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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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Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells
Insider Monkey7d agobullish
Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

3 Defense Stocks Investors Are Watching As Middle East Risk Puts Aerospace In Focus
Simply Wall St.7d agoneutral
3 Defense Stocks Investors Are Watching As Middle East Risk Puts Aerospace In Focus

Rising U.S.-Iran friction is pulling geopolitics back onto traders’ screens, with energy routes, airspace and regional security suddenly in sharper focus. That kind of shock can reshuffle where money flows in global markets and leave some defense and aerospace stocks more exposed to the headlines than others. This article breaks down three stocks from our Global Defense and Aerospace Screener that appear positively linked to this news backdrop and what that could mean for your portfolio. The...

Investing.com7d agobullish
Roblox shares rise as JPMorgan notes surge in weekend platform engagement

Investing.com -- Roblox Corp (NYSE:RBLX) shares advanced 5.2% in early Monday trading following fresh weekly engagement data from JPMorgan that highlighted a sharp weekend spike in platform usage. The uptick came as JPMorgan analyst Cory Carpenter reiterated a Neutral rating and $40.00 price target on the online gaming platform, citing encouraging progress in discovery algorithm performance despite broader seasonal pressure. Peak concurrent users across the entire platform reached 28.7 million o

Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?
Trefis7d agobullish
Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?

The hopeful view of MARA (MARA) is that it is becoming a power and data center business, not only a Bitcoin miner. Management expects its power portfolio to reach about 4.8 gigawatts once pending deals close, more than double today's capacity. For that to pay off, the deals must close and turn into AI leases, and MARA's Bitcoin must carry it until then. The Long Ridge power deal looks close to a decision. The Bitcoin cushion is holding, but much of it is now pledged against loans.

Schneider Electric Releases AI Building Efficiency and Data Center Water Research at Climate Week NYC 2026
InvestorsHub7d agoneutral
Schneider Electric Releases AI Building Efficiency and Data Center Water Research at Climate Week NYC 2026

Schneider Electric’s latest research identifies potential energy savings of up to 22% in buildings and cooling water reductions exceeding 50% in modeled AI data centers, highlighting opportunities for its energy management technologies. Key Investor TakeawaysSchneider Electric (NYSE:SNDR) has published research examining AI-enabled building optimization, modernization barriers and data center cooling efficiency.

Jensen Huang pushes back on AI extinction fears
Yahoo Finance Video7d agoneutralVIDEO
Jensen Huang pushes back on AI extinction fears

In the debut episode of Sozzi Unleashed, Yahoo Finance Executive Editor Brian Sozzi dives into Nvidia CEO Jensen Huang’s pushback against claims that artificial intelligence could lead to human extinction by 2030.

Warning Of A Big Sell Off
24/7 Wall St.7d agobearish
Warning Of A Big Sell Off

Morgan Stanley sees storm clouds gathering over the stock market, and the threats range from bond yields stealing investors away from equities to oil prices quietly strangling consumer spending. The next few months could test whether the bull market has enough resilience to survive them all.

Resilient market warning signs and a John Summit NYSE DJ set
Yahoo Finance Video7d agoneutralVIDEO
Resilient market warning signs and a John Summit NYSE DJ set

Yahoo Finance Executive Editor Brian Sozzi runs down the warning signs in resilient markets, including surging downside volume on the NYSE (^NYA), a 5% decline in small-cap stocks from their highs, mounting pressure from oil prices (BZ=F) (CL=F), and another possible Federal Reserve rate hike. Sozzi also reacts to DJ John Summit performing a set on the NYSE trading floor.

Quest Diagnostics Sees Growth Outpace Targets as Consumer Testing Surges
MarketBeat7d agobullish
Quest Diagnostics Sees Growth Outpace Targets as Consumer Testing Surges

Quest Diagnostics (NYSE:DGX) CEO and President Jim Davis said the diagnostic testing company is exceeding the growth framework it outlined at its prior investor day, driven largely by organic growth, consumer-health demand and partnerships rather than a heavier-than-expected pace of acquisitions. D

At $336 Apple Is Expensive, or Is It?
24/7 Wall St.7d agoneutral
At $336 Apple Is Expensive, or Is It?

Nine straight earnings beats, a $147 billion cash fortress, and a stock climbing past every analyst target sounds like a no-brainer buy, but one lurking risk could make today's price look very expensive very fast.