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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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UBS Broke With the Consensus on Lockheed Martin. Then the Contracts Started Landing
TIKR1d agoneutral
UBS Broke With the Consensus on Lockheed Martin. Then the Contracts Started Landing

Key Stats for Lockheed Martin StockCurrent Price: $524. 68Target Price (Mid): ~$798Street Target: ~$638Potential Total Return: ~52%Annualized IRR: ~10% / yearWhat Happened?Lockheed Martin (LMT) spent most of 2026 out of favor, its stock stuck near $525 while investors worried that fixed-price contracts and program charges would keep eating into profits.

Starbucks Will Close 250 More Cafes as Part of CEO Niccol’s Turnaround Plan
Barrons.com1d agoneutral
Starbucks Will Close 250 More Cafes as Part of CEO Niccol’s Turnaround Plan

Starbucks announced another round of closures for locations across the U.S. and Canada on Thursday. The company cited CEO Brian Niccol’s yearslong strategy to revive its brand and boost profitability. Chief Operating Officer Mike Grams said Starbucks will close about 250 cafes in North America, representing about 1% of its 18,000 locations.

Moov adds P2P competition
Payments Dive1d agoneutral
Moov adds P2P competition

Using Mastercard and Visa’s digital infrastructure, the tool facilitates peer-to-peer payments without requiring both parties to have the same app.

Why Historic Yields Aren't Hitting Stocks Even Harder
Barrons.com1d agoneutral
Why Historic Yields Aren't Hitting Stocks Even Harder

Stocks were in the red on Thursday, but the losses weren't that severe considering the scale of the bond market weakness. The S&P 500 was down 0.2% to 7693.66, just 1.4% from its record high closing price, according to Dow Jones Market Data. The Nasdaq Composite dropped 0.5%, trading only 1.6% from its respective high.

Investing.com1d agoneutral
Needham remains cautious on Nike stock, sees more downside risk

Investing.com -- In a note on Thursday, Needham reiterated its Hold rating on Nike (NYSE: NKE) and cut its earnings estimates ahead of the company's fiscal first-quarter results on Oct. 1 after the close, warning that the stock could keep falling.

Bloom Energy Corporation (BE): A Critical Player in AI Buildout
Insider Monkey1d agoneutral
Bloom Energy Corporation (BE): A Critical Player in AI Buildout

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here. The Midcap Equity Strategy returned 16.9%, net of fees, in the second quarter, bringing year-to-date returns to 12.3%, compared with Bloomberg U.S. Mid Cap Index’s 11.1% quarterly gains and 12.1% year-to-date returns. […]

Taiwan Semiconductor (TSM): The Key Enabler of AI Chips and a Durable Long-Term Share Gainer
Insider Monkey1d agoneutral
Taiwan Semiconductor (TSM): The Key Enabler of AI Chips and a Durable Long-Term Share Gainer

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these […]