Notizie sul Mercato Azionario

Ultime notizie finanziarie · Aggiornato Mag 26, 2026

CRWV
▼ bear…

Wall Street sta tornando a riscaldarsi per le azioni di CoreWeave. La domanda a lungo termine sta aiutando.

Wall Street Is Warming Back Up to CoreWeave Stock. Long-Term Demand Is Helping.

The panel consensus is bearish on CoreWeave (CRWV), citing high customer concentration, potential margin compression due to pricing power asymmetry, …

Yahoo Finance · Mag 26, 2026
OKLO ORCL
▼ bear…

Le azioni di Bloom Energy potrebbero continuare a salire. Ecco perché.

Bloom Energy Stock Could Continue Rising. Here’s Why.

The panel is largely bearish on Bloom Energy (BE), citing concerns about operating losses, capital intensity, execution risks, and unproven …

Yahoo Finance · Mag 26, 2026
S U
▬ mixed

Walmart Incassa un colpo di 175 milioni di dollari per i costi del carburante per proteggere gli acquirenti — Ora avverte dell'inflazione in arrivo

Walmart Eats $175 Million Fuel Cost Hit To Protect Shoppers—Now It's Warning Of Inflation Ahead

Walmart's decision to absorb $175M in fuel costs to maintain market share and grow e-commerce is a double-edged sword. While …

Yahoo Finance · Mag 26, 2026
P S
▼ bear…

Il mercato toro di Trump ai massimi storici, la fiducia ai minimi degli anni '70: qualcosa dovrà cedere

Trump’s Bull Market at Record Highs, Confidence at 1970s Lows: Something Has To Give

The panel agrees that the divergence between consumer sentiment and equity performance is a significant concern, with most participants expecting …

Yahoo Finance · Mag 26, 2026
FTS IP
▬ mixed

La Russia espande i requisiti del registro di mining di criptovalute per includere gli indirizzi IP

Russia Expands Crypto Mining Registry Requirements to Include IP Addresses

Russia's new IP-address mandate for the Federal Tax Service mining registry is a regulatory tightening that primarily raises compliance costs …

Yahoo Finance · Mag 26, 2026
GLP LLY NVO
▬ mixed

Eli Lilly Riceve un'Enorme Votazione di Fiducia da Morgan Stanley -- ed È Tutta una Questione di Mounjaro

Eli Lilly Just Got a Huge Vote of Confidence From Morgan Stanley -- and It's All About Mounjaro

Panelists discuss Eli Lilly's (LLY) Mounjaro growth, with India sales resilience but limited revenue impact. Valuation at 38x forward P/E …

Nasdaq · Mag 26, 2026
F
▬ mixed

"Dovrebbe Essere Studiato": RFK Jr. Afferma che la "Sindrome da Derangement Trump" è "Una Cosa Reale"

"It Should Be Studied": RFK Jr Says 'Trump Derangement Syndrome Is 'A Real Thing'

The panel discusses the potential market impact of RFK Jr.'s comments and Iran talks, with a focus on energy and …

ZeroHedge · Mag 26, 2026
COLA
▼ bear…

Benefici Social Security Potrebbero Superare un Milestone Significativo nel 2027 Grazie all'Adattamento al Costo della Vita (COLA)

Spousal Social Security Benefits Could Pass a Significant Milestone in 2027 Thanks to the Cost-of-Living Adjustment (COLA)

Despite the projected $1,000 milestone in spousal benefits, the panel consensus is bearish due to the risk of tax clawbacks …

Nasdaq · Mag 26, 2026
KARO
▬ mixed

Karooooo: Un forte contendente nella gestione delle flotte con spazio per crescere

Karooooo: A Strong Contender in Fleet Management with Room to Grow

Karooooo's growth story in fleet management SaaS is promising, but its high margins and switching costs may not be sustainable …

Nasdaq · Mag 26, 2026
AMD ARM
▬ mixed

La transazione "Next Nvidia"? Perché gli investitori stanno improvvisamente osservando Advanced Micro Devices, Arm Holdings e Marvell Technology

The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology

The panel consensus is that while AMD, ARM, and Marvell may gain share in inference workloads, the dominance of Nvidia's …

Nasdaq · Mag 26, 2026
PLTR
▬ mixed

È finita la discussione sulla valutazione di Palantir? Perché alcuni analisti vedono un potenziale di crescita dell'86% nell'era dell'AI agentica.

Is the Palantir Valuation Debate Over? Why Some Analysts See 86% Upside in the Agentic AI Era.

Palantir's high valuation (67x sales, 155x earnings) relies on aggressive growth and successful pivot to Agentic AI, but faces risks …

Nasdaq · Mag 26, 2026
P S
▬ mixed

Dopo il Sell-Off, Ecco le 3 Migliori Azioni S&P 500 da Comprare Ora

After the Sell-Off, Here Are the 3 Best S&P 500 Stocks to Buy Now

The panelists generally agree that HD, NKE, and CCL are not post-selloff bargains due to macro risks and valuation concerns, …

Nasdaq · Mag 26, 2026