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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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Is Nebius Group (NBIS) Still Undervalued Following FTSE All World Index Inclusion?
Simply Wall St.2d agoneutral
Is Nebius Group (NBIS) Still Undervalued Following FTSE All World Index Inclusion?

Nebius Group (NBIS) just joined the FTSE All-World Index, a move that brings the AI infrastructure specialist into a global benchmark and could put the stock on more institutional radar screens. The FTSE inclusion comes at a time when Nebius Group has already shown strong momentum, with a year-to-date share price return of 158.81% and a 1-year total shareholder return of 118.39%, even after a 90-day share price decline of 15.42% from earlier highs. Scan beyond Nebius Group and see which AI...

3 Big Tech Stocks With the Most Upside Right Now
24/7 Wall St.2d agoneutral
3 Big Tech Stocks With the Most Upside Right Now

Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027. Here is the math behind three bold calls that could reshape how you size your tech positions.

Should investors play AI bottlenecks over social media stocks?
Yahoo Finance Video2d agoneutralVIDEO
Should investors play AI bottlenecks over social media stocks?

Should investors bet more on the AI infrastructure bottlenecks than on other tech trends, such as social media? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Defiance ETFs CIO Sylvia Jablonski, Interactive Brokers chief strategist Steve Sosnick, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber.

Is NVIDIA Funding Its Own Stock Rally?
Trefis2d agobullish
Is NVIDIA Funding Its Own Stock Rally?

If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.

A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market
Barrons.com2d agoneutral
A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were lots worrying investors last week, and there still are,” said Ed Yardeni, founder and CEO of Yardeni Research.

Cisco Sinks 6% While the Tech Sector Rises; Arista and Ciena Hold Flat
24/7 Wall St.2d agoneutral
Cisco Sinks 6% While the Tech Sector Rises; Arista and Ciena Hold Flat

Cisco Systems (NASDAQ:CSCO) stock is sliding through Tuesday’s session while the broader technology tape holds firm. Cisco stock is down 6% to $104.94, an outlier decline on a day when large-cap tech benchmarks are slightly higher. The Technology Select Sector SPDR Fund (NYSEARCA:XLK) is up 0.38% to $195.60, and the Invesco QQQ Trust (NASDAQ:QQQ) is […]