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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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Elon Musk's Space AI Vision Gets Boost As Sundar Pichai Backs Data Centers In Orbit
Benzinga151d agoneutral
Elon Musk's Space AI Vision Gets Boost As Sundar Pichai Backs Data Centers In Orbit

Elon Musk‘s orbital datacenter goals may have gotten a boost following Alphabet Inc. CEO Sundar Pichai‘s comments about space-based AI compute earlier this month. AI Compute Satellites In a post on the social media platform X, influencer Peter Diamandis shared that Pichai had predicted that space-based AI datacenters would be the “normal” way of building out AI compute within a decade, referring to Pichai’s comments from an April interview with Fortune, adding that Musk had been saying this “for

Is Alphabet Inc. (GOOGL) A Good Stock To Buy Now?
Insider Monkey151d agobullish
Is Alphabet Inc. (GOOGL) A Good Stock To Buy Now?

Is GOOGL a good stock to buy? We came across a bullish thesis on Alphabet Inc. on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.’s share was trading at $332.29 as of April 21st. GOOGL’s trailing and forward P/E were 30.74 and 29.07 respectively according to Yahoo […]

Why Warby Parker (WRBY) Stock Is Up Today
StockStory151d agoneutral
Why Warby Parker (WRBY) Stock Is Up Today

Shares of eyewear retailer Warby Parker (NYSE:WRBY) jumped 4.1% in the afternoon session after BTIG reiterated a Buy rating and a $32.00 price target on the stock ahead of the company's first-quarter earnings report.

Jim Cramer Explains Why Wall Street Liked Alphabet Despite Massive Capital Spending
Insider Monkey151d agoneutral
Jim Cramer Explains Why Wall Street Liked Alphabet Despite Massive Capital Spending

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer noted that the company’s quarter “wasn’t perfect,” as he stated: I want to dig into what we heard from big tech and what it means for the rest of the market. Why don’t we start with […]

Jim Cramer Says Stocks Like Seagate  “Are Really Overextended” For Him
Insider Monkey151d agoneutral
Jim Cramer Says Stocks Like Seagate “Are Really Overextended” For Him

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]

‘Tech Is Back’: Fund Investors Recovered in April
The Wall Street Journal151d agoneutral
‘Tech Is Back’: Fund Investors Recovered in April

Fund investors can thank the big tech stocks for getting the second quarter off to a better start than the first. Powered by gains in Nvidia and Google parent Alphabet the stock market in April logged its best month since 2020, shaking off declines in the first quarter when the war in Iran started. “The tech sector is back,” says Adam Turnquist, chief technical strategist for LPL Financial ”After a 115-day hiatus from new highs, the sector has finally reached record-high territory.”

Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts
24/7 Wall St.151d agoneutral
Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts

On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor’s attention. “9 data centers went offline or they went to backup power. And when the grid came back up, the grid was expecting the data centers to be there and they weren’t.” ... Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg151d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.151d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
24/7 Wall St.151d agoneutral
The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

Investing.com151d agoneutral
AI could take capex to $1Tn in CY27

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Elon Musk's Robotaxi Plans Take Shape With Dallas, Houston Rollout, But Tesla Is Still Far Behind Waymo
Benzinga152d agoneutral
Elon Musk's Robotaxi Plans Take Shape With Dallas, Houston Rollout, But Tesla Is Still Far Behind Waymo

Tesla Inc. (NASDAQ:TSLA) recently ramped up its Robotaxi operations in Texas, providing unsupervised Robotaxi rides in Dallas and Houston, while it was already providing rides in Austin. While the ramp-up in Cybercab production could provide another boost in its Robotaxi exploits, Tesla remains far behind its rival Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo. Tesla Vs Waymo On Thursday, Electrek reported that Tesla had increased the size of its unsupervised Robotaxi fleet to 25 across the

Reddit (RDDT) Is Up 7.5% After AI Ad And Data Deals Turbocharge Q1 Results - What's Changed
Simply Wall St.152d agoneutral
Reddit (RDDT) Is Up 7.5% After AI Ad And Data Deals Turbocharge Q1 Results - What's Changed

In the first quarter of 2026, Reddit reported revenue of US$663.41 million and net income of US$203.98 million, both sharply higher than a year earlier, as advertising and user engagement drove strong growth. Management also highlighted seven consecutive quarters of revenue growth above 60%, industry‑high gross margins above 90%, and rising contributions from AI-driven advertising tools and data licensing partnerships with Google and OpenAI. With Reddit’s quarterly results beating...

Cipher Digital Shifts From Bitcoin Mining To AI Infrastructure With Tech Giants
Simply Wall St.152d agoneutral
Cipher Digital Shifts From Bitcoin Mining To AI Infrastructure With Tech Giants

Cipher Digital (NasdaqGS:CIFR) is shifting from Bitcoin mining to AI infrastructure services. The company has entered into multi billion dollar, long term leasing agreements with Amazon Web Services and Google. These contracts position Cipher Digital as a high performance computing data center provider to two major cloud platforms. Cipher Digital has historically operated in Bitcoin mining, a business tied closely to crypto price cycles and mining difficulty. By committing capacity to...

Cathie Wood sells $79.9M of strong, surging semiconductor stock
TheStreet152d agobearish
Cathie Wood sells $79.9M of strong, surging semiconductor stock

When a stock runs 68% in a matter of weeks, even the most convinced bulls start doing the math on what to do next. That appears to be exactly where Cathie Wood found herself with American multinational semiconductor company Advanced Micro Devices (AMD). That’s a name ARK Invest has held through ...

Pivotal Research Raises Alphabet (GOOGL) Price Target, Keeps Buy Rating
Insider Monkey152d agobullish
Pivotal Research Raises Alphabet (GOOGL) Price Target, Keeps Buy Rating

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best American Tech Stocks to Buy. On April 30, Pivotal Research increased its price target on Alphabet Inc. (NASDAQ:GOOGL) from $420 to $470 and kept its Buy rating on the stock. The research firm pointed to the company’s first-quarter results. Search revenue growth accelerated for the fifth […]