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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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Amazon Boeing Plane Crash at Miami Airport: What We Know
Barrons.com18d agobearish
Amazon Boeing Plane Crash at Miami Airport: What We Know

Five people have died after an Amazon cargo plane overshot the runway at Miami International Airport, crashing into vehicles and catching fire. The plane, a Boeing 767-300 freighter operated by 21 Air, overran the runway after landing at around 2 p.m. local time on Sunday, the Federal Aviation Administration said in a social-media post on X. The FAA, which immediately launched an investigation, said the aircraft departed from Luis Munoz Marin International in San Juan, Puerto Rico. The Boeing aircraft is 32 years old and was used for commercial flights between 1994 and 2015 before being converted to a cargo plane, according to flight-tracker Flightradar 24.

Amazon, Meta Are Now Serious Competition to Uncle Sam: Big Tech's AI Debt Boom 'Driving' Treasury Yields Higher, Says Market Commentator
Benzinga18d agoneutral
Amazon, Meta Are Now Serious Competition to Uncle Sam: Big Tech's AI Debt Boom 'Driving' Treasury Yields Higher, Says Market Commentator

Combined bond issuance from Big Tech companies, including their special-purpose vehicles, is projected to surge to a record $320 billion this year, roughly 70% of total Treasury bond issuance. Big Tech’s Debt Load Is Exploding According to data shared by The Kobeissi Letter on X, the $320 billion figure would mark a 60% year-over-year increase of roughly $120 billion and represent nearly nine times the level seen in 2024. “We believe the AI debt boom is now driving Treasury yields higher,” the m

The Pentagon Doubled Down on Its Anthropic Blacklist. Why Amazon and Alphabet Investors Should Care
Insider Monkey18d agoneutral
The Pentagon Doubled Down on Its Anthropic Blacklist. Why Amazon and Alphabet Investors Should Care

A senior Pentagon official said on September 3 that the Pentagon still considers Anthropic a supply-chain risk, despite comments that had suggested the dispute might ease. The military had already announced classified-AI arrangements with eight technology providers, including Amazon Web Services and Google. The conflict matters to Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) because […]

Prime Air Boeing 767 Crashes While Landing at Miami Airport, Killing 5: Amazon Says 'Heartbroken' by Accident
Benzinga18d agobearish
Prime Air Boeing 767 Crashes While Landing at Miami Airport, Killing 5: Amazon Says 'Heartbroken' by Accident

On Sunday, an Amazon.com, Inc. (NASDAQ:AMZN) Prime Air Boeing (NYSE:BA) 767-300 freighter overran a runway at Miami International Airport, struck multiple vehicles and crashed, killing at least five people and injuring five others, including three critically. Amazon Cargo Plane Crashes at Miami Airport Prime Air Flight 7598, operated by cargo carrier 21 Air, was landing shortly before 2 p.m. EDT after departing San Juan, Puerto Rico, when it ran beyond the usable portion of the airport’s diagona

Nvidia (NVDA)’s First-Ever Year-Ahead Forecast Puts It on a Path to Pass Apple and Alphabet
Insider Monkey18d agoneutral
Nvidia (NVDA)’s First-Ever Year-Ahead Forecast Puts It on a Path to Pass Apple and Alphabet

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average analyst estimate tracked by LSEG, marking the company’s first-ever year-ahead revenue forecast. Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 […]

Miami Flight Delays Mount After Amazon Incident
Barrons.com19d agobearish
Miami Flight Delays Mount After Amazon Incident

Flights leaving and arriving at Miami International Airport are delayed after an Amazon cargo flight had overrun the runway after landing there in the afternoon. "We can confirm that an Amazon Air plane operated by 21 Air experienced an incident while attempting to land at Miami International Airport today," Amazon spokesperson Kelly Nantel said in an email. A post on X by the Miami-Dade Fire Rescue said units were on the scene of an incident involving a plane that overran the runway and struck multiple vehicles near the airport.

Can Nvidia (NVDA) Prove it Doesn’t Live or Die by a Handful of Hyperscalers?
Insider Monkey19d agoneutral
Can Nvidia (NVDA) Prove it Doesn’t Live or Die by a Handful of Hyperscalers?

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

Amazon.com (AMZN) Deepens Its Foothold In Autonomous Mobility And AI Policy
Simply Wall St.19d agoneutral
Amazon.com (AMZN) Deepens Its Foothold In Autonomous Mobility And AI Policy

Amazon.com (NasdaqGS:AMZN) subsidiary Zoox expanded its autonomous robotaxi service to Las Vegas airport, adding a key transport hub to its operations. Anthropic, which is backed by Amazon, publicly supported state-level AI safety legislation, setting a different policy tone from OpenAI. The twin moves highlight Amazon's push in both autonomous mobility services and its growing voice in AI regulation discussions. For readers tracking how AI infrastructure and services are spreading across...

The Amazon Service Bezos Nicknamed “Artificial Artificial Intelligence” is Closing for Good
Insider Monkey19d agoneutral
The Amazon Service Bezos Nicknamed “Artificial Artificial Intelligence” is Closing for Good

CNBC reported that Amazon.com, Inc. (NASDAQ:AMZN) is shutting down Mechanical Turk, its 21-year-old crowdsourced work platform, effective September 30. A notice on the site said, “We regularly evaluate our programs, tools and services and make adjustments based on those assessments. Following an assessment, we’ve made the decision to close AWS Mechanical Turk.” Launched in 2005, […]

Jim Cramer Says “Own It, Don’t Trade It” as CVS Health Gains Momentum
Insider Monkey20d agoneutral
Jim Cramer Says “Own It, Don’t Trade It” as CVS Health Gains Momentum

A caller on the September 2 episode of Mad Money noted that CVS Health Corporation (NYSE:CVS) is up 21% this year, sports a 3% dividend, and trades at a 28 valuation compared to its 54 average. Pointing to raised guidance, higher price targets, and a massive capital plan, they asked if it makes sense to […]

Sirius XM (SIRI) Stock Still Looks Cheap On Cash Flow And Earnings
Simply Wall St.20d agoneutral
Sirius XM (SIRI) Stock Still Looks Cheap On Cash Flow And Earnings

Sirius XM Holdings has surged 45.1% year to date, yet several valuation checks still point to the stock trading below an estimate of its intrinsic value. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples suggest the current share price does not fully reflect those valuation signals. The 45.1% year to date gain highlights how quickly sentiment around Sirius XM Holdings has improved, which can make fresh valuation work especially important for new money...