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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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US judge rejects bid to break up Google's ad business
AFP23d agoneutral
US judge rejects bid to break up Google's ad business

A US federal judge on Wednesday refused to force Google to sell a division of its digital advertising business, rejecting the government's push to break up part of the company's ad empire.The decision is the second time in recent years that a federal judge has declined to dismantle a piece of Google's business, after a judge last year refused to force the sale of its Chrome browser in a separate monopoly case over online search.

Should Tesla Be Kicked Out Of Magnificent 7?
24/7 Wall St.23d agoneutral
Should Tesla Be Kicked Out Of Magnificent 7?

Tesla has cratered while its Magnificent 7 peers race to pour nearly a trillion dollars into AI infrastructure, raising a pointed question about whether a car company truly belongs in an elite club defined by transformative technology.

Billionaire Philippe Laffont Increased Micron 19-Fold and Added 49% to Amazon. Is This One Giant AI Demand Bet?
Insider Monkey23d agoneutral
Billionaire Philippe Laffont Increased Micron 19-Fold and Added 49% to Amazon. Is This One Giant AI Demand Bet?

Billionaire Philippe Laffont made two of Coatue Management’s most revealing second-quarter moves at opposite ends of the AI supply chain. The fund increased its Micron Technology, Inc. (NASDAQ:MU) position by 1,794% to 3.14 million shares and expanded its Amazon.com, Inc. (NASDAQ:AMZN) stake 49% to 11.83 million shares. Micron sells the high-bandwidth memory AI systems consume; […]