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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.

30,897 signal articles · 36 in last 24h · 157,635 total before filter · latest 15h ago
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Bloomberg103d agobullish
Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.
The Wall Street Journal103d agoneutral
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

Why Sonos (SONO) Shares Are Sliding Today
StockStory103d agoneutral
Why Sonos (SONO) Shares Are Sliding Today

Shares of audio technology Sonos company (NASDAQ:SONO) fell 4.7% in the afternoon session after investor concerns over new competition as Google unveiled its new Google Home Speaker.

Allbirds rebrands as Smartbird in AI pivot, hires Amazon alum as CEO
Reuters Videos104d agoneutralVIDEO
Allbirds rebrands as Smartbird in AI pivot, hires Amazon alum as CEO

<body><p>STORY: Another AI company is off and running... and, this time, it's coming from former sneaker brand Allbirds.</p><p>Allbirds on Wednesday officially changed its name to Smartbird, cementing its months-long transformation from shoe maker to AI infrastructure firm and sending its shares up as much as 75%.</p><p>:: Archive</p><p>The move comes after the company in April said it was shifting its focus to offer cloud computing capacity and AI services, leading to a more than five-fold jump in its shares.&nbsp;</p><p>The newly-named Smartbird on Wednesday also announced the appointment of former Amazon executive Nadia Carlsten as its new CEO.</p><p>:: Amazon Web Services</p><p>Carlsten brings AI and quantum computing experience from Amazon Web Services and Alphabet spinoff SandboxAQ, and has advised the World Economic Forum on computing and AI.</p><p>In a statement, she said that with a (quote) "differentiated strategy, significant capital, and the opportunity to build an exceptional team, we are uniquely positioned to capitalize on one of the most significant infrastructure opportunities of the next decade."</p><p>Allbirds shut most of its brick-and-mortar stores and sold its brand and footwear assets in March to American Exchange Group for $39 million.</p></body>