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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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Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by 2030
24/7 Wall St.107d agoneutral
Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by 2030

Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally drawing scrutiny. Combined 2026 capital expenditure guidance from Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) now sums to roughly $800 ... Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by

Analysts Remain Bullish on Amazon (AMZN) As It Reveals New Advertising Formats
Insider Monkey107d agoneutral
Analysts Remain Bullish on Amazon (AMZN) As It Reveals New Advertising Formats

Amazon.com, Inc. (NASDAQ:AMZN) is a popular stock among hedge funds, and a majority of analysts rate it Buy. Amazon is one of the best stocks to buy now for the next 3 months. Amazon.com, Inc. (NASDAQ:AMZN) has a dominant position in e-commerce and cloud services, making it a hedge fund favorite, and analysts also favor […]

CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding
Bloomberg107d agoneutral
CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding

(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto

Nvidia, Amazon Back Neura Robotics’ $1.4 Billion Fundraise
The Wall Street Journal107d agoneutral
Nvidia, Amazon Back Neura Robotics’ $1.4 Billion Fundraise

Germany’s Neura Robotics said it secured up to $1.4 billion in funding to build a physical artificial intelligence platform, backed by Amazon Nvidia and the European Investment Bank. The robotics company on Wednesday said the funding aims to scale production to several million robots by 2030 as demand for physical AI expands across manufacturing, logistics, healthcare and consumer applications. The company, which reports an order backlog exceeding $1 billion, said it received backing from technology and financial players, including Tether, Amazon, Nvidia, Qualcomm Technologies Bosch, Schaeffler and the European Investment Bank.

Decoding PLTR Stock's Premium Valuation
Trefis108d agoneutral
Decoding PLTR Stock's Premium Valuation

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Analysts say Amazon won’t shake LTL market—yet
FreightWaves108d agoneutral
Analysts say Amazon won’t shake LTL market—yet

Amazon’s less-than-truckload business is unlikely to resemble that of the century-old legacy carriers. The post Analysts say Amazon won’t shake LTL market—yet appeared first on FreightWaves.

Oracle's AI spending blows past estimates, raising worries over growing debt
Reuters108d agoneutral
Oracle's AI spending blows past estimates, raising worries over growing debt

Oracle on Wednesday forecast capital spending plans for fiscal 2027 above Wall Street estimates, as the cloud computing company said it will also raise more debt in 2027, reflecting the staggering scale of cash ‌burn needed to build out its AI infrastructure. Its shares fell 8.9% in extended trading, after Oracle said it expects to raise ‌nearly $40 billion through a combination of debt and equity financing in 2027. Oracle, which has major deals to build data centers for customers ​such as Meta Platforms and OpenAI, is working to position itself as a major rival to cloud leaders such as Amazon.com and Microsoft.

Amazon vs. transport stocks, DraftKings sees prediction markets boost
Yahoo Finance Video108d agoneutralVIDEO
Amazon vs. transport stocks, DraftKings sees prediction markets boost

Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Wednesday's trending tickers and stories. Transportation stocks are plunging as Amazon (AMZN) expands its truckload offerings. Super Micro Computer (SMCI) stock is under pressure due to the company's latest artificial intelligence (AI) plans. DraftKings' (DKNG) trading volume saw a boost from prediction markets activity.

XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?
24/7 Wall St.108d agoneutral
XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?

The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while XMAG holds the S&P 500 with those same seven names surgically removed. Owning one is the inverse of owning the other, and 2026 ... XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?

QQQ vs. VGT: The Best Way to Own Big Tech?
24/7 Wall St.108d agoneutral
QQQ vs. VGT: The Best Way to Own Big Tech?

The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard Information Technology ETF (NYSEARCA:VGT) are often shoved into the same “own Big Tech” bucket, but they answer different questions. QQQ tracks the Nasdaq-100, a listing-based index that is growth-heavy. VGT tracks the MSCI US Investable Market Information Technology 25/50 Index, a pure GICS sector fund. That distinction ... QQQ vs. VGT: The Best Way to Own Big Tech?

Assessing Xylem (XYL) Valuation After Securing Dow Water Treatment And Reuse Agreement
Simply Wall St.108d agoneutral
Assessing Xylem (XYL) Valuation After Securing Dow Water Treatment And Reuse Agreement

Xylem (XYL) stock is back in focus after the company signed a landmark agreement with Dow to design, build and operate an integrated water treatment and reuse system at Dow’s Fort Saskatchewan industrial complex. See our latest analysis for Xylem. The Dow agreement and recent collaboration with Amazon on advanced water software arrive as Xylem’s share price sits at US$110.87, with the stock down 19.14% year to date on a share price basis and a 12.59% decline in total shareholder return over...

Did The Market Panic On Oracle’s Best Signal?
Trefis108d agoneutral
Did The Market Panic On Oracle’s Best Signal?

It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.