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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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Tesla (TSLA)’s Driverless Cybercab Draws a Federal Safety Probe Right Out of the Gate
Insider Monkey8d agobearish
Tesla (TSLA)’s Driverless Cybercab Draws a Federal Safety Probe Right Out of the Gate

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 […]

What to Watch: KCHP
24/7 Wall St.8d agobearish
What to Watch: KCHP

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.

AppLovin Stock Has Fallen 55% From Its High. Here’s Where the Stock Could Go
TIKR8d agobearish
AppLovin Stock Has Fallen 55% From Its High. Here’s Where the Stock Could Go

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.

Pegasystems Stock Has Fallen 46% in a Year. Here’s Where the Stock Could Go
TIKR8d agobearish
Pegasystems Stock Has Fallen 46% in a Year. Here’s Where the Stock Could Go

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.

Renewed Industry Competition Sparks T-Mobile US’s (TMUS) Sell-Off
Insider Monkey8d agobearish
Renewed Industry Competition Sparks T-Mobile US’s (TMUS) Sell-Off

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 […]

Fund Capitalizes on Axon Enterprise (AXON) in AI-Related Selloff
Insider Monkey8d agobearish
Fund Capitalizes on Axon Enterprise (AXON) in AI-Related Selloff

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, […]

Wall Street set for a green day as Fed rate hike eases inflation fears
Proactive8d agobearish
Wall Street set for a green day as Fed rate hike eases inflation fears

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%....