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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,459 signal articles · 146 in last 24h · 154,156 total before filter · latest 1h ago
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The $1 Trillion Question Hanging Over Palantir Stock
24/7 Wall St.21d agoneutral
The $1 Trillion Question Hanging Over Palantir Stock

Palantir just posted the kind of revenue growth that makes software investors stop mid-scroll, yet the stock sits 8% below its all-time high with insiders selling and a valuation that has skeptics reaching for antacids. Whether that tension resolves as a buying opportunity or a warning sign depends on one number.

Oracle Stock Could Be Software’s Next Big Winner
Barrons.com21d agoneutral
Oracle Stock Could Be Software’s Next Big Winner

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

GuruFocus.com21d agobullish
Michael Burry Calls Snowflake Overvalued as Shares Jump 23%

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) still likes Veeva Systems Inc. (VEEV, Financials) as a software play even after he just decreased his position in Big Short investor Michael Burry (Trades, Portfolio)'s portfolio.

Forkast News21d agobullish
Snowflake’s 22% Surge Signals Wall Street Is Pricing in the Agent Economy

Snowflake’s 22% after-hours stock surge following its Q2 FY2027 earnings is less about a standard quarterly beat and more about the company successfully tethering its revenue model to the rise of autonomous software. By embedding AI agents directly into its consumption-based infrastructure, Snowflake has turned the abstract promise of the agentic enterprise into a measurable, […]

Datadog Shares Rise Following Snowflake Quarterly Results
InvestorsHub21d agoneutral
Datadog Shares Rise Following Snowflake Quarterly Results

Datadog (NASDAQ:DDOG) shares rose 5. 7% in premarket trading following quarterly results from cloud data platform company Snowflake (NYSE:SNOW), which reported revenue and adjusted earnings above analyst expectations after Wednesday’s market close.