Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Before its latest iPhone model hits shelves next week, Apple Inc. rolled out iOS 27 on Monday, which features a reimagined Siri AI personal assistant. The Siri AI can be accessed via a new Siri app that saves previous queries....
The tech giant had targeted early 2027 to move into the building but now plans to "officially open our doors to Googlers, tenants and the public in 2028."
Apple (AAPL) reported a record June quarter, with revenue up 16%. The stock has returned 42% over the past year against 17% for the S&P 500. That is a price built on everything going right, and by Apple's own guide the margin behind it is already giving way.
Michigan's largest utility just signed hyperscale data center deals that could rewrite its earnings story, but a recent sell-off near 52-week lows is raising questions about whether the opportunity is real or already priced in.
These two tech giants position Berkshire to prosper in AI.
Salesforce users ‘may experience severe delays, intermittent errors, or an inability to access some services,’ the company says.
Mitti Labs’ new five-year carbon credit deal with Google gives Alphabet (GOOGL) a fresh climate-linked project that ties AI, agriculture and offsets together. Investors now need to weigh how this agreement fits into Alphabet’s wider capital priorities. Alphabet’s share price has been choppy this year, with a roughly 9.47% year to date share price return and a recent pullback over the past three months. However, the 37.71% 1 year total shareholder return and more than 150% gains over three and...
Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.
Tesla now has to prove to government regulators that its Cybercab — which has no steering wheel or pedals — is legal to sell, and safe for the road.
The deal could net the asset-light robotaxi company more than $300 million in funding.
Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.
Alphabet (NasdaqGS: GOOGL) is facing renewed scrutiny after major AI leaders urged a slowdown in advanced AI development in 2026. Executives from OpenAI and Anthropic, along with Elon Musk, publicly supported tighter safeguards on powerful AI systems that firms like Google are building. The coordinated appeal increases pressure on regulators to reassess how fast large tech platforms expand high impact AI capabilities. This industry wide call to slow advanced AI work is an important backdrop...
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.
AMZN's AI spending is fueling faster AWS growth, but surging capex has pushed free cash flow negative and increased reliance on debt.
Microsoft (MSFT) is reported to be planning about 38 gigawatts of data center capacity by 2032, more than triple what it runs today. Its capital spending has already climbed sharply over the past twelve months, and management said in July that it expects fiscal 2027 spending to grow again. So what happens to the stock if the spending simply keeps climbing.
DeepMind's latest voice model leads a major benchmark, but human listeners are telling Google something different.
Federal regulators have given Tesla less than two weeks to answer sworn questions about its Cybercab program, and the stakes go far beyond one automaker's ambitions.
The alliance will bring together AI companies, utilities, power producers and data center operators to develop common standards for grid-responsive computing facilities.
The agreement with Terradot pairs methane cuts from rice farming with enhanced rock weathering to deliver combined megaton-scale climate impact by 2030
Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly […]
Alphabet shares just brushed a 52-week high, Google Cloud is exploding, and a $514 billion backlog is waiting to be unlocked. Whether $400 becomes a ceiling or a launching pad depends on a few catalysts that Wall Street may still be underestimating.
Three companies with nothing in common all sent checks to shareholders within the same two-day window, and the reasons behind each payment reveal something very different about where each business is headed.
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
IonQ (IONQ) stock trades at about $37, roughly 55% below its high inside the last year. The market did not do that: over the past twelve months the S&P 500 returned 16.6% while IonQ lost 33.4%. Its own numbers went the other way, which makes the downside hard to size.
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