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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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Amazon Readies $25 Billion Bond With AI Costs Rising
Investor's Business Daily81d agobullish
Amazon Readies $25 Billion Bond With AI Costs Rising

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now
24/7 Wall St.81d agobullish
Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now

I keep hitting the buy button on NVIDIA (NASDAQ:NVDA), and after the June pullback I hit it again. I bought near $225 in May, I bought near $212 in June, and I added last week close to $194.83. The story that got me into this position keeps getting louder. Here is what pulls me back ... Nvidia Bears are Blind: 3 Reasons to Ignore Them and Buy Now

Meta Vs. Microsoft: Which Underpriced Mag 7 Titan Is a No Brainer?
24/7 Wall St.81d agoneutral
Meta Vs. Microsoft: Which Underpriced Mag 7 Titan Is a No Brainer?

Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT) both reported earnings on April 29, 2026, and both have been punished in 2026 despite operational strength. Meta is off 11.54% year to date; Microsoft has fared worse at down 18.9%. The market is asking which Mag 7 titan is truly the bargain. Ad Engine Roars. Azure ... Meta Vs. Microsoft: Which Underpriced Mag 7 Titan Is a No Brainer?

Amazon to Issue at Least $25 Billion of New Bonds
The Wall Street Journal81d agoneutral
Amazon to Issue at Least $25 Billion of New Bonds

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

Who will be the AI trade's real winners: The makers vs. the takers?
Yahoo Finance Video81d agoneutralVIDEO
Who will be the AI trade's real winners: The makers vs. the takers?

Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.

Amazon aims to raise $25 billion from bond sale, Bloomberg News reports
Reuters81d agoneutral
Amazon aims to raise $25 billion from bond sale, Bloomberg News reports

Amazon.com is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg ‌News reported on Tuesday, in the company's latest push ‌to fund its hefty AI investments. Tech companies have been tapping debt markets and ​launching equity sales to fund their costly AI infrastructure build-out. Big Tech, including Amazon, Alphabet, Microsoft and Meta, are expected to spend more than $700 billion on AI this year.

After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected
24/7 Wall St.81d agoneutral
After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected

At an internal Meta town hall on July 2, 2026, CEO Mark Zuckerberg told employees that AI agent development over the prior four months “hasn’t really accelerated in the way that we expected,” per a recording heard by Reuters. He added that the company’s reorganization was not as “clean” as planned and that its bets ... After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected

SpaceX Joins the Nasdaq-100. What the Fast-Track Addition Means for the Stock.
Barrons.com81d agobearish
SpaceX Joins the Nasdaq-100. What the Fast-Track Addition Means for the Stock.

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Here Are Tuesday’s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More
24/7 Wall St.81d agoneutral
Here Are Tuesday’s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More

Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished the day higher, with chip stocks once again leading the way. When the dust settled at the close, the Nasdaq finished the day ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and M

OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.
24/7 Wall St.81d agoneutral
OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.

Sam Altman wants Wall Street to value OpenAI at $1 trillion. Meanwhile, 14% of US college students are reading at or below the level of a 10-year-old, according to the OECD. Those two facts, sitting side by side, may explain why the most anticipated technology IPO in a generation just got pushed into 2027. OpenAI ... OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.

Is Google Cloud Officially Driving the Train?
Trefis81d agoneutral
Is Google Cloud Officially Driving the Train?

Let’s be honest. When a stock you own doubles, you feel like a genius. When it’s a behemoth like Alphabet (GOOGL), and it returns +105% in a year, you might wonder if you’ve misread the chart. You haven’t. Over the past 12 months, while the S&P 500 gained a respectable 21%, Alphabet left it in the dust. It also trounced its mega-cap peers; Microsoft (MSFT) stock returned -21.9%, and Meta Platforms (META) returned -16.2% over the same period.

Meta faces potential US$1.4 trillion penalty claim ahead of youth safety trial (META)
InvestorsHub81d agoneutral
Meta faces potential US$1.4 trillion penalty claim ahead of youth safety trial (META)

Meta says four states are seeking record financial penaltiesMeta Platforms (NASDAQ:META) said in a court filing on Monday that four US states are pursuing penalties totalling approximately US$1. 4 trillion in a lawsuit alleging the company deliberately designed Facebook and Instagram to encourage addictive use among young people while misleading the public about platform safety.

Bloomberg81d agoneutral
Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc

3 Internet Stocks on Our Watchlist
StockStory81d agoneutral
3 Internet Stocks on Our Watchlist

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand. Unfortunately, the market seems to believe stormy skies are ahead as the industry has shed 9.9% over the past six months. This performance is a stark contrast from the S&P 500’s 8% gain.