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Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

You don't need to guess which big tech company will come out on top.
Morningstar said Broadcom’s 2028 outlook exceeded its own estimates and expects demand for the company’s AI chips to remain strong over the next two years.

AMC’s Adam Aron criticized the online trading platform for its tokenized stocks and demanded that the company stop the trading of AMC stock tokens. The shares jumped around 10% ahead of the open and it was by far the most actively traded stock in premarket trading. Robinhood stock fell 1.3%.

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.

Japan’s government bond yields recently retreated after earlier highs, and the yen has strengthened, which keeps many global investors focused on large caps and macro headlines. That leaves plenty of room in the shadows for smaller high quality Japanese stocks with solid fundamentals and limited analyst coverage. This article highlights three such under the radar opportunities that could potentially help diversify a long term Japan focused portfolio. The stocks covered below are just a small...

Venture capital funding for consumer tech has stalled as funds shift to artificial intelligence. That makes the story of Nothing, a start-up maker of phones and audio gear, all the more surprising.

Meta Platforms Inc. (NASDAQ:META) 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 Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa

MN8 Energy, Eos Energy Enterprises, Inc. (NASDAQ: EOSE), and Alphabet Inc. (NASDAQ:GOOGL)’s Google announced a collaboration on September 2 to deliver new, clean, around-the-clock energy resources to the PJM grid in support of growing demand in the region. For Eos, this deal marks an important validation point for its long-duration battery technology. In response, Stifel […]

Microsoft’s latest disclosure reveals how much is riding on AI

In late August 2026, Marvell Technology reported higher second-quarter revenue and earnings compared to a year earlier, raised its fiscal 2027 and 2028 revenue outlook, driven by broad-based Data Center strength, and completed a US$4.56 billion share repurchase program begun in 2016. At the same time, management disclosed that much of the financial benefit from its expanded hyperscaler, including Google, partnerships may arrive closer to 2029, creating a tension between strong near-term...

The courtroom win preserves a corner of the ad empire that was already in decline. What exactly did the company protect?

Eos Energy Enterprises (EOSE) drew fresh investor attention after MN8 Energy and Google selected its Z3 zinc based long duration storage for a PJM grid project serving Google data centers in West Virginia. For investors, the MN8 and Google collaboration comes at a time when Eos Energy Enterprises has seen its share price under pressure. The latest close is US$3.50, and the year-to-date share price return is down about 73%, while the 1-year total shareholder return is also down. However, the...

Reddit (RDDT) stock closed 9.3% higher on Wednesday at $158.10, and the news behind it came from a research desk rather than from Reddit. The argument was that the worst outcome for two of its data licensing contracts is already in the price. That put a price on the cheaper half of Reddit's AI question. The expensive half is untouched.
A flashy Austin event cannot replace permits, fleet scale or commercially proven autonomous economics

Fervo Energy (FRVO) stock is in focus after the company agreed to a 396 megawatt power purchase agreement with Google for its Cape Station geothermal GeoCluster in Utah, as well as a sizeable expansion option. That Google agreement comes after a mixed stretch for Fervo Energy, with the share price falling 53.73% over the past 90 days and 50.79% year to date. At the same time, the 7 day share price return of 16.45% hints at renewed interest following recent contract wins. Spot 38 power grid...

Nvidia (NVDA) is buying AI platform Hugging Face for $12.9 billion in a move that could extend Nvidia's reach in the AI ecosystem beyond being just a chip supplier. Futurum CEO Daniel Newman reacts to this headline news and what the acquisition of Hugging Face represents for Nvidia's growing market share of the AI landscape.

Berkshire Hathaway (BRK.A) drew fresh attention after CEO Greg Abel detailed the conglomerate's multibillion dollar Alphabet stake and AI ambitions, prompting investors to reassess how this exposure fits alongside Berkshire's own stock. For context, Berkshire Hathaway's 90 day share price return of 5.58% contrasts with a 30 day share price return that declined 1.27%, while the 1 year total shareholder return of 0.89% sits well behind the 3 year total shareholder return of 38.25% and 5 year...

Google’s Arkansas data-center buildout is providing a rare look at the price of AI electricity. Documents reported on September 1 show Alphabet Inc. (NASDAQ:GOOGL) agreeing to pay $526 million toward the Cypress Solar project and another $190 million for transmission upgrades. Those commitments benefit Entergy Corporation (NYSE:ETR), the regulated utility responsible for turning Google’s computing […]

Advertising leader Magnite stock briefly touched a new buy point Wednesday, but reversed lower in midday trading.

California utility Pacific Gas and Electric (PG&E) on September 3 announced SHARE (Smart Home Assets for Reliability and Efficiency), a first-of-its-kind virtual power plant designed to help communities benefit from rising electric demand, while improving affordability and reliability for all customers. PG&E, together with Rewiring America, Google, Carrier Global Corporation, Tesla, Sunrun, Renew Home, Demand […]

MN8 Energy recently announced it will collaborate with Eos Energy Enterprises and Google on a West Virginia project combining 86 MW of solar with both zinc-based long-duration and lithium-ion storage to supply clean, dispatchable power to the PJM grid and nearby data centers. This marks Google’s first use of Eos’ American-made Z3 long-duration technology and the first commercial-scale deployment of such storage in West Virginia, linking advanced grid capacity with redevelopment of a...

During the September 1 episode of Mad Money, a caller inquired whether Marvell Technology, Inc. (NASDAQ:MRVL) is a buy. In response, Jim Cramer commented: Okay, this is another one that proves my point. Marvell reported an amazing quarter. What they then said was, “Look, listen, maybe our big win won’t be till 2029… It’s going […]

Eos Energy Enterprises stock has delivered a steep 73.0% decline over the past five years, while current market multiples screen the shares as overvalued and the broader checks point to only a mixed picture on value. For investors looking at the recent news on new projects, manufacturing changes and leadership moves, the question is how much of that is already reflected in the current share price. The share price has fallen 73.0% over five years, which means many long term holders are...




