Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Meta Platforms Inc. CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI...
Something Mark Zuckerberg said in private is now drawing big attention.
Thiel is known for his ability to spot a future winner.
For more than a year, Jim Cramer has been quite favorable about Meta Platforms, Inc. (NASDAQ: META). With the debate for the firm surrounding its capital expenditures, the CNBC TV host has stressed on multiple occasions that the spending is necessary to prevent encroachment on its social media moat. Recently, Meta Platforms, Inc. (NASDAQ: META) […]
Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June.
Corning stock has delivered a very strong three year run, yet the valuation checks send a split message, with the Discounted Cash Flow (DCF) intrinsic value pointing to upside while market multiples lean the other way. Corning has returned about 393.2% over the past three years, which puts extra focus on whether the current price still leaves room for attractive long term returns. The multiyear fiber agreement with Meta that can reach up to US$6b may support cash flow expectations. However,...
Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.
Muse Spark's cheapest tier exchanges extraordinary token discounts for permission to improve future models with customer activity.
Yahoo Finance Senior Business Reporter Ines Ferré discusses how major energy companies like ExxonMobil (XOM), Chevron (CVX), and ConocoPhillips (COP) are set up to be the biggest winners of the AI infrastructure boom.
Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.
Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.
Nvidia sees a fast-changing landscape for artificial intelligence, and it’s wisely using its resources to stay on top.
Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.
Meta’s $17 billion settlement with state attorneys general includes a long list of restrictions for teen users, but it won’t hold back its underlying business.
AppLovin (APP) has fallen about 43.9% over the trailing three months and sits roughly 57% below its 52-week high, at about $313.58 a share. Even after a drop that size, the advertising platform is priced at about 23.2 times its trailing adjusted earnings. That figure is on every screen, and it is the one that tells you least about what you are buying.
Nvidia (NASDAQ:NVDA) is investing billions across an AI industry that ultimately buys its chips. Prominent economist Tyler Cowen says that could make the boom more durable, not prove it is a bubble.“You can think of Nvidia as a kind of...
Meta Platforms (NasdaqGS:META) introduced Muse Spark 1.3, a major upgrade to its flagship AI model, positioning it as a rival to Anthropic and OpenAI. The new release focuses on stronger agentic and coding capabilities, which Meta describes as its biggest leap in AI performance so far. Muse Spark 1.3 is immediately available to developers and is being integrated across Meta's core platforms and services. For readers tracking how large tech groups are building AI ecosystems, the next logical...
Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells in the sector.
(Updates with Meta's response in the fourth paragraph.) Meta Platforms (META) has expanded safety
SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching SPY and QQQ pull ahead.
By Laurie Chen and Eduardo Baptista BEIJING, Sept 4 (Reuters) - President Xi Jinping is preparing a large business delegation to accompany him on his visit to Washington, two sources said, an unusual
The five-year agreement would add a major trading firm to Crusoe’s customer base as the AI infrastructure operator pursues private capital and a potential IPO.
Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Meta Stock Jumps After Unveiling New AI Coding Model
Lululemon Stock Plunges as China Weakness Deepens. Burry Eyes $100