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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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Earnings Outlook Remains Upbeat: A Closer Look
Zacks1d agobullish
Earnings Outlook Remains Upbeat: A Closer Look

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

AMD Is Up 187% This Year: Take Profits, or Buy More?
24/7 Wall St.1d agobullish
AMD Is Up 187% This Year: Take Profits, or Buy More?

Advanced Micro Devices (NASDAQ:AMD) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology sector well behind. The VanEck Semiconductor ETF (NASDAQ:SMH) is up 67% year to date (YTD). The Invesco QQQ Trust (NASDAQ:QQQ) is up 21% over the same stretch. […]

Why CrowdStrike (CRWD) Stock Is Up Today
StockStory1d agoneutral
Why CrowdStrike (CRWD) Stock Is Up Today

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.5% in the afternoon session as it broke out to a fresh 52-week high, extending a multi-session rally.

CoreWeave and Nebius Just Got Sell Ratings. Can Their AI Economics Hold Up?
Insider Monkey1d agobearish
CoreWeave and Nebius Just Got Sell Ratings. Can Their AI Economics Hold Up?

The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive. On September 21, Rothschild Redburn initiated CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) at Sell, arguing that falling GPU-rental prices, hyperscalers’ own capacity and expensive financing could compress returns. Both stocks rose around […]

Nvidia Is Backing This AI IPO Candidate. It Lost $1 Billion in Just 6 Months
Insider Monkey1d agoneutral
Nvidia Is Backing This AI IPO Candidate. It Lost $1 Billion in Just 6 Months

Nscale filed for a U.S. initial public offering on September 18 with one number that makes the AI-cloud boom look radioactive: the company lost $1.02 billion in the first six months of 2026 on just $140.6 million of revenue. Yet NVIDIA Corporation (NASDAQ:NVDA) is committing $1 billion to a $3.1 billion convertible financing, while Microsoft […]