Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.
Tesla stops short of confirming a SpaceX merger, but Musk highlights deepening ties across AI, chips, robotics and Starlink connectivity.
Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Tesla (TSLA) reported second quarter earnings on Wednesday, which failed to impress investors. Yahoo Finance Senior Autos Reporter Pras Subramanian chats with Morning Brief host Julie Hyman about the results, the earnings call, and CEO Elon Musk's comments on SpaceX (SPCX).
GGG beats Q2 earnings estimates and reaffirms its 2026 outlook, with stronger margins and a growing order backlog despite softer organic sales.
The company said its marketable equity securities include $80 billion in short-term restricted shares and $14.1 billion restricted through 2027.
The company’s NPS of 46 is a “record high” for a major wireless carrier, CEO Srini Gopalan said. However, it is grappling with slower postpaid net account additions.
Shareholders of Organon & Co. (NYSE:OGN) approved the company’s proposed merger agreement with Sun Pharmaceutical Holdings USA, Inc. at a virtual special meeting held Wednesday, according to preliminary voting results announced during the meeting. The special meeting was convened solely to cons
Mobileye Global (NASDAQ:MBLY) reported a largely stable second quarter for revenue while profitability improved sharply, as executives pointed to stronger-than-market EyeQ chip volumes, a new Israeli research and development incentive and an expanded push into robotaxis as key themes for the company
Nasdaq (NASDAQ:NDAQ) reported strong second-quarter 2026 results, with executives highlighting broad-based revenue growth across its divisions, record activity in its index and listings businesses, and continued demand for financial technology products tied to market modernization, artificial intell
STMicroelectronics NV (STM) reports robust revenue growth across key segments, despite facing manufacturing and supply chain hurdles.
Despite challenges in life sciences and European automotive sectors, Dassault Systemes SE (DASTF) reports robust revenue growth and strategic advancements in AI and cloud solutions.
Nokia (NYSE:NOK) reported stronger second-quarter results on Thursday, as surging demand for artificial intelligence infrastructure and cloud networking helped lift sales and profitability despite restructuring costs. The Finnish telecommunications equipment maker delivered solid growth across its Network Infrastructure business, while AI-related orders reached a record level during the quarter.
If the idea of inflation in retirement keeps you up at night, you may have less to worry about than you think.
Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.
Michael Saylor-led Strategy (Nasdaq: MSTR), formerly MicroStrategy, has now turned back on its long history of weekly Bitcoin (BTC) accumulations. The company has sold Bitcoin twice this year for the first time after 2022: 32 Bitcoin for around $2.5 million during May 26-313,588 BTC for $216 ...
Applied Digital operates like a landlord collecting rent on AI infrastructure, and its backlog of signed leases tells a story that Wall Street analysts are scrambling to price in before the next earnings report drops.
$94.1 billion That’s how much in SpaceX shares Google parent Alphabet owns. Based on SpaceX's current market cap of $1.53 trillion, that's a roughly 6% stake. The tech conglomerate's marketable equity securities include $80 billion in SpaceX shares subject to short-term restrictions on the ability to sell and $14.
Keysight Technologies is expected to announce its third-quarter earnings in the coming months, and Wall Street forecasts a double-digit rise in its bottom line.
RTX Corp (NYSE:RTX, XETRA:5UR) shares rose about 8% in early trading Thursday after the aerospace and defense company reported better-than-expected second quarter results and raised its full-year 2026 outlook. The company reported adjusted earnings per share of $1.89 on revenue of $24.7...
SPGI heads into the Q2'26 earnings release with strength expected in ratings, indices and market intelligence, even as total revenues are projected to dip.
Investing.com -- Wedbush analyst Ygal Arounian added both Alphabet and Reddit to the firm's Best Ideas List on Thursday, citing cloud share gains and advertising momentum as the respective investment theses for each name.
Palo Alto Networks is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.
Treasuries are getting hit hard thanks to data showing economic resilience and higher oil prices. Meanwhile, jobless claims unexpectedly plunged. Higher oil prices push up yields as investors demand more coupon for a potentially higher inflation print in the future.
VALE heads into Q2 results with higher iron ore, copper and nickel volumes and stronger realized prices, but rising costs may pressure earnings.
Sandisk is expected to announce its fourth-quarter results in August, and analysts predict a significant jump in the company’s bottom-line figure.
NVR (NVR) delivered earnings and revenue surprises of -11.45% and -5.23%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
IRDM's revenue beat estimates as new satellite products, Aireon and Rocket Lab deals reshape its growth strategy despite an EPS miss.