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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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Could high gas prices start shocking company earnings?
Yahoo Finance Video16d agoneutralVIDEO
Could high gas prices start shocking company earnings?

PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporter Ines Ferré join Yahoo Finance Executive Editor Brian Sozzi to talk about diesel prices at an all-time high and gasoline prices nearing its high from May and whether it could start affecting the bottom line of companies.

Stocks Bend, but Don’t Break, in Head-Spinning September. More Tests Are Coming.
Barrons.com16d agoneutral
Stocks Bend, but Don’t Break, in Head-Spinning September. More Tests Are Coming.

A massive surge in Treasury bond yields, which lifted 10-year notes to the highest since 2007, paired with a worrying summer rally in global crude prices that has oil trading firmly north of $100 a barrel, leaned heavily on stocks but didn’t tip them over. A Federal Reserve interest-rate hike, coupled with hawkish language and quickening inflation forecasts, also came and went, with stocks posting their strongest gains in six weeks and an index of the Magnificent Seven tech giants coming within half a point of the all-time high it reached in late May. Tech stocks, in fact, have largely weathered a series of “end of days” headlines from the AI space, with an index of semiconductor stocks falling around 3.3% over the past month and those in the information technology edging just 1.2% lower despite the torrent of stories tied to apocalyptic AI risks.

Apple Stock Has a New Opportunity Investors Can’t Afford to Ignore
24/7 Wall St.16d agoneutral
Apple Stock Has a New Opportunity Investors Can’t Afford to Ignore

Apple just posted its ninth consecutive earnings beat and shares are up 23% this year, yet the stock may still be dramatically underpriced for what comes next. The case for $450 by 2027 is bolder than anything Wall Street is publishing, and the math is closer than you think.

Amazon’s AI Bet is Already Starting to Pay Off
24/7 Wall St.16d agoneutral
Amazon’s AI Bet is Already Starting to Pay Off

AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead of walking away.

These Magnificent Seven Members Still Look Cheap
Zacks16d agoneutral
These Magnificent Seven Members Still Look Cheap

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

Accenture (ACN) Stock Could Be 21% Overvalued Despite Fresh AI Push
Simply Wall St.16d agoneutral
Accenture (ACN) Stock Could Be 21% Overvalued Despite Fresh AI Push

Accenture has seen its share price move around in recent years, and that raises a simple question for you as an investor. Is the current US$190.29 price tag aligned with the cash the business is expected to generate over time, based on a Discounted Cash Flow (DCF) view of its value? Over the past 5 years the stock has fallen 39%, which puts extra focus on whether the current valuation is still grounded in the cash flows the company can plausibly produce. The new Gemini Enterprise Business...

Pfizer (PFE), What Is Drawing Fresh Attention Now?
Simply Wall St.16d agoneutral
Pfizer (PFE), What Is Drawing Fresh Attention Now?

Pfizer (PFE) heads into its Morgan Stanley Global Healthcare Conference presentation on 14 September with investors watching how management frames dividend priorities, recent pipeline setbacks, and the evolving role of newer oncology partnerships. At a share price of US$27.64, Pfizer has logged a 9.8% year to date share price return and a 22.5% total shareholder return over the past 12 months. This represents a rebound that has built momentum over the last three months as dividend messaging,...

Is CoreWeave (CRWV) Fully Valued After Its US$3.7b Convertible Note Offering?
Simply Wall St.16d agoneutral
Is CoreWeave (CRWV) Fully Valued After Its US$3.7b Convertible Note Offering?

CoreWeave (CRWV) has just priced and upsized a US$3.7b convertible note offering due 2033, a funding move that immediately puts questions around leverage, dilution, and future capital needs in sharper focus for shareholders. CoreWeave’s fresh funding news lands after a tough run for the ticker, with the share price down 32.28% over 90 days and 14.26% over 30 days, and a 1-year total shareholder return that has declined 34.20% despite a basically flat year to date share price return near...

How Investors Are Reacting To Pan American Silver (TSX:PAAS) 2026 Reserve Expansion And Juanicipio Integration
Simply Wall St.16d agoneutral
How Investors Are Reacting To Pan American Silver (TSX:PAAS) 2026 Reserve Expansion And Juanicipio Integration

Pan American Silver Corp. reported its June 30, 2026 mineral estimates, outlining approximately 511.1 million ounces of silver and 6.3 million ounces of gold in proven and probable reserves, alongside large measured, indicated and inferred resource bases that now include its 44% share of Juanicipio after acquiring MAG Silver. The update highlights how extensive 2026 drilling and targeted near-mine exploration have offset depletion and added new veins and zones at key operations such as La...

Teradyne (TER) Opens Bengaluru Office To Support India Chip Manufacturing
Simply Wall St.16d agoneutral
Teradyne (TER) Opens Bengaluru Office To Support India Chip Manufacturing

Teradyne (NasdaqGS:TER) has opened a new office in Bengaluru, India, to support domestic semiconductor and electronics manufacturing. The Bengaluru site is set up as a local hub for customer engagement, applications support, and technical training for Indian clients. The move aligns with Indian government efforts to expand local semiconductor fabrication and attract manufacturing investment into the country. Teradyne's new Bengaluru office is one development, and there is more to understand...