Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after Business Insider reported that co-CEO Clay Magouyrk stated during an internal town hall that the company previously struggled to make generative artificial intelligence useful for its own staff despite spending billions building out AI infrastructure for others.
Paramount is in advanced settlement talks with California officials aimed at resolving the antitrust lawsuit that stands in the way of the company’s $81 billion deal to acquire rival Warner Bros. Discovery, according to people familiar with the matter. A dozen Democratic-led states led by California Attorney General Rob Bonta sued in July to block the deal on antitrust grounds, arguing that the combination of Paramount and Warner would create too much concentration in the markets for theatrical films and cable television channels.
An important franchisee has filed for bankruptcy protection.
Shares of global professional services company Accenture (NYSE:ACN) fell 3.3% in the afternoon session after Guggenheim analyst Jonathan Lee downgraded the stock to Neutral. According to StreetInsider, the rating change shifted Guggenheim's stance on the professional services firm from a previously bullish position. Downgrades from prominent research analysts often prompt institutional and retail investors to reassess their positions, leading to increased selling volume. A Neutral rating typical
S&P 500 earnings in Q3 are expected to increase by +24% from the same period last year, reflecting the 8th consecutive quarter of double-digit earnings growth for the index. Earnings revisions have been positive, sustaining the favorable trend in place for almost a year now.
A single replacement part for one of the Air Force's most important cargo planes can take four years to build. A former SpaceX engineer just proved his robots can make one in two months.*How scrappy startups take on industries worth billions:* https://clickhubspot.com/nxmiEd Mehr left SpaceX and Relativity Space to solve a problem that had nothing to do with software: manufacturing can't move at software speed. His fix, Machina Labs, replaces the custom, million-dollar "dies" that traditional stamping relies on with two robotic arms that can shape sheet metal into almost anything — no new tooling required. It's already caught the attention of the US Air Force, NASA, and Lockheed Martin, who's betting on Machina to help diversify a defense supply chain where 87% of programs cite supply-chain issues as a bottleneck to scaling. The tradeoff is speed — Machina can't out-produce a stamping line yet — but the company is betting that flexibility, not volume, is what modern manufacturing, and modern warfare, actually needs.In this series, our producer and host, Noelle Medina, gets an inside look at the small yet scaling companies quietly reinventing America's biggest industries.Check out our other episodes here: https://www.youtube.com/playlist?list=PLblFs6y75WUv7UtwrOApsHasI_YkauabF0:00 The four‑year replacement‑part problem0:38 Why traditional stamping dies make factories slow, rigid, and insanely expensive2:53 Ed Mehr’s path through SpaceX & Relativity Space 3:47 Founding Machina Labs to build a new kind of flexible, robot‑run factory5:30 Meet the RoboCraftsman7:12 Inside Mach 2: upgraded arms, swappable “warheads,” and containerized factory cells8:07 Two‑layer software & real‑time feedback that lets robots sculpt metal like human hands12:00 Where Machina actually wins13:03 Defense pivot15:53 Expressive customization and an off‑planet “teal workforce” futureGet the 5-minute newsletter keeping 2M+ innovators in the loop: https://thehustle.co/join-free-2
A veteran tech analyst thinks Intel stock could gain seriously in two years if its foundry plan gets the right customers.
Shares of streaming video giant Netflix (NASDAQ: NFLX) fell 5% in the afternoon session after Wells Fargo analyst Steven Cahall downgraded the stock from Equal Weight to Underweight and lowered his price target to $57 from $80. According to TipRanks, Cahall cited user engagement trends and a weaker second-half 2026 original-content slate as primary reasons for the rating change. The firm's base case projected a 21% year-over-year decline in viewing hours from the platform's top 100 originals. Ad
Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 4.6% in the afternoon session after BMO Capital upgraded the semiconductor company from Market Perform to Outperform.
If you own Workday (WDAY) or Autodesk (ADSK), you hold the same bet: the company that already keeps a customer's data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data.
In September 2026, GitLab Inc. released GitLab 19.4, expanding GitLab Duo’s agentic automation across the platform, adding new open weight models, governance controls, and detailed GitLab Credits usage visibility for AI-driven workflows. An interesting angle is how GitLab now lets organizations tightly manage which AI models agents can use while giving teams per-user cost transparency and control. Next, we’ll examine how GitLab’s expanded agentic automation and model flexibility in 19.4...
In the latest trading session, Jabil (JBL) closed at $299.57, marking a +1.23% move from the previous day.
Innovative Industrial Properties (IIPR) reached $55.62 at the closing of the latest trading day, reflecting a -1.44% change compared to its last close.
SolarEdge Technologies (SEDG) closed at $34.67 in the latest trading session, marking a -3.69% move from the prior day.
In the latest trading session, Annaly Capital Management (NLY) closed at $21.05, marking a -1.22% move from the previous day.
In the closing of the recent trading day, HudBay Minerals (HBM) stood at $26.9, denoting a +1.74% move from the preceding trading day.
Avino Silver (ASM) reached $6.38 at the closing of the latest trading day, reflecting a +1.43% change compared to its last close.
Eaton (ETN) recently introduced Workbench 360, a connected digital experience that links its electrical equipment data and engineering tools with Autodesk platforms. This launch gives investors a fresh product lens on the stock’s current valuation. The latest 1-day share price return of 3.74% puts Eaton at US$424.77, while the year-to-date share price return of 29.78% and 3-year total shareholder return of 107.34% indicate momentum that has been building rather than fading. Workbench 360...
TJX Companies (NYSE:TJX) drew fresh attention after Jim Cramer questioned execution issues in its Marmaxx division on recent results. Marmaxx, which includes TJ Maxx and Marshalls, reported 1% comparable sales growth that Cramer contrasted with a stronger key rival. TJX executives acknowledged self-inflicted merchandising and execution problems at Marmaxx and stated these have been fixed without outlining specific actions. The concerns Cramer raised about Marmaxx execution now intersect with...
3M’s fair value estimate has been revised from US$181.85 to US$185.75, a move that points to a slightly higher price target in updated models. Analysts link this shift to recent Q2 results and guidance, with some emphasizing the stronger organic growth and earnings execution while others remain cautious and maintain ratings at Neutral or Underperform. As you read on, you will see how this evolving analyst narrative around 3M can help you track sentiment and recalibrate your own view over...
The low purchase price of Helomics and low revenue suggest that the acquisition is not that promising for DataMEDS AI.
Readers weigh in on energy investments, retirees’ dilemma, a Social Security fix, lessons from 9/11, and the case for natural-gas company Equinor.
California and 11 other states sued in July to block the $81 billion merger between Paramount and Warner Bros. Discovery.
Check out the companies making headlines this week:
Goldman Sachs spent weeks inside decades of income data and came back with an answer that is more complicated than most people expected.
UiPath (PATH) trades at about $14, some 29% below its high of the past year, and it has lost 11.7% over the past month. Its results are not what did that. The fall is recent: the stock is still up 34.5% over the past three months, and over the past twelve months it returned 18.9% against 17.0% for the S&P 500. What matters is how far a stock like this falls in a real shock.
Ciena (NYSE:CIEN) outlined financial objectives through fiscal 2029, including a target of approximately $14 billion in revenue, gross margins of about 50%, and operating margins of 32% to 35%, as the company expects demand for optical systems and interconnect products to continue outpacing industry
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
General Motors Co.‘s CEO Mary Barra said skilled-trades careers could be "a little more AI-proof" than some other jobs as the U.S. faces a growing shortage of workers with technical skills. In an episode of Fortune’s Titans and Disruptors of...