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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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Jim Cramer has bold new take on Elon Musk's SpaceX IPO
TheStreet121d agoneutral
Jim Cramer has bold new take on Elon Musk's SpaceX IPO

There is always one IPO that defines a generation of investors. For people who started buying stocks in the 1990s, it was Microsoft (MSFT) and Amazon (AMZN). For millennials, it was Facebook and Tesla (TSLA). Each one arrived with the same problem, a valuation that looked impossible right up until ...

Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg122d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

Nvidia Server Maker Wiwynn Sees AI Bottlenecks Beyond Memory
Bloomberg122d agoneutral
Nvidia Server Maker Wiwynn Sees AI Bottlenecks Beyond Memory

(Bloomberg) -- Wiwynn Corp., one of the biggest makers of Nvidia Corp. servers, warned of shortages developing in vital data center components beyond just memory chips, potentially slowing or inflating the cost of a global AI infrastructure buildout.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil Supertankers Exit Hormuz to Help Pu

Microsoft’s Defense Deal And Clean Energy Push Reframe Long-Term Valuation
Simply Wall St.122d agoneutral
Microsoft’s Defense Deal And Clean Energy Push Reframe Long-Term Valuation

Microsoft, ticker NasdaqGS:MSFT, is at the center of a new $9.7b, five year enterprise software consolidation contract with the U.S. Department of Defense. The company has also joined Amazon, Google, and Meta in launching the Data Center Innovation Initiative focused on clean energy and sustainable materials for data centers. These moves touch on U.S. government technology adoption, long term software standard setting, and the environmental profile of AI and cloud infrastructure. Microsoft...

Jensen Huang Joins Elite Tsinghua University Advisory Board That Includes Tim Cook And Elon Musk: Report
Benzinga122d agoneutral
Jensen Huang Joins Elite Tsinghua University Advisory Board That Includes Tim Cook And Elon Musk: Report

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly agreed to join the advisory board of one of China's most prestigious universities. Nvidia CEO Joins Elite Tsinghua Advisory Board Huang accepted an invitation to join the advisory board of Tsinghua University School of Economics and Management, the Financial Times reported on Wednesday, citing people familiar with the matter. The board includes some of the world's most prominent business leaders. It has Apple Inc. (NASDAQ:AAPL) CEO Tim C

Meta’s Plan to Fund Its AI Ambitions? You.
Barrons.com122d agoneutral
Meta’s Plan to Fund Its AI Ambitions? You.

Meta Platforms stock was rising on Wednesday after the tech giant announced that it is introducing subscription plans for its social media apps and its Meta AI chatbot. The move could help offset some of the costs of its massive spending on artificial intelligence. Naomi Gleit, head of product at Meta, said in a video posted to Instagram on Wednesday that the company is starting to roll out paid subscription options to users of its social platforms.

Meta launches paid subscriptions for Instagram, Facebook, WhatsApp
AFP122d agoneutral
Meta launches paid subscriptions for Instagram, Facebook, WhatsApp

Meta on Wednesday launched paid subscription plans for its flagship apps, marking a major push by the tech giant to diversify beyond its longtime reliance on advertising revenue.Meta in 2023 launched ad-free, paid versions of Facebook and Instagram in Europe to comply with EU data privacy legislation, giving users a choice between a free, ad-supported experience and a paid, ad-free one. arp/md

Pope Leo XIV teams with Anthropic founder on bold AI warning
TheStreet122d agoneutral
Pope Leo XIV teams with Anthropic founder on bold AI warning

When the people building something stand next to the people warning about it, that usually means everyone in the room is worried about the same thing. For most of the past three years, the artificial intelligence conversation has split cleanly into two camps. The builders keep raising bigger ...

Meta Introducing Subscription Plans for Social Media, AI Chatbot. Why the Stock Is Rising.
Barrons.com122d agoneutral
Meta Introducing Subscription Plans for Social Media, AI Chatbot. Why the Stock Is Rising.

Meta Platforms stock was rising on Wednesday after the tech giant announced that it is introducing subscription plans for its social media apps and its Meta AI chatbot. Naomi Gleit, head of product at Meta, said in a video posted to Instagram on Wednesday that the company is starting to roll out paid subscription options to users of its social platforms. Facebook Plus, Instagram Plus, and WhatsApp Plus will come with enhanced features, Gleit said.

Palantir CEO: “Only Seven of Our Salespeople Actually Even Really Sell”
24/7 Wall St.122d agobearish
Palantir CEO: “Only Seven of Our Salespeople Actually Even Really Sell”

You can say anything you want about Palantir (NASDAQ:PLTR), but one thing no one disagrees with is the fact that it is well-run. Management has kept the ship tight and agile, and its workforce is not bloated. CEO Alex Karp has relished this to a great extent, and he even mentioned trimming the company’s headcount while ... Palantir CEO: “Only Seven of Our Salespeople Actually Even Really Sell”

Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta
24/7 Wall St.122d agobullish
Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

During Meta’s (NASDAQ:META) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity and increasing its spending, he said, “…we are increasing our infrastructure capex forecast for this year. Most of that is due to higher component costs, particularly memory ... Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

Nvidia Just Revealed Meta’s Secret AI Model Led to 3.5x Increase in Ad Clicks
24/7 Wall St.122d agoneutral
Nvidia Just Revealed Meta’s Secret AI Model Led to 3.5x Increase in Ad Clicks

During Nvidia’s (NASDAQ:NVDA) earnings call a quarter ago, the management revealed something that even Meta (NASDAQ:META) did not. Nvidia’s CFO said, “For example, at Meta, advancements in their GEM model drove a 3.5x increase in ad clicks on Facebook and more than a 1% gain in conversions on Instagram…” This explains a lot about what is happening ... Nvidia Just Revealed Meta’s Secret AI Model Led to 3.5x Increase in Ad Clicks

The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks
24/7 Wall St.122d agoneutral
The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks

The stock market keeps finding new ways to test investors’ disbelief. Just when it looked like valuations across AI stocks couldn’t stretch any further, another company joined the trillion-dollar club. This time it was Micron Technology (NASDAQ:MU) catapulted into the exclusive club following yesterday’s 19% gain — and it’s up again in morning trading today. ... The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks

AppLovin Stock Is Having a Bad Year. Why It’s Today’s Top Performer in the S&P 500.
Barrons.com122d agoneutral
AppLovin Stock Is Having a Bad Year. Why It’s Today’s Top Performer in the S&P 500.

AppLovin was the top performer in the on Wednesday after analysts at Morgan Stanley counseled investors to buy the stock. Shares of the mobile advertising platform jumped 11% to $569.96, putting the stock on track for its highest close since Jan. 15, according to Dow Jones Market Data. Morgan Stanley reiterated an Overweight rating and a $720 price target for AppLovin shares in a research note Wednesday.