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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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Does Google Stock's Cloud Margin Justify Its AI Bill?
Trefis21d agoneutral
Does Google Stock's Cloud Margin Justify Its AI Bill?

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

Citi names key Apple supply chain gainers before iPhone 18 debut
Proactive21d agoneutral
Citi names key Apple supply chain gainers before iPhone 18 debut

Apple Inc (NASDAQ:AAPL, XETRA:APC) was the focus of a supply-chain preview from Citi on Friday, highlighting the upcoming iPhone 18 family as a key catalyst for component suppliers. With shares trading at $328.21, the iPhone 18 lineup is expected to launch on 9 September, featuring Pro models...