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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.

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Bloomberg75d agoneutral
Apple’s $600 Billion Rally Fueled by Traders Fleeing AI Selloff

(Bloomberg) -- Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hormuz

Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different
24/7 Wall St.75d agoneutral
Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

On an early July episode of Mad Money, Jim Cramer walked through the Magnificent Seven one stock at a time and pushed back on treating them as a single basket. Cramer’s charitable trust owns six of the seven, save Tesla, and the point was that each name has its own thesis, growth curve, and risks. ... Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits
The Wall Street Journal75d agoneutral
The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits

Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.

Synchrony (SYF) Announces Executive Leadership Changes to Accelerate Digital and AI Growth
Insider Monkey76d agoneutral
Synchrony (SYF) Announces Executive Leadership Changes to Accelerate Digital and AI Growth

Synchrony Financial (NYSE:SYF) is one of the best quality stocks to buy according to Wall Street analysts. On June 29, Synchrony announced key executive leadership changes across its Digital platform and Technology and Operations organizations to accelerate digital growth and AI adoption. Carol Juel has been named CEO of Synchrony’s Digital platform, succeeding the retiring […]

FedEx and UPS face a new pricing threat from an old rival
TheStreet76d agoneutral
FedEx and UPS face a new pricing threat from an old rival

FedEx (FDX) and UPS spent half a century as the only two names that mattered in American package delivery. They built the aircraft fleets, sorting hubs and delivery routes that turned next-day shipping into a routine promise. The company that once filled those planes and trucks with its own ...

Amazon is losing the battle for online groceries
TheStreet76d agoneutral
Amazon is losing the battle for online groceries

Life gets busy. Between my work, hobbies, family time, and spending time with friends, I barely have time to remember to eat. Which is why online grocery shopping is such a convenience. Not just for me, but for many other Americans. But while it might be easy to get on Amazon and order groceries ...

Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%
24/7 Wall St.76d agoneutral
Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

Kyndryl (KD), Amazon (AMZN) Expand Strategic Collaboration for Agentic AI Deployment
Insider Monkey76d agoneutral
Kyndryl (KD), Amazon (AMZN) Expand Strategic Collaboration for Agentic AI Deployment

Kyndryl Holdings Inc. (NYSE:KD) is one of the best up and coming tech stocks to buy now. On June 18, Kyndryl and Amazon Web Services/AWS announced an expanded strategic collaboration agreement designed to help enterprise customers move beyond AI experimentation to the deployment of agentic AI. Through increased investment in talent development and joint solution […]

Amazon’s $2 Trillion Empire Faces a Critical Turning Point
24/7 Wall St.77d agoneutral
Amazon’s $2 Trillion Empire Faces a Critical Turning Point

Amazon's fastest-growing divisions now carry margins that retailers can only dream about, and the market is starting to reprice the entire empire around them. Whether that repricing has further to run depends on one number that Wall Street is watching very closely.

Jim Cramer Reveals Reason Behind Amazon.com, Inc. (AMZN)’s Share Price Movement
Insider Monkey77d agoneutral
Jim Cramer Reveals Reason Behind Amazon.com, Inc. (AMZN)’s Share Price Movement

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 9.5% over the past year and by 7.6% year-to-date. Bank of America discussed the firm on July 7th […]