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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.com8d agoneutral
RBC bullish on Kraft Heinz, sees return to growth in 2027

Investing.com -- RBC Capital Markets initiated coverage of Kraft Heinz at Outperform with a $32 price target in a note Thursday, arguing the packaged food maker is on the cusp of a return to growth that the market is underestimating.

Microsoft Is Preaching AI Transformation, Starting With Itself
The Wall Street Journal8d agoneutral
Microsoft Is Preaching AI Transformation, Starting With Itself

Artificial intelligence has turned software development at Microsoft upside down, and the changes reflect how technology is accelerating a wholesale reconsideration of the way the entire company functions. On Thursday, Microsoft is releasing a playbook detailing how it is navigating the AI upheaval. It includes lessons that employees like Julia Gao, a 23-year-old software engineer, have had to learn quickly as their roles have radically changed in a matter of months.

💬 Money Quote: Energy Analysts Struggle to Game Out the Iran War
The Wall Street Journal8d agoneutral
💬 Money Quote: Energy Analysts Struggle to Game Out the Iran War

📣 “We simply don’t know how to model the endgame.” —Natasha Kaneva, head of global commodities strategy at JPMorgan. Part of the problem: What once looked like economic red lines for the U.S. administration, such as gasoline prices and headline inflation numbers, have been crossed—yet the conflict continues.

Salesforce Targets Fiscal 2030 Revenue at Over $63 Billion
The Wall Street Journal8d agoneutral
Salesforce Targets Fiscal 2030 Revenue at Over $63 Billion

Salesforce’s long-term outlook comes after the company’s guidance raise last month, when it also posted higher second-quarter profit and revenue driven by accelerating demand for its artificial-intelligence and data products.

Why Markets Are in a Good Mood After Yesterday's Rate Hike
The Wall Street Journal8d agoneutral
Why Markets Are in a Good Mood After Yesterday's Rate Hike

Stocks and bonds swooned yesterday after the Federal Reserve hiked interest rates for the first time in three years—only to reverse course and charge higher in premarket trading this morning. One explanation, according to Mohit Kumar, Jefferies’ chief European economist: Investors realize they may have overreacted to Fed Chairman Kevin Warsh’s hawkish tone. “I don't think Warsh indicated a series of rate hikes,” Kumar said.

The Nuclear Stock Boom Could Keep Decaying
The Wall Street Journal8d agoneutral
The Nuclear Stock Boom Could Keep Decaying

​📈 Follow our live markets data and coverage. You didn’t have to know the difference between yellowcake and pound cake to see that nuclear energy was a hot trade last year. Its future remains bright, but investors who chased the rally’s latter stages are nursing losses.