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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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Legal AI leaders like Harvey are sprinting to scale while they still can
Pitchbook16d agoneutral
Legal AI leaders like Harvey are sprinting to scale while they still can

As the big frontier model makers muscle into legal tech, venture dollars are consolidating around a select few leaders who have gone on acquisition sprees. Legal AI provider Harvey’s $550 million raise accounts for 16% of the $3.35 billion invested in legal tech companies globally so far in 2026, according to PitchBook data. Lightspeed and Diffusion co-led the round, which valued the company at $15.5 billion. Add Harvey’s previous $200 million fundraise in March, as well as competitor Legora‘s $

Forkast News16d agoneutral
Google Commits €13B to Finland AI Infrastructure, Securing Its First Non-US Nuclear Deal

Google Commits €13B to Finland AI Infrastructure, Securing Its First Non-US Nuclear Deal Google’s commitment of €13 billion toward AI infrastructure in Finland marks a definitive shift in the data centers strategy of hyperscalers. By anchoring its expansion to a 22-year power purchase agreement (PPA) with Fortum for output from the Loviisa nuclear plant, Google […]

Should You Buy Alphabet Stock For The Chips It Now Sells?
Trefis16d agoneutral
Should You Buy Alphabet Stock For The Chips It Now Sells?

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Can Microsoft Stock Keep Earning Like This?
Trefis16d agoneutral
Can Microsoft Stock Keep Earning Like This?

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.

Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity
Insider Monkey16d agoneutral
Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity

Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic’s accelerating compute requirements. The opportunity comes amid growing concerns that Google’s decision to develop more of its chips internally could threaten Broadcom’s custom silicon business. However, Macquarie analyst Arthur Lai argued on September 3 that many of these concerns may already be priced […]

Palantir Changed The Number It Wants You To Judge It By
Trefis16d agoneutral
Palantir Changed The Number It Wants You To Judge It By

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.