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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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Review & Preview: The Bond Market’s Warning
Barrons.com2d agoneutral
Review & Preview: The Bond Market’s Warning

Rising bond yields are becoming more and more difficult for Wall Street to ignore. The Nasdaq Composite tumbled 1.1% on Wednesday, while the S&P 500 fell 0.8%. The stock market was following the bond market, and an auction on 5-year Treasury notes that Mizuho’s  Daniel O’Regan described as “disastrous.”

3 Reasons We Love Corpay (CPAY)
StockStory2d agoneutral
3 Reasons We Love Corpay (CPAY)

Over the past six months, Corpay has been a great trade, beating the S&P 500 by 14.1%. Its stock price has climbed to $387.56, representing a healthy 32.1% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

3 Reasons to Sell WMS and 1 Stock to Buy Instead
StockStory2d agoneutral
3 Reasons to Sell WMS and 1 Stock to Buy Instead

Over the past six months, Advanced Drainage’s stock price fell to $130.85. Shareholders have lost 5.1% of their capital, which is disappointing considering the S&P 500 has climbed by 18%. This might have investors contemplating their next move.

Fastly (FSLY) Outlines 14-21% Growth Target, Shares Climb 14%
Insider Monkey2d agoneutral
Fastly (FSLY) Outlines 14-21% Growth Target, Shares Climb 14%

Fastly Inc. (NASDAQ:FSLY) saw its share prices climb by 13.69 percent on Wednesday to close at $29.65 apiece after outlining its growth targets over the next three years, thanks to rosy prospects from AI. In its recently concluded Investor Day, Fastly Inc. (NASDAQ:FSLY) said that it is targeting a compounded annual growth rate of 14 […]

3 US AI Chip Stocks in Focus After Trump Xi AI Talks
Simply Wall St.2d agoneutral
3 US AI Chip Stocks in Focus After Trump Xi AI Talks

AI infrastructure is suddenly geopolitical, not just technological, after a Trump–Xi meeting put the AI race and chip policy in the spotlight. That kind of headline risk and potential rulebook change can reshape which AI and semiconductor stocks thrive and which struggle, creating real FOMO for investors who ignore it. This article breaks down 3 US-listed AI infrastructure and semiconductor leaders that look especially exposed to this news shock. The three stocks highlighted below are only a...

Barrick (GOLD) Stock Could Be 24% Overvalued On Cash Flow Questions
Simply Wall St.2d agoneutral
Barrick (GOLD) Stock Could Be 24% Overvalued On Cash Flow Questions

Barrick Mining has delivered a powerful share price run over the past few years, yet the real question for investors is whether that move lines up with the cash the business can generate. With the stock now around US$42.49, the focus turns to what its cash flows can reasonably support. Over the past 3 years the share price has gained 210.2%, which puts a lot of weight on whether Barrick Mining’s cash generation can keep backing that kind of re-rating. The investment case now leans heavily on...

What Opendoor Technologies (OPEN)'s Unusual Q4 Margin Outlook Means For Shareholders
Simply Wall St.2d agoneutral
What Opendoor Technologies (OPEN)'s Unusual Q4 Margin Outlook Means For Shareholders

Earlier in 2026, Opendoor Technologies said it expected its fourth-quarter 2026 contribution margin to surpass the third quarter, breaking its usual seasonal pattern, supported by improved home acquisition economics and progress clearing older inventory. This shift suggests Opendoor sees room to grow transaction volumes while keeping a tighter focus on pricing discipline and healthier unit economics in its iBuying model. Next, we’ll examine how this expectation of higher fourth-quarter...

Is Tesla (TSLA) Quietly Shifting From Automaker To Physical AI Platform With FSD Subscriptions?
Simply Wall St.2d agoneutral
Is Tesla (TSLA) Quietly Shifting From Automaker To Physical AI Platform With FSD Subscriptions?

Tesla’s recent news cycle has centered on the expansion of its Full Self-Driving (FSD) subscription business, growing global regulatory clearances, and new product initiatives such as reopening reservations for the second-generation Roadster ahead of its planned October 1 reveal. At the same time, Tesla secured a BBB investment-grade rating from Fitch, deepened ties with AI and infrastructure partners like Nvidia, and won major commercial orders for its Semi trucks, while facing ongoing...

What Is Goldman Sachs Group (GS) Doing With A $400 Million Cybersecurity Bet?
Simply Wall St.2d agoneutral
What Is Goldman Sachs Group (GS) Doing With A $400 Million Cybersecurity Bet?

Goldman Sachs Group (NYSE:GS) has agreed to invest US$400 million in cybersecurity firm Cyera in a fresh funding round. The Cyera deal increases Goldman Sachs' exposure to cybersecurity focused assets beyond its traditional investment banking activities. Management is using the Cyera stake to expand the group's presence in technology driven security infrastructure. Goldman Sachs' US$400 million Cyera investment lands alongside wider shifts in its cybersecurity focus that our research tracks...

2 Active ETFs Built on Values-Based Screens
etf.com2d agoneutral
2 Active ETFs Built on Values-Based Screens

<p>Although values-based in strategy, Crossmark Global Investment's 2 large-cap ETFs focus on the fundamentals that appeal to investors of all types. Find out how these active ETFs tick, the prospects for value this year, and more on this episode of <em>Behind the Ticker</em>. </p>

Stitch Fix Q4 Earnings Call Highlights
MarketBeat2d agoneutral
Stitch Fix Q4 Earnings Call Highlights

Stitch Fix (NASDAQ:SFIX) reported fiscal 2026 revenue growth and improved profitability, while executives said a more challenging consumer environment, higher client acquisition costs and temporary first-quarter issues are expected to weigh on fiscal 2027 results. For fiscal 2026, revenue rose 6.4%