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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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How Investors May Respond To Vail Resorts (MTN) Board Challenge From Activist Oasis Management
Simply Wall St.9d agoneutral
How Investors May Respond To Vail Resorts (MTN) Board Challenge From Activist Oasis Management

In September 2026, Vail Resorts announced it had received shareholder nominations for four alternative director candidates, led by Oasis Management, while the board continues an independent search to add a new director in early 2027 following Sue Decker’s decision not to seek reelection. This contested board process highlights rising investor concerns over how Vail Resorts is addressing weather volatility, economic pressure on consumers, and labor tensions across its mountain resort...

SolarEdge’s (SEDG) 800 Volt Data Center Push Just Got Real
Insider Monkey9d agoneutral
SolarEdge’s (SEDG) 800 Volt Data Center Push Just Got Real

On September 10, SolarEdge Technologies (NASDAQ:SEDG) said the medium-voltage to 800 VDC conversion stage of its data center power system is now running under load in its own labs, with full-path validation underway. Alongside that milestone, the company published a joint white paper with NVIDIA laying out how to protect and ground 800 volt direct […]

Trump, Xi Jinping Dinner to Include Nvidia's Jensen Huang Amid Chip War Tensions: Report
Benzinga10d agoneutral
Trump, Xi Jinping Dinner to Include Nvidia's Jensen Huang Amid Chip War Tensions: Report

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is reportedly expected to join President Donald Trump at a state dinner for Chinese President Xi Jinping. Jensen Huang to Attend Trump-Xi State Dinner Huang is set to attend the dinner when Xi travels to Washington for a meeting with Trump on Sept. 24, CNBC reported on Tuesday, citing a person familiar with the guest list. In a statement to the publication, the White House said Trump invited several prominent U.S. business leaders to the dinner, adding

Is AMD Stock Already Priced For A 2027 Doubling It Has Yet To Deliver?
Trefis10d agoneutral
Is AMD Stock Already Priced For A 2027 Doubling It Has Yet To Deliver?

Advanced Micro Devices (AMD) has returned more than 200% over the past year. The number that should worry a holder is 19.5: the price-to-sales multiple, against a ten-year high of 23.0, in the top decile of the stock's own decade. That multiple sits in the top decile of the stock's own decade, and the growth behind it, a doubling of the data center business in 2027, rests on a product that had not shipped when management last reported.