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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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Bloomberg85d agoneutral
Trump Financial Disclosure Shows 21,000 Trades in 2025

(Bloomberg) -- President Donald Trump made more than 21,000 securities trades in his first year back in office, often in intense bursts tied to market events he created.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO

Investing.com85d agobullish
Apple Intelligence is not driving iPhone upgrade activity: UBS

Investing.com -- Apple Intelligence features are failing to accelerate iPhone upgrade activity, according to a UBS survey of more than 7,500 smartphone users across five countries, which found declining enthusiasm for AI as a purchasing trigger even as overall purchase intent held up in key Western markets.

Top EU court dismisses Google appeal of $4.5 billion antitrust fine
Associated Press85d agobearish
Top EU court dismisses Google appeal of $4.5 billion antitrust fine

Judges at the European Union's top court dismissed an appeal by Google over a landmark, 4.1 billion euro ($4.5 billion) antitrust fine imposed for throttling competition and reducing consumer choice through the dominance of its mobile Android operating system. The case has been tangled up in courts since the European Commission announced the fine in 2018. “The appeal brought by Google and its parent company Alphabet against the judgment of the General Court is dismissed, thereby confirming the penalty imposed for Google Search’s abuse of a dominant position in the context of the Android operating system,” the Luxembourg-based judges wrote in their ruling.

Bloomberg85d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

Apple’s India supply-chain bet has hidden risk
TheStreet85d agoneutral
Apple’s India supply-chain bet has hidden risk

Apple (AAPL) is in the middle of its largest supply-chain shake-up in years, a strategy that could be solving one problem while creating another. The corporation is working for years to shift more iPhone production to India to minimize its reliance on China. For investors, the approach was easy to ...

Bloomberg85d agobullish
Apple Seeks to Buy Chinese-Made Memory Chips by Lobbying US

(Bloomberg) -- Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on

Bloomberg85d agoneutral
Cboe Seeks to List Prediction Market Type Options on Earnings Metrics

(Bloomberg) -- Cboe Global Markets Inc. is seeking US regulatory approval to list all-or-nothing options tied to corporate earnings results, allowing traders to wager on figures ranging from SpaceX revenue and Nvidia data-center sales to JPMorgan Chase & Co.’s credit-loss provisions.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksS

Bloomberg85d agoneutral
AI Money and Anxiety Are Powering This Election Cycle

(Bloomberg) -- Never miss an episode. Follow The Big Take daily podcast today.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsIn the 2026 elections, artificial intelligence is the backdrop for just about everything.The

Investing.com85d agoneutral
SpaceX teases AI device post-IPO; QCOM gains, Apple unfazed

Investing.com -- Fresh off its historic debut on the public markets, Elon Musk’s SpaceX is keeping the momentum going. The newly public aerospace and tech giant has reportedly showcased a prototype AI-interaction device to investors. The hardware, described as sleeker and thinner than an Apple iPhone, marks an ambitious consumer tech play for the company. SpaceX presented the prototype to key stakeholders and institutional investors in a series of private meetings, according to a report from the

EU tech chief and Apple CEO had a constructive talk on topics of common interest
Reuters86d agoneutral
EU tech chief and Apple CEO had a constructive talk on topics of common interest

European Technology Commissioner Henna ‌Virkkunen had a "constructive" talk ‌with Apple's Chief Executive Tim Cook ​during a video call held on Monday, said a Commission spokesperson. They spoke ‌about "topics of ⁠common interest" on which work continues, the ⁠spokesperson added on Wednesday. The iPhone maker has said ​its Siri ​AI would ​not be ‌available initially in the EU on iPhones or iPads and faulted the European Commission for refusing to engage ‌constructively with ​them to ensure ​privacy ​and security on ‌their devices, while the ​Commission ​blamed Apple, saying the company had been unable to ​develop "interoperability" ‌to meet EU standards.

US Supreme Court to hear Apple appeal of contempt in Epic Games lawsuit
Reuters87d agobearish
US Supreme Court to hear Apple appeal of contempt in Epic Games lawsuit

The U.S. Supreme Court agreed on Tuesday to hear Apple's bid to escape being found in contempt in its legal fight with "Fortnite" maker ‌Epic Games after the iPhone maker was deemed in violation of a judicial order mandating sweeping ‌changes to its lucrative App Store in the antitrust litigation. The justices took up Apple's appeal of a lower court's ruling upholding ​a decision by Oakland, California-based U.S. District Judge Yvonne Gonzalez Rogers finding Apple in contempt in Epic's 2020 lawsuit contesting App Store fees. The Supreme Court is expected to hear the case in its next term, which begins in October.

Investing.com87d agoneutral
Wolfe sees higher memory prices adding to U.S. inflation pressures

Investing.com -- Wolfe Research said surging memory chip prices driven by the artificial intelligence buildout have already added meaningfully to core inflation, with further upside likely as costs continue to filter through the consumer electronics supply chain.

UK regulator proposes easing Apple, Google app store payment rules
Reuters87d agoneutral
UK regulator proposes easing Apple, Google app store payment rules

Britain's competition regulator on Tuesday proposed allowing app developers to steer ‌users to alternative payment options outside Apple ‌and Google's app stores to cut fees and boost competition. The ​Competition and Markets Authority said the proposals would remove restrictions that currently prevent UK developers from directing users to off-platform payment options, which are banned ‌by Apple and ⁠restricted by Google.

China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale
Reuters87d agoneutral
China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale

China's Nexchip Semiconductor seeks to raise up to HK$6.98 billion ($890.26 million) in a ‌Hong Kong share sale, an exchange filing ‌showed on Tuesday. The chip firm is offering 216.2 million shares at ​maximum HK$32.30 each and expects dealing of H shares to begin on July 10, the filing showed. Nexchip's raising follows a slew of Chinese technology firms seeking ‌to raise funds ⁠in Hong Kong's red-hot capital markets, with Apple supplier Luxshare Precision Industry revealing on ⁠the day an up to $3.10 billion share sale.

Bloomberg87d agobearish
China Misses Out on AI Boom as Stocks Trail by Most Since 2001

(Bloomberg) -- After a banner year for Chinese stocks on the back of AI advances, 2026 is not going well.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaThe MSCI China Index has tumbled 15%, the worst performance glo

Apple’s gamble just exposed the AI bubble’s fatal flaw
TheStreet87d agoneutral
Apple’s gamble just exposed the AI bubble’s fatal flaw

On June 25, Apple (AAPL) raised prices on iPads and MacBooks due to skyrocketing memory chip costs, according to Reuters. The stock dipped that same day, closing 6% lower and losing more than $260 billion in market cap. The price increases hit Apple’s MacBook Neo, raising its starting price to $699 ...

Google and Tesla Wrap Up a Magnificent Day
The Wall Street Journal87d agoneutral
Google and Tesla Wrap Up a Magnificent Day

It was a good day for the Magnificent Seven—at least some of them. Tesla stock ended Monday's session up 8.5%, perhaps riding the coat tails of SpaceX, which was up 7.1%. The two Elon Musk companies are tightly linked, jointly developing a chip fabrication complex in Texas.

Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak
Reuters87d agoneutral
Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak

Sensitive lists of components and suppliers, and photos of Apple's upcoming iPhone 18 Pro models are part of files posted on the dark web by the ransomware group that stole data from the U.S. ‌firm's Indian supplier Tata Electronics, according to documents and a source. The exposure threatens the carefully negotiated business of building the iPhone, which Apple assembles ‌from a thicket of suppliers worldwide. It could also upset Apple and its relationship with Tata given most of the supplier arrangements are fiercely protected by Apple, and could also hand rivals, counterfeiters and ​its own vendors a view of who makes what.