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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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Cisco Systems (CSCO): The AI Winner in 2026
Insider Monkey128d agoneutral
Cisco Systems (CSCO): The AI Winner in 2026

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Cisco Systems (NASDAQ:CSCO) ranks #5 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.5% Cisco benefits from the AI buildout because of its relevance to the networking and connectivity layer […]

Is Broadcom (AVGO) The Best AI Chip Stock to Buy?
Insider Monkey128d agobullish
Is Broadcom (AVGO) The Best AI Chip Stock to Buy?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It […]

Bloomberg128d agoneutral
Big Tech’s AI Debt Binge Tests High-Grade Market, Barclays Says

(Bloomberg) -- The biggest tech companies are borrowing more than expected to fund their spending on data centers and other artificial intelligence infrastructure, and the investment-grade bond market won’t be able to accommodate all of their financing needs.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Goldman CEO Slides Into Musk’s

24/7 Wall St.128d agoneutral
Will AMD Stock Reach $600 This Year? The Answer May Not Surprise You

AMD (NASDAQ: AMD) has a 24/7 Wall St. price target of $600 over the next 12 months, with the stock currently trading at $447.58. That implies roughly roughly 34% upside, and we are rating the shares buy with high confidence. AMD now combines a hyperscaler-anchored AI roadmap, an inflecting CPU franchise, and guidance that just ... Will AMD Stock Reach $600 This Year? The Answer May Not Surprise You

Cummins CEO Explains How to Manage the AI Boom
Barrons.com128d agoneutral
Cummins CEO Explains How to Manage the AI Boom

Cummins —the dominant maker of diesel engine technology—finds itself, happily, caught up in the AI data-center boom. CEO Jennifer Rumsey’s company is no stranger to boom-bust business cycles, and she says it can navigate the swings in AI demand. Cummins’ AI-related business—supplying backup power for data centers—has sent the stock to levels not seen in a decade.

Prediction: Oklo Stock Will Surge 75% This Year
24/7 Wall St.128d agobullish
Prediction: Oklo Stock Will Surge 75% This Year

Oklo (NYSE:OKLO) sits at a fascinating inflection point. After peaking near $171.56 in October 2025 and giving back most of those gains, the advanced nuclear story is back to a price where the risk/reward looks asymmetric to me. Our 24/7 Wall St. price target for Oklo is $98.78, implying 76.77% upside from a current price ... Prediction: Oklo Stock Will Surge 75% This Year

Oracle Moves Deeper Into AI Plumbing With Expanded Beam Standards Role
Simply Wall St.128d agoneutral
Oracle Moves Deeper Into AI Plumbing With Expanded Beam Standards Role

Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects in data centers. The initiative targets reliability, scalability, and faster deployment of hyperscale AI infrastructure. Oracle enters this standards effort with NYSE:ORCL trading at around $188.16 and a 1 year return of 20.9%. Over 3...

Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg128d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.
24/7 Wall St.128d agoneutral
Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February ... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

Major takeaways from Magnificent Seven's AI-fueled earnings
Reuters128d agoneutral
Major takeaways from Magnificent Seven's AI-fueled earnings

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

Meta’s AI First Overhaul Tests Workforce Morale And Investor Expectations
Simply Wall St.129d agoneutral
Meta’s AI First Overhaul Tests Workforce Morale And Investor Expectations

Meta Platforms is cutting roughly 8,000 jobs and reassigning about 7,000 employees into newly formed AI focused teams. The company is rolling out an AI first restructuring that includes keystroke and mouse tracking tools used for AI training. Employees are pushing back over monitoring, morale and privacy, while regulators and workforce advocates scrutinize the changes. For investors watching NasdaqGS:META, these internal shifts sit alongside a share price of $605.06 and a mixed recent...

What layoffs hide about the real problem with the job market
Washington Post129d agobearish
What layoffs hide about the real problem with the job market

Jobs can feel precarious right now as well-known companies keep slashing workers. The latest is Meta, which promised it would cut jobs this month and on Wednesday sent layoff notices to about 10 percent of its staff, nearly 8,000 people, according to news reports.Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Like some other technology companies, Meta has attributed the layoffs partly to the effects of artificial intelligence. They

Google, Meta, TikTok face EU consumer complaints about handling of financial scams
Reuters129d agoneutral
Google, Meta, TikTok face EU consumer complaints about handling of financial scams

Alphabet's Google, Meta Platforms and TikTok were hit with complaints from European Union consumer groups ‌on Thursday for allegedly failing to protect users from financial scams ‌on their platforms. The move highlights growing pressure worldwide on Big Tech to do more to address ​the negative impacts of social media, particularly for children and vulnerable users. The complaints, filed by the European Consumer Organisation (BEUC) and 29 of its members in 27 European countries, were submitted to the European Commission and national regulators under the Digital Services ‌Act, which requires large ⁠online platforms to do more to tackle illegal and harmful content.

China's Manus founders seek $1 billion to undo Meta takeover, Bloomberg News reports
Reuters129d agoneutral
China's Manus founders seek $1 billion to undo Meta takeover, Bloomberg News reports

Manus co-founders are weighing ways to comply with China's order to unwind Meta's $2 billion-plus acquisition ‌of the AI startup, Bloomberg News reported on ‌Thursday. Founders Xiao Hong, Ji Yichao and Zhang Tao are exploring options, including raising ​about $1 billion from external investors to buy their way back, the report said citing people familiar with the matter. They are discussing a funding round that would value the company ‌at a level to ⁠match what Meta paid to buy Singapore-based Manus, the report added.

Meta Platforms, Inc. (META) Expands AI Private Chats and Renewable Energy Deals
Insider Monkey129d agoneutral
Meta Platforms, Inc. (META) Expands AI Private Chats and Renewable Energy Deals

Meta Platforms, Inc. (NASDAQ:META) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 12, Meta Platforms Inc. (NASDAQ: META) entered into power purchase agreements with D.E Shaw Renewable Investments for 850 megawatts of renewable energy capacity. The power purchase agreements consist of 500MW in Oklahoma, 200MW in Texas, and 150MW […]