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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 BlackRock’s Crypto ETF and AI Push Rewiring The Investment Case For BlackRock (BLK)?
Simply Wall St.30d agoneutral
Is BlackRock’s Crypto ETF and AI Push Rewiring The Investment Case For BlackRock (BLK)?

In recent days, BlackRock has attracted very large inflows into its iShares Bitcoin Trust and Ethereum ETFs, eased in‑kind creation thresholds that enabled more than US$5.00 billion of direct Bitcoin‑to‑ETF conversions, and joined an Nvidia‑led consortium to finance large‑scale AI compute infrastructure. These moves underscore BlackRock’s push to sit at the center of both the “debasement trade” in Bitcoin and gold and the capital stack for AI infrastructure, potentially reshaping how...

Asian chip firms lifted by Nvidia forecast but broader markets struggle
AFP30d agoneutral
Asian chip firms lifted by Nvidia forecast but broader markets struggle

Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar