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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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Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.
24/7 Wall St.75d agobullish
Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.

If you own a Nasdaq-100 index fund in your 401(k), you probably bought SpaceX this month automatically. A rule change made the decision for you, and right now it is not looking like a good one. On July 7, 2026, SpaceX joined the Nasdaq-100, just 15 trading days after its IPO, the fastest major index ... Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.

AI infrastructure stock surges after landing massive $2.8B win
TheStreet76d agobullish
AI infrastructure stock surges after landing massive $2.8B win

Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...

Nvidia (NVDA) Faces Fresh Rack Server Pressure As AMD Launches Helios
Simply Wall St.76d agoneutral
Nvidia (NVDA) Faces Fresh Rack Server Pressure As AMD Launches Helios

AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...

CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments
Insider Monkey76d agobullish
CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments

CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series of multi-billion-dollar leasing deals. Multi-Year Deals On Monday, its counterpart, Hut 8 Corp., clinched a new $9.8-billion leasing deal with an existing high-investment-grade […]