Notícias

Charlie Munger's only trusted outside manager just made a striking move in financial services, abandoning a position in one of America's biggest banks to load up on the companies that sit above the entire credit system and collect fees no matter who wins or loses.

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.

CPAY's Q2 earnings and revenues beat estimates as Corporate Payments surge, margins expand and the 2026 profit guidance increases.

Its correlation to the index leaves real room for its own story, and its up-day and down-day readings show what that story costs in swings.

Investors are scrutinizing the AI trade amid concerns that companies may be throwing money into a bottomless pit.

The market is pricing in an unusually high cash-generation yield for one of the world's largest drugmakers, forcing investors to decide if the price reflects a temporary problem or a permanent decline.

(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus

S&P Global (SPGI) has added With Intelligence data and insights into its S&P Capital IQ Pro platform, giving users broader private markets coverage across investors, fund managers and funds, supported by AI powered workflows. See our latest analysis for S&P Global. These product launches and recent earnings arrive while S&P Global’s share price sits at US$412.53, with the 1-month share price return down 6.22% and the year to date share price return down 19.53%. However, the 3-year total...

(Updates with latest market prices and developments.) US benchmark equity indexes were mixed intr

The telecom giant showered shareholders with cash while the stock itself went nowhere, forcing a hard question about what all that money actually bought.

Chipotle Mexican Grill stock is valued above the market on earnings while running a thinner margin, and the growth paying for that gap now comes mostly from opening restaurants.

Its five-year correlation to the index says overlap, and its past-year capture readings say that overlap arrives magnified in both directions.

Indices – and the funds that track them – are typically constructed in one of two ways. What difference does it make which one you choose?

Intel's moderate correlation to the market is partial independence, but the stock travels at more than three times the index's volatility.

The benchmark US stock measures were trending higher in Wednesday's premarket activity amid growing

BENGALURU, Aug 5 (Reuters) - Growth in India's dominant services sector slumped to its weakest pace in over four years in July as demand was weighed down by fierce competition and fading client

Its orders come from police budgets and counter-drone contracts rather than the economic cycle, yet the stock still falls harder than the market on down days.

(Update with economist's comment in the third and sixth paragraphs.) Canada's manufacturing secto

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.

US equity futures were tracking in the green on Tuesday as traders await the latest batch of corpora

This energy giant looks cheap after a pullback, but the market's discount may be a deliberate verdict on a business facing serious questions.

The pharmaceutical giant sent shareholders a fortune in cash, yet the stock itself fell far behind the market. Here is the honest accounting of what owners actually got.

(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus

The five-day run is not the story; the story is how little of Coke's long-run return has actually come from the market you already own.

The US manufacturing sector continued to grow in July, with Institute for Supply Management data ind

A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.

The consensus bottom-line forecasts most investors were comparing its results to didn't appear to factor in changes stemming from a recent spinoff, or any one-time costs related to it.

The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.

S&P Global (NYSE:SPGI) has rolled out integrated private markets intelligence on Capital IQ Pro with data from With Intelligence. The company has also introduced Adaptive Retrieval and Deterministic Retrieval tools on the S&P Global AI Data Portal. These updates are designed to support clients across private equity, private credit, hedge funds and wealth segments. S&P Global is known for benchmark indices, credit ratings and data services, and Capital IQ Pro sits at the center of its...

The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk.