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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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Trump Tariff Refunds Supercharge Q2 Earnings; These 3 Stocks Surge
Investor's Business Daily29d agobullish
Trump Tariff Refunds Supercharge Q2 Earnings; These 3 Stocks Surge

Several closely watched corporations far surpassed their earnings forecasts this summer, and some have billions of dollars in Trump tariff refunds to thank for padding their results. Where's your refund? Studies show consumers indirectly ate much of the cost through rising prices, but these refunds instead flow to the companies that directly paid the Trump administration's import taxes, regardless of...

When Will the AI Bubble Burst? History Says Not Anytime Soon.
Barrons.com29d agoneutral
When Will the AI Bubble Burst? History Says Not Anytime Soon.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Amazon Trades at 24x 2027 Earnings. Citizens Says It Should Be Worth 29x
Insider Monkey29d agoneutral
Amazon Trades at 24x 2027 Earnings. Citizens Says It Should Be Worth 29x

Citizens’ analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believes that the stock deserves to trade at a higher valuation. Why Amazon Deserves a Higher Valuation Citizens believes that […]

Your Value Fund Might Hold Amazon. These 3 Managers Are Buying Hard Assets Instead.
Barrons.com29d agobullish
Your Value Fund Might Hold Amazon. These 3 Managers Are Buying Hard Assets Instead.

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.