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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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Capital Economics Warns AI Bubble Collapse Could Trigger 30% US Stock Market Decline
InvestorsHub14d agoneutral
Capital Economics Warns AI Bubble Collapse Could Trigger 30% US Stock Market Decline

Capital Economics has outlined the potential consequences of a collapse in artificial intelligence-related stock valuations, forecasting substantial declines in global equities, limited gains in some government bonds and a weaker US dollar. In a note published this week, chief economic adviser John Higgins said he sees “plenty of signs that we are now in the late stages of a bubble in AI,” identifying the US equity market as the primary source of potential disruption.

Fortinet (FTNT) Stock Could Be 22% Overvalued On New York Hub Opening
Simply Wall St.14d agoneutral
Fortinet (FTNT) Stock Could Be 22% Overvalued On New York Hub Opening

Fortinet has ridden a powerful share price run in recent years, which puts a sharp spotlight on whether the current US$169.84 level is adequately supported by the cash the business can generate. With expectations shaped by both strong historical returns and fresh corporate milestones, the question now is how the stock lines up against its own cash flow potential. Over the past 3 years the stock has returned 191.6%. This raises the stakes on whether that performance is reflected in the...

Hubbell (HUBB) Faces A Valuation Test As Morgan Stanley Conference Puts Growth In Focus
Simply Wall St.14d agoneutral
Hubbell (HUBB) Faces A Valuation Test As Morgan Stanley Conference Puts Growth In Focus

Conference spotlight and why Hubbell is back on investor radar Hubbell (HUBB) steps into the spotlight as President and CEO Gerben W. Bakker speaks at Morgan Stanley's Laguna Conference. The appearance gives investors fresh commentary to measure against recent share performance. Recent trading tells a mixed story. Hubbell’s share price has eased over the past month, with a 30 day share price return of 6.04% in the red. By contrast, the 1 year total shareholder return of 2.48% and the 5 year...

Vicor (VICR) Is Up 12.5% After Licensing Its AI Power Technology Is The Bull Case Changing?
Simply Wall St.14d agoneutral
Vicor (VICR) Is Up 12.5% After Licensing Its AI Power Technology Is The Bull Case Changing?

Earlier this month, Vicor Corporation granted a non-exclusive license to a leading AI original equipment manufacturer for its patented Vertical Power Delivery (VPD) technology, allowing the OEM to source VPD modules from both Vicor and unlicensed suppliers. This licensing approach, combined with Vicor’s patented VPD architecture that tackles the “last inch problem” in powering high-performance AI processors, could materially influence how hyperscalers structure their power-delivery supply...

Tempus AI (TEM) Unveils Whole Genome Platform With Plans For 1 Million Genomes
Simply Wall St.14d agoneutral
Tempus AI (TEM) Unveils Whole Genome Platform With Plans For 1 Million Genomes

Tempus AI (NasdaqGS:TEM) announced a new whole-genome sequencing initiative linked to clinical data for AI research in September 2026. The project aims to create a de-identified multimodal dataset that connects full genome reads with real-world clinical and imaging records. Management targets scaling the platform to one million whole genomes tied to patient outcomes for use in drug development and personalized care. This new whole-genome sequencing and clinical data platform comes against a...

Iovance Maps TIL Therapy Expansion After Record Revenue and Margin Gains
MarketBeat14d agoneutral
Iovance Maps TIL Therapy Expansion After Record Revenue and Margin Gains

Iovance Biotherapeutics (NASDAQ:IOVA) said it is expanding its tumor-infiltrating lymphocyte, or TIL, therapy platform across multiple solid-tumor indications after reporting a record second quarter marked by nearly $100 million in revenue and a 56% margin. Speaking at the H.C. Wainwright 28th Annu

Ferrari (RACE) Signs Rakuten While 2027 Is Already Spoken For
Insider Monkey14d agoneutral
Ferrari (RACE) Signs Rakuten While 2027 Is Already Spoken For

On September 17, Ferrari N.V. (NYSE:RACE) announced a partnership with the technology company Rakuten Group, Inc., effective January 1, 2027. The announcement gives no scope and no price tag, so it works better as a signal than as a number. The real substance sits in the results Ferrari posted on July 30, when it raised […]

Royal Caribbean’s (RCL) $1.25B Debt Deal Hides A Bigger Story
Insider Monkey14d agoneutral
Royal Caribbean’s (RCL) $1.25B Debt Deal Hides A Bigger Story

On August 20, Royal Caribbean Group (NYSE:RCL) said it had completed a sale of $1.25 billion of notes that carry a 5.55% coupon and come due on January 20, 2034. The money is earmarked first for floating-rate term loans, with anything left over used to repay or refinance other debt, and the offering rode on […]

Wheaton’s (WPM) Profits Nearly Doubled While Its Cash Pile Shrank To $100M
Insider Monkey14d agoneutral
Wheaton’s (WPM) Profits Nearly Doubled While Its Cash Pile Shrank To $100M

On August 6, Wheaton Precious Metals (NYSE:WPM) reported second-quarter net earnings of $543 million on $929 million of revenue, both records. Through the first half, net earnings rose 106% to $1.1 billion. During the quarter, the company also made net upfront cash payments of $4.5 billion relative to mineral stream interests, and it now carries […]

Ascendis Pharma (ASND) Regains Exclusive Rights To Key TransCon Metabolic Programs
Simply Wall St.14d agoneutral
Ascendis Pharma (ASND) Regains Exclusive Rights To Key TransCon Metabolic Programs

Ascendis Pharma (NasdaqGS:ASND) has regained exclusive rights to TransCon technology-based products in metabolic and cardiovascular diseases after ending its collaboration with Novo Nordisk. The company plans to advance its own programs in obesity and type 2 diabetes using its TransCon platform. Management highlighted once-monthly TransCon Semaglutide as a planned program within its expanded metabolic disease pipeline. The regained TransCon metabolic and cardiovascular rights and plans for...