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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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Corning’s (GLW) Leadership Advantage in Adapting to Tech Transitions
Insider Monkey8d agoneutral
Corning’s (GLW) Leadership Advantage in Adapting to Tech Transitions

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]

ACV Auctions (ACVA) Jumps on Top-Line Growth and Large Buyback Authorization
Insider Monkey8d agobullish
ACV Auctions (ACVA) Jumps on Top-Line Growth and Large Buyback Authorization

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]

Renewed Demand Momentum Lifts WillScot Holdings (WSC)
Insider Monkey8d agoneutral
Renewed Demand Momentum Lifts WillScot Holdings (WSC)

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]

HF Sinclair (DINO) Strengthens from Its Refining Segment Despite Sector Weakness
Insider Monkey8d agoneutral
HF Sinclair (DINO) Strengthens from Its Refining Segment Despite Sector Weakness

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]

SpaceX Stock Rises Again. AI Demand Isn’t Slowing Down.
Barrons.com8d agoneutral
SpaceX Stock Rises Again. AI Demand Isn’t Slowing Down.

AI demand just isn’t slowing down, and SpaceX stock was up again early Thursday. Shares of Elon Musk’s rocket and AI company were up 1.5% at $153.08 in premarket trading, while and futures were up 0.8% and 0.7%, respectively. SpaceX scheduled the 14th test flight for its huge, fully reusable rocket, Starship, which might have helped.

Merck & Co. (MRK) is Building a Stronger Future Beyond Its Keytruda Franchise
Insider Monkey8d agoneutral
Merck & Co. (MRK) is Building a Stronger Future Beyond Its Keytruda Franchise

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]

2 Industrials Stocks with Exciting Potential and 1 We Ignore
StockStory8d agoneutral
2 Industrials Stocks with Exciting Potential and 1 We Ignore

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and the industry is currently lagging as its six-month return of 2.3% has trailed the S&P 500’s 12.9% gain.

Stock Futures Surge as Wall Street Buys the Dip Following Fed Selloff
Barrons.com8d agobullish
Stock Futures Surge as Wall Street Buys the Dip Following Fed Selloff

Stocks were on track to open higher on Thursday as oil prices retreated and investors got over the worst of their worries about the Federal Reserve’s fight against inflation. Nasdaq 100 futures jumped 1.1%. The S&P 500 and the Dow both dropped the previous session after the Fed hiked interest rates for the first time in more than three years, with Chairman Kevin Warsh signaling there could be more tightening.

1 Bank Stock Worth Your Attention and 2 We Turn Down
StockStory8d agoneutral
1 Bank Stock Worth Your Attention and 2 We Turn Down

Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. Market leaders have certainly capitalized on rising interest rates and strong loan demand to boost profitability, helping fuel a 12.7% gain for the banking industry over the past six months. This performance has closely followed the S&P 500.