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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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Jim Cramer Highlights Sandisk’s (SNDK) Massive Buybacks After Stock Surge
Insider Monkey30d agobullish
Jim Cramer Highlights Sandisk’s (SNDK) Massive Buybacks After Stock Surge

Jim Cramer highlighted Sandisk Corporation (NASDAQ:SNDK) capital-return plans on the August 24 episode of Mad Money, as he said: I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern. The average company in the S&P 500 returns a great deal of the profits to […]

Nvidia Isn’t the Only Hero the Stock Market Needs Right Now
Barrons.com30d agoneutral
Nvidia Isn’t the Only Hero the Stock Market Needs Right Now

Only time will tell which ends up being more exciting, but Nvidia has half a chance. The artificial-intelligence trade, and chip stocks in particular, have faltered in recent weeks and need a timely boost from the world’s most valuable company. Intuit earnings have brought the sector more pain, reigniting fears over the impact of AI disruption.

Jason Calacanis Says TSLA's Optimus Will Eclipse AAPL's iPhone, Predicts 1 Billion Robots By 2036
Benzinga30d agoneutral
Jason Calacanis Says TSLA's Optimus Will Eclipse AAPL's iPhone, Predicts 1 Billion Robots By 2036

Venture capitalist Jason Calacanis predicts Tesla Inc. (NASDAQ:TSLA) will turn its Optimus humanoid robot into a product bigger than Apple Inc.’s (NASDAQ:AAPL) iPhone, forecasting 1 billion Optimus robots worldwide by 2036. Calacanis Says Optimus Could Eclipse iPhone Speaking on the This Week in Startups podcast after watching the World Humanoid Robot Games in Beijing, Calacanis said he had recently seen an Optimus demonstration that has not been publicly shown. "Optimus is going to be the great

How These 3 Top Funds Deliver ‘Deep Value’ With Fewer Tech Stocks
Barrons.com30d agoneutral
How These 3 Top Funds Deliver ‘Deep Value’ With Fewer Tech Stocks

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.