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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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Did You Pay For Palantir's Guidance Or For Something Else?
Trefis10d agoneutral
Did You Pay For Palantir's Guidance Or For Something Else?

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Could Dario Amodei's AI safety warnings hurt Anthropic's IPO?
Yahoo Finance Video10d agoneutralVIDEO
Could Dario Amodei's AI safety warnings hurt Anthropic's IPO?

Amid warnings to pace AI development, Anthropic (ANTH.PVT) is still preparing for an October IPO date while OpenAI (OPAI.PVT) CEO Sam Altman believes a 2026 IPO for his company would be "ill-advised." Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to assess the broader implications these AI warnings may have on Anthropic's planned mega-IPO.

Anthropic Picks Nasdaq for Its $2 Trillion IPO, Tells Investors It Expects a Second Consecutive Profitable Quarter: Reports
Benzinga10d agoneutral
Anthropic Picks Nasdaq for Its $2 Trillion IPO, Tells Investors It Expects a Second Consecutive Profitable Quarter: Reports

Anthropic has reportedly selected Nasdaq as the venue for its planned initial public offering and has told a small group of investors it expects positive adjusted operating income for a second straight quarter. Nasdaq Wins Another Major AI Listing Anthropic is targeting an October listing on Nasdaq, Business Insider reported on Sunday, citing a person familiar with the matter. A listing there would also make the company eligible for inclusion in the Nasdaq 100 Index. The IPO could value Anthropi

Want in on Anthropic Before the IPO? Buy These 8 Stocks
Benzinga12d agobullish
Want in on Anthropic Before the IPO? Buy These 8 Stocks

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail...

Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?
Trefis13d agoneutral
Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.