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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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Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge
24/7 Wall St.88d agoneutral
Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge

The artificial intelligence race has become a contest of infrastructure as much as software. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) have each built cloud businesses that generate tens of billions of dollars in annual revenue by renting computing power to other companies. Meta Platforms (NASDAQ:META) has taken a different approach, spending heavily to build ... Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge

Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About
24/7 Wall St.88d agoneutral
Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About

Artificial intelligence has produced no shortage of headline-grabbing stories. Every week seems to bring another breakthrough model from OpenAI, Anthropic, or Google, while Nvidia (NASDAQ:NVDA) dominates discussions around the chips powering the AI revolution. Yet history shows that the companies creating the most value aren’t always the ones making the most noise. During the cloud ... Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About

Swedish court orders Google pay $1.46 bn for favouring its price comparisons
AFP88d agoneutral
Swedish court orders Google pay $1.46 bn for favouring its price comparisons

A Swedish market court on Wednesday ordered Google to pay some 14.3 billion kronor ($1.46 billion) in damages to price comparison site Pricerunner for promoting its own shopping comparisons in search results.The Patent and Market Court in Stockholm said "Pricerunner is considered to have suffered harm as a result of Google having, for many years, unlawfully favoured its own price comparison service."

Investing.com88d agoneutral
Klarna pops 6% after crushing Google in $1.97B antitrust verdict

Investing.com -- Klarna Group (NYSE:KLAR) shares jumped 6% on Wednesday following a massive legal victory over Alphabet’s tech monopoly. A Swedish court ruled in favor of Klarna’s subsidiary, PriceRunner, awarding the company a staggering $1.97 billion in antitrust damages. The high-stakes judgment caps off a fierce battle over online shopping dominance, with the court finding that Google illegally choked out competition by manipulating search results to favor its own comparison-shopping service

MTUM Investors: Watch Micron’s Weight at the November Reconstitution
24/7 Wall St.88d agoneutral
MTUM Investors: Watch Micron’s Weight at the November Reconstitution

The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM’s portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has ... MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Bloomberg89d agoneutral
Alphabet’s $2 Trillion Gain Turns ‘Rock Star’ Into Question Mark

(Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanThe stock price has more than doubled, raising its market capitalization by more t

SpaceX (SPCX) Is Spending $60 Billion To Build An AI Infrastructure Business
Simply Wall St.89d agoneutral
SpaceX (SPCX) Is Spending $60 Billion To Build An AI Infrastructure Business

SpaceX, ticker NasdaqGS:SPCX, is expanding its AI compute infrastructure business with new third party deals and a US$60b stock acquisition of Anysphere. The company is shifting its focus beyond launches and telecom toward selling AI compute capacity to partners including Anthropic, Google, and Reflection AI. These AI compute agreements are described as worth nearly US$28b annually, positioning SpaceX as a neocloud infrastructure provider for external AI customers. For investors tracking...

Alphabet (GOOGL) Is Limiting Gemini AI Access As Cloud Capacity Tightens
Simply Wall St.89d agoneutral
Alphabet (GOOGL) Is Limiting Gemini AI Access As Cloud Capacity Tightens

Alphabet’s Google Cloud is limiting access to its Gemini AI models for major customers, including Meta, due to tight AI compute capacity. Several external clients reportedly face similar restrictions as Alphabet prioritizes its own services and paying cloud workloads. Meta is increasing use of its in-house Muse Spark model to lessen reliance on external AI infrastructure providers. The situation highlights how scarce AI compute and heavy data center spending are influencing product roadmaps...