Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Semiconductors are the core infrastructure powering the Information Age. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 38.4% compared to 10.8% for the S&P 500.
Banks use their capital and expertise to help businesses grow while offering consumers essential financial products like mortgages and credit cards. But concerns about loan losses and tightening regulations have tempered enthusiasm, limiting the banking industry’s gains to 6.1% over the past six months. This return lagged the S&P 500’s 10.8% climb.
These two consumer staples have outperformed the market in 2026 and still offer high yields.
Soaring long-duration Treasury bond yields can't be swept under the rug any longer.
The Morning Bull - US Market Morning Update Wednesday, Aug, 26 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.6%. The move comes even as the Chicago Fed National Activity Index slips to -0.08 in July, which signals slightly weaker overall US economic activity and hints that growth is cooling. At the same time, the US 10-year Treasury yield sits near 4.7% as investors weigh a government debt buyback...
For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.
Ahead of its fiscal second-quarter report, Shay Boloor, Chief Market Strategist at Futurum Equities, highlighted that Nvidia Corp. (NASDAQ:NVDA), trading at a “valuation discount,” is “fundamentally illogical.” Citing a bullish research note from Raymond James, Boloor emphasized that Nvidia is trading at a notable discount relative to the broader S&P 500 despite robust earnings momentum, even as the chipmaker expands beyond graphics processors, with Raymond James projecting Nvidia could become t
Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.
Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.
Nvidia stock keeps getting more attractive.
Nvidia is slated to report its Q2 results after hours on Wednesday; it is seen as a bellwether for the broader market as the largest-weighted stock in the S&P 500 index.
Asian stocks edged higher Wednesday as oil prices extended a decline on receding concerns about another military flare-up between the United States and Iran, while traders were also nervously awaiting Nvidia's earnings and key US inflation data.However, analysts said the simmering US-Canada trade row was causing some uncertainty, while the big event on the agenda this week is Nvidia's second-quarter earnings on Wednesday.
Nvidia and Micron drive a third of S&P earnings growth as Bitcoin breaks $80,000 on bond market stress alerting traders to a bubble.
Jim Paulsen warns the stock market has exhausted its capacity to rally as valuations and complacency hit record levels.
Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.
Stocks ended broadly higher on Tuesday, though most of that was thanks to semiconductor stocks. The Dow Jones Industrial Average and the S&P 500 both gained 0.3% while the Nasdaq Composite rose 0.7%. The moves came a day before Nvidia’s earnings report (more on that below).
Nvidia's stock has a dubious post-earnings track record, fueled by investors' lofty expectations.
Wall Street giant raises price targets on Coinbase and Robinhood stocks.
Samsara Inc. (IOT) closed the most recent trading day at $39.14, moving 2.95% from the previous trading session.
The largest holding in his portfolio also helps fund the Gates Foundation.
SCHD is the default income benchmark, but three international dividend ETFs are quietly outpacing it on yield and, in some cases, total return too. The fund structures are radically different, and only one of the three actually belongs in most portfolios.
In the latest trading session, SLB (SLB) closed at $53.29, marking a -1.31% move from the previous day.
Cleveland-Cliffs (CLF) closed the most recent trading day at $11.52, moving +1.95% from the previous trading session.
In the latest trading session, KB Home (KBH) closed at $57.11, marking a +2.64% move from the previous day.
The latest trading day saw American Eagle Outfitters (AEO) settling at $16.69, representing a -1.07% change from its previous close.
In the closing of the recent trading day, PepsiCo (PEP) stood at $142.27, denoting a -1.66% move from the preceding trading day.
In the most recent trading session, Palo Alto Networks (PANW) closed at $339.9, indicating a -3.13% shift from the previous trading day.