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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.

30,468 signal articles · 142 in last 24h · 154,261 total before filter · latest 56m ago
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Bloomberg88d agoneutral
Wall Street Is Abandoning Bets on a Stronger Euro

(Bloomberg) -- Wall Street banks are capitulating on bets for a stronger euro, as markets see the US outpacing Europe on interest-rate hikes for the rest of this year.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeTh

Morgan Stanley resets Micron stock price target on strong AI demand
TheStreet90d agoneutral
Morgan Stanley resets Micron stock price target on strong AI demand

Wall Street is getting more bullish on Micron Technology, and for good reason. The memory chip giant just wrapped up a quarter that left analysts scrambling to revise their outlooks upward. Morgan Stanley lifted its price target on Micron (MU) stock to $1,200 from $1,050, keeping its ...

Morgan Stanley sees serious reset in U.S. housing market
TheStreet90d agoneutral
Morgan Stanley sees serious reset in U.S. housing market

Borrowing costs briefly dipped below 6% in February, raising hopes of a housing recovery, National Association of Home Builders noted. Rates then rebounded toward 6.5%, where they have remained, and the brief affordability improvement faded before most buyers could act. Many analysts viewed ...

Investing.com90d agobearish
Morgan Stanley flags Fed hike risk if unemployment drops below 4%

Investing.com -- Morgan Stanley has retained its forecast for the Federal Reserve to hold interest rates through year-end, but warned that a drop in unemployment below 4% or persistently elevated inflation could force a rethink in favor of rate hikes.

Bloomberg91d agobearish
SoftBank’s Shares Tumble After Report of OpenAI’s IPO Delay

(Bloomberg) -- SoftBank Group Corp.’s stock fell by 12% on concerns that OpenAI may hold off on an initial public offering until next year and delay returns for its Japanese backer.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapShip Struck in Hormuz as Oil Supertankers Turn Back AgainGrand Ole Opry House Up For Sale by Owner Ryman Hospital

Bloomberg91d agobullish
China’s Hardware Tech Stocks Look to Earnings to Sustain Rally

(Bloomberg) -- Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityShip Struck in Hormuz as Oil Supertankers Turn Back AgainA surge in AI infrastructure spending by hyperscal

Banks Get the Go-Ahead to Hike Dividends. Where the Best Yields Are.
Barrons.com91d agoneutral
Banks Get the Go-Ahead to Hike Dividends. Where the Best Yields Are.

Banks have been going on a dividend spree after sailing through the Federal Reserve’s latest stress test. Major banks rushed to announce increased dividends and buyback programs after acing the Fed’s latest test of their financial health. JPMorgan Chase Morgan Stanley Citigroup and Goldman Sachs all announced divided increases, while JPMorgan Chase and Morgan Stanley also detailed new buyback initiatives.

Investing.com91d agobullish
Morgan Stanley upgrades Qualcomm after $5B data center forecast

Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."

Morgan Stanley pulls no punches after tech stock sell-off
TheStreet92d agobearish
Morgan Stanley pulls no punches after tech stock sell-off

The tech sell-off was nerve-wracking for investors, but Morgan Stanley’s Andrew Slimmon feels the market might be getting exactly what it needed. In a recent CNBC interview, Slimmon made the case that AI winners weren’t collapsing due to fundamentals being broken. They fell because the trade became ...

Bloomberg92d agoneutral
Big Banks Pass Fed Stress Test, Paving Way for Payouts

(Bloomberg) -- All of the biggest US banks cleared the Federal Reserve’s annual stress test, setting the stage for lenders to boost buybacks and dividends. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesChipmakers Fall Anew in Run-Up to Micron’s Results: Markets WrapThe Debasement Trade Is Unraveling and Kevin Warsh Is One Big Rea

Bloomberg93d agoneutral
Musk’s SpaceX Adds Billions in Debt While Cutting Interest Costs

(Bloomberg) -- Elon Musk is no stranger to financial alchemy. His latest feat: adding billions of dollars of debt onto his cash-burning business empire while simultaneously cutting its annual interest burden.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles Investors‘FOMO Really Go

Bloomberg94d agoneutral
Sony Plans First Dollar-Bond Sale in Nearly Three Decades

(Bloomberg) -- Sony Group Corp. was still marketing the original PlayStation when it last tapped the US investment-grade bond market. Almost three decades later, it’s readying a comeback. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Invests $900 Million in Cred

Bloomberg95d agobullish
Soaring Profits in Emerging Markets Build Case for a Raging Bull Market

(Bloomberg) -- For the first time in four years, companies in emerging markets are beating profit estimates, giving investors a fresh reason to believe the bull market is just getting started.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USDOJ Rejects Judge Request to Certify $1.8 Billion Fund NixedTrump’s Fears About Economy Undercut US Leve

Bloomberg95d agoneutral
Aluminum’s War Shock Blunted by Dark Transits and Chinese Supply

(Bloomberg) -- The Iran war caused one of the biggest supply shocks to ever hit the aluminum market, but the runaway price surge that many were bracing for has been blunted by the ingenuity of producers from the Middle East to China. Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USDOJ Rejects Judge Request to Certify $1.8 Billion Fund NixedTr

Morgan Stanley quietly buys Bitcoin amid selloff
TheStreet97d agoneutral
Morgan Stanley quietly buys Bitcoin amid selloff

We have seen a Bitcoin (BTC) sell-off this whole June, and the price is way below $70,000 for the past few days. In the third week of June, we saw momentary spikes of above $67,200 around June 15, but that was about it. As of press time, it's trading around $63,130. But the sell-off ...

Morgan Stanley spots a defining moment for defense stocks
TheStreet98d agoneutral
Morgan Stanley spots a defining moment for defense stocks

I spent some time digging through Morgan Stanley's recap of its first-ever National Security Innovation Summit in a note shared with me at TheStreet. What struck me wasn't any single data point but the sense that an entire industry is quietly being rebuilt from the ground up. And most retail ...

Bloomberg98d agoneutral
SpaceX Bankers Prepare for Bond Sale of at Least $20 Billion

(Bloomberg) -- Bankers for Elon Musk’s SpaceX are preparing to hold calls with investors as soon as next week to discuss a potential bond offering on the heels of the company’s record IPO, according to people with knowledge of the matter.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USA

Bloomberg99d agoneutral
Fed’s Warsh Signals Revamp, But Offers Little Substance on Rates

(Bloomberg) -- Kevin Warsh began his tenure as chairman of the Federal Reserve with a solemn vow to curb inflation and a clear sign that he plans to swiftly revamp how the US central bank does its job.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealApple Plans Camera AirPods Alongside Upgraded F

Morgan Stanley enters U.K. rental market with $1.4B acquisition
TheStreet99d agoneutral
Morgan Stanley enters U.K. rental market with $1.4B acquisition

Morgan Stanley’s real estate investing arm is now a landlord to 3,200 London households. The deal closes an 18-month sale process that began when one of England’s largest housing associations decided market-rate rentals no longer fit its mission. What looks like a routine property transaction ...

Big Bank Stocks Hit Records Ahead of Fed Meeting
Barrons.com99d agoneutral
Big Bank Stocks Hit Records Ahead of Fed Meeting

Shares of large U.S. banks outperformed the market on Wednesday, with some hitting records, as investors awaited the first Federal Open Market Committee meeting of Kevin Warsh’s Fed chairmanship. Investment banks Goldman Sachs and Morgan Stanley also rallied and hit records, according to FactSet and Dow Jones Market Data. Traders widely expect the Fed will keep the benchmark federal-funds rate target unchanged at a range of 3.50% to 3.75%.