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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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5-star analyst sets jaw-dropping SanDisk stock price target
TheStreet128d agobearish
5-star analyst sets jaw-dropping SanDisk stock price target

Barclays moved on SanDisk on May 27. The day after, Mizuho followed. When top-ranked analysts at two different firms raise targets on the same stock on back-to-back days, each arriving via a different methodology, the second note is worth reading carefully. Mizuho's argument is built around numbers ...

Odessa American, Texas128d agobearish
Basin rig count up five as prices drop

The rig count in the Permian Basin was up five this week, the latest count Friday by Baker Hughes shows, with 255 rigs active in the region. A year ago, 278 rigs were active in the region. Nationally, the oil and gas rig count is up four from last week at 562 rigs. A year ago, 563 rigs were active. The count shows that 429 rigs sought oil, up four from the previous week, and 125 explored for ...

Social media companies to pay $27 million to settle Kentucky school district's lawsuit, records show
Reuters128d agobearish
Social media companies to pay $27 million to settle Kentucky school district's lawsuit, records show

A Kentucky school district secured roughly $27 million in settlements from Meta Platforms and other social media companies over claims they fueled a student mental‑health crisis, according to records seen by Reuters on Friday. Meta agreed to pay ‌the most at $9 million in the bellwether case for school districts, according to documents that reveal financial terms for the first time as ‌terms of the deals had not been disclosed in court. The operator of Instagram, Facebook and WhatsApp settled the case brought by Breathitt County School District on May 21, a few weeks ​before a planned June trial, following settlements by co-defendants Snap Inc, YouTube parent Alphabet and TikTok parent ByteDance.

Nvidia Dropped a Cryptic Clue About Its Next Big Move Ahead of GTC Event
Barrons.com128d agobearish
Nvidia Dropped a Cryptic Clue About Its Next Big Move Ahead of GTC Event

Nvidia on Friday posted a cryptic social media post that seemed to give credence to rumors that the company will make a chip for Windows PCs and announce it at the chipmaker’s GTC Taipei convention next week. The post read “A new era of PC,” and then listed two numbers which appear to be the coordinates of the Taipei Music Center. Huang’s presentation is slated to begin on Monday at 11 a.m. Taipei time, which is Sunday at 11 p.m. U.S. Eastern Time.

Is Intuit (INTU) Undervalued After Job Cuts Raised Guidance And New Mailchimp AI Tools
Simply Wall St.128d agobearish
Is Intuit (INTU) Undervalued After Job Cuts Raised Guidance And New Mailchimp AI Tools

Intuit (INTU) is in the spotlight after announcing a 17% workforce reduction, raised full year guidance, and new AI driven Mailchimp tools, a mix that has coincided with a sharp share price pullback. See our latest analysis for Intuit. Despite the raised full year guidance and new AI driven Mailchimp features, sentiment has been weak, with the stock posting a 30 day share price return of down 21.82% and a year to date share price return of down 50.27%, contributing to a 1 year total...

The insane rise and fall of MTV
My First Million128d agobearishVIDEO
The insane rise and fall of MTV

*Sam & Shaan's hard-won CEO lessons in one guide:* https://clickhubspot.com/cxi6 Episode 829: Sam Parr ( https://x.com/theSamParr ) sits down with Tom Freston to talk about the insane story of starting MTV and shaping America in the 80s and 90s. Show Notes: (0:00) Intro (4:04) Millionaire by 26, broke by 33 (8:49) The first days of MTV (no frontal nudity) (14:14) Music Videos (19:03) How to spot culture-changing talent (27:12) Making your employees party together (31:56) Nickelodeon, SpongeBob, and Building Legacy IP (35:21) Programming for a Specific Audience (37:33) The Facebook Acquisition That Almost Happened (41:25) Founders Who Refuse to Sell (43:29) Rupert Murdoch vs. Sumner Redstone (45:23) MySpace, Big Bets, and Getting Fired (47:55) Inside the writers room (51:33) Oprah Calling (54:00) The End of Monoculture and the Creator Economy Links: Unplugged - https://a.co/d/0ef6YVu2 Check Out Sam's Stuff: Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm Check Out Shaan's Stuff: Shaan's weekly email - https://www.shaanpuri.com Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

SELLAS Life Sciences Group (SLS) Is Up 21.4% After REGAL Nears Topline Readout And Cramer Endorsement
Simply Wall St.128d agobearish
SELLAS Life Sciences Group (SLS) Is Up 21.4% After REGAL Nears Topline Readout And Cramer Endorsement

In recent days, SELLAS Life Sciences Group drew attention as its CEO highlighted real-world data and prior Phase 2 results while the Phase 3 REGAL trial of GPS in AML moved to within two events of a topline readout. Investor interest was further amplified when CNBC’s Jim Cramer described SELLAS as “a great spec,” underscoring how imminent REGAL data and the progress of second AML candidate SLS009 are shaping perceptions of the company’s pipeline. We’ll now examine how the approaching REGAL...

Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off
24/7 Wall St.128d agobearish
Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off

Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names. Coherent (NYSE:COHR) is off 8% to about $346, and Lumentum (NASDAQ:LITE) is sliding 4% to around $829. The drops look dramatic on the day, yet they barely dent the year’s gains. AAOI stock is ... Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off

Gap, American Eagle shares fall as brand troubles weaken forecasts
Reuters Videos129d agobearishVIDEO
Gap, American Eagle shares fall as brand troubles weaken forecasts

<body><p>STORY: Shares of Gap and American Eagle each plummeted&nbsp;on Friday, after both retailers issued weak sales forecasts, signaling deepening pressure on consumer discretionary spending.</p><p>Gap, which is in the midst of a turnaround, cut its sales forecast, while American Eagle kept its forecast intact but cautioned about near-term gross margins.</p><p>Shares of Gap tumbled as much as 18% in morning trading, while American Eagle fell nearly&nbsp;19%.</p><p>Some analysts&nbsp;said the "key swing factor" pressuring sales at Gap was its Old Navy chain, where seasonal women's apparel, including dresses, failed to connect with shoppers.</p><p>:: Archive</p><p>Some women's apparel at American Eagle also faced challenges, despite strength at the company's Aerie sub-brand.</p><p>American Eagle recently launched another ad campaign with actor Sydney Sweeney to attract Gen Z shoppers, a year after a viral and controversial ad featuring Sweeney fueled a stock rally.</p><p>But analysts at Barclays cautioned that repeating last year's success may be difficult, even as the company continues to spend on marketing in the current quarter.</p><p>The results at both retailers underscore a widening split in consumer spending, with record-low sentiment driven by the Iran war forcing lower-income households to cut back amid higher gas prices.</p><p>Higher-income shoppers, however, remain selectively willing to treat themselves to certain clothing or beauty items.</p><p>Earlier this week, Abercrombie & Fitch and Bath & Body Works posted strong quarterly results, indicating continued appetite for those affordable indulgences.</p></body>