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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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Big Banks Cash In, IBM Crashes Out
Motley Fool71d agobearish
Big Banks Cash In, IBM Crashes Out

IBM gave investors a heads-up about the upcoming quarter, as pre-released earnings were below analyst expectations, raising questions about the spending priorities of IBM’s clients.

Pitchbook71d agoneutral
Tech leaders lobby against restrictions on open-source AI

In his first-ever X post, Nvidia CEO Jensen Huang amplified an open letter arguing that, for the US to be victorious in the AI race, it must champion an open ecosystem. The open letter was signed by a coalition of companies, from big ones like Microsoft, IBM and Meta to VC-backed ones like Hugging Face and Perplexity, with several of their CEOs and other notable tech industry leaders also promoting it online. The push against restrictions on open-weight AI models—which can be publicly downloaded

Here’s Why Nebius Group N.V. (NBIS) Is a Speculative Growth Play Backed by Nvidia’s $2 Billion Investment
Insider Monkey71d agoneutral
Here’s Why Nebius Group N.V. (NBIS) Is a Speculative Growth Play Backed by Nvidia’s $2 Billion Investment

Nebius Group N.V. (NASDAQ:NBIS) rallied more than 18% on July 21 after NVIDIA Corporation (NASDAQ:NVDA) disclosed a 9.3% beneficial ownership stake in the AI cloud infrastructure company. The disclosure, stemming from Nvidia’s previously announced $2 billion strategic investment, reinforced investor confidence that Nebius is emerging as one of Nvidia’s most important AI infrastructure partners. Why […]