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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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Stop Buying Intel. You’ve Missed the Train. Buy This Instead
24/7 Wall St.132d agoneutral
Stop Buying Intel. You’ve Missed the Train. Buy This Instead

Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead

Buy, Sell or Hold Netflix at $90?
24/7 Wall St.132d agoneutral
Buy, Sell or Hold Netflix at $90?

At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something ... Buy, Sell or Hold Netflix at $90?

Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett
24/7 Wall St.132d agobullish
Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

Prediction: Apple Will Be First to Hit a $6T Valuation. AI is a Massive Reason Why
24/7 Wall St.132d agoneutral
Prediction: Apple Will Be First to Hit a $6T Valuation. AI is a Massive Reason Why

After the sudden May surge in shares of Nvidia (NASDAQ:NVDA) alongside the broader basket of semiconductor stocks, it feels like it’s a given that Jensen Huang’s GPU giant will be the first to hit that $6 trillion valuation mark for the first time. Of course, the semiconductors have been a wild ride, and with Nvidia ... Prediction: Apple Will Be First to Hit a $6T Valuation. AI is a Massive Reason Why

Latest News In Cloud AI - LaunchDarkly's AgentControl Revolutionizes AI Agent Management
Simply Wall St.132d agoneutral
Latest News In Cloud AI - LaunchDarkly's AgentControl Revolutionizes AI Agent Management

LaunchDarkly has introduced a new solution named AgentControl, designed to offer engineering teams precise, real-time control over the behavior of AI agents in production environments. This innovation enables teams to modify agent behavior during runtime without the need for redeployment, addressing the challenges of managing agent configurations and performance across diverse models and prompts. AgentControl integrates instantaneous intervention capabilities with comprehensive operational...

Epic Games' 'Fortnite' returns to App Stores worldwide
Reuters132d agoneutral
Epic Games' 'Fortnite' returns to App Stores worldwide

Epic Games said on Tuesday its popular shooter title "Fortnite" has returned to global App ‌Stores, as the videogame maker signaled confidence in ‌a favorable outcome from an ongoing lawsuit against Apple. "Once Apple is forced ​to show its costs, governments around the world will not allow Apple junk fees to stand," Epic said in a statement. Epic, a U.S.-based studio backed by China's Tencent, has ‌been embroiled in a ⁠legal battle with Apple since 2020 and alleged that the company's practice of charging a ⁠commission of up to 30% on in-app payments violated U.S. antitrust rules.

SEC Crypto News: Green Light for Tokenized Stocks on Crypto Platforms
99bitcoins132d agoneutral
SEC Crypto News: Green Light for Tokenized Stocks on Crypto Platforms

Bitcoin price held a razor-thin range between $76,000 and $77,000 on Monday, recording just a -0.05% change at $76,797.74 while the broader crypto market buckled under iran geopolitical pressure. Over $300 million in crypto positions were liquidated in 24 hours, according to data from Coinglass, with long traders absorbing the ...

Chinese Blockade Risks Put TSMC’s Central Chip Role Under Scrutiny
Simply Wall St.132d agoneutral
Chinese Blockade Risks Put TSMC’s Central Chip Role Under Scrutiny

Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and shipments for key clients including Nvidia, AMD, Broadcom, and Apple. Investors are assessing how a prolonged disruption could affect global supply chains in technology, autos, and energy, while possibly shifting demand toward non Taiwanese chipmakers and shipping companies. Taiwan...

Apple’s Gemini Siri Overhaul Puts AI Privacy And Valuation In Focus
Simply Wall St.132d agoneutral
Apple’s Gemini Siri Overhaul Puts AI Privacy And Valuation In Focus

Apple, ticker NasdaqGS:AAPL, is preparing a major Siri overhaul for iOS 27 that uses new AI capabilities and tighter privacy controls. The update is set to integrate Google Gemini AI within Apple’s ecosystem while emphasizing user control and automatic data minimization. This move marks a shift in how Apple approaches AI partnerships, virtual assistants and on-device privacy. For Apple, the company behind the iPhone, iPad and Mac, this kind of AI refresh is about more than a new software...

Anthropic to let partners share Mythos cybersecurity findings with others
Reuters133d agoneutral
Anthropic to let partners share Mythos cybersecurity findings with others

Anthropic said on Monday it is revising its earlier position to allow users of its Mythos cybersecurity model ‌to share information about cyber threats with others who may be exposed ‌to similar vulnerabilities. Mythos, announced on April 7, is being deployed as part of Anthropic's "Project Glasswing," a controlled ​initiative under which select organizations, including major tech firms such as Amazon, Microsoft, Nvidia and Apple, are permitted to use the unreleased Claude Mythos Preview model for defensive cybersecurity purposes. Mythos' capabilities to code at a high level have given it a potentially ‌unprecedented ability to identify cybersecurity ⁠vulnerabilities and devise ways to exploit them, according to experts.

Applied Optoelectronics Inc. (AAOI): Mark Cuban Urges Focus on Foundational AI
Insider Monkey133d agoneutral
Applied Optoelectronics Inc. (AAOI): Mark Cuban Urges Focus on Foundational AI

We just covered the Mark Cuban Stock Portfolio: 8 Best Stocks to Buy and Applied Optoelectronics, Inc. (NASDAQ:AAOI) ranks 6th on this list. Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the favorite AI stocks among billionaire investors. Mark Cuban, in an interview on the the Big Technology Podcast earlier this month, gave his view on […]

Is It Too Late To Consider Apple (AAPL) After Its 44% One Year Rally?
Simply Wall St.133d agobullish
Is It Too Late To Consider Apple (AAPL) After Its 44% One Year Rally?

Wondering if Apple stock still offers fair value after its strong run, or if you might be paying too much for future expectations? At a last close of US$300.23, Apple has posted returns of 2.6% over the past week, 11.1% over the past month, 10.8% year to date and 44.4% over the past year. This gives you a clear sense of how sentiment has translated into recent performance. Recent headlines have focused on Apple as a core tech stock, keeping it in the spotlight for investors tracking large,...

Apple Readies AI Writing Help, App Shortcuts and Wallpapers for iOS 27
Bloomberg133d agobearish
Apple Readies AI Writing Help, App Shortcuts and Wallpapers for iOS 27

(Bloomberg) -- Apple Inc. is preparing a wave of artificial intelligence features for its next iPhone and iPad operating systems, including a grammar checker and new shortcut options, part of an effort to narrow the gap with capabilities available on rival devices.Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as

I want to pay my late 60s parents $1,000 monthly for babysitting. They refuse the money: should I invest it for them instead?
24/7 Wall St.133d agoneutral
I want to pay my late 60s parents $1,000 monthly for babysitting. They refuse the money: should I invest it for them instead?

A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would recognize. She wants to pay her late 60s parents $1,000 a month for watching her kids. The parents refuse the cash and, in her words, would likely spend any of it on toys and clothes for the ... I want to pay my late 60s parents $1,000 monthly for babysitting. They refuse the money: should I invest it for them instead?

Intel Apple Chip Pact Tests Valuation As U.S. Foundry Ambitions Grow
Simply Wall St.133d agoneutral
Intel Apple Chip Pact Tests Valuation As U.S. Foundry Ambitions Grow

Intel (NasdaqGS:INTC) and Apple have reached a preliminary agreement for U.S.-based chip production. The arrangement is supported by major U.S. government backing and industrial policy initiatives. The deal focuses on reducing reliance on overseas semiconductor manufacturing, particularly in Taiwan. The agreement marks a potential shift in Intel's role as a foundry supplier to large third party customers. For Intel, a leading U.S. chip designer and manufacturer, this preliminary deal with...