Japanese stocks with solid fundamentals and limited analyst coverage. This article highlights three such under the radar opportunities that could potentially help diversify a long term Japan focused portfolio. The stocks covered below are just a small...
Dentsply Sirona recently reported second-quarter 2026 results showing a 4.1% year-over-year net sales decline but a return to net income, with higher margins and stronger cash generation, and also confirmed it will present at the Baird 2026 Global Healthcare Conference on September 15, 2026. The combination of improved profitability and cash flow, despite weaker revenue and a history of pressure on returns, led management to reiterate full-year 2026 guidance, highlighting a sharper focus on...
Early support for Astra on Azure beefs up the cloud platform’s appeal among users.
Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa
OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI. The benchmark results explain the swagger. OpenAI reports that Astra scored 64.6% on Terminal-Bench Science 0.1, ahead of Anthropic’s new Claude Fable 5.1 at 52.6% and GPT-5.6 Sol […]
Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big technology stocks. Japan's benchmark Nikkei 225 rose 0.6% in morning trading to 64,622.33. Hong Kong's Hang Seng jumped 2.1% to 25,751.26, while the Shanghai Composite added 0.8% to 3,973.27.
Microsoft’s latest disclosure reveals how much is riding on AI
The round came together after the data center developer reportedly secured a $13 billion contract with Jane Street.
Intuit (INTU) stock trades at about $342.94, down 47.6% over the trailing twelve months. The options market has now priced how far it can travel from here, and the band is wide: a floor near $210 and a ceiling near $705.1, a little over a year out.
Crusoe, a cloud-computing provider and data center developer doing business with OpenAI, Microsoft a
The disclosure exposes Azure's real scale while making future market-share changes impossible to hide behind percentages.
SpaceX surpassed a $2 trillion market valuation for the first time in nearly two months, driven by strong analyst forecasts, integration with Tesla's upcoming Cybercab, and a broader surge in major technology stocks.
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. A Tesla Cybercab event and jobs report are on tap.
Amazon's revenue growth may be slower, but it's accelerating quickly.
Microsoft CEO Satya Nadella sold over $43 million worth of company stock under a pre-arranged trading plan, marking his first sale of the year. A Form 4 filed with the Securities and Exchange Commission shows Nadella unloaded 86,525 shares across eight separate transactions on Sept. 1 at prices ranging from $497.69 to $505.76 each. The transactions were conducted under a 105b-1 trading plan, which is triggered when pre-determined conditions such as stock price or date are met.
Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.
Canva's users have made 4.5 billion presentations and 1.4 billion documents, the first hard numbers on its push into Microsoft and Google's turf.
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
The new structure could reveal more about AI economics
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.
Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.
Washington just handed a 100-year lease on tens of billions of barrels of Venezuelan oil to a private company nobody has heard of, while Chevron quietly hit a 52-week high on a completely separate deal. The two stories are getting conflated in ways that could cost investors.