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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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The biggest questions ahead of Anthropic's potential IPO
Yahoo Finance Video25d agoneutralVIDEO
The biggest questions ahead of Anthropic's potential IPO

Market Catalyst Host Julie Hyman welcomes PitchBook senior research analyst Harrison Rolfes to discuss Anthropic's (ANTH.PVT) expected S-1 filing ahead of a potential IPO, and whether being a second mover in the AI race could give the company an advantage.

Musk Loses The AI Race
24/7 Wall St.25d agoneutral
Musk Loses The AI Race

Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing refuses to stop betting on a hand that keeps coming up short?

Elon Musk Is Trying to Break GE Vernova's AI Power Bottleneck
Benzinga Prediction Markets25d agoneutral
Elon Musk Is Trying to Break GE Vernova's AI Power Bottleneck

Elon Musk is trying to manufacture his way around one of the AI boom’s biggest constraints: finding enough electricity to switch on all those expensive Nvidia Corp. (NASDAQ:NVDA) chips.SpaceX (NASDAQ:SPCX) is building a foundry in Bastrop, Texas, to cast blades...

Investing.com25d agoneutral
SpaceX may need up to $130B to build a standalone mobile network: Bernstein

Investing.com -- SpaceX (NASDAQ:SPCX) could face costs of $50 billion to $130 billion, including spectrum, to build a standalone terrestrial network for its direct-to-device mobile business, according to Bernstein analysts, marking one of the more challenging pieces of the company’s broader satellite strategy.

SpaceX’s Weekend: One Big Launch and One Crew-13 Hiccup
Barrons.com25d agoneutral
SpaceX’s Weekend: One Big Launch and One Crew-13 Hiccup

It was another busy weekend for SpaceX launching a telescope for NASA. It ran into a hiccup with crew transport for the space agency as investors await more shares to unlock. Stock in Elon Musk’s rocket and artificial-intelligence company was down 0.8% in premarket trading at $140.34, while and futures were both down about 0.2%.

6 Numbers That Back Up the AI Trade
Barrons.com25d agoneutral
6 Numbers That Back Up the AI Trade

The development of AI technology is the stock market issue of 2026, 2027, 2028, and likely beyond. AI has created trillions in stock market value, and set off an epic arms race among technology giants looking to dominate the space. A Barron’s analysis recently suggested that the U.S. economy can handle spending 25% of economic output before a new-technology bubble pops.

David Einhorn Says SpaceX Could Mark a Speculative Top. Morgan Stanley Sees 113% Upside
Insider Monkey26d agoneutral
David Einhorn Says SpaceX Could Mark a Speculative Top. Morgan Stanley Sees 113% Upside

David Einhorn and Morgan Stanley are looking at the same Space Exploration Technologies Corp. (NASDAQ:SPCX) and arriving at almost opposite conclusions. Einhorn’s Greenlight Capital called SpaceX’s $1.75 trillion IPO valuation a marker that a speculative top may be near. Morgan Stanley’s Adam Jonas now says the post-IPO decline has created a “unique opportunity” and carries […]