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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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The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
24/7 Wall St.139d agoneutral
The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

Online seller eBay rejects GameStop's $56 billion takeover offer
Associated Press139d agobearish
Online seller eBay rejects GameStop's $56 billion takeover offer

Online seller eBay is rejecting an unsolicited $56 billion takeover offer from GameStop, calling the proposal “neither credible or attractive.” Ryan Cohen’s GameStop disclosed earlier this month that it was pursuing a takeover of eBay, seeing it as a vehicle to compete with online retail giant Amazon. The national gaming retailer said at the time that its approximately 1,600 U.S. stores could become drop-off and shipping locations.

Amazon looks to redefine a need for speed with 30-minute deliveries
Associated Press139d agoneutral
Amazon looks to redefine a need for speed with 30-minute deliveries

More than 20 years after it redefined fast shipping, Amazon is preparing to raise the bar on consumer expectations again by offering to fulfill customers' most urgent product needs in a half-hour or less for an extra fee. The company, which revolutionized online shopping in 2005 with two-day deliveries for Prime members, is rapidly opening small order-processing hubs in dozens of U.S. and foreign cities to cater to shoppers who can't or don't want to wait for cough medicine to relieve flu symptoms or tomatoes for tonight's dinner salad. The ultrafast service, called Amazon Now, first launched in India last June.

AI’s Next Leg Might Be Bigger Than Anyone Thinks — and These 2 Stocks Are Quietly Positioning for It
24/7 Wall St.139d agoneutral
AI’s Next Leg Might Be Bigger Than Anyone Thinks — and These 2 Stocks Are Quietly Positioning for It

The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic’s Claude Mythos. As we move into a phase of the AI boom that goes beyond just large language models or image generators, where AI ... AI’s Next Leg Might Be Bigger Than Anyone Thinks — and These 2 Stocks Are Quietly Positioning for It

Bloomberg140d agobearish
Amazon Kicks Off Debut Swiss Franc Bond Sale in Record Six Parts

(Bloomberg) -- Amazon.com Inc. has begun the sale of its first Swiss franc bonds as it looks to raise a record six-part deal in the currency.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’The company is selling debt due in three, six, nine, 12, 18 and 25-years, according to a person f

OpenAI, Microsoft agree to cap revenue-sharing at $38 billion, The Information reports
Reuters140d agoneutral
OpenAI, Microsoft agree to cap revenue-sharing at $38 billion, The Information reports

OpenAI and Microsoft agreed to cap total revenue-sharing payments at $38 billion, U.S. ‌digital news outlet The Information reported ‌on Monday, citing a person with knowledge of the arrangement. The ​development comes as OpenAI and Microsoft renegotiated a contract last month, making room for OpenAI to forge new partnerships with companies such as ‌Amazon and Google. The ⁠payment cap could help OpenAI present a stronger long-term pitch to investors ⁠as it works toward a public offering, which some executives said could take place as ​soon as ​the end of this ​year, according to ‌the report.

Shopify Retreats, Amazon Attacks
Motley Fool140d agoneutral
Shopify Retreats, Amazon Attacks

Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. Plus, Amazon's move into logistics caused several shipping stocks to plunge.

Amazon’s €15b France Plan Reshapes Logistics AI And ESG Story
Simply Wall St.140d agoneutral
Amazon’s €15b France Plan Reshapes Logistics AI And ESG Story

Amazon.com (NasdaqGS:AMZN) is committing €15b to expand its operations in France, its largest investment in Europe to date. The plan includes new distribution centers, AI driven logistics upgrades, and thousands of logistics and tech roles across the country. The program also covers worker upskilling initiatives and support for Amazon's net zero carbon target by 2040. The investment strengthens local infrastructure for e commerce, cloud, and AI related services across the French...