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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 Says a Mystery AI Customer Adds $1.11 Billion a Month. Google Shows How Fast Compute Is Growing
Insider Monkey12d agoneutral
SpaceX Says a Mystery AI Customer Adds $1.11 Billion a Month. Google Shows How Fast Compute Is Growing

Space Exploration Technologies Corp. (NASDAQ:SPCX) says a new, unnamed hosting customer will begin paying $1.11 billion per month on December 1. That is a $13.32 billion annualized run rate, not necessarily a guaranteed $13 billion contract. Alphabet Inc. (NASDAQ:GOOGL) shows both how quickly this business can scale and why contract terms matter. SpaceX CFO Bret […]

Is Superintelligence On The Horizon? Safety Fears Grip Industry Leaders As They Push For A Slowdown
Insider Monkey12d agoneutral
Is Superintelligence On The Horizon? Safety Fears Grip Industry Leaders As They Push For A Slowdown

Something strange is happening at the frontier of intelligence. Anthropic CEO Dario Amodei called for slowing frontier AI development, OpenAI CEO Sam Altman agreed that the industry needs to “pace the frontier,” and Elon Musk said Amodei was right. The industry leaders’ fear stems from the fact that the alignment problem remains fundamentally unsolved. Rumors […]

Jim Cramer on Why Marvell (MRVL) Plunged
Insider Monkey13d agobearish
Jim Cramer on Why Marvell (MRVL) Plunged

Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day. The sharp reaction led Jim Cramer to question, during the September 8 Mad Money episode, why investors punished a company whose AI business continues to accelerate. What the heck just happened to […]

South Florida Sun Sentinel13d agobullish
CP Group leader tells of modernizing Boca’s Innovation Campus: ‘It became a place’

When Angelo Bianco’s real estate firm CP Group bought the Boca Raton Innovation Campus eight years ago, he said he saw the opportunity to turn a “broken-down has-been” into “an Apple or Google campus.” CP Group went on to bring a surge of activity to the massive business park, known as BRiC, envisioning many improvements and attracting new businesses. Now, with the recently announced sale of ...

Meta May Overtake Google Search in Ad Revenue This Year, Bernstein Says
Insider Monkey13d agoneutral
Meta May Overtake Google Search in Ad Revenue This Year, Bernstein Says

According to a note published on August 31, Bernstein analysts believe Meta Platforms, Inc. (NASDAQ:META) will surpass Alphabet Inc. (NASDAQ:GOOGL)’s Google Search in advertising revenue by the end of 2026. The firm’s theory is interesting for what it excludes: by omitting other Google ad revenue streams like Maps and Gmail, Bernstein says Meta Platforms, Inc. […]

What Are You Really Paying For Reddit's Ad Growth?
Trefis13d agoneutral
What Are You Really Paying For Reddit's Ad Growth?

Reddit (RDDT) stock is down about 35% over the past twelve months. Yet at about $155 it still trades at about 26.5 times trailing adjusted earnings, meaning normalized net income with stock-based compensation added back. The forecast that makes Reddit look cheaper does not need wider margins. It needs advertising to keep growing while search referrals stay volatile.

SpaceX signs $1.1 billion-per month computing deal
Yahoo Finance Video13d agoneutralVIDEO
SpaceX signs $1.1 billion-per month computing deal

Yahoo Finance Senior Autos Reporter Pras Subramanian joins Market Domination host Ines Ferré to report that SpaceX (SPCX) has signed a $1.1 billion-per month AI computing deal. The move will bring the company closer to its $100 billion annual recurring revenue target this year, according to CFO Bret Johnson.

How Far Could Alphabet Stock Move On You In A Year?
Trefis13d agoneutral
How Far Could Alphabet Stock Move On You In A Year?

Alphabet (GOOGL) stock trades at about $332, and options expiring roughly a year out price a 68% probability range running from roughly $233 to roughly $474. That floor sits just under the stock's 52-week low of $235.96, while the ceiling clears its 52-week high of $402.12. Yet, a range this wide is close to normal for these shares, not a sign of unusual fear.