Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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...
Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.
Instead, according to a federal judge, the tech giant will be required to implement less severe behavioral remedies.
Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash flow to a fraction of last year's levels. Whether the ad machine can overpower those headwinds is the trade every Meta investor needs to understand right now.
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.
Sundar Pichai promised investors a flagship AI model by June, but what arrived instead has sparked Alphabet's longest stock losing streak in over a decade, raising an uncomfortable question about whether the company's celebrated AI pace is actually working.
Alphabet's momentum may be returning. Here are the key catalysts and ETFs offering investors heavy exposure to GOOGL.
Palantir stock looks expensive, yes, but given its growth rate, is it really overpriced?
Amazon-backed (AMZN) Anthropic is supporting AI-safety language in a Massachusetts Senate bill that
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
PG&E is connecting thousands of smart-home devices into a virtual power plant that could reshape how utilities manage peak electricity demand.
Amazon, Alphabet, and Meta Platforms are three top AI stocks to own for the long term.
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