Notícias do Mercado de Ações
Últimas notícias financeiras · Atualizado Jun 24, 2026
Guggenheim Corta PT da EPAM Systems (EPAM) em Meio a Riscos para a Perspectiva de Receita do Q2
Guggenheim Cuts PT on EPAM Systems (EPAM) Amid Risks to Q2 Revenue Outlook
EPAM's 'quality vendor' status is being challenged due to potential margin compression in Q2, driven by a 'softer demand environment' …
Por que o Maior Vencedor do Boom de Infraestrutura de IA Não é Quem Wall Street Pensa
Why the Biggest Winner of the AI Infrastructure Boom Isn't Who Wall Street Thinks
While Dell's AI revenue growth and backlog are promising, the panelists have significant concerns about the sustainability of margins, potential …
Deutsche Bank Corta PT da Birkenstock Holding (BIRK) Como Parte da Prévia do Q2
Deutsche Bank Cuts PT on Birkenstock Holding (BIRK) As Part of Q2 Preview
The panel is divided on Birkenstock's outlook, with concerns about inventory levels, geopolitical risks, and currency volatility offsetting optimism about …
Lucros do Groupe Bruxelles Lambert no 1º Trimestre Caem 31% à Medida que o NAV Diminui
Groupe Bruxelles Lambert Q1 Profit Falls 31% As NAV Declines
GBL's Q1 results show a complex picture with cash earnings up 21% but NAV down 14%. The company is pivoting …
O Caminho da Meta para $1000 Depende de Uma Pergunta Massiva
Meta's Path to $1000 Depends on One Massive Question
The panel is divided on Meta's path to $1000 share price, with concerns about AI capex, regulatory risks, and competition, …
Aqui está o que esperar do relatório de empregos de abril de sexta-feira
Here's what to expect from Friday's release of the April jobs report
The panel consensus is that the labor market is stagnating despite superficial stability, with a K-shaped wage divergence causing real …
CEO da Anthropic, Dario Amodei, alerta que algumas empresas de software podem "quebrar completamente"
Anthropic CEO Dario Amodei warns some software companies will 'completely go bust'
The panel discusses the impact of AI on software complexity moats, with a consensus that while AI integration is rampant, …
Super Micro aposta na demanda por servidores de IA para fornecer previsão otimista, ações disparam
Super Micro bets on AI server demand to provide upbeat forecast, shares soar
Despite a strong Q4 revenue guidance, Super Micro's (SMCI) stock price increase is largely driven by relief rather than fundamentals. …
Lucro GAAP do Q1 2026 da AEP sobe 9% para $874m
AEP Q1 2026 GAAP earnings rise 9% to $874m
The panel has mixed views on AEP's prospects. While some see it as a prime AI power play with robust …
Citi muda pagamento de indicações para banqueiros e consultores de wealth
Citi changes referral pay for bankers and wealth advisers
Citi's shift to direct referral payouts aims to boost synergies and fee-based revenue, but faces execution risks and potential regulatory …
Destaques da Teleconferência de Resultados do 1º Trimestre da Peabody Energy
Peabody Energy Q1 Earnings Call Highlights
Despite strong seaborne thermal performance, Centurion's operational issues and unhedged diesel exposure pose significant risks. The panel is divided on …
Por que as ações da Nebius Group dispararam 33% em abril e por que continuam a subir
Why Nebius Group Stock Popped 33% in April and Why It Continues to Power Higher
Nebius' high valuation is based on distant milestones and speculative partnerships, with significant execution risks including geopolitical overhang, power grid …