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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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Progyny (PGNY) Authorizes $200M Share Repurchase Program
Insider Monkey115d agoneutral
Progyny (PGNY) Authorizes $200M Share Repurchase Program

Progyny, Inc. (NASDAQ:PGNY) is one of the 15 Most Promising Stocks to Buy Right Now. On May 26, 2026, Progyny, Inc. (NASDAQ:PGNY) announced that its Board of Directors approved a share repurchase program to buy back up to $200 million of the company’s common stock. The program will be funded through available cash balances. On […]

Truist Raises PT On Amazon.com (AMZN) To $320, Reiterates “Buy” Rating
Insider Monkey115d agobullish
Truist Raises PT On Amazon.com (AMZN) To $320, Reiterates “Buy” Rating

On the back of strong confidence from hedge funds and Wall Street, Amazon.com, Inc. (NASDAQ:AMZN) is one of the best AI infrastructure stocks, with upside potential of 16.4%. Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business has already served as the backbone of the AI buildout. Yet a ten-year, $100 billion commitment from Anthropic indicates that growth is […]

$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
24/7 Wall St.115d agobullish
$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Blue Origin's explosion just made SpaceX even harder to catch
TheStreet115d agoneutral
Blue Origin's explosion just made SpaceX even harder to catch

Every company that runs away with a market eventually needs one thing it can never admit to wanting: a real rival. Competition is what keeps a leader sharp, keeps customers from feeling trapped, and keeps regulators from circling. A monopoly looks great on a spreadsheet and terrible in a headline. ...

Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival
24/7 Wall St.115d agoneutral
Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival

Artificial intelligence has turned semiconductor stocks into the market’s biggest winners. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors’ attention as demand for AI infrastructure continues to climb. But what if one of the fastest-growing chip businesses isn’t actually a semiconductor company at all? That’s the question investors should ... Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI R

Amazon's portable power stations are popular early Prime Day deals at 50% off
TheStreet115d agoneutral
Amazon's portable power stations are popular early Prime Day deals at 50% off

A portable power station is a household essential that everyone should own, especially during the warmer months. It can be used in case of emergencies during power outages, common during summer storms, but it's also versatile enough to use as a power source for DIYers working with heavy-duty power ...

Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic
24/7 Wall St.115d agoneutral
Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade
24/7 Wall St.115d agoneutral
The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

Did Amazon’s Rejected Climate Proposals Quietly Reinforce Its AI and AWS Narrative (AMZN)?
Simply Wall St.115d agoneutral
Did Amazon’s Rejected Climate Proposals Quietly Reinforce Its AI and AWS Narrative (AMZN)?

On May 22, 2026, Amazon.com reported the results of its May 20 annual meeting, where multiple shareholder proposals on climate reporting, board leadership, charitable partnerships, and director accountability all failed by wide margins. The decisive rejection of these governance and climate-related resolutions highlights strong shareholder support for Amazon’s current board structure and disclosure approach, even as broader debates about AI, data centers, and sustainability intensify...

E-Commerce Update - Shopify Boosts Buyback Program Reflecting Market Confidence
Simply Wall St.115d agobullish
E-Commerce Update - Shopify Boosts Buyback Program Reflecting Market Confidence

Shopify Inc. has announced a significant increase in its share repurchase program, authorizing an additional $3 billion for the repurchase of Class A subordinate voting shares, raising the total to $5 billion. This move reflects the company's confidence in its business stability and future prospects, supported by strong operating cash flow and a robust balance sheet. The buyback program, which provides a flexible approach to capital allocation, may be executed through various methods,...

Jim Cramer Reacts to Alphabet and Amazon Developing Their Own Chips
Insider Monkey115d agoneutral
Jim Cramer Reacts to Alphabet and Amazon Developing Their Own Chips

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer mentioned the company raising money and its competition with others, as he remarked: I saw that Amazon and Alphabet were pointedly absent among the winners. That’s right. Although Jensen did mention that Alphabet […]