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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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While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
24/7 Wall St.144d agoneutral
While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

Oracle (ORCL) Stock Trades Up, Here Is Why
StockStory145d agoneutral
Oracle (ORCL) Stock Trades Up, Here Is Why

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.2% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.

AI Is Driving the Market: J.P. Morgan Picks 2 Stocks With Direct Exposure
TipRanks145d agoneutral
AI Is Driving the Market: J.P. Morgan Picks 2 Stocks With Direct Exposure

Amid ongoing macro uncertainty, Joyce Chang, Chair of Global Research at JPMorgan, says a more persistent force is shaping the market – AI. Rising investment and spending are driving earnings growth and supporting the broader market, particularly through continued buildout in data centers, cloud infrastructure, and related supply chains.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to

Is Salesforce (CRM) Now An Opportunity After A 27.5% Year To Date Share Price Slide?
Simply Wall St.145d agoneutral
Is Salesforce (CRM) Now An Opportunity After A 27.5% Year To Date Share Price Slide?

Wondering whether Salesforce at around US$183.82 still makes sense for your portfolio, or if the recent slide has changed the story entirely? The stock is up 3.2% over the last week, while the 30 day return is a 1.8% decline and the year to date move sits at a 27.5% decline. That has contributed to a 32.7% decline over the last year and a 13.8% decline over five years. Recent headlines have focused on Salesforce's role in large scale enterprise software deployments and its position within...

Why Zscaler (ZS) Stock Is Up Today
StockStory145d agoneutral
Why Zscaler (ZS) Stock Is Up Today

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 2.5% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.

Should Salesforce’s Cross‑Cloud AI Agent Strategy With Google and Unisys Reshape CRM’s Investment Narrative?
Simply Wall St.147d agoneutral
Should Salesforce’s Cross‑Cloud AI Agent Strategy With Google and Unisys Reshape CRM’s Investment Narrative?

In recent weeks, Unisys announced an expanded collaboration with Salesforce to deploy Agentforce 360 across more than 120 countries, automating millions of annual service tickets and supporting a global network of technicians with AI-enhanced field service tools. At the same time, Salesforce and Google Cloud deepened their partnership to let AI agents operate seamlessly across both platforms without copying data, highlighting Salesforce’s push to make its Agentforce and Data 360 stack a...

Review & Preview: All Good Now
Barrons.com147d agoneutral
Review & Preview: All Good Now

REVIEW PREVIEW NEWSLETTER A Software Revival. For long stretches of the last decade, tech stocks drove much of the market’s gains. The AI boom supercharged that trend, until it didn’t. Early in 2026, in fact, tech was the market’s kryptonite, with once-hot software companies largely to blame for the trouble.