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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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QUALCOMM (QCOM) Draws Fresh AI Focus As Valuation Looks Close To Fair Value
Simply Wall St.1d agoneutral
QUALCOMM (QCOM) Draws Fresh AI Focus As Valuation Looks Close To Fair Value

QUALCOMM (QCOM) is back in the spotlight after confirming it will present at the Humanoids Summit in Seoul on 22 September 2026, drawing fresh attention to its role in AI focused chips. QUALCOMM’s share price has picked up pace recently, with a 1-day share price return of 2.08%, a 7-day move of 5.58% and a 30-day share price gain of 23.34%, helped by AI chip launches, the Amazon data center deal and easing US China trade concerns. At the same time, the longer term picture remains strong, with...

What Are Amazon Stock Bears Missing?
Trefis1d agobearish
What Are Amazon Stock Bears Missing?

Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.

Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips
24/7 Wall St.1d agobullish
Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips

Two counterparties to the same agentic checkout agreement are being priced in opposite directions Wednesday morning as the rally that followed the deal announcement unwinds across online retail. Shopify is handing back its gains while Meta Platforms holds a modest bid. The Amplify Online Retail ETF (NYSEARCA:IBUY) is down 2% in Wednesday morning trading. The […]

Is Snowflake Buying Its Growth With Its Margin?
Trefis1d agobullish
Is Snowflake Buying Its Growth With Its Margin?

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

What Microsoft's Trailing Multiple Leaves Out
Trefis1d agoneutral
What Microsoft's Trailing Multiple Leaves Out

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.

What Is Really Driving Palantir's Growth?
Trefis1d agoneutral
What Is Really Driving Palantir's Growth?

Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.

Here are the stocks taking a hit amid the Muse hype
Yahoo Finance Video1d agoneutralVIDEO
Here are the stocks taking a hit amid the Muse hype

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian look at the stocks taking a hit as Meta's (META) new AI agent, Muse, grows in popularity and why its hype may not measure up to its disruptive potential.