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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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Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)
Insider Monkey47d agoneutral
Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]

CoreWeave edges past quarterly revenue estimates
Reuters47d agobullish
CoreWeave edges past quarterly revenue estimates

AI cloud company CoreWeave edged past Wall Street estimates for quarterly ‌revenue on Tuesday, driven by strong ‌demand for its computing services that power AI systems. So-called neoclouds such as CoreWeave ‌and peer Nebius, ⁠which offer hardware and cloud capacity to other technology companies, have seen ⁠demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with ​Nvidia have ​made it a key ​supplier of Nvidia's ‌AI chips, has attracted several high-profile customers so far this year.

Super Micro forecasts upbeat annual revenue
Reuters47d agobullish
Super Micro forecasts upbeat annual revenue

Super Micro Computer on Tuesday forecast fiscal ‌2027 revenue above Wall Street ‌expectations, betting that strong demand for its ​AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading ‌following the ⁠results. The server maker has been a winner in the ⁠race to equip data centers for generative AI, leveraging its close ​relationships with ​chipmakers and ​its reputation for ‌speed-to-market.