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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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Apple’s Biggest Win This Week Isn’t the New iPhone
Barrons.com8d agoneutral
Apple’s Biggest Win This Week Isn’t the New iPhone

It has been a successful first two weeks for Apple’s new CEO, John Ternus. First at the Emmys, where Apple TV dominated the trophy haul, and then in the battle for auto makers’ infotainment systems. Last Wednesday, Ternus graduated from his usual supporting role at Apple’s annual launch event to center stage.

Is Comcast Stock Cheap Or Just Shrinking?
Trefis9d agoneutral
Is Comcast Stock Cheap Or Just Shrinking?

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

Walt Disney (DIS) Begins Multiyear Global Wildlife Series On Disney+ And Hulu
Simply Wall St.9d agoneutral
Walt Disney (DIS) Begins Multiyear Global Wildlife Series On Disney+ And Hulu

Walt Disney (NYSE:DIS) is rolling out National Geographic's AFRICA EARTH'S WILD HOME franchise on Disney+ and Hulu as a new factual series launch. The project forms part of a multiyear National Geographic initiative to cover wildlife and ecosystems on each major continent. The franchise combines extensive fieldwork, exclusive wildlife footage such as the first wild black panther video, and CGI driven sequences. National Geographic and Rolex are partnering on AFRICA EARTH'S WILD HOME,...

3 S&P 500 Stocks with Warning Signs
StockStory13d agoneutral
3 S&P 500 Stocks with Warning Signs

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?
Trefis14d agobullish
Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?

Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.

Why Is Netflix Growing Fastest And Falling Furthest?
Trefis14d agobearish
Why Is Netflix Growing Fastest And Falling Furthest?

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

Walt Disney Eyes Disney+ Ecosystem, Content Push as Streaming Margins Top 13%
MarketBeat15d agoneutral
Walt Disney Eyes Disney+ Ecosystem, Content Push as Streaming Margins Top 13%

Walt Disney (NYSE:DIS) Chief Financial Officer Hugh Johnston outlined the company’s priorities around intellectual property investment, technology, streaming engagement and experiences growth during a Goldman Sachs conference appearance. Johnston said Disney has “very good momentum” and is operatin

Prediction: Disney Will Hit $130 on This Date
24/7 Wall St.18d agoneutral
Prediction: Disney Will Hit $130 on This Date

Disney just posted its fifth straight earnings beat, yet shares remain stuck well below where the math says they should be. Here is what has to align for the stock to close that gap before 2028.