Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Billionaire investor Peter Thiel purchased stock in Amazon during the second quarter.
From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.
OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI. The benchmark results explain the swagger. OpenAI reports that Astra scored 64.6% on Terminal-Bench Science 0.1, ahead of Anthropic’s new Claude Fable 5.1 at 52.6% and GPT-5.6 Sol […]
Amazon's cloud dominance and 10.8% net margin contrast sharply with Disney's lower valuation multiples and stronger free cash flow.
Microsoft’s latest disclosure reveals how much is riding on AI
On September 2, Deutsche Bank upgraded Sirius XM Holdings Inc. (NASDAQ:SIRI) to Buy from Hold and raised its price target to $45 from $31, implying roughly 63% upside from the share price at the time of the call. The bank argues that Wall Street is underestimating SiriusXM’s potential as its business shifts toward digital audio […]
Markets rallied behind dovish commentary from Federal Reserve Gov. Christopher Waller. Tomorrow’s jobs report is the next test.
On September 2, 2026, Amazon workers represented by Teamsters Local 1932 at the DJT6 warehouse in Riverside, California held a one-day unfair labor practice strike, alleging illegal retaliation and refusal to recognize the union at one of the company’s largest U.S. logistics hubs. The strike highlights how labor relations and workplace safety concerns at key fulfillment centers can intersect with broader questions about Amazon’s operating risks and cost structure at a time of intense...
Costco Wholesale (COST) trades at about $928 a share, roughly 43.5 times the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, a basis meant to sit closer to what analysts use in their forecasts. For a warehouse retailer, that is a growth company's price. What it leaves out is what analysts expect Costco to earn by fiscal 2028.
Microsoft's Azure disclosure reveals AWS's scale advantage--and how much profitability Amazon must protect.
Officials contacted eight retailers, including Walmart, Costco and Amazon, as record beef prices intensify scrutiny.
SpaceX surpassed a $2 trillion market valuation for the first time in nearly two months, driven by strong analyst forecasts, integration with Tesla's upcoming Cybercab, and a broader surge in major technology stocks.
Amazon's revenue growth may be slower, but it's accelerating quickly.
Amazon’s June 8 agreement with a company founded in 1851 says something important about the newest AI systems: their performance depends on more than processors. Amazon.com, Inc. (NASDAQ:AMZN) signed a multiyear, multibillion-dollar deal with Corning Incorporated (NYSE:GLW) for optical fiber, cable, and connectivity products. Corning expects the work to support about 1,000 jobs in North […]
Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.
Corning's rising earnings estimates and AI-driven optical demand fuel growth, but smartphone weakness, customer concentration and tariffs pose risks.
Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash flow to a fraction of last year's levels. Whether the ad machine can overpower those headwinds is the trade every Meta investor needs to understand right now.
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.
One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched on the surface.
TTD's fast-growing JBPs are emerging as a key growth lever as macro pressures weigh on near-term performance.