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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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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.

Google unveils 13 bn euro AI expansion in Finland
AFP16d agoneutral
Google unveils 13 bn euro AI expansion in Finland

Google will invest at least 13 billion euros in data centres and other digital infrastructure to power its AI ambitions in Finland, in what the US tech giant called Wednesday its biggest single investment in Europe.The $15 billion plan also calls for clean energy projects over the next two years, which Google said was "a testament to Finland's leadership in responsibly building AI infrastructure".

Google Has a Cool $15 Billion Fix to the AI Energy Problem
Barrons.com16d agoneutral
Google Has a Cool $15 Billion Fix to the AI Energy Problem

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently reported.

Watch the AI Boom’s Weakest Link
The Wall Street Journal16d agoneutral
Watch the AI Boom’s Weakest Link

​📈 Follow our live markets data and coverage. Google co-founder Larry Page  reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

Google plans €13 billion Finland infrastructure investment for 2027-2028
InvestorsHub16d agoneutral
Google plans €13 billion Finland infrastructure investment for 2027-2028

Google (NASDAQ:GOOG) plans to invest at least €13 billion in digital infrastructure in Finland during 2027 and 2028, covering data centres and related infrastructure across four locations. The company said the investment, its largest single investment in Europe, will include facilities in Hamina, Kajaani, Muhos and Vaala and will provide infrastructure for services including Gemini, Search, Maps and YouTube.

Stocks to Watch Wednesday: Apple, Amazon, Fortum
The Wall Street Journal16d agoneutral
Stocks to Watch Wednesday: Apple, Amazon, Fortum

🔍Apple (AAPL): The company is expected to unveil a foldable phone. It's the first big product launch event for new CEO John Ternus. Shares were unchanged premarket. ↗️Fortum (FI:FORTUM): Shares in the Nordic energy company bounced after it signed a deal with Google to power data centers in Finland.

European shares slip as Brent breaches $100
Reuters16d agoneutral
European shares slip as Brent breaches $100

By Sudeshna Ghoshal Sept 9 (Reuters) - European shares declined on Wednesday ahead of U.S. inflation data, with Brent crude surging past the key $100-per-barrel level as intensifying tensions in the

Forkast News16d agoneutral
Accenture Dedicates 1,000 Engineers to Google’s Agentic AI — And Exposes Where the Real Bottleneck Lives

Accenture’s decision to dedicate 1,000 forward-deployed engineers (FDEs) to a new joint group with Google Cloud is less of a standard hiring announcement and more of a high-stakes capital signal. When a global consultancy commits that level of specialized human capital, they aren’t just chasing a trend; they are betting that the primary friction in […]