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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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How PayPal went from Wall Street favorite to unwilling merger target
Reuters72d agoneutral
How PayPal went from Wall Street favorite to unwilling merger target

Five years ago PayPal was a Wall Street favorite and a leader in digital payments. Since then the stock has plunged, Apple Pay dominates payment services in the U.S. and PayPal is facing a takeover bid it does not like. The company synonymous with digital payments this past week got a $53 billion ‌offer to be taken private by upstart rival Stripe and buyout shop Advent International.

Bloomberg72d agoneutral
‘Wild West’ of Untested Peptides Has Americans Paying in Crypto to Get Their Fix

(Bloomberg) -- The peptide boom has all the markings of a mainstream wellness craze: podcast evangelists, celebrity converts and a billion-dollar market promising shortcuts to weight loss, muscle gain and a longer life. One major hurdle: actually buying them.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on

Bloomberg72d agoneutral
Citi Says Magnificent Seven Tag Is Obsolete in AI Stock Winners

(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Against Disney Over

The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing
The Wall Street Journal72d agoneutral
The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing

Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.

Chubb (CB) Q2 Earnings: What To Expect
StockStory72d agoneutral
Chubb (CB) Q2 Earnings: What To Expect

Global insurance provider Chubb Limited (NYSE:CB) will be reporting earnings this Tuesday afternoon. Here’s what investors should know.

Elon Musk's Tesla Releases Wall Street Estimates Ahead of Q2 Earnings: Here's What Analysts Expect
Benzinga72d agoneutral
Elon Musk's Tesla Releases Wall Street Estimates Ahead of Q2 Earnings: Here's What Analysts Expect

Tesla Inc. (NASDAQ:TSLA) released its company-compiled data of sell-side analysts’ forecasts for the automaker’s second-quarter 2026 earnings estimates ahead of this week’s earnings call. Analysts Predict $27 Billion in Revenue On Saturday, the Elon Musk-led automaker announced earnings forecasts from analysts at JP Morgan Chase & Co. (NYSE:JPM), Goldman Sachs Group Inc. (NYSE:GS) and several others. Read Also: This Week in Tesla: Elon Musk Faces Pay Package Questions, US EV Prices Fall and More

Could AI chip boom make ASML Europe's first trillion-dollar firm?
Reuters72d agoneutral
Could AI chip boom make ASML Europe's first trillion-dollar firm?

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

Bloomberg72d agoneutral
AI Is ‘New Engine’ Keeping Chinese Economy From Harder Landing

(Bloomberg) -- A global rush to build out artificial intelligence infrastructure has turned the technology into a key pocket of growth in China’s economy during one of its weakest stretches in years.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTrump Silent So Far on

Blackstone invests in South Korean robotics supplier Futronic
Reuters72d agoneutral
Blackstone invests in South Korean robotics supplier Futronic

Blackstone has invested in Futronic, a supplier of high-precision ‌actuators serving automotive and industrial ‌robotics sectors, the world's largest alternative asset manager ​said on Monday. The deal values the South Korean firm at about 1 trillion won ($676.04 million), according to a person ‌with knowledge ⁠of the matter. Blackstone and Futronic did not immediately respond to requests ⁠for comment.

Bloomberg72d agoneutral
Bitcoin ETFs Log Second Week of Inflows, Breaking Two-Month Rout

(Bloomberg) -- US-listed spot Bitcoin exchange-traded funds recorded a second consecutive week of net inflows after nearly two months of capital flight, raising hopes that cryptocurrencies may be finding a floor.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTrump Sile

Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?
Reuters72d agoneutral
Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

Bloomberg72d agoneutral
Bezos Backs AI Startup to Discover New Materials for Chipmaking

(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC

US stocks bounce as AI winners recover some of last week's sharp losses
Associated Press72d agoneutral
US stocks bounce as AI winners recover some of last week's sharp losses

Wall Street is swinging back upward on Monday, as the roller-coaster ride for stocks of chipmakers and other winners of the artificial-intelligence boom snaps higher. Such stocks have been under pressure for weeks on worries that their prices shot too high in the euphoria around AI. Wall Street may get some hints on that soon as some of the biggest spenders on AI report their latest quarterly results.