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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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Why Is Dell Technologies (DELL) Reworking Its AI Strategy Under John Roese?
Simply Wall St.20h agoneutral
Why Is Dell Technologies (DELL) Reworking Its AI Strategy Under John Roese?

Dell Technologies (NYSE:DELL) Chief AI Officer John Roese has been recognized by TIME for reshaping the firm's artificial intelligence strategy. Roese has led a consolidation of Dell's AI projects, bringing fragmented efforts under a unified framework focused on enterprise use cases. The refocused approach includes generative AI search tools and autonomous AI agents aimed at efficiency, cost control, and faster deployment cycles. TIME's recognition of Roese's AI overhaul at Dell is an...

Nebius Group (NBIS) to Hike Prices Next Week, Shares Rocket
Insider Monkey20h agoneutral
Nebius Group (NBIS) to Hike Prices Next Week, Shares Rocket

Nebius Group (NASDAQ:NBIS) grew its share price by 7.44 percent on Thursday to finish at $243.48 apiece, as investors grew increasingly interested in its stock following a massive price target hike and news that it would raise its GPU prices beginning next week. In its market coverage, investment firm BNP Paribas raised its price target […]

Investing.com21h agoneutral
Gold edges lower, set for weekly loss as oil fuels Fed hike bets

Investing.com -- Gold prices edged lower on Friday and were on track for a weekly decline of more than 2%, as elevated energy prices and rising U.S. Treasury yields reinforced expectations that the Federal Reserve may need to raise interest rates further to contain inflation.

How Investors Are Reacting To Newmont (NEM) As Fed Signals Hit Gold Prices And Sentiment
Simply Wall St.21h agoneutral
How Investors Are Reacting To Newmont (NEM) As Fed Signals Hit Gold Prices And Sentiment

In late September 2026, Newmont Corporation reported weaker trading as gold prices fell below US$4,350 an ounce following hawkish Federal Reserve signals, weighing on sentiment toward the gold producer despite expectations for higher near-term earnings and revenue versus last year. The contrast between softer gold prices and analysts’ positive earnings forecasts highlights how macroeconomic policy signals can quickly influence perceptions of Newmont’s otherwise earnings-focused...

PayPal Holdings (PYPL), What Is Behind The Fresh Attention?
Simply Wall St.21h agoneutral
PayPal Holdings (PYPL), What Is Behind The Fresh Attention?

PayPal Holdings (PYPL) is back in focus after Meta folded its Muse AI shopping assistant into PayPal’s global merchant network, letting users move from product discovery to PayPal powered checkout inside the agent. Despite the Muse AI partnership putting PayPal Holdings back in the headlines, the share price has been under pressure in recent months, with a 30 day share price return of down 15.5% and a year to date share price return of down 9.5%. This is set against a stronger 90 day share...

MercadoLibre (MELI) Stock Looks Rich Relative To Its Earnings
Simply Wall St.21h agoneutral
MercadoLibre (MELI) Stock Looks Rich Relative To Its Earnings

MercadoLibre has seen a sharp shift in sentiment over the past year, yet the longer term record still shows a solid gain. That gap between recent share price moves and the earnings power of the business raises a clear question about what investors are really paying for today. The stock has risen 37.7% over the past 3 years, which puts a lot of weight on whether its profit engine can justify that kind of long haul return. The company’s model, which blends e-commerce with payments and credit...

Why Oracle (ORCL) Stock Is Down Today
StockStory21h agoneutral
Why Oracle (ORCL) Stock Is Down Today

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after news broke that the company sent a "force majeure" notice to the developer of its New Mexico data center project to protect itself from higher expenses, according to CNBC.

Why UiPath (PATH) Stock Is Down Today
StockStory22h agoneutral
Why UiPath (PATH) Stock Is Down Today

Shares of automation software company UiPath (NYSE:PATH) fell 2.9% in the afternoon session after BMO Capital lowered its price target on the stock, compounding the macroeconomic pressure of soaring Treasury yields.

What Could Go Wrong With Eaton Stock?
Trefis22h agoneutral
What Could Go Wrong With Eaton Stock?

Eaton's net margin is the number a holder should watch now. That margin, the share of each sales dollar kept as profit, was 12.8% over the last twelve months. It has been shrinking. Yet the stock's price relative to earnings is in the top tenth of its ten-year range. At that level, the price likely assumes profits will widen. Is the squeeze on Eaton's margin a passing one.

Why Etsy (ETSY) Stock Is Trading Lower Today
StockStory22h agoneutral
Why Etsy (ETSY) Stock Is Trading Lower Today

Shares of online marketplace Etsy (NYSE:ETSY) fell 8.1% in the afternoon session after online marketplace shares fell as investors kept pricing in the threat that Meta’s Muse AI agent could disintermediate shopping and booking platforms. According to CNBC, Muse can shop on a user’s behalf across sites and marketplaces, and while Meta stock has rallied on the product’s early traction, the same rollout has pressured financial-services and online-travel names as investors see AI agents moving into

How Much Could You Make If Synopsys Stock Rebounds From Here?
Trefis22h agoneutral
How Much Could You Make If Synopsys Stock Rebounds From Here?

Synopsys (SNPS) stock could climb about 25% before it reaches a level that has turned it back three times. It could fall about 5% before the floor it sits on gives way. On paper, that is a generous trade on a maker of chip-design software. The catch is the floor itself, which has a poor record over the past two years.

Meta (META) Stock Is Up, What You Need To Know
StockStory22h agoneutral
Meta (META) Stock Is Up, What You Need To Know

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 4.3% in the afternoon session after investors continued to bid the stock higher as the Meta Connect event showcased new hardware and deeper Muse AI distribution beyond the phone. According to Meta’s Connect 2026 recap, the company said it is bringing Muse to its AI glasses so users can interact with the agent hands-free throughout the day, and showed Muse updates including new features, connectors, and a state-of-the-art model

How IonQ’s On‑Prem Quantum System At NVIDIA (NVDA) Has Changed Its Investment Story
Simply Wall St.22h agoneutral
How IonQ’s On‑Prem Quantum System At NVIDIA (NVDA) Has Changed Its Investment Story

In recent days, IonQ announced it will deploy its Superion 256 quantum computer as the first on‑premise system at NVIDIA’s Accelerated Quantum Research Center, directly linking quantum hardware to NVIDIA GB200 NVL72 infrastructure via NVQLink and CUDA‑Q for hybrid AI and quantum workloads. This collaboration positions NVIDIA’s platform at the center of early quantum‑AI co‑design, extending its role from powering today’s AI data centers to shaping how future quantum and GPU systems work...

Critical Metals And 2 Rare Earth Stocks To Watch
Simply Wall St.22h agoneutral
Critical Metals And 2 Rare Earth Stocks To Watch

Global energy markets are being reshaped as major economies race to secure long term supplies and harden supply chains. That same drive to lock in reliable power sources directly lifts the importance of rare earth minerals, which sit inside everything from electric motors to advanced defense systems. If you want targeted exposure to this critical resource story, this article walks through three rare earth focused stocks from our specialist screener. The three rare earth stocks covered below...

What Does Nebius Group (NBIS) Stock Face After Michael Burry Expanded His Short?
Simply Wall St.22h agoneutral
What Does Nebius Group (NBIS) Stock Face After Michael Burry Expanded His Short?

On 24 September 2026, high-profile investor Michael Burry expanded a short position against Nebius Group (NasdaqGS: NBIS). The enlarged wager also targets several large AI infrastructure and semiconductor stocks that trade alongside Nebius Group in investor portfolios. Burry's move places fresh attention on how exposed Nebius Group might be to shifts in sentiment around AI infrastructure and chip demand. Michael Burry's expanded short against Nebius Group and its AI peers is worth weighing...

Why Is Taiwan Semiconductor Manufacturing (TSM) Raising Wafer Prices By 3% To 6%?
Simply Wall St.22h agoneutral
Why Is Taiwan Semiconductor Manufacturing (TSM) Raising Wafer Prices By 3% To 6%?

Taiwan Semiconductor Manufacturing (NYSE:TSM) plans to lift wafer foundry prices by 3% to 6% starting in 2027. The largest increases are planned for advanced process nodes used in high performance computing and AI chips. Management is preparing the multi year pricing update as capacity remains tight for AI related demand and advanced packaging through 2030. This planned 3% to 6% wafer pricing move for 2027 is worth weighing against the rest of our findings. Check out 1 major warning sign...

Unity Software (U) Opens Day One VR Glasses Tools For Next Hardware Launch
Simply Wall St.22h agoneutral
Unity Software (U) Opens Day One VR Glasses Tools For Next Hardware Launch

Unity Software (NYSE:U) said it will offer day one engine support for Meta's next-generation VR Glasses. The toolkit lets creators build launch experiences using advanced rendering features and direct integration with Meta's AI assistants and workflows. Developers can begin preparing titles ahead of the headset release using updated Unity plugins aligned with Meta's latest VR and mixed reality APIs. Unity's day one support for Meta's new VR Glasses is an important factor to weigh in the...