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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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Jim Cramer Says Amazon and Alphabet Are Cheap. Their Cash Flows Complicate the Case
Insider Monkey16d agoneutral
Jim Cramer Says Amazon and Alphabet Are Cheap. Their Cash Flows Complicate the Case

Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) looked cheap as investors favored other winners. His thesis: enormous AI investments could begin delivering substantial returns. His charitable trust owns both stocks. The latest results support the growth […]

Will Direct TPU Sales Re-Rate Google Stock?
Trefis16d agoneutral
Will Direct TPU Sales Re-Rate Google Stock?

Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.

Qualcomm Calls Amazon Pact a Landmark Deal, Backs $15B Data-Center Goal
MarketBeat17d agoneutral
Qualcomm Calls Amazon Pact a Landmark Deal, Backs $15B Data-Center Goal

Qualcomm (NASDAQ:QCOM) CFO and COO Akash Palkhiwala said the company’s newly announced multiyear agreement with Amazon represents a “landmark deal” for its expanding data-center business and supports its previously disclosed growth targets. Speaking at the Goldman Sachs Communacopia + Technology Co