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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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Is Booking's Slowdown A Pause Or Its New Pace?
Trefis1h agoneutral
Is Booking's Slowdown A Pause Or Its New Pace?

Booking (BKNG) turns 35% of its sales into operating profit, against 18.6% for the S&P 500. Yet its stock lost 29% in the year to September 23, 2026, while the index returned 13%. Booking expects third-quarter 2026 revenue to grow just 4% to 6%. The question you face is whether that slower growth is a pause or Booking's new pace. Start with what the current price already asks you to pay.

What Could Send Autodesk Stock Higher?
Trefis1h agoneutral
What Could Send Autodesk Stock Higher?

Autodesk (ADSK) has one fast-growing business in an industry that still uses little technology. That matters because the stock has fallen. Autodesk shares lost 33% over the past year as of September 23, 2026, while the S&P 500 returned 13%. A business like that could change how investors value the whole company. So which business is it, and is there proof it is working.

Your McDonald's Stock Thesis Has One Loose End
Trefis3h agoneutral
Your McDonald's Stock Thesis Has One Loose End

McDonald's (MCD) has a pricing problem in the United States, its second-largest business. Its value menu of 10 items for under $3 each has not delivered what management expected. The shares lost 19.3% over the past year (as of September 23, 2026), while the S&P 500 returned 13%. The fix is not settled, because it depends on franchisees charging the prices McDonald's recommends.

Does The Move In Airbnb Stock Change Anything?
Trefis3h agoneutral
Does The Move In Airbnb Stock Change Anything?

Airbnb (ABNB) shares fell 21% in the month to September 23, while the S&P 500 rose 0.8%. A $10,000 holding at the start of that month was worth about $7,860 at the end. Airbnb's own news over those weeks does not explain it, so the fall needs a different explanation.

Fox (FOXA) Rebounds On Roku Deal Hopes, Is The Stock Still A Bargain?
Simply Wall St.3h agoneutral
Fox (FOXA) Rebounds On Roku Deal Hopes, Is The Stock Still A Bargain?

Fox (FOXA) has drawn fresh attention after a sharp rebound, with the stock up 24.1% over the past 3 months and outpacing the S&P 500. Short term momentum has cooled, with Fox’s share price down 7.6% over the past month after a 30.9% gain across three months. Longer term total shareholder returns of 7.3% over one year and 114.1% over three years point to a stock where sentiment has shifted over time as investors reassess both growth potential and risk in light of Tubi’s expansion and ongoing...

3 Stocks Tied To Apple And Nvidia Supply Chain Demand
Simply Wall St.4h agoneutral
3 Stocks Tied To Apple And Nvidia Supply Chain Demand

Market leadership has rarely felt this concentrated, with Apple and Nvidia together now carrying more than 15% of the S&P 500 and pulling a tight circle of suppliers into the spotlight. That kind of focus can magnify both upside and risk, which is exactly why investors are watching every product launch and guidance update so closely. This article walks through three stocks closely exposed to that story, and why each one could matter for your portfolio. The stocks below are just a starting...

Is IBM Stock's Upside Built On Growth It Is Not Guiding To?
Trefis5h agoneutral
Is IBM Stock's Upside Built On Growth It Is Not Guiding To?

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

9-24-2026: Trump-Xi Summit, Surging Yields + AI Disruption Trade Fears
NYSE5h agoneutralVIDEO
9-24-2026: Trump-Xi Summit, Surging Yields + AI Disruption Trade Fears

Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

Can This Number Push ISRG Stock Higher?
Trefis6h agoneutral
Can This Number Push ISRG Stock Higher?

Intuitive Surgical (ISRG) shares fell 10.4% in the past year, while the S&P 500 returned 16.5%. Much of the market has focused on moderating U.S. procedure growth. The more telling number is 144 trade-ins in fiscal Q2 2026, up from 83 a year earlier. Most came from customers moving to the new da Vinci 5 robot. Those trade-ins matter most if upgrades continue and each surgery also earns more. Is that number a blip, or are customers still trading up.

What Is Salesforce No Longer Telling You?
Trefis6h agoneutral
What Is Salesforce No Longer Telling You?

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

S&P 500 Turns Green on Reports of 'Phased' Hormuz Reopening
Barrons.com8h agoneutral
S&P 500 Turns Green on Reports of 'Phased' Hormuz Reopening

Stock market moves reversed directions midday on Thursday after reports signaled potential progress in talks between the U.S. and Iran. The S&P 500 was up 0.1%, while the Nasdaq wobbled near the flatline. Oil futures pulled back though both West Texas Intermediate and Brent futures were still higher on the day.