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.

30,525 signal articles · 136 in last 24h · 154,708 total before filter · latest 1h ago
136last 24h
834last 7d
147● bullish (7d)
85● bearish (7d)
214publishers
AllMacro186Earnings100M&A126Regulatory18Product21Analyst19
✕ clear all filtersticker: METASentiment:bullishneutralbearishshow all (incl. clickbait)
Hyperscaler debt binge pushes yields up as investor demand cools
Reuters58d agoneutral
Hyperscaler debt binge pushes yields up as investor demand cools

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

‘Big Wednesday’ Offers a Big Test for the Stock Market
Barrons.com58d agoneutral
‘Big Wednesday’ Offers a Big Test for the Stock Market

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation Trade
Barrons.com58d agoneutral
Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation Trade

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

💬 Money Quote: Mark Zuckerberg
The Wall Street Journal58d agoneutral
💬 Money Quote: Mark Zuckerberg

📣 “So far, I think that all the work around AI has net created a lot of jobs because there’s all this infrastructure that needs to get created...So that concern hasn’t exactly played out the way that people feared it might.

China Shock Just Came for Your Portfolio
The Wall Street Journal58d agoneutral
China Shock Just Came for Your Portfolio

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough
The Wall Street Journal58d agoneutral
SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough

SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.

Stock Futures Edge Higher as Fed Rate Decision Looms
Barrons.com58d agoneutral
Stock Futures Edge Higher as Fed Rate Decision Looms

Stocks were on track to open a touch higher Wednesday as investors shrugged off a rally in oil prices ahead of the Federal Reserve’s July interest-rate decision. Dow Jones Industrial Average futures climbed 41 points, or 0.1%. This could be a crucial day for the market, with the Fed set to announce its policy decision and mega-cap tech companies Meta and Microsoft due to report earnings after the closing bell.

Russia's FSB charges Telegram founder Durov with facilitating terrorism
Reuters58d agoneutral
Russia's FSB charges Telegram founder Durov with facilitating terrorism

MOSCOW, July 29 () - Russia's Federal Security Service (FSB) said on Wednesday that it had charged ‌Telegram founder Pavel Durov with facilitating terrorist ‌activities, and that it had issued an international warrant for ​his arrest. The FSB said that the charges related to Telegram's failure to remove material "used by Ukrainian special services and by terrorist and extremist organisations to ‌prepare and coordinate acts ⁠of sabotage and terrorism, mass killings, and cyber-fraud operations wit

Bloomberg58d agobearish
Korean Stocks See Record Wave of Trading Halts on Chip Selloff

(Bloomberg) -- South Korea’s stock selloff deepened as SK Hynix Inc.’s earnings disappointed, worsening the already‑jittery sentiment around artificial intelligenceMost Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA Tournaments in Brewing FeudThe benchmark K

Anthropic clarifies stance on open-weight AI models
TheStreet58d agoneutral
Anthropic clarifies stance on open-weight AI models

Jensen Huang had never posted on X before July 24. His first post on the platform wasn't about chips or Nvidia's earnings or the next GPU architecture. It was a letter. An open letter signed by more than 20 tech companies, including Nvidia, Microsoft, Meta, Google, OpenAI, Hugging Face, Mistral, ...

Bloomberg58d agoneutral
Hong Kong Data Center Loan Sale Shows Banks Hitting Sector Limits

(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A

Markets brace for Fed decision and Big Tech earnings
Yahoo Finance Video58d agoneutralVIDEO
Markets brace for Fed decision and Big Tech earnings

Josh Lipton stock the market movers for Wednesday, July 29th, including the Federal Reserve's interest rate decision. After the closing bell, Microsoft (MSFT) and Meta (META) report second quarter earnings, with investors watching closely for signs that their massive AI investments are beginning to pay off.