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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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SpaceX AI Megadeals With Google And Anthropic Recast Growth And Valuation
Simply Wall St.105d agoneutral
SpaceX AI Megadeals With Google And Anthropic Recast Growth And Valuation

Space Exploration Technologies (NasdaqGS:SPCX) has secured AI infrastructure agreements with Google totaling US$920 million per month. Anthropic has entered a separate AI infrastructure contract with SpaceX valued at US$1.25b per month. Taken together, these multi billion dollar deals position SpaceX as a major hyperscale AI data center provider alongside its existing space and satellite operations. For you as an investor, these contracts point to a broader role for NasdaqGS:SPCX beyond...

Jim Cramer on Backblaze: “Solid Company, Just Not the Right Time”
Insider Monkey105d agoneutral
Jim Cramer on Backblaze: “Solid Company, Just Not the Right Time”

Backblaze, Inc. (NASDAQ:BLZE) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer suggested putting a “pin in it,” as he said: For such a tiny company, Backblaze is already starting to put up some pretty impressive numbers… We’re talking about a relatively small-time money loser […]

Bloomberg105d agoneutral
Starmer Announces Full Ban on Social Media for UK’s Under 16s

(Bloomberg) -- Prime Minister Keir Starmer announced what he described as a “full ban” on children using social media, one of the strictest online crackdowns in the democratic world and going beyond limits imposed by Australia last year.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineWhy Musk Raced to Take SpaceX Public in the World’s B

Bloomberg106d agoneutral
Anthropic Block Marks US Reversal, Warning to Silicon Valley

(Bloomberg) -- The extraordinary move by the US to bar foreign access to Anthropic PBC’s best AI models underscores the Trump administration’s newfound willingness to exert control over a pivotal industry. It also reminds Silicon Valley that it’s working with an imperfectly understood technology with uncertain impact.Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Rest

Alphabet Ties Search AI And Mobility Closer To Revenue Potential
Simply Wall St.106d agoneutral
Alphabet Ties Search AI And Mobility Closer To Revenue Potential

Google is rolling out a national real estate search feature with HouseCanary, directly surfacing MLS broker listings in mobile search across the U.S. Apple is using Google's Gemini models to power its new Siri AI, while also tapping Google Cloud and Nvidia technology for AI infrastructure. Waymo, Alphabet's autonomous driving unit, has launched its first paid subscription for robotaxi services, moving its ride hailing business toward a membership model. For investors tracking Alphabet...

Investing.com106d agoneutral
How ‘agentic’ is AI shopping today

Investing.com -- Agentic shopping is the use of AI agents to carry out parts of the shopping process on behalf of the customer instead of merely providing recommendations. Google’s agentic shopping protocol, for instance, enables agents to work across different parts of the buying processes, including discovery and post-purchase support. But has agentic shopping reached the capacity to directly make shopping decisions on customers’ behalf?

Anthropic Turns To Google To Back Massive Data Center Push
Benzinga106d agoneutral
Anthropic Turns To Google To Back Massive Data Center Push

Anthropic is moving to take greater control of the computing infrastructure that powers its AI models, pursuing data center leases that would place the company in direct control of operating its own facilities. The effort could secure vast amounts of...

Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring
Insider Monkey106d agoneutral
Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Brookfield (NYSE:BN) ranks #9 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 47 Top Pick Of: Bill Ackman — Pershing Square Capital Brookfield (NYSE:BN) has quietly become an indirect play on the AI infrastructure buildout, thanks to its exposure […]

3 Cloud Computing Stocks to Load up on in June
24/7 Wall St.106d agoneutral
3 Cloud Computing Stocks to Load up on in June

Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a positioning window for the three mega caps that dominate enterprise cloud. Each just printed cloud growth that re-accelerated, each is sitting on contracted ... 3 Cloud Computing Stocks to Load up on in June

Goldman Sachs resets Apple stock forecast after WWDC
TheStreet106d agoneutral
Goldman Sachs resets Apple stock forecast after WWDC

Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...

Investing.com106d agoneutral
How Booking won online travel & can it win AI travel?

Investing.com -- Booking Holdings (NASDAQ: BKNG) remains one of the strongest players in online travel, but artificial intelligence could eventually challenge some of the company’s competitive advantages, according to a report from Bernstein.

Alphabet’s New SpaceX Exposure Adds A Fresh Dimension To Its Story
Simply Wall St.107d agoneutral
Alphabet’s New SpaceX Exposure Adds A Fresh Dimension To Its Story

Alphabet's long held private stake in SpaceX has become a publicly traded position following SpaceX's historic IPO. The IPO turns Alphabet's multi billion dollar SpaceX investment into a liquid asset with a transparent market price. Investors can now see Alphabet's exposure to the commercial space and space focused AI cloud sector reflected in daily trading data. Alphabet (NasdaqGS:GOOGL) now has a directly observable stake in one of the highest profile space infrastructure companies, which...