Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Oklo (NYSE:OKLO) has become a poster child for the nuclear renaissance powering the AI buildout, and the advanced fission developer just stacked another regulatory and fuel-supply win onto a thesis built entirely on future revenue. The Santa Clara company has been selected by the U.S. Department of Energy for advanced negotiations under the Surplus Plutonium ... Oklo Moves One Step Closer to Commercialization
Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors
A bid by Meta Platforms (META) to avoid a lawsuit by Vermont's attorney general accusing the company
Dropbox said on Tuesday that CEO and co-founder Andrew Houston will step down after a transition period, promoting insider Ashraf Alkarmi to co-CEO ahead of his succession as the sole chief executive. The file hosting service provider's shares fell more than 1% in early trading. They have fallen over 3% this year.
The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7
Meta Platforms is trading at a dirt cheap price tag.
Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.
Report says CTO Andrew Bosworth wants fewer managers and more AI-driven work.
Wells Fargo Cuts Meta Target but Keeps Bullish Call on AI Future
Recently, Zacks.com users have been paying close attention to Meta Platforms (META). This makes it worthwhile to examine what the stock has in store.
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]
Sen. Bernie Sanders (I-VT) slammed Tesla Inc. and SpaceX CEO Elon Musk‘s predictions about AI enabling a “universal high income.” How Will Governments Fund Income, Asks Bernie Sanders In a post on X on Saturday, Sanders had a “question” for...
Most people are ignoring these tech stocks, presenting a compelling opportunity for savvy investors.
Oklo (NYSE:OKLO) received accelerated Nuclear Regulatory Commission approval for its Aurora reactor design, an uncommon outcome for the sector. The company signed a nuclear power agreement with Meta for up to 1.2 gigawatts to support large scale data and AI operations. Oklo also entered new government partnerships and expanded its customer pipeline with major data and AI companies. For investors tracking NYSE:OKLO, these regulatory and commercial updates arrive with the stock at $65.88 and...
Money has a way of finding the people building tomorrow's tools before the rest of us notice. That was true in the dotcom boom, in the smartphone era, and again in the social media land grab a decade later. The AI boom looks different, at least so far. For the last three years, almost every story ...
Santa Clara County filed a civil lawsuit against Meta Platforms (NasdaqGS:META), accusing it of knowingly profiting from scam ads that use AI systems. The suit targets Meta's advertising practices and claims the company prioritizes revenue over user safety. Alleged victims include seniors and small businesses that were defrauded through sophisticated scam campaigns. The case seeks financial penalties and broad changes to how Meta screens and serves ads on its platforms. Meta Platforms, the...
On Wednesday, Sen. Bernie Sanders (I-Vt) raised concerns about artificial intelligence and job security after Meta Platforms, Inc. laid off roughly 8,000 employees while accelerating its multibillion-dollar AI expansion. Meta Layoffs Spark AI Job Loss Debate In a post on...
Most executives announcing layoffs lean on a familiar script. They talk about efficiency, strategic alignment, and the need to position the company for long-term growth. The language is careful. The emotion is managed. What Mark Zuckerberg wrote to employees on May 20 was something different. In a ...
There is still plenty of upside in the AI sector despite a recent run-up.
Digital twins could soon go from science fiction to reality as the agentic wave takes off, colliding with deep personalization. Indeed, as AI gains greater access to our digital lives, as we allow it to look through emails, Slack messages, work tickets, codebases, social-media profiles, calendars, and contacts, at what point will AI act as ... Mark Zuckerberg May Already Have an AI Agent Sidekick — Could This Be the Future for CEOs?
It’s pretty hard to know what to believe when it comes to this ongoing AI revolution. The AI bubble calls have been growing louder for well over a year now. And while some folks, including the great Michael Burry of The Big Short fame, might feel as though we’re in the lead-up to the peak ... The AI Trade Might Be Grossly Underestimated — and It Could Be Time To Rethink How We View the Mag 7
Nebius stock is soaring as the company aggressively expands its AI cloud empire.
Meta has urged Labour to enforce age verification checks directly on iPhone and Android smartphones amid a possible UK ban on child users.
TaskUs is back in focus after the fair value estimate on the stock was trimmed from US$12.00 to US$9.50, a reduction of roughly 21% that resets expectations around what investors might be willing to pay. This shift lines up with recent analyst commentary that highlights client spending resets, pressure in Trust & Safety, and a mixed setup between legacy work and AI Services. As you read on, you will see how these moving pieces fit together and what to watch as the TaskUs story...
Exa Labs Inc. has raised $250 million in a Series C round led by Andreessen Horowitz, valuing the San Francisco-based artificial intelligence company at $2.2 billion. The startup said it will use the new capital to train its next generation...
There are several great AI stocks worth buying right now.
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