
Does Ackman know something Wall Street doesn't?
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Does Ackman know something Wall Street doesn't?

The analyst update is not particularly significant on its own, but it helps highlight a Tesla business that deserves more attention.

It’s been a rough stretch for Intel shares as investors wonder how the chip manufacturer will sustain its lofty valuation.
Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.

Oklo's future relies on the viability of SMRs in general.

Wall Street expects the technology and industrials sectors to beat the S&P 500 over the next year.
Eric Jackson said Opendoor’s home purchases grew quickly after the company improved its margins and kept cash costs steady.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

GE Vernova's Venezuela deal looks significant, but the 5-gigawatt headline tells investors only part of the story.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 2.7% return lagged the S&P 500 by 11.1 percentage points.
Nio is replacing its rapid, directly operated expansion strategy with a leaner model that relies more heavily on local distributors.

Recently, analysts have clustered around bullish views on Comfort Systems USA, with an average brokerage recommendation between Strong Buy and Buy and a Zacks Rank #1 (Strong Buy) grounded in positive earnings estimate revisions. This wave of favorable analyst sentiment, built on upgraded earnings expectations, has become a key driver of investor perception of Comfort Systems USA’s near-term prospects. We’ll now examine how this concentration of Strong Buy recommendations and upgraded...

ANF, APH, PARR, HPQ and SBLK have been added to the Zacks Rank #1 (Strong Buy) List on September 16th, 2026.

Halliburton will use its existing Cyprus infrastructure and regional capabilities to support logistics and execution throughout the multi-year campaign.

Getting there takes about 55% growth next year -- less than the space company is delivering right now.

THC, NESR and CNC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on September 16th, 2026.

Options include leasing part of Intel’s delayed Ohio campus or forming a venture with major cloud companies.

Azure's revenue milestone may have helped spark a recovery.

GameStop reported past second-quarter 2026 results with sales of US$790.2 million and net income of US$298.7 million, alongside record Q2 operating income and sharply higher adjusted operating earnings. The company’s collectibles business has rapidly grown to represent almost half of net sales, while CEO Ryan Cohen recently bought 1,000,000 shares on the open market using personal funds. We will look at how the collectibles surge and Cohen’s large share purchase shape GameStop’s investment...

Earlier this month, Novavax participated in investor-focused healthcare conferences hosted by Citigroup and Cantor Fitzgerald in New York, outlining its vaccine and partnership positioning to a broad institutional audience. Around the same time, bipartisan lawmakers introduced the Protecting Approved Care Act, stirring concern across healthcare names like Novavax about potential changes to Medicare Advantage reimbursement practices and administrative requirements. We’ll now examine how...

Valero Energy Corporation (NYSE:VLO) has been on a strong rally this year, fuelled by an unusually sharp surge in global refining margins. The ongoing disruptions have curtailed refining capacity worldwide and tightened supplies of gasoline, diesel, and jet fuel. The American refiner has more than doubled in value since the beginning of 2026, posting gains […]

Dell Technologies, CrowdStrike Holdings, and Chevron jumped to 52-week highs on Tuesday amid industry tailwinds, Wall Street optimism, and rising oil prices.

Amazon just delivered its fastest growth since the pandemic.

On September 14, ExxonMobil Holdings Corporation (NYSE:XOM) said that it expects its annual LNG sales to reach 50 million tons by 2030, up from its previous target of 40 million tons, and to keep rising beyond the current decade in line with market growth. The company’s bullish guidance is driven by the high LNG demand […]

Recently, Emerson Electric has drawn increased attention on Zacks.com as analysts lifted earnings and revenue estimates, with the company now carrying a Zacks Rank #2 (Buy) rating based on these positive revisions. This combination of rising profit expectations and stronger sales forecasts has put the company’s earnings outlook in sharper focus for investors assessing its industrial automation and software exposure. Next, we’ll examine how these upward earnings estimate revisions interact...

Qualcomm’s diversification beyond smartphones is gaining traction as investors assess its potential role in hyperscaler AI infrastructure.

Index funds are about to become buyers, whether they like the price or not. Should you get there first?

Buybacks and dividends this big only pay off if today's profits hold. The board is betting they will.

Palantir, Marvell, and Snowflake could be good buys on a pullback.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.