Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive. On September 21, Rothschild Redburn initiated CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) at Sell, arguing that falling GPU-rental prices, hyperscalers’ own capacity and expensive financing could compress returns. Both stocks rose around […]
Nscale filed for a U.S. initial public offering on September 18 with one number that makes the AI-cloud boom look radioactive: the company lost $1.02 billion in the first six months of 2026 on just $140.6 million of revenue. Yet NVIDIA Corporation (NASDAQ:NVDA) is committing $1 billion to a $3.1 billion convertible financing, while Microsoft […]
Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 3% in the afternoon session after the launch of its Unit 42 Continuous Frontier AI Defense, an agentic offensive security service designed to perpetually find and fix enterprise exposures.
McDonald's stock was on track for its worst day in more than six years on Wednesday, taking the Dow Jones Industrial Average lower. It was down as much as 6.5% in what could be McDonald's largest single-day decline since March 2020. McDonald's was a roughly 76-point drag on the Dow.
(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.
Masayoshi Son is turning SoftBank’s public-market assets into fuel for his OpenAI bet. On September 21, SoftBank launched more than $11 billion of dollar and euro bonds as it prepared for another $10 billion OpenAI installment. The financing follows a broader credit line backed by Arm Holdings plc (NASDAQ:ARM), while SoftBank sold its entire roughly […]
Bullishness abounds about the company as it achieves a major milestone.
Royal Caribbean's (RCL) proposed acquisition of a 50% stake in Sandals Resorts is likely to be viewe
On September 23, McDonald’s Corporation (NYSE:MCD) warned that customer traffic in key markets could remain flat while inflation stays elevated, highlighting that its turnaround may take longer than investors expected. The warning came alongside the company’s new NEXT strategy, which includes approximately $8.5 billion of franchisee support through 2036, with about $5 billion expected by […]
Shares of fast-food chain McDonald’s (NYSE:MCD) fell 6.1% in the afternoon session after the company laid out its NEXT strategy in a press release and said it will provide about $8.5 billion in franchisee support through 2036, , triggering investor concern over heavy near-term cash commitments. McDonald’s said about $5 billion of that support comes through 2030, as rent relief and capital support, to speed restaurant modernization, technology, and operations. The company said the plan should pro
Intel Corporation (NASDAQ:INTC) has been one of the market’s biggest recoveries this year. The shares closed at $123.86 on September 22, near the top of a twelve-month range that started under $30. Three things drove the run. Chief executive Lip-Bu Tan has delivered a genuine turnaround. The manufacturing roadmap is finally shipping. And the market […]
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price. One answer is sitting inside Oracle Corporation (NYSE:ORCL): Oracle and Advanced Micro Devices, Inc. (NASDAQ:AMD) […]
CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Entertainment in the […] The post Entertainment in the AI Era: Music, Games and Film: 2nd LA CorpGov Forum appeared first on CorpGov.
Kevin Wyatt, executive vice president at Lincoln Property Company, with 555 Seminar Drive in Houston (Getty, Lincoln Property Company, Google Maps)Lincoln Property Company is stepping up to redevelop the Houston-area Greenspoint Mall at 555 Seminar Drive. Dallas-based Lincoln snapped up all the parcels that make up the 80-acre mall property and plans to redevelop the site into a 1.2 million-square-foot industrial development. The $150 million development will be dubbed CityNorth Industrial Park,
Google is moving from buying clean electricity to helping create more of it at existing nuclear plants. On September 21, Georgia Power and Google announced an agreement supporting uprates at the Vogtle and Hatch nuclear stations that could add roughly 96 megawatts, subject to regulatory approval. That links Alphabet Inc. (NASDAQ:GOOGL) directly with The Southern […]
Meta Platforms (META) has a problem: The narrative right now is built around AI…but AI isn’t actually generating any meaningful revenue for the company. Case in point: Muse, Meta’s new AI agent, just became the #1 free app on the Apple and Google app stores, sending shares soaring 11% on Monday.
AI drug discovery is about to get a public-market test with unusually recognizable backers. Iambic Therapeutics filed for a U.S. IPO on September 21 after raising money from NVIDIA Corporation (NASDAQ:NVDA) and Qatar Investment Authority, and the same day announced a multi-year research collaboration with AbbVie Inc. (NYSE:ABBV). Iambic will use its AI platform to […]
President Donald Trump has called artificial-intelligence safety fears a “hoax.” The president’s latest financial disclosure for July shows his portfolio bought stocks of cybersecurity companies, which address the growing need for protection as AI keeps developing. Both the White House and the Trump Organization said Trump’s stock and bond portfolio is independently managed by third-party financial institutions.
(Updates with Microsoft's response to a request for comment in the fifth paragraph.) Microsoft (M
Morgan Stanley has put a number on one of the AI boom’s most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank’s September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two […]
The yield you chase determines not just how much capital you need, but whether your income quietly erodes over time or quietly grows. The right answer is less obvious than most retirees assume.
Intel Corporation (NASDAQ:INTC) can supply only about half of the processor demand its customers are asking for. Chief executive Lip-Bu Tan said so at Splunk’s .conf26 conference in Denver this month. Other chief executives have called him asking for more chips, he said, and he has had to apologize. Not all of the shortage is […]
Surf Air Mobility stock soars on a major commercial deal with SkyDance Air. But SRFM shares remain unattractive to own in 2026.
President Donald Trump’s latest ethics filing shows 1,156 trades in July.
Microsoft will spend $10 billion through 2030 in four Persian Gulf countries. The software giant will build out infrastructure and strengthen cyber security. Microsoft President Brad Smith spoke with Bloomberg's Ed Ludlow to discuss. He also spoke about AI saying that AI safety won't advance if we rely on two companies as well the need for independent evaluators.
Investment grade widens financing access while physical AI consumes substantial liquidity before generating dependable cash.
IonQ stock rallies on landmark deal with Nvidia. But does that make IONQ shares worth buying today? Let’s find out!
Disney’s streaming services are getting more expensive, again.
Shares of online travel agency Expedia (NASDAQ:EXPE) fell 7.2% in the afternoon session after Barron’s Anita Hamilton wrote that Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling because Muse can book flights and places to stay. Expedia was down 5.5%, to $265.60, by midday Tuesday, she reported. Bloomberg Intelligence analysts Mandeep Singh and William Tong wrote that if agents take 5% to 10% of travel, ride-hailing, and delivery business, the combined revenue loss could exceed $5
Heavy infrastructure issuance is raising financing friction before cloud investments deliver their full returns.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.