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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.

31,173 signal articles · 125 in last 24h · 159,686 total before filter · latest 54m ago
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Bloomberg127d agoneutral
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

Amazon Stock’s Simple Path To 20% Upside
Trefis127d agoneutral
Amazon Stock’s Simple Path To 20% Upside

Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.

WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore
24/7 Wall St.127d agoneutral
WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

Owning Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is a bet that you can outsmart a basket. The fund holds 48 generative AI stocks, charges about 0.35%, and runs around $31 million in assets If you bought WISE for tighter exposure to the generative AI thesis than a broad tech ETF offers, the question is whether ... WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date
24/7 Wall St.127d agoneutral
Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

Alphabet (NASDAQ:GOOG) just delivered one of the cleanest mega-cap quarters in years. Q1 2026 revenue hit $109.9 billion, up 22% year over year, EPS of $5.11 came in well above the $2.63 consensus, and Google Cloud backlog nearly doubled to $462 billion. The stock is up 121.35% over the past year and sitting at $379.38. ... Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

This Week In Cloud AI - Training Revolution at Google Next 2026 Embraces AI Integration
Simply Wall St.127d agoneutral
This Week In Cloud AI - Training Revolution at Google Next 2026 Embraces AI Integration

At Google Next 2026, Google Cloud Security used the Instruqt platform to train over 150 practitioners on Agentic AI capabilities, marking one of the largest hands-on training sessions at a major industry conference this year. The event allowed participants to create their own Google Cloud Vertex AI environments, offering a practical experience that bridges the AI-adoption gap often encountered due to technology complexity and outdated training methods. This approach represents a...

Alphabet Ties AI Hardware Cloud And Ads As EU Scrutiny Rises
Simply Wall St.128d agoneutral
Alphabet Ties AI Hardware Cloud And Ads As EU Scrutiny Rises

Google Cloud and Blackstone announced a $5b joint venture to offer AI compute-as-a-service built on Google’s Tensor Processing Units (TPUs). Alphabet plans to supply TPUs to external customers, including Anthropic and Meta, expanding access to its AI chips. At Google Marketing Live, Google introduced six Gemini powered ad formats and outlined a new AI centric product roadmap for marketers. EU regulators are preparing a record antitrust fine against Alphabet under the Digital Markets Act,...

EU plans to fine Google high triple-digit million euro sum, Handelsblatt reports
Reuters128d agoneutral
EU plans to fine Google high triple-digit million euro sum, Handelsblatt reports

The European Union is planning to fine Alphabet's ‌Google a high triple-digit million ‌euro amount as part of an antitrust investigation, ​Germany's Handelsblatt newspaper reported, citing commission sources. The investigation, ​which was officially ​launched in March ‌2025, relates to concerns that Google favours its own services in search results and seeks to ensure the world's most popular internet search engine complies with ‌local regulation. The European Commission ​and Google were ​not immediately available ​for comment.

The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy
24/7 Wall St.128d agoneutral
The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of Mad Money, a caller named Jerry laid out a tech-saturated portfolio diversified across tech retail sales, software, semiconductors, data center, and advertising, noting ... The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Google rolls out AI-powered ad formats at Marketing Live
Proactive128d agoneutral
Google rolls out AI-powered ad formats at Marketing Live

Alphabet Inc (NASDAQ:GOOG)'s Google unveiled a suite of artificial intelligence-driven advertising products at its annual Google Marketing Live event, targeting expanded wallet share from both offline budgets and social media platforms as it moves to cement its position in the emerging agentic...

JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It
24/7 Wall St.128d agoneutral
JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

If you bought JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for the monthly checks, you probably think you own a Nasdaq-100 portfolio with a covered-call overlay. That is mostly true. The part that gets less airtime is that JEPQ’s option exposure runs through equity-linked notes, which are unsecured debt of the banks that issue them. ... JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It