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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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Forkast News15d agoneutral
Europe Has Agent Payment Rails Live Across 30+ Banks. The US Is Still Debating Who Pays When They Break.

The trajectory of agentic commerce is splitting. Europe is prioritizing a regulatory-first architecture, while the United States remains stalled by a lack of federal guidance and unresolved liability questions. The same underlying technology is producing two distinct commercial realities. The European Regulatory Backbone Europe is utilizing the PSD3/PSR framework to define its deployment. The legislation, […]

Should Caterpillar's Tariff Bill Worry You More Than Its Backlog?
Trefis15d agoneutral
Should Caterpillar's Tariff Bill Worry You More Than Its Backlog?

Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

GM is re-downloading Apple CarPlay, Android Auto to its cars
Yahoo Finance Video15d agoneutralVIDEO
GM is re-downloading Apple CarPlay, Android Auto to its cars

General Motors (GM) will reinstall Apple's (AAPL) CarPlay and Android Auto in its vehicles after initially planning to remove the software from new cars. Yahoo Finance Senior Autos Reporter Pras Subramanian explains the consumer reaction that led to this decision.

How Big A Swing In eBay Stock Are You Actually Holding?
Trefis15d agoneutral
How Big A Swing In eBay Stock Are You Actually Holding?

eBay (EBAY) stock trades at about $113. It has returned 28.7% over the past year and sits about 5% below its 52-week high. The options market is pricing substantial movement ahead, with implied volatility pointing to a wide one-standard-deviation range between $79.44 and $160.45 over the next twelve months.

Swing Trading Focus On Software Stocks Over Semiconductors With IGV
Investor's Business Daily15d agoneutral
Swing Trading Focus On Software Stocks Over Semiconductors With IGV

The Nasdaq composite might not be at its healthiest but it's outshining the other major indexes at the moment. Where we've found relative strength is in the software sector lately. The idea that a subscription that made use of AI agents could replace many of the software subscription models was a real fear.

Is Johnson & Johnson Stock Expensive, Or Is STELARA Hiding The Real Price?
Trefis15d agoneutral
Is Johnson & Johnson Stock Expensive, Or Is STELARA Hiding The Real Price?

Johnson & Johnson (JNJ) stock has returned about 57% over the past year, against about 17% for the S&P 500. On the earnings it has already banked, that price looks expensive. But those earnings carry STELARA, which is losing share to biosimilar competition. What looks dear on earnings already reported comes down sharply on the earnings analysts expect.

Celsius Holdings (CELH), Why Is The Stock Drawing Fresh Attention?
Simply Wall St.15d agoneutral
Celsius Holdings (CELH), Why Is The Stock Drawing Fresh Attention?

A newly filed securities class action has put Celsius Holdings (CELH) under legal scrutiny, as investors allege misleading disclosures tied to the Alani Nu product line and its associated health risk messaging. Celsius Holdings shares trade at US$28.34, with a 7 day share price return of 6.42% that follows a 30 day share price decline of 5.22% and a year to date share price fall of 40.65%. Over the past year, the total shareholder return is down 48.65%, pointing to fading momentum as the...

PG&E (PCG) Stock Fair Value Edges Lower As Analysts Split On Wildfire Risk
Simply Wall St.15d agoneutral
PG&E (PCG) Stock Fair Value Edges Lower As Analysts Split On Wildfire Risk

PG&E’s latest analyst update includes a trim to its fair value estimate, with the price target moving from US$20.78 to US$19.66. That shift reflects a split view on the stock, as some firms see opportunity after recent target resets, while others stay focused on wildfire policy risk, the revised capex plan, and the extended timeline for any reform in California. Read on to see what is driving these calls and how to follow the evolving PG&E story from here. Stay updated as the Fair Value for...

Investing.com15d agoneutral
DOJ weighs joining state antitrust suit against BlackRock and State Street -report

Investing.com -- The U.S. Department of Justice is actively weighing whether to intervene in a high-stakes state antitrust lawsuit against asset management giants BlackRock Inc (NYSE:BLK) and State Street Corp (NYSE:STT), Bloomberg reported, citing people familiar with the matter. Senior antitrust officials have held discussions in recent weeks with involved state attorneys general and company representatives, though federal officials have yet to reach a final determination on joining the litiga

RTX (RTX) Stock May Be Undervalued On Its 183% Three Year Run
Simply Wall St.15d agoneutral
RTX (RTX) Stock May Be Undervalued On Its 183% Three Year Run

RTX has ridden a powerful multi year run, yet with the stock around US$193.54 after a recent pullback, the real question is whether that price is still anchored to the cash the business can generate over time. Over the past 3 years the share price has climbed 182.9%, which puts a lot of past optimism and current expectations on the line for anyone asking what cash flows can reasonably support. Fresh contracts and investments at Pratt & Whitney and Raytheon, from the F135 Engine Core Upgrade...