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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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Google rents SpaceX/AI supercomputers for $920M a month, ahead of IPO
Euronews114d agoneutral
Google rents SpaceX/AI supercomputers for $920M a month, ahead of IPO

Google has signed a $30 billion deal to lease computing power from SpaceX, paying $920 million per month through June 2029. The move came after SpaceX acquired xAI in February 2026, gaining massive data centres. The deal precedes SpaceX’s highly anticipated IPO next week.View on euronews

Jim Cramer Believes “Alphabet Could Raise Serious Money”
Insider Monkey115d agoneutral
Jim Cramer Believes “Alphabet Could Raise Serious Money”

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks on which Jim Cramer gave his opinion, as he warned that increased AI-related spending might cause near-term headwind for stocks. Cramer commented on the company raising money for the data center build-out, as he said: Now, we should be heartened by what happened to the stock of Alphabet […]

Warren Buffett's Berkshire triples stake in newspaper giant
TheStreet115d agoneutral
Warren Buffett's Berkshire triples stake in newspaper giant

For decades, owning a newspaper looked like a losing bet. Print circulation fell, ad dollars fled to Google and Meta, and plenty of local titles folded for good. So when one of the most respected names in investing keeps pouring money into the sector, it's worth paying attention. That's exactly ...

SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.
24/7 Wall St.115d agoneutral
SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

The phrase sounds almost impossible: a short squeeze involving index funds. After all, index funds are designed to be passive, rules-based buyers, not active traders caught on the wrong side of a position. Yet that is exactly the scenario Animal Spirits hosts Michael Batnick and Ben Carlson laid out on Episode 467, “The Biggest Short ... SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years
24/7 Wall St.115d agoneutral
Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

Utility deals rarely make investors lean forward. This one should. Xcel Energy (NASDAQ:XEL) just struck an electric service agreement with Google that rewrites who pays for the AI buildout, and it could become the template every hyperscaler and regulated utility copies for the next decade. The headline: residential and small-business customers in Minnesota are projected ... Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

Alphabet Extends Gemini AI Deeper Into Enterprises With New Cloud Deals
Simply Wall St.115d agoneutral
Alphabet Extends Gemini AI Deeper Into Enterprises With New Cloud Deals

Alphabet (NasdaqGS:GOOGL) has entered new multi year Google Cloud partnerships with Lovable, EQT, and IBM. The agreements focus on expanding access to Gemini AI models and Google Cloud infrastructure for hundreds of enterprises. The collaborations aim to extend AI adoption beyond hyperscaler data centers into enterprise software and private equity portfolios. Alphabet, trading at around $368.53, has seen very large gains of about 204% over the past 3 years and about 205.8% over the past 5...

Investing.com115d agoneutral
Is Wall Street’s AI boom spreading to main Street?

Investing.com -- Yardeni Research said growing evidence suggests the artificial intelligence boom is extending beyond major technology companies and into the broader U.S. economy, supporting hiring, business formation, and investment despite ongoing geopolitical and inflation risks.

Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?
Trefis115d agoneutral
Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?

In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.

SpaceX Inks $30 Billion Computing Power Deal With Google
Bloomberg115d agoneutralVIDEO
SpaceX Inks $30 Billion Computing Power Deal With Google

Bloomberg's Bailey Lipschultz breaks down a busy week in SpaceX news, as the aerospace company prepares for an IPO. SpaceX and Google entered into an agreement for cloud services where Google has agreed to pay SpaceX $920 million per month for computing, something Lipschultz says is indicative of the expansion of the scope of work SpaceX is looking to do.

Bloomberg115d agoneutral
Apollo Wraps Up $35 Billion Debt to Buy AI Chips for Anthropic

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. have finalized a $35 billion financing package for Anthropic PBC to expand its AI infrastructure, marking the latest mega-deal in the artificial intelligence race.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says

What investors can expect from Apple's WWDC
Yahoo Finance Video115d agoneutralVIDEO
What investors can expect from Apple's WWDC

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to preview Apple's (AAPL) Worldwide Developers Conference (WWDC), discussing what investors should watch for and what it will take for the event to be considered a success.

SpaceX signs pre-IPO deal to provide AI computing to Google
AFP115d agoneutral
SpaceX signs pre-IPO deal to provide AI computing to Google

SpaceX on Friday signed a blockbuster cloud computing agreement under which Google will pay the Elon Musk-founded rocket company $920 million per month for access to a massive cluster of AI chips, according to a disclosure in its initial public offering filing.The deal resembles one struck with AI giant Anthropic, in which SpaceX leased compute capacity at its Colossus data centers in Memphis, Tennessee for $1.25 billion a month.