Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,467 signal articles · 148 in last 24h · 154,238 total before filter · latest 1h ago
148last 24h
866last 7d
144● bullish (7d)
96● bearish (7d)
214publishers
AllMacro206Earnings107M&A125Regulatory21Product21Analyst18
✕ clear all filtersticker: AMZNSentiment:bullishneutralbearishshow all (incl. clickbait)
Morning Bid: Retail risk
Reuters38d agoneutral
Morning Bid: Retail risk

By Mike Dolan Aug 17 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets A relatively quiet week ahead kicks off today in the shadow of the

Peter Thiel invests $118 million in surging big tech stock
TheStreet39d agoneutral
Peter Thiel invests $118 million in surging big tech stock

Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That’s why Thiel Macro’s Q2 filing is particularly shocking, returning with ...

Investing.com40d agoneutral
How could open-weight models impact GenAI ROIC?

Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.

‘Big Short’ investor warns AI boom has quiet weak spot
TheStreet41d agoneutral
‘Big Short’ investor warns AI boom has quiet weak spot

The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...

Tiger Global Management cuts stakes in Big Tech, buys into SpaceX
Reuters41d agoneutral
Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced ‌Micro Devices and SpaceX during the second quarter, according to ‌regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • ‌It trimmed its Microsoft ⁠stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.

Reuters41d agoneutral
Joshua Kushner's Thrive Capital discloses $215 million Amazon stake

Joshua Kushner's Thrive Capital held Amazon shares worth about $215 million as of ‌the end of June, a regulatory filing showed ‌on Friday, adding to the venture capital firm's list of ​tech and AI investments. Known for its early investments in companies that have gone on to dominate their sectors, including OpenAI, SpaceX and Stripe, the venture capital firm has ‌been looking for ⁠opportunities in large technology companies to expand its public-market holdings. • Thrive held 904,038 Amazon ⁠shares valued at $215.5 million as of June 30, the filing showed.

Fed Rate Hike Odds Fall As Amazon Prime Day Effect Hits Retail Sales
Investor's Business Daily41d agobearish
Fed Rate Hike Odds Fall As Amazon Prime Day Effect Hits Retail Sales

The Federal Reserve now looks somewhat unlikely to raise interest rates at either of the next two meetings after a weak July retail sales report further assuaged concerns that the economy may be overheating. Last Friday's weak jobs report and the even weaker retail sales report "are bad news for workers and consumers, but potentially good news for the stock market, because it reduces the urgency at the Fed to raise rates to fight too-high inflation," wrote Chris Zaccarelli, chief investment officer at Northlight Asset Management.