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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.

30,630 signal articles · 39 in last 24h · 155,690 total before filter · latest 55m ago
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Waymo Has a Tesla-Like Recall. What It Means for Alphabet Stock.
Barrons.com100d agobearish
Waymo Has a Tesla-Like Recall. What It Means for Alphabet Stock.

Waymo is recalling 3,871 robo-taxis to correct software that might allow a vehicle to enter a freeway construction zone, according to a National Highway Traffic Safety Administration notice. For starters, it illustrates the size of the Waymo robo-taxi fleet. The Alphabet -owned ride-hailing network operator is expanding across the country, along with other companies, including Tesla Amazon.com -backed Zoox, and others.

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This Week In E-Commerce - Shopify's 2026 Shareholder Meeting Highlights Strategic Decisions
Simply Wall St.100d agoneutral
This Week In E-Commerce - Shopify's 2026 Shareholder Meeting Highlights Strategic Decisions

Shopify recently concluded its 2026 annual meeting of shareholders with several key outcomes that reflect its ongoing governance and operational strategies within the e-commerce sector. All director nominees were successfully elected to the board, and PricewaterhouseCoopers LLP was reappointed as the company's auditors. Shareholders approved, on a non-binding basis, the company's approach to executive compensation, though a shareholder proposal regarding an artificial intelligence policy did...

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Bloomberg100d agobullish
Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

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SpaceX Rebounds in Premarket Trading After First Post-IPO Decline (SPCX)
InvestorsHub100d agoneutral
SpaceX Rebounds in Premarket Trading After First Post-IPO Decline (SPCX)

SpaceX (NASDAQ:SPCX) shares edged higher in premarket trading on Thursday after posting their first daily decline since the company’s record-breaking stock market debut, following a remarkable rally that briefly propelled the aerospace group above some of the world’s largest technology companies by market value. SPCX rose 1.

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AI Weekly: sneakers and SpaceX fuel AI investment frenzy
Reuters Videos100d agoneutralVIDEO
AI Weekly: sneakers and SpaceX fuel AI investment frenzy

<body><p>STORY: From sneakers to SpaceX... This is AI Weekly.</p><p>:: AI Weekly</p><p>Another AI company is off and running... and, this time, it's coming from former sneaker brand Allbirds.</p><p>Allbirds&nbsp;officially changed its name to Smartbird, cementing its months-long transformation from shoemaker&nbsp;to AI infrastructure firm.</p><p>And sending its shares up more than 30%.</p><p>The move comes after the company in April said it was shifting its focus to offer cloud computing capacity...</p><p>and AI services, leading to a more than five-fold jump in its shares.&nbsp;</p><p>The newly-named Smartbird also announced the appointment of former Amazon executive Nadia Carlsten as its new CEO.</p><p>G7 leaders discussed artificial intelligence over lunch, including the liability of bots and agents...</p><p>and how AI presents truth and falsehood, on the last day of a summit of the Group of Seven.</p><p>OpenAI founder Sam Altman and Anthropic CEO Dario Amodei attended the meeting in the lakeside resort town in France.&nbsp;</p><p>U.S. President Donald Trump said negotiations with artificial intelligence company Anthropic are, quote, "going fine."</p><p>Trump made the comment to reporters at the G7 summit after the meeting between leaders and tech bosses.</p><p>Anthropic is in a dispute with the Trump administration over foreign access to its most advanced AI models.</p><p>The company had disabled access for all users to those models after Trump ordered Anthropic to block foreign ​nationals from accessing them.</p><p>Chinese AI startup DeepSeek has avoided being added to a U.S. trade blacklist.</p><p>Sources have told Reuters that Washington has held off updating the so-called Entity List.</p><p>DeepSeek, and more than 100 other Chinese companies including chipmaker CXMT, had been approved for addition to the list last year by an interagency committee.</p><p>That’s according to exclusive new reporting by Reuters.</p><p>DeepSeek has been in Washington’s crosshairs for some time.</p><p>Last year, the U.S. State Department said the firm was aiding Beijing’s military and intelligence operations.</p><p>Shares of rocket maker SpaceX soared as much as 17% this weeek...</p><p>catapulting the company's market value past Amazon's and briefly above Microsoft's.</p><p>That makes SpaceX the fifth most valuable company in the world... just days after its blockbuster public debut.</p><p>If the gains hold it will give SpaceX a market cap of around $2.6 trillion.&nbsp;</p><p>Investors piled into the world's largest IPO and bet on Elon Musk's sprawling empire spanning rockets, internet service and AI.</p><p>Anna Rathbun is&nbsp;founder and CEO of Grenadilla Advisory.</p><p>"When the multiples go up, they want to IPO. And when multiples are up, we're all very excited. So I think it's not so much about SpaceX, but just the excitement about AI and SpaceX, as much as the word has space in it, it's an AI company at the end of the day,"&nbsp;</p></body>

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Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.
The Wall Street Journal100d agoneutral
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

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Carvana and Chewy Stocks Trade Down, What You Need To Know
StockStory100d agoneutral
Carvana and Chewy Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after the Federal Reserve voted unanimously to hold its benchmark rate at 3.5%–3.75%, where it has been anchored since the central bank eased by three-quarters of a point in late 2025, while its dot plot pointed toward a potential hike, not a cut.

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