Notícias · Recifes

Is Wall Street misreading the Fed? The hidden upside catalyst for tech and real-estate sto

Inflation isn’t as high as you think — and Fed Chair Kevin Warsh looks less hawkish than advertised. O recorte ajuda a contextualizar a pauta dentro de Carreira.

Admin Recifes 15/07/2026 2

Value stocks beat growth when inflation is high. Here are 13 stocks top newsletters are be

Many portfolio experts are wrong about what drives value outperformance. This single metric explains why. O recorte ajuda a contextualizar a pauta dentro de Carreira.

Admin Recifes 15/07/2026 1

Trump’s weekend Iran strikes keep sparking Monday stock rallies. Here’s what the data show

Call it the ‘Axios put’: On average, stocks have been up more on Mondays in the second quarter than in recent years O recorte ajuda a contextualizar a pauta dentro de Carreira.

Admin Recifes 15/07/2026 1

Quant funds just suffered their most crippling trading rout this year as momentum stocks f

Although the last week has been painful for quant funds, asset allocators remind investors that it’s important to look at returns over a wider timeframe. So far in 2026, the sector is still significantly ahead of the S&P 500 and U.S. Treasurys

Admin Recifes 15/07/2026 1

The big surprise for the year’s second half could be the AI trade powering higher. Why it

HSBC strategists say persistent scrutiny of the artificial-intelligence trade could be met with surprise this year, if valuations of those stocks start to climb again.

Admin Recifes 15/07/2026 1

Sandisk’s stock could follow record-breaking quarter with another big jump, analysts say

As investors get more discerning in separating potential artificial-intelligence winners from losers, memory stocks have become a standout trade.

Admin Recifes 15/07/2026 1

20 stocks in the S&P 500 that plunged the most in 2026’s first half

These companies were hit hard as investors worried about eventual losses of market share to AI tools. O recorte ajuda a contextualizar a pauta dentro de Carreira.

Admin Recifes 15/07/2026 1

Small-cap stocks just had their best start to a year since 1991. The rest of 2026 could lo

Small-cap stocks are coming off a historic run. On Tuesday, they clinched their best performance during the first six months of a year since 1991.

Admin Recifes 15/07/2026 1

The 20 best-performing stocks in the S&P 500 for the first half of 2026

The list is dominated by semiconductor and computer-hardware manufacturers. O recorte ajuda a contextualizar a pauta dentro de Carreira.

Admin Recifes 15/07/2026 1

Investors piled into ETFs at a record pace in the first half of 2026. Here’s where their m

Investors have poured money into exchange-traded funds at a rapid pace in the first half of 2026, demonstrating an unrelenting appetite for stocks associated with the AI theme.

Admin Recifes 15/07/2026 1

Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks

Micron led the way, contributing 26% of the Nasdaq-100’s first-half returns and 17% of the S&P 500’s gains, according to Jefferies.

Admin Recifes 15/07/2026 1

ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme

A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

Admin Recifes 15/07/2026 1

Acompanhe as Notícias da Recifes