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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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It’s not FAANG anymore. It’s MANGOS.
TechCrunch109d agoneutral
It’s not FAANG anymore. It’s MANGOS.

With SpaceX, Anthropic, and OpenAI all eyeing massive public debuts, the tech industry may soon have a new class of corporate overlords — and a new acronym to match. Say goodbye to FAANG and hello to MANGOS.

Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up
Reuters109d agoneutral
Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up

Apollo and Blackstone are financing a $35 billion expansion of AI computing capacity for Anthropic using Broadcom's custom chips ‌and networking solutions as part of a tie-up between the ‌asset managers and the chipmaker. The initial commitment will expand the Claude Code creator's AI computing ​capacity by one gigawatt, the companies said on Tuesday. The capacity is expected to be deployed at Fluidstack-operated sites beginning mid-2026, with the cloud computing company providing the physical ‌data-center infrastructure that will ⁠run Anthropic's AI systems.

Meta ordered by EU to allow rival AI chatbots back on WhatsApp for free
Reuters109d agoneutral
Meta ordered by EU to allow rival AI chatbots back on WhatsApp for free

Meta Platforms has been ordered by EU antitrust regulators to give rival AI chatbots such as OpenAI free access to WhatsApp while ‌they continue to investigate whether the company abused its market power by blocking competitors from ‌the messaging app. The European Commission's decision to issue an interim measure against Meta followed complaints from The Interaction Company of California, ​developer of the Poke.com AI assistant, French AI startup Agentik and a Spanish rival. Those complaints prompted the Commission, the EU's competition enforcer, to open an investigation in December.

Google Is Paying SpaceX Over $900 Million a Month for AI Compute
24/7 Wall St.109d agoneutral
Google Is Paying SpaceX Over $900 Million a Month for AI Compute

The AI boom is giving investors no shortage of curveballs. In a rather surprising move, Alphabet‘s (NASDAQ:GOOGL) Google inked a deal that’ll see Elon Musk’s SpaceX (SPCX) receive $920 million per month to rent its AI compute capacity. The move, which is slated to last between October 2026 and June 2029, is more of a ... Google Is Paying SpaceX Over $900 Million a Month for AI Compute

AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next
24/7 Wall St.109d agoneutral
AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Meta Platforms (META) In Talks with CleanSpark for Data Center Facility Lease
Insider Monkey109d agoneutral
Meta Platforms (META) In Talks with CleanSpark for Data Center Facility Lease

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Best AI Stocks to Buy in June. On June 6, TheFly reported that Meta is in discussion with data center developer CleanSpark (CLSK) to secure space in the latter’s data center facility. According to Green Street News Infrastructure, Meta is seeking to lease space at CleanSpark’s […]

China Prepares $295 Billion Plan to Fund Nationwide AI Buildout
Bloomberg110d agoneutral
China Prepares $295 Billion Plan to Fund Nationwide AI Buildout

(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers across the country, fueling Beijing’s ambition to propel the domestic AI sector and surpass the US in a potentially game-changing technology. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Con

Wall Street Is Rushing to Fund the AI Bonanza in Every Conceivable Way
The Wall Street Journal110d agoneutral
Wall Street Is Rushing to Fund the AI Bonanza in Every Conceivable Way

Such is life on Wall Street at the dawn of the artificial-intelligence build-out. Tech companies are hungry for cash to invest in data centers, and investors are forking it over through all possible means, in all parts of the globe—a flurry of fundraising that has mostly supported markets by powering technological advances, even as it tests their ability to absorb it all. Alphabet’s announcement that it would raise $85 billion of equity was just the latest example.

Corning (GLW) Shares Skyrocket, What You Need To Know
StockStory110d agoneutral
Corning (GLW) Shares Skyrocket, What You Need To Know

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 7.4% in the morning session after Amazon announced a multiyear, multibillion-dollar agreement with the company to supply optical fiber, cable, and connectivity solutions for its expanding U.S. data center infrastructure.

Meta funds skilled trades jobs program for AI data center buildout
Reuters110d agoneutral
Meta funds skilled trades jobs program for AI data center buildout

Meta is investing $115 million to stand up a new training program for data center technician jobs, as the social ‌media giant races to build the infrastructure to power its AI ambitions. The cost-free program, ‌America's Workforce Academy, will end in guaranteed job offers to graduates, the company said in a statement. A Meta spokesperson ​said the program will provide generalist training for data center technicians.