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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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Investors Are Nervous About Timing of Potential 'Crash,' BofA Says
Bloomberg15d agobearishVIDEO
Investors Are Nervous About Timing of Potential 'Crash,' BofA Says

Sebastian Raedler, head of European equity strategy at Bank of America, says the key question facing investors is the sustainability of the artificial intelligence capex boom which is driving the "strongest earnings upgrades in the US that you've seen in 40 years." Speaking on Bloomberg Television, Raedler adds: "This is a very high-stakes game right now. You have to be in that trade. But a lot of people know that every single one of these investment booms in the past have ended in a crash, and people are nervous."

European Stock Indexes Edge Higher, Tech Stocks Fall
The Wall Street Journal15d agobearish
European Stock Indexes Edge Higher, Tech Stocks Fall

STOCKS 0725 GMT – European stock indexes largely edge higher after falling sharply in the last session. Banks and utilities find some relief, though technology stocks slide. The Europe-wide Stoxx 600 nudges up 0.

Gene Munster Says Apple Regained 'Device Design Mojo' With $1,999 iPhone Duo: 'They're Going to Sell More Than I Thought'
Benzinga16d agobearish
Gene Munster Says Apple Regained 'Device Design Mojo' With $1,999 iPhone Duo: 'They're Going to Sell More Than I Thought'

On Wednesday, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo at its first major product event under CEO John Ternus, marking the company’s entry into the foldable smartphone market. iPhone Duo Gets Analysts Excited Gene Munster, managing partner at Deepwater Asset Management, said on X that the Duo is "sick," praising its thin design and lack of a visible crease. He also raised his expectations for the device, saying he previously estimated it could account for about 5% of iPhone revenue in fi

Dips In UiPath Stock Have Mostly Kept Falling, Will This One Too?
Trefis16d agobearish
Dips In UiPath Stock Have Mostly Kept Falling, Will This One Too?

UiPath (PATH) has dropped about 25% from its late-August high, and the question is whether that is an opening or a warning. Its own history leans toward warning: most declines this size kept falling. What that history cannot see is a company that is profitable now, consolidating its biggest customers' automation onto one platform while its smallest ones leave.

US DOJ probes Nvidia's licensing deal with AI startup Groq, NYT reports
Reuters16d agobearish
US DOJ probes Nvidia's licensing deal with AI startup Groq, NYT reports

‌Justice Department ‌is investigating whether ​Nvidia tried to skirt antitrust scrutiny of ‌the ⁠chipmaker's licensing deal last ⁠year with AI ​chip ​startup ​Groq, The ‌New York Times reported on Wednesday, citing two people ‌familiar with ​the ​matter. ​could ‌not immediately verify ​the ​report.

Is Accenture's Business Falling As Fast As Its Stock?
Trefis16d agobearish
Is Accenture's Business Falling As Fast As Its Stock?

Accenture (ACN) trades at $179.03, about 53% below its two-year high, the price of a business the market thinks is ending. Over the last twelve months, it generated $12.58 billion of free cash flow, a yield of 11.5% on its market value against a 4.4% median for the S&P 500. Both facts are true. The argument between them is about growth.

How Far Could Cisco Stock Fall With Its Fastest Growth Riding On Hyperscalers?
Trefis16d agobearish
How Far Could Cisco Stock Fall With Its Fastest Growth Riding On Hyperscalers?

Cisco Systems (CSCO) trades near $109, about 16% below its 52-week high, after falling 10.1% over the past month. It is still up 66.6% over the trailing twelve months, against 19.3% for the S&P 500. Its own record since 2007 says a stock like this falls about as hard as the market and has usually come back within months, though its deepest shock-era fall took years. What Cisco sells, and who buys it, has changed since that record was set.