Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A looming share unlock, a top executive's $52 million stock sale, and stretched valuations are colliding at once for SpaceX, and the next few sessions will test whether buyers hold the line or step aside.
A witch’s brew of rising debt levels, higher costs of capital and contagion risks is bubbling.
Tech stocks fell late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (X
Analyst calls don’t often come with an admission that a thesis has run its course, but that’s exactly what Rothschild & Co Redburn did on Southwest Airlines Co. (NYSE:LUV) on September 18. The firm raised Southwest to Neutral from Sell and lifted its price target to $40 from $35, ending a bearish position that had […]
A 16% slide in a month puts DoorDash stock in awkward territory, and the culprit is something far newer and more unsettling than a weak consumer or a rate scare. The case for buying the dip and the case for cutting losses both hinge on a single question about where DoorDash's real value actually lives.
Domino's Pizza has shed more ground this year than any peer or benchmark in its category, yet one close competitor moved in the opposite direction entirely, which makes the sell-or-hold question harder than the chart alone suggests.
Mortgage applications in the US fell last week as a key 30-year rate crossed 7% to reach the highest
A number of stocks fell in the afternoon session after the adoption of Meta Platforms' new AI agent, Muse, continued to raise Wall Street fears about the disintermediation of direct user gateways.
Former hedge fund manager Martin Shkreli says he is short Micron Technology Inc. (NASDAQ:MU), just two months after declaring, "I like Micron right now," as the AI-driven memory shortage sent prices and profits soaring. Micron has surged roughly 280% this...
Aurora on Wednesday said that it aims to operate more than 30,000 driverless trucks by 2030.
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 […]
McDonald's stock was on track for its worst day in more than six years on Wednesday, taking the Dow Jones Industrial Average lower. It was down as much as 6.5% in what could be McDonald's largest single-day decline since March 2020. McDonald's was a roughly 76-point drag on the Dow.
(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.
Morgan Stanley has put a number on one of the AI boom’s most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank’s September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two […]
The yield you chase determines not just how much capital you need, but whether your income quietly erodes over time or quietly grows. The right answer is less obvious than most retirees assume.
Heavy infrastructure issuance is raising financing friction before cloud investments deliver their full returns.
More cores can expand royalties, but architecture share and chip mix control the financial result.
Persistent agents add orchestration work, but Meta disclosed neither Intel hardware nor a purchase commitment.
Wolfe Research just raised its SK Hynix target by 25% and reiterated its bullish outlook, yet the stock is sinking anyway alongside the broader memory sector, raising an uncomfortable question about whether analyst optimism has lost its power to move these shares.
An image posted on X showing Meta Pay as a payment option in Muse alongside Shop Pay drove the selloff, but Rosenblatt said it does not appear to threaten Shopify’s payments business.
Harris unloaded 16,500 shares under a pre-established trading plan.
CXMT's denser mobile DRAM increases competition without establishing comparable yields, HBM capability or international customer acceptance.
Meta's new AI agent can book a flight or hotel room without ever visiting Expedia, Airbnb, or Booking Holdings, and Wall Street is now asking whether the aggregator business model has a future at all.
Consumer lending stocks are pulling back in Wednesday morning trading while the broader financials complex barely moves. Shares of Upstart Holdings (NASDAQ:UPST), Affirm Holdings (NASDAQ:AFRM) and SoFi Technologies (NASDAQ:SOFI) are all sliding, and the sector index sits practically unchanged. That gap between the three lenders and the broader sector is the story. The Financial Select […]
Moderna and Twilio climbed to multi-year highs on Wednesday, fueled by optimism around Moderna’s broader mRNA pipeline and Twilio’s emerging opportunity from the rapid adoption of AI agents.
Tech stocks fell Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK)
Nine announced device brands broaden Qualcomm's reach, but shipment volumes and chip economics remain undisclosed.
Rosenblatt's target still implies nearly 30% upside after an extraordinary memory-stock revaluation.
As the summer chop fades and historical tailwinds align, patient investors who weathered the consolidation phase are well-positioned to capitaliz
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