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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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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.

Meta’s AI Agent for Consumers Has Arrived. Alphabet and Amazon Should Watch Out.
Barrons.com16d agoneutral
Meta’s AI Agent for Consumers Has Arrived. Alphabet and Amazon Should Watch Out.

Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 7% to $656.71 and was the best-performing component in the for the trading session.

Alphabet (GOOG) Surges Over 20% Revenue Growth, Cloud Strength
Insider Monkey16d agobullish
Alphabet (GOOG) Surges Over 20% Revenue Growth, Cloud Strength

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Alphabet (GOOG) Exit: Monetizing Derivative Gains and Securing Returns
Insider Monkey16d agoneutral
Alphabet (GOOG) Exit: Monetizing Derivative Gains and Securing Returns

Arauca Capital, an investment management firm focused on a concentrated portfolio of high-quality companies, released its latest investor letter. The letter can be downloaded here. The portfolio generated a gross return of +25.26% for H1 2026. Record investor inflows were observed in the period, emphasizing a commitment to fundamentals over past performance. Significant investments included […]

What's Happening With CRWV Stock?
Trefis16d agoneutral
What's Happening With CRWV Stock?

CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.

Look Very Hard at Microsoft and Alphabet as Rate Hike Fears Roil Markets
24/7 Wall St.16d agoneutral
Look Very Hard at Microsoft and Alphabet as Rate Hike Fears Roil Markets

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.