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Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

LEN stock falls as Q3 earnings and revenues miss estimates and decline year over year. Weaker deliveries, pricing and margins reflect continued housing demand pressures.

On September 4, WSJ and Reuters reported that NHTSA opened an investigation into Tesla, Inc. (NASDAQ:TSLA)’s Cybercab after the company began offering rides in Austin, Texas. The agency will examine the technical data and methodology Tesla used to self-certify the two-seat vehicle, which lacks a steering wheel, pedals, accelerator, and mirrors. NHTSA will also assess […]
Key Stats for Robinhood StockCurrent Price: $104. 42Target Price (Mid): ~$222Street Target: ~$129Potential Total Return: ~112%Annualized IRR: ~19% / yearWhat Happened?Robinhood Markets (HOOD) closed at $104.

Korea's newest chip ETF bets almost everything on two memory giants at the exact moment HBM pricing and AI capex commitments could swing either way, and the fund is young enough that most investors have no idea what they are actually buying.
Key Stats for AppLovin StockCurrent Price (TIKR model): $331. 46Target Price (Mid): ~$668Street Target: ~$502Potential Total Return: ~102%Annualized IRR: ~18% / yearWhat Happened?AppLovin Corporation (APP) spent nine months as one of the worst-performing large caps in tech, down more than 55% from its 52-week high of $745.
Key Stats for Sandisk StockCurrent Price (Model entry): $1,530. 90Target Price (Mid): ~$3,180Street Target: ~$2,125Potential Total Return: ~108%Annualized IRR: ~17% / yearWhat Happened?Sandisk Corporation (SNDK) closed at $1,519.
Key Stats for Pegasystems StockCurrent Price: $37. 63Target Price (Mid): ~$50Street Target: ~$43Potential Total Return: ~33%Annualized IRR: ~7% / yearWhat Happened?Pegasystems (PEGA) did something most beaten-down software companies avoid: it explained, in plain terms, exactly how it lost its own year.

Fluence Energy cut its fiscal-year revenue forecast as production delays and logistical problems disrupt its new Houston manufacturing facility.

NVO's 5% drop in a week reflects intensifying GLP-1 competition and semaglutide risks, but its broad pipeline offers potential long-term growth.

Mizuho says Coinbase’s new fee structure begins addressing trading costs but expects competitive pressure to spread beyond its most active users, according to TheFly.

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.

RTX just landed one of the biggest missile contracts in Pentagon history, yet Jim Cramer told a Florida caller to brace for more pain ahead. Here is why a $289 billion backlog may not be enough to stop the bleeding.

The market punished Arm as an AI stock — yet phones, not AI, are what actually drive its revenue today.
Oracle Stock Rises as Massive AI Backlog Offsets Fresh Layoff Concerns
Oracle is cutting thousands of jobs while pouring cash into the infrastructure needed to serve an enormous AI backlog.
GM and Lockheed Martin first said in June that they were engaged in 'collaboration discussions' about working together.

The Detroit automaker’s partnership with Lockheed Martin is a potential lift to America’s munitions supplies depleted by the conflicts in Ukraine and the Middle East.

A letter from a Republican and a Democrat asks the agency to determine whether the retail giants properly moderate country-of-origin claims.

The insider trimmed his direct stake by 24% but still retains 15,651 shares.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here. Baron SMID Cap ETF® (BCSM) gained 15.62% (NAV) in the second quarter, underperforming the Russell 2500 Growth Index’s 24.02% return. The trend towards “AI winners” continued, focusing on companies related to chips, […]

It’s time for Tesla investors to think about EVs again. The third quarter faces a difficult year-over-year comparison.
Adjusted EBITDA guidance moves to a $200 million loss from a $10 million loss

Hubbell has underperformed the Nasdaq over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Fear of an AI stock crash are heating up. And the risk looms large — as hundreds of billions of investment dollars stampede into the field.
Investing.com -- Citi has downgraded Boston Scientific to Neutral from Buy, citing an uncertain recovery path after a string of setbacks this year.

US stocks rose in premarket trading on Thursday as oil prices edged lower and Wednesday's interest rate hike offered some reassurance that the Federal Reserve was working to contain inflation. Futures on the Dow Jones Industrial Average rose 0.7%, while those on the S&P 500 gained 0.8%....
