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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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SolarEdge Falls 4% on Analyst Day Despite Joint NVIDIA 800 VDC Paper; Enphase Energy and First Solar Edge Higher
24/7 Wall St.15d agobearish
SolarEdge Falls 4% on Analyst Day Despite Joint NVIDIA 800 VDC Paper; Enphase Energy and First Solar Edge Higher

Shares of SolarEdge Technologies (NASDAQ:SEDG) are down 4% to $33.73 in Thursday’s midday session, sliding as management hosts its Analyst Day and after the company published a joint 800 VDC power architecture framework with a leading AI chipmaker. The move stands out because listed solar peers are catching a bid at the same time. Meanwhile, […]

AI Server Stocks Slide as Two-Day Run Unwinds: Hewlett Packard Enterprise Sinks 4%, Dell Pulls Back, Super Micro Sits Out the Selloff
24/7 Wall St.15d agobearish
AI Server Stocks Slide as Two-Day Run Unwinds: Hewlett Packard Enterprise Sinks 4%, Dell Pulls Back, Super Micro Sits Out the Selloff

Shares of Hewlett Packard Enterprise (NYSE:HPE) are down 4% to $56.37 in Thursday morning trading, unwinding a two-day run in AI server names with no company disclosure attached to the move. Hewlett Packard Enterprise stock is still up 134% year to date (YTD), which is the setup profit taking tends to work on. Dell Technologies […]

Macy's and American Eagle Drop, JetBlue Dips | Stock Movers
Bloomberg15d agobearishVIDEO
Macy's and American Eagle Drop, JetBlue Dips | Stock Movers

On this episode of Stock Movers: - Macy's (M) shares are lower, erasing an earlier advance, as investors weigh much better-than-expected comparable sales and adjusted EPS in the second quarter against a less robust third-quarter guidance. The full magnitude of the 2Q beat is not reflected in the annual guidance boost. - American Eagle (AEO) is falling after the apparel firm's second-quarter total comparable sales fell short of the average analyst estimate. - JetBlue (JBLU) shares are falling after the airline slashed its available seat miles forecast for the third quarter.

Did the Hawkish ECB Help Fuel the Treasury Selloff?
The Wall Street Journal15d agobearish
Did the Hawkish ECB Help Fuel the Treasury Selloff?

The ECB lifted some of its inflation forecasts and warned inflation is “set to remain well above target for an extended period.” Capital Economics described the ECB's latest language as “somewhat hawkish.” ECB decisions aren’t usually a major focus for U.S. investors, but the statement appeared to add fuel to the selloff in the U.S. Treasury market, which was already under pressure from higher oil prices.

Why Is Netflix Growing Fastest And Falling Furthest?
Trefis15d agobearish
Why Is Netflix Growing Fastest And Falling Furthest?

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

Is LightPath (LPTH) a Hidden Winner in Missile Defense and Space?
Insider Monkey15d agobearish
Is LightPath (LPTH) a Hidden Winner in Missile Defense and Space?

Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index’s +21.5% return and the HFRX Equity Hedge Index’s +10.3% return. The long book drove performance, generating […]

Copper, FCX Stock Plunge On Tariff Report, Surging Yields; Silver, Gold Also Fall
Investor's Business Daily15d agobearish
Copper, FCX Stock Plunge On Tariff Report, Surging Yields; Silver, Gold Also Fall

The copper price and shares of S&P 500 copper mining giant Freeport-McMoRan turned sharply lower on Thursday morning after a Reuters report cast doubt that the White House would broaden tariffs to cover refined copper. Tariff expectations had helped fuel a new copper price earlier this week. While copper fell the hardest, gold, silver and other precious metals prices also lost ground amid a firmer dollar, $100 U.S. crude oil and higher inflation-adjusted Treasury yields.