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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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3 Mega-Cap Stocks with Competitive Advantages
StockStory78d agoneutral
3 Mega-Cap Stocks with Competitive Advantages

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Why Dell (DELL) Stock Is Up Today
StockStory78d agoneutral
Why Dell (DELL) Stock Is Up Today

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 3.8% in the afternoon session after Evercore ISI raised its price target on the stock, citing strong demand for the company's artificial intelligence (AI) infrastructure.

IREN Limited (IREN) Co-founders Score US$788M Pay Packet Amid AI Bonanza
Insider Monkey79d agoneutral
IREN Limited (IREN) Co-founders Score US$788M Pay Packet Amid AI Bonanza

IREN Limited (NASDAQ:IREN) is among the best under-the-radar stocks. On July 2, Forbes reported that IREN Limited (NASDAQ:IREN)’s board approved a four-year equity compensation package valued at $788 million for co-founders and co-CEOs Will Roberts and Daniel Roberts. They are receiving more than 9 million shares each that vest through 2030. The company said the program […]

Raymond James says Dell Technologies Inc. (DELL) Termination Earnings effect on Arrow ‘likely immaterial’
Insider Monkey79d agoneutral
Raymond James says Dell Technologies Inc. (DELL) Termination Earnings effect on Arrow ‘likely immaterial’

Dell Technologies Inc. (NYSE:DELL) is among the Best Stocks To Buy. On June 2, Raymond James said the market may be overstating the financial impact of Dell Technologies Inc. (NYSE:DELL)’s decision to end its Enterprise Computing Distribution agreement with Arrow Electronics. The firm maintained an Outperform rating on Arrow. Analyst Melissa Fairbanks said the contract’s […]

Dell Stock Has A-Plus Fundamentals as Cash Flow Surges 313%
Barchart79d agobullish
Dell Stock Has A-Plus Fundamentals as Cash Flow Surges 313%

Dell Technologies (DELL) demonstrates exceptional technical momentum with a 246% increase over the past year. DELL maintains robust fundamentals with cash flow up 313% last year. Technical indicators show a 100% “Buy” opinion from Barchart. Analyst sentiment skews positive with multiple “Strong Buy” ratings, but valuation concerns persist. Today’s Featured...

Dell Technologies (DELL) Wins Political And AI Attention, Is The Valuation Still Compelling?
Simply Wall St.79d agobullish
Dell Technologies (DELL) Wins Political And AI Attention, Is The Valuation Still Compelling?

Dell Technologies (DELL) has turned into both a political and AI story, with President Donald Trump repeatedly urging Americans to buy Dell computers just as the company’s AI server business gains national attention. See our latest analysis for Dell Technologies. Dell Technologies’ share price has swung sharply on political headlines and AI optimism, with a 30 day share price return of 5.8% and a roughly 125% 90 day gain, while the 1 year total shareholder return of about 241% points to...

Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?
Simply Wall St.79d agoneutral
Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?

In early July 2026, Dell Technologies’ board amended its bylaws to opt into Texas TBOC Section 21.373, tightening eligibility and solicitation requirements for shareholder proposals at its meetings. This governance shift raises the bar for investor participation in Dell’s formal decision-making, potentially concentrating influence among larger, longer-term shareholders who can meet the new thresholds. With these tougher shareholder proposal rules now in place, we’ll examine how this...

Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
24/7 Wall St.80d agobullish
Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Dell (NYSE:DELL) Joins Trump Accounts With A Multibillion Dollar Pledge And Trump Backing
Simply Wall St.81d agoneutral
Dell (NYSE:DELL) Joins Trump Accounts With A Multibillion Dollar Pledge And Trump Backing

Dell Technologies received a public endorsement from President Trump tied to the new national "Trump Accounts" program for American children. The company has pledged a multi billion dollar commitment to the government backed investment initiative. Dell is working alongside several large corporations to help design and fund the program, which focuses on long term investment access for young Americans. Dell Technologies (NYSE:DELL) is stepping into the public policy spotlight just as its...

Why Dell (DELL) Stock Is Up Today
StockStory81d agoneutral
Why Dell (DELL) Stock Is Up Today

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 6.3% in the morning session after the U.S. President endorsed the company, predicting a market surge and urging investors to buy its stock.