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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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Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports
Reuters61d agoneutral
Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports

Nvidia is in talks to provide a roughly $250 billion financing ‌for OpenAI as part of a ‌massive data center project, The Wall Street Journal reported ​on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, ‌the newspaper said, ⁠citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside ‌regular business hours.

Insider Monkey62d agoneutral
Oracle Corporation (NYSE:ORCL)’s Stock Is The One To Watch, Says Jim Cramer

Oracle Corporation (NYSE:ORCL)’s shares are among the most troubled in the market when it comes to AI investing. They have been on a wild ride in 2026 and are down by 41% year-to-date after having gained 27% until June 1st. Cramer has also discussed Oracle Corporation (NYSE:ORCL) several times in 2026. For instance, on July […]

Oracle’s defense pivot lands its biggest government win yet
TheStreet63d agoneutral
Oracle’s defense pivot lands its biggest government win yet

The U.S. Department of Defense has entered an aggressive new era of spending this year. Before launching into its massive new tech overhauls, it kicked off the momentum with a $266 million firm-fixed-price contract awarded to Rocket Lab for 12 suborbital launches. But aerospace isn't the only ...

Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff
24/7 Wall St.63d agobearish
Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10. There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today. ... Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Orchid Island Capital Q2 Earnings Call Highlights
MarketBeat63d agoneutral
Orchid Island Capital Q2 Earnings Call Highlights

Orchid Island Capital (NYSE:ORC) reported second-quarter 2026 earnings of $0.44 per share, compared with a loss of $0.11 per share in the first quarter, as book value and total return improved during the period. Controller Jerry Sintes said book value rose to $7.22 per share at June 30 from $7.08 a