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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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Bloomberg148d agoneutral
Top Trump Aide Says Administration Won’t Pick Winners in AI Race

(Bloomberg) -- White House Chief of Staff Susie Wiles said the US government would refrain from choosing winners and losers in artificial intelligence, the latest signal from a top aide to President Donald Trump as his administration prepares new AI policy directives.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agent

Alphabet Is $230 Billion Away From Overtaking Nvidia: Will GOOGL Dethrone NVDA By June?
Benzinga148d agoneutral
Alphabet Is $230 Billion Away From Overtaking Nvidia: Will GOOGL Dethrone NVDA By June?

Alphabet posted a blockbuster Q1 last week, and the stock responded by closing out its best month since October 2004. That has put Alphabet within $230 billion of Nvidia for the title of the world’s largest company, with prediction market traders now pricing a real chance the crown changes hands by June. CEO Sundar Pichai told investors the company’s edge over rivals is that it “owns the silicon.” Pichai’s Full-Stack Pitch On the April 29 Q1 earnings call, Pichai said, “The fact that we own fron

Anthropic Is Making Its Claude Chatbot More Appealing to Consumers
Bloomberg148d agoneutral
Anthropic Is Making Its Claude Chatbot More Appealing to Consumers

(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services Task

Bloomberg148d agoneutral
Anthropic Is Making Its Claude Chatbot More Appealing to Consumers

(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitDOJ Plans Intervention in Trump Supreme Court Carroll AppealAnthropic Unveils AI Agents to Field Financial Services Task

ARM Q4 Earnings Call Highlights
MarketBeat148d agoneutral
ARM Q4 Earnings Call Highlights

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Cathie Wood sells another $15.6M of surging semiconductor stock
TheStreet148d agobearish
Cathie Wood sells another $15.6M of surging semiconductor stock

Sometimes the hardest part of investing isn't buying. It's not the patience asked of you before the market rewards your move. It’s not even what to invest in, as you may think. It's watching something you sold keep going up to the moon without you. And now you can only stay out and be a spectator. ...

AMD stock surges as the chipmaker forecasts continued AI growth
Yahoo Finance Video148d agobullishVIDEO
AMD stock surges as the chipmaker forecasts continued AI growth

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

Load Up on Nuclear Before the Data Center Energy Race Accelerates
24/7 Wall St.148d agoneutral
Load Up on Nuclear Before the Data Center Energy Race Accelerates

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates

Tesla, Meta, Microsoft Investors May Need A 'Self-Destruct' Switch, Not Blind Faith
Benzinga148d agoneutral
Tesla, Meta, Microsoft Investors May Need A 'Self-Destruct' Switch, Not Blind Faith

Investors piling into the AI trade may need something less glamorous than another price target, product demo or promise about the future: a rule for when to stop trusting their favorite market narrative. That is the central argument from the investing blog Capital Blueprint, helmed by an independent market commentator using the name Jin, who says investors should build what Jin calls a "self-destruct chip" into their AI framework — clear conditions that force them to stop trusting a favorite nar

Meta asks California judge to throw out landmark social media addiction verdict
Reuters148d agoneutral
Meta asks California judge to throw out landmark social media addiction verdict

Meta Platforms has asked a Los Angeles judge to throw out a jury’s verdict finding the company liable for a woman’s ‌depression in a landmark trial over whether the company has harmed young users by ‌designing its platforms to be addictive. In the filing, submitted on Monday but made public on Wednesday, Meta asked the judge ​who oversaw the trial to overturn the verdict and rule in its favor or order a new trial. The jury in March found that Meta and YouTube parent Google had been negligent in the design of their platforms and had failed to warn users of their dangers.

What Does Alphabet Inc (GOOGL)’s Q1 Say About Cloud Business?
Insider Monkey148d agoneutral
What Does Alphabet Inc (GOOGL)’s Q1 Say About Cloud Business?

Alphabet Inc (NASDAQ:GOOGL) is one of the best stocks to buy in 2026 according to billionaire George Soros. This cloud computing stock has gained nearly 30% in the past month and soared around 140% over the past year. Alphabet Inc (NASDAQ:GOOGL) reported its Q1 2026 results on April 29, revealing strong growth in both topline […]

Google moves to avert EU fines with offer in news search case, Bloomberg News reports
Reuters148d agoneutral
Google moves to avert EU fines with offer in news search case, Bloomberg News reports

Google has proposed modifications to the way it presents ‌news results on its search ‌engine, aiming to prevent additions to the 9.5 ​billion euros ($11.16 billion) in competition fines it has accumulated from the European Union, Bloomberg News reported on Wednesday. The company could avoid a formal order to change its business practices and potential fines under the Digital Markets Act if its ‌offer, which includes ​amendments to its anti-spam ​policies, is ​approved by market rivals ‌and EU regulators, the report ​said. Google did not immediately respond to ​a Reuters ‌request for comment.

Anthropic unveils 'dreaming' feature to help its AI agents self-improve
Reuters148d agoneutral
Anthropic unveils 'dreaming' feature to help its AI agents self-improve

SAN FRANCISCO, May 6 () - Artificial intelligence lab Anthropic on Wednesday touted a new ‌feature for its Claude AI, which it ‌calls "dreaming." Available as a research preview, "dreaming" comes with its software for ​managing agents, or AI programs that perform tasks with little human involvement.

Flex Q4 Earnings Call Highlights
MarketBeat148d agoneutral
Flex Q4 Earnings Call Highlights

Flex (NASDAQ:FLEX) used its fiscal fourth-quarter earnings call to outline plans to separate its Cloud and Power Infrastructure (CPI) segment into a new publicly traded company, while also reporting record quarterly margins and issuing a fiscal 2027 outlook that reflects sharply higher capital spend

If You Want to Beat the Market, Start With These 3 Stocks
24/7 Wall St.148d agobullish
If You Want to Beat the Market, Start With These 3 Stocks

Investors are concerned about where the stock market is headed this year. The ongoing geopolitical tensions, inflation concerns, and economic uncertainties are weighing on the market. If you are worried about a market downturn in the near future, there are stocks that can continue to stand strong. The S&P 500 has gained 5% this year, ... If You Want to Beat the Market, Start With These 3 Stocks

Anthropic’s US$200b Deal Puts Alphabet At Center Of AI Infrastructure
Simply Wall St.148d agoneutral
Anthropic’s US$200b Deal Puts Alphabet At Center Of AI Infrastructure

Anthropic has committed to spend about US$200b on Google Cloud services over five years, according to new disclosures in the past week. This commitment represents over 40% of Alphabet's existing Google Cloud revenue backlog. Google Cloud reported 63% revenue growth and Alphabet plans to sell its custom AI chips, TPUs, directly to customers. These moves position Alphabet (NasdaqGS:GOOGL) as a full stack provider for generative AI, from infrastructure to model delivery. For you as an...

While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech
24/7 Wall St.148d agoneutral
While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year
24/7 Wall St.148d agoneutral
Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year

Li Lu, a man also known as the Chinese Warren Buffett and a close friend of the late, great Charlie Munger, is having quite a solid year. Lu runs the show over at Himalaya Capital, which has a relatively small, concentrated portfolio of some outstanding businesses. Clearly, Li Lu isn’t afraid to overweight his best ... Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year