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

30,633 signal articles · 26 in last 24h · 155,734 total before filter · latest 1h ago
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Investing.com79d agobearish
Meta falls as massive AI infrastructure spending plans overshadow chip progress

Investing.com -- Meta Platforms (NASDAQ:META) shares declined 2.6% Thursday morning as the company’s ambitious plans to double its computing capacity reminded investors of the astronomical capital expenditures required to win the artificial intelligence race. While the social media giant announced it will begin manufacturing its first in-house AI chip this September—a move intended to eventually lower computing costs—the sheer scale of the company’s near-term spending plans triggered immediate a

Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?
24/7 Wall St.79d agobearish
Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?

Artificial intelligence spending has entered a new phase. The industry’s biggest technology companies are no longer debating whether to build more infrastructure — they’re competing to build it faster than everyone else. Meta Platforms (NASDAQ:META) is among the most aggressive, with capital expenditures expected to reach between $125 billion and $145 billion this year, according ... Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?

Exclusive-Meta to put AI chip into production in September as it looks to double computing capacity, memo shows
Reuters79d agoneutral
Exclusive-Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

Meta Platforms plans to start manufacturing an artificial intelligence chip from September as part of its plan to boost overall ‌computing power to 14 gigawatts next year, showed an internal memo reviewed by Reuters. The tech firm's data center ‌chip, code-named "Iris", is part of a four-generation project for Meta Training and Inference Accelerators (MTIA) that it will design in-house. Meta tailored the chip for its own needs and is working with Broadcom ‌to help design it and Taiwan Semiconductor ⁠Manufacturing Co to manufacture it.

StockStory79d agoneutral
2 Value Stocks to Own for Decades and 1 We Ignore

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason — five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.

Associated Press80d agoneutral
Meta plans billions for first AI data center in Canada, largest outside the US

Facebook and Instagram parent Meta said Wednesday it will invest more than US$9.1 billion to build its first artificial intelligence data center in Canada and its largest outside the United States. The facility will be built in Sturgeon County, Alberta, and powered by a natural gas-fired plant being developed by a consortium that includes Calgary-based Pembina Pipeline Ltd. Technology and Innovation Minister Nate Glubish called the project “a big deal for Alberta,” saying the province had created a regulatory framework to attract data center investment.

Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors
Barrons.com80d agoneutral
Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

Meta to build $9 billion data center in western Canada
AFP80d agoneutral
Meta to build $9 billion data center in western Canada

Meta said Wednesday it plans to build a $9 billion data center in western Canada's Alberta province, in what local officials called one of the largest private-sector investments ever in Canada."This is one of the largest private-sector investments in Canadian history," she told reporters, sporting a cowboy hat to mark the ongoing annual rodeo, the Calgary Stampede.

Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market
24/7 Wall St.80d agoneutral
Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing ... Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone
24/7 Wall St.80d agobearish
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25

Meta to build C$13 billion Alberta data center, its first in Canada
Reuters80d agoneutral
Meta to build C$13 billion Alberta data center, its first in Canada

Tech giant Meta announced Wednesday it will build a massive data center in central Alberta, the company's first in Canada, as it rapidly ‌builds out computing capacity to support the global AI boom. The 1-gigawatt data center will ‌be located in Sturgeon County and represents a total investment of C$13 billion, or $9.17 billion, Meta said. Meta has doubled down on ​AI, pledging hundreds of billions of dollars to build large AI data centers in the U.S. The Alberta announcement represents the company's 33rd data center globally.

Susquehanna Raises Price Target on Applied Materials, Inc. (AMAT)
Insider Monkey80d agoneutral
Susquehanna Raises Price Target on Applied Materials, Inc. (AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]

'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.
Investor's Business Daily80d agoneutral
'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.

Efforts to rein in artificial intelligence costs are boosting the use of open-source AI models, analysts with D.A. Davidson told clients Wednesday. The trend could benefit some top AI stocks, they said. "The exponential growth of AI enterprise adoption has come with major sticker shock, which has brought back the realization that open-source AI models need to be part of the solution," D.A. Davidson's Gil Luria wrote.