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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.

31,220 signal articles · 72 in last 24h · 160,072 total before filter · latest 53m ago
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What Would It Take For Pfizer To Cut Its Dividend?
Trefis10d agoneutral
What Would It Take For Pfizer To Cut Its Dividend?

Pfizer (PFE) has returned 23.1% over the past year and trades about 5% below its three-year high. Yet one question keeps coming back on its earnings calls: would it ever cut the dividend? An analyst asked it outright on the August call, and another tied it to a big acquisition in May. So what would a cut take, and what would it change.

Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells
Insider Monkey10d agobullish
Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

3 Defense Stocks Investors Are Watching As Middle East Risk Puts Aerospace In Focus
Simply Wall St.10d agoneutral
3 Defense Stocks Investors Are Watching As Middle East Risk Puts Aerospace In Focus

Rising U.S.-Iran friction is pulling geopolitics back onto traders’ screens, with energy routes, airspace and regional security suddenly in sharper focus. That kind of shock can reshuffle where money flows in global markets and leave some defense and aerospace stocks more exposed to the headlines than others. This article breaks down three stocks from our Global Defense and Aerospace Screener that appear positively linked to this news backdrop and what that could mean for your portfolio. The...

Investing.com10d agobullish
Roblox shares rise as JPMorgan notes surge in weekend platform engagement

Investing.com -- Roblox Corp (NYSE:RBLX) shares advanced 5.2% in early Monday trading following fresh weekly engagement data from JPMorgan that highlighted a sharp weekend spike in platform usage. The uptick came as JPMorgan analyst Cory Carpenter reiterated a Neutral rating and $40.00 price target on the online gaming platform, citing encouraging progress in discovery algorithm performance despite broader seasonal pressure. Peak concurrent users across the entire platform reached 28.7 million o

Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?
Trefis10d agobullish
Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?

The hopeful view of MARA (MARA) is that it is becoming a power and data center business, not only a Bitcoin miner. Management expects its power portfolio to reach about 4.8 gigawatts once pending deals close, more than double today's capacity. For that to pay off, the deals must close and turn into AI leases, and MARA's Bitcoin must carry it until then. The Long Ridge power deal looks close to a decision. The Bitcoin cushion is holding, but much of it is now pledged against loans.

Schneider Electric Releases AI Building Efficiency and Data Center Water Research at Climate Week NYC 2026
InvestorsHub10d agoneutral
Schneider Electric Releases AI Building Efficiency and Data Center Water Research at Climate Week NYC 2026

Schneider Electric’s latest research identifies potential energy savings of up to 22% in buildings and cooling water reductions exceeding 50% in modeled AI data centers, highlighting opportunities for its energy management technologies. Key Investor TakeawaysSchneider Electric (NYSE:SNDR) has published research examining AI-enabled building optimization, modernization barriers and data center cooling efficiency.

Jensen Huang pushes back on AI extinction fears
Yahoo Finance Video10d agoneutralVIDEO
Jensen Huang pushes back on AI extinction fears

In the debut episode of Sozzi Unleashed, Yahoo Finance Executive Editor Brian Sozzi dives into Nvidia CEO Jensen Huang’s pushback against claims that artificial intelligence could lead to human extinction by 2030.

Warning Of A Big Sell Off
24/7 Wall St.10d agobearish
Warning Of A Big Sell Off

Morgan Stanley sees storm clouds gathering over the stock market, and the threats range from bond yields stealing investors away from equities to oil prices quietly strangling consumer spending. The next few months could test whether the bull market has enough resilience to survive them all.