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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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Trump says his team will "look into" US taking stake in AI companies
Reuters112d agoneutral
Trump says his team will "look into" US taking stake in AI companies

U.S. President Donald Trump on Friday told reporters that ‌his team is looking into the ‌idea of AI companies giving the American public a ​stake in their firms, adding that he planned to host a meeting with AI executives as soon as next week. "There's ‌something very interesting ⁠about it, where it almost becomes a partnership with the American ⁠public," he told reporters.

Meta weighs big equity raising to finance AI infrastructure, FT reports
Reuters112d agoneutral
Meta weighs big equity raising to finance AI infrastructure, FT reports

Meta is considering raising tens of billions of dollars in a stock offering as it ‌seeks new sources of capital to fund the company's AI ‌ambitions, the Financial Times reported on Friday. The report comes after Alphabet moved to ​raise $84.75 billion in upsized equity offerings, as Big Tech competes to build data centers and capitalize on growing demand for AI. Meta executives have been exploring "creative" ways to raise cash as it prepares ‌to sharply boost its ⁠AI-related expenses, the FT report said, citing three people familiar with the plans.

Bloomberg113d agoneutral
AI Power Boom Revives Natural Gas as Infrastructure Bet

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

Mark Zuckerberg gets real with Meta stock investors
TheStreet113d agoneutral
Mark Zuckerberg gets real with Meta stock investors

For the past two years, Wall Street has asked Meta the same question. The company has committed hundreds of billions of dollars to AI infrastructure, data centers, and custom chips. The returns have been real but indirect: better ad targeting, stronger engagement, and higher revenue from a business ...

Broadcom’s Stock Tumble Could Be About More Than Just Guidance
The Wall Street Journal113d agobearish
Broadcom’s Stock Tumble Could Be About More Than Just Guidance

Broadcom’s 15% slide in premarket trading has widely been blamed on guidance that merely held steady against Wall Street’s lofty expectations. But there might be more to the story. According to Ben Barringer, head of technology research at U.

Broadcom tumbles as revenue miss clouds AI boom bets
Reuters113d agoneutral
Broadcom tumbles as revenue miss clouds AI boom bets

Broadcom shares sank about 12% in premarket trading on Thursday, a day after the company missed quarterly revenue ‌views and disappointed investors' lofty expectations of stronger momentum from the ‌AI boom. The chipmaker could lose more than $285 billion in market cap at the current price of $418.83, if ​losses hold. Broadcom vies with Nvidia, whose graphics processors remain the gold standard for AI workloads, underscoring intensifying competition at the top of the AI chip market.

Wall Street ends lower as Middle East tensions escalate
Reuters Videos114d agoneutralVIDEO
Wall Street ends lower as Middle East tensions escalate

<body><p>STORY: Wall Street's main indexes tumbled on Wednesday, with the Dow losing about 1.2%, the S&P 500 shedding about three-quarters of a percent and the Nasdaq falling roughly nine-tenths of a percent.</p><p>Flaring tensions in the Middle East and rising crude prices stoked inflation jitters and convinced investors to take some profits.</p><p>Energy stocks, buoyed by oil prices, enjoyed the largest percentage gains, with Exxon Mobil&nbsp;and Chevron both closing higher.&nbsp;</p><p>Meanwhile, six of the Magnificent Seven group of megacap tech stocks ended lower, with Meta the only exception.</p><p>Liz Miller is founder and president of Summit Place Financial Advisors.</p><p>"I more and more just keep seeing this market as a ping pong. One day we've got the momentum leading tech stocks up and then that drives all the indices up. And the next day we've got sort of the second tier undervalued companies up and the index is down. [FLASH] Today's again, one of those days where we're seeing energy with the most strength.&nbsp;We're seeing some of the consumer come through, some of the industrial, but techs are marginally down.&nbsp;And that's what I mean when I think about this market as a ping pong market, because these are high quality companies, they're large cap, they would be top tier fundamentally, but they haven't really participated as much in the index strength."</p><p>Among individual movers, shares of GameStop jumped 6% after the original meme stock posted a rise in quarterly revenue and unveiled a $2 billion share buyback program.</p><p>Shares of Crowdstrike, down nearly 3% at the close, dropped about another 10% in extended trading after the cyber security company reported a 15% jump in its first-quarter operating expenses as it ramps up investments in AI and product development.</p><p>And shares of Broadcom fell more than 6% in extended trading despite the company forecasting third-quarter revenue above Wall Street expectations, betting on robust demand for its custom AI chips and networking gear.</p></body>

Meta enters enterprise AI race with new business agent
Reuters114d agoneutral
Meta enters enterprise AI race with new business agent

Meta Platforms on Wednesday unveiled an artificial intelligence agent aimed at helping businesses carry out day-to-day operations, positioning the social media giant as a player ‌in the enterprise AI market. Announced at the company's WhatsApp-focused Conversations conference in London, the new product ‌expands on existing business messaging services by enabling "agentic" capabilities in which the assistant can take actions like booking calendar appointments and closing ​sales on behalf of businesses. The company said more than 1 million businesses were already using earlier chatbot versions of such agents on WhatsApp and Messenger.

Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says
Reuters114d agoneutral
Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says

Private infrastructure and real estate capital are expected to play a larger role in financing the ‌AI-driven data-center boom, as companies move beyond traditional forms ‌of funding, Goldman Sachs said in a note on Tuesday. Goldman increased its ​combined capex forecast for the four largest hyperscalers - Meta, Microsoft, Amazon, and Alphabet - to $5.3 trillion between fiscal years 2025 and 2030. Prior to the start of first-quarter earnings, the Wall Street brokerage forecast ‌capex at $4.5 trillion for ⁠the same period.

EU court backs Meta fight against gatekeeper label for Marketplace, but not for Messenger
Reuters114d agoneutral
EU court backs Meta fight against gatekeeper label for Marketplace, but not for Messenger

Europe's second-highest court on Wednesday backed Meta Platforms' fight ‌against the labelling of its Marketplace ‌platform as a gatekeeper under EU rules but ​rejected its challenge against the same designation for its messaging app Messenger. "The decision does not satisfy the requirements in terms of ‌reasoning as regards ⁠Marketplace, in that it allows neither Meta to understand the reasons ⁠for its classification as a core platform service that is an online intermediation service ​nor the ​Courts of the ​European Union to ‌exercise their power of review," the General Court said. Meta took its grievance to the Luxembourg-based tribunal after the European Commission said both services were important gateways for businesses ‌to reach users under ​the Digital Markets Act ​because they met ​the quantitative criteria.