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Notícias

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

30,670 signal articles · 39 in last 24h · 156,024 total before filter · latest 43m ago
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Nvidia’s Circular Financing Web Gets Even Wider
24/7 Wall St.41d agoneutral
Nvidia’s Circular Financing Web Gets Even Wider

Nvidia just cut a $1.5 billion check to fund the very data center that will buy its own chips, and that circular loop is getting harder to ignore as off-balance-sheet obligations across Big Tech quietly balloon toward $3 trillion.

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
24/7 Wall St.41d agobullish
Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying