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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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Bloomberg44d agoneutral
US Core Inflation Comes in Subdued, Easing Pressure on Fed

(Bloomberg) -- Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesThe consumer price index, excludi

1 Consumer Stock for Long-Term Investors and 2 We Avoid
StockStory44d agoneutral
1 Consumer Stock for Long-Term Investors and 2 We Avoid

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry’s 4.4% return has lagged the S&P 500 by 6.6 percentage points.

CPI Inflation Data May Keep Fed Rate Hikes On Hold (Live Coverage)
Investor's Business Daily44d agoneutral
CPI Inflation Data May Keep Fed Rate Hikes On Hold (Live Coverage)

Consumer price index inflation data, out at 8:30 a.m. ET, may further dampen odds of a Federal Reserve rate hike in September following Friday's weak July jobs reports. S&P 500 futures are slightly higher ahead of the CPI inflation report, holding just off record highs despite inching lower on Monday and Tuesday. Wall Street expects the overall CPI to rise 0.1%, lowering the 12-month headline inflation rate to 3.4% from 3.5%, according to the Econoday consensus forecast.

Forget big tech: the real AI money is in plumbing
Yahoo Finance Video44d agoneutralVIDEO
Forget big tech: the real AI money is in plumbing

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity.

Bloomberg44d agoneutral
Norway $2.3 Trillion Fund Posts Best Quarter Since 2020

(Bloomberg) -- Norway’s sovereign wealth fund, the world’s largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Posi

Bloomberg44d agobullish
Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Positive for Drugs After Mid-Air Drop

Taiwan's Foxconn reports 35% rise in Q2 profit on AI demand, beats forecasts
Reuters44d agobullish
Taiwan's Foxconn reports 35% rise in Q2 profit on AI demand, beats forecasts

Taiwan's Foxconn, the world's largest contract electronics maker, reported on Wednesday a 35% ‌rise in second-quarter profit, beating analyst forecasts, on ‌continued strong demand for AI, which it predicted would drive growth this ​year. Net profit for the April to June period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 billion ($1.86 billion), versus an LSEG consensus estimate of T$58.8 ‌billion and compared with ⁠T$44.4 billion a year earlier. Foxconn, formally ​called Hon Hai Precision Industry, ‌in July reported a 40% year-on-year jump in second-quarter revenue.

Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other
Insider Monkey45d agoneutral
Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street’s revenue estimates this week, but investors could not have reacted more differently. Amazon’s stock surged as much as 15%, while Apple’s fell more than 7%, on the very same earnings day. Why One Beat Got Rewarded and the Other Got Punished Amazon’s cloud unit, […]