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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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Investing.com14d agoneutral
DOJ weighs joining state antitrust suit against BlackRock and State Street -report

Investing.com -- The U.S. Department of Justice is actively weighing whether to intervene in a high-stakes state antitrust lawsuit against asset management giants BlackRock Inc (NYSE:BLK) and State Street Corp (NYSE:STT), Bloomberg reported, citing people familiar with the matter. Senior antitrust officials have held discussions in recent weeks with involved state attorneys general and company representatives, though federal officials have yet to reach a final determination on joining the litiga

RTX (RTX) Stock May Be Undervalued On Its 183% Three Year Run
Simply Wall St.14d agoneutral
RTX (RTX) Stock May Be Undervalued On Its 183% Three Year Run

RTX has ridden a powerful multi year run, yet with the stock around US$193.54 after a recent pullback, the real question is whether that price is still anchored to the cash the business can generate over time. Over the past 3 years the share price has climbed 182.9%, which puts a lot of past optimism and current expectations on the line for anyone asking what cash flows can reasonably support. Fresh contracts and investments at Pratt & Whitney and Raytheon, from the F135 Engine Core Upgrade...

Apple will essentially sell 'every single' iPhone Duo it makes: CFRA
Yahoo Finance Video14d agobearishVIDEO
Apple will essentially sell 'every single' iPhone Duo it makes: CFRA

Apple's (AAPL) iPhone 18 Pro has hit store shelves on Friday, coming out a full month before the foldable iPhone Duo's release in late October. CFRA Research senior vice president and equity analyst Angelo Zino comes on Market Domination to discuss his forecast surrounding demand for the foldable iPhone.

L3Harris Pivots to Execution as New CEO Targets Radio, Space Growth
MarketBeat14d agoneutral
L3Harris Pivots to Execution as New CEO Targets Radio, Space Growth

L3Harris Technologies (NYSE:LHX) is entering its leadership transition with an emphasis on operating execution rather than further portfolio reshaping, according to Chief Financial Officer Ken Sharp. Speaking at a Morgan Stanley aerospace and defense conference, Sharp said new Chief Executive Offic

Should You Buy NetApp Stock For The Shares It Keeps Retiring?
Trefis14d agobullish
Should You Buy NetApp Stock For The Shares It Keeps Retiring?

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

Zscaler Went From 100x Earnings to 40x. Here’s What Changed.
TIKR14d agoneutral
Zscaler Went From 100x Earnings to 40x. Here’s What Changed.

Key TakeawaysZscaler’s net new ARR growth (excluding Red Canary) accelerated to 17% year over year in the fiscal fourth quarter, the fastest pace in years, yet FY27 guidance points to that growth cooling back down toward the high teens or lower. Deferred revenue, an independent forward indicator of billings, has decelerated every year since FY22, falling from 62% growth to just 18.