Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,633 signal articles · 26 in last 24h · 155,734 total before filter · latest 1h ago
26last 24h
847last 7d
142● bullish (7d)
89● bearish (7d)
214publishers
AllMacro195Earnings106M&A122Regulatory20Product21Analyst19
✕ clear all filtersticker: MSFTSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Nvidia Expands Into CPUs As AI Partnerships Grow And Valuation Stretches
Simply Wall St.116d agobullish
Nvidia Expands Into CPUs As AI Partnerships Grow And Valuation Stretches

Nvidia (NasdaqGS:NVDA) announced the RTX Spark superchip platform for Windows PCs and the Vera CPU for data centers, expanding into CPU markets that have traditionally centered on other large chip suppliers. The company introduced open source physical AI tools and agentic AI platforms, including Agent Toolkit, Cosmos, Alpamayo, Isaac Groot for robotics, and Vera Rubin for AI factories. Nvidia also disclosed new partnerships with Microsoft, MediaTek, Dell, TSMC, Uber, VinFast, and Foxconn,...

Nvidia CEO says has capacity to supply robust CPU and GPU growth
Reuters116d agoneutral
Nvidia CEO says has capacity to supply robust CPU and GPU growth

Nvidia boss Jensen Huang said on ‌Tuesday the company has enough supply ‌to accommodate robust growth for central processing units (CPUs) as ​well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC ‌press conference during ⁠Computex week in Taipei, a day after the $5 trillion chip giant ⁠unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will ​be launched ​in the fall, ​puts AI capabilities directly ‌into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.

Morgan Stanley resets Microsoft stock price target
TheStreet117d agoneutral
Morgan Stanley resets Microsoft stock price target

Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...

Morgan Stanley Discusses Microsoft (MSFT) AI Revenue Outlook
Insider Monkey117d agoneutral
Morgan Stanley Discusses Microsoft (MSFT) AI Revenue Outlook

Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Morgan Stanley, in a note to clients, discussed whether Wall Street is fully valuing the scale of future AI revenues at Microsoft Corporation (NASDAQ:MSFT) and whether investors are underestimating how much monetization the company’s fast-growing […]

Bloomberg117d agoneutral
CoreWeave-Tied Data Center Seeks $850 Million Junk Bond Sale

(Bloomberg) -- A data center tied to CoreWeave Inc. is set to get funding from a $850 million junk-bond sale by Elk Grove Village Property LLC, which joins a wave of high-yield issuers tapping debt markets to fund artificial intelligence infrastructure.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin

Nvidia partners with Microsoft on new RTX Spark laptops
Yahoo Finance Video117d agobullishVIDEO
Nvidia partners with Microsoft on new RTX Spark laptops

Nvidia CEO Jensen Huang introduces the new RTX Spark laptop lineup powered by the Blackwell RTX GPU. This is a major collaboration with Microsoft and other industry partners to reinvent the personal computer for the AI era.

IREN’s Massive GPU Bet And Digital Twin Raise Execution Questions For Investors
Simply Wall St.117d agoneutral
IREN’s Massive GPU Bet And Digital Twin Raise Execution Questions For Investors

IREN (NasdaqGS:IREN) is partnering with BE Networks to use NVIDIA DSX Air to digitally simulate and validate an upcoming deployment of more than 50,000 NVIDIA Blackwell Ultra GPUs. The partnership aims to create a digital twin of IREN's planned AI infrastructure before physical rollout to help reduce integration and deployment risk. IREN has closed a US$3.65b investment grade GPU financing facility, described as the first of its kind in the U.S. The financing is tied to IREN's AI cloud...

GRAIL, Inc. (GRAL): One of the Best Stock Picks of Jeff Bezos
Insider Monkey117d agoneutral
GRAIL, Inc. (GRAL): One of the Best Stock Picks of Jeff Bezos

We just covered the Jeff Bezos Stock Portfolio: Top 10 Stock Picks and GRAIL, Inc. (NASDAQ:GRAL) ranks 8th on this list. The interest of Jeff Bezos in GRAIL, Inc. (NASDAQ:GRAL) can be understood in context of the history of Bezos as a backer of disruptive, foundational healthcare platforms that use data computing. In January 2016, […]

Microsoft Corporation (MSFT): One of the Elite Stocks to Buy According to AI
Insider Monkey117d agobullish
Microsoft Corporation (MSFT): One of the Elite Stocks to Buy According to AI

We just covered the 10 Best Stocks to Buy Right Now According to AI and Microsoft Corporation (NASDAQ:MSFT) ranks 7th on this list. Microsoft Corporation (NASDAQ:MSFT) is a global technology powerhouse that dominates the enterprise software, cloud computing, and personal computing landscapes. The company’s growth engine is anchored by its Intelligent Cloud segment, featuring Azure, […]