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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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Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO
TheStreet139d agoneutral
Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO

Veteran investor Cathie Wood is enthusiastic about tech tycoon Elon Musk's SpaceX making Wall Street debut, and is extremely bullish about its demand. In a Bloomberg podcast published on May 6, she said seeds planted two decades ago are now flourishing. A lot of technologies at Musk's companies are ...

Apple, Intel have reached preliminary chip-making deal, WSJ reports
Reuters140d agoneutral
Apple, Intel have reached preliminary chip-making deal, WSJ reports

Apple and Intel have reached a ‌preliminary agreement for Intel ‌to manufacture some of the chips ​that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people ‌familiar with ⁠the matter. Intensive talks between the two companies have ⁠been underway for more than a year, and they ​hammered out ​a ​formal deal in ‌recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up ‌about 14%.

What Toyota’s Earnings Mean for Tesla
Barrons.com140d agoneutral
What Toyota’s Earnings Mean for Tesla

Toyota Motor stock was falling after earnings, but Tesla isn’t really a car company anymore—and its shares are rising. Toyota Motor reported fiscal year 2026 earnings and provided an outlook for fiscal year 2027. Tesla stock didn’t seem to be affected, but Toyota investors reacted with caution.

Magnificent Seven Has Gained $3 Trillion in Market Value During Iran War
The Wall Street Journal140d agoneutral
Magnificent Seven Has Gained $3 Trillion in Market Value During Iran War

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough
Bloomberg140d agobullish
Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

Elon Musk ’Dissolved’ xAI. What It Means for the SpaceX IPO.
Barrons.com141d agoneutral
Elon Musk ’Dissolved’ xAI. What It Means for the SpaceX IPO.

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and valuing the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”

Bloomberg141d agoneutral
Humanoid Robots to Drive Next Leg of China Export Dominance

(Bloomberg) -- China’s early lead in humanoid robots will help power the next phase of its global manufacturing and export dominance, according to new research from Morgan Stanley. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran Weigh Potential Deal as Trump Seeks Way Out

Tesla rare mistake prompts it to recall thousands of U.S. vehicles
TheStreet142d agobearish
Tesla rare mistake prompts it to recall thousands of U.S. vehicles

Tesla has built its brand on the idea that software is a strength, not a vulnerability. A recall confirmed May 6 is a reminder that the gap between those two things can close quickly. The National Highway Traffic Safety Administration (NHTSA) confirmed that 218,868 Tesla vehicles are being recalled ...

Tesla Recalls 219,000 Cars. Why the Stock Is Rising.
Barrons.com142d agobearish
Tesla Recalls 219,000 Cars. Why the Stock Is Rising.

Tesla stock rose early Wednesday as the electric-vehicle maker recalled 218,868 cars to correct a rearview camera issue. Tesla shares were up 0.4% at $390.80, while and futures were up 0.8% and 0.9%, respectively. Benchmark oil prices were down 8% at just over $101 per barrel in early trading.

Investing.com142d agoneutral
SpaceX plans $55 billion semiconductor facility in Texas

Investing.com -- SpaceX is proposing to invest $55 billion to build a semiconductor production facility in Texas, according to a Bloomberg report that cites a public notice posted on the Grimes County website Wednesday.

SpaceX files plan for $55 billion Terafab chip facility in Texas
Reuters142d agoneutral
SpaceX files plan for $55 billion Terafab chip facility in Texas

Elon Musk's SpaceX has proposed an initial investment of $55 billion to build a semiconductor manufacturing facility, called Terafab, in Texas, according to a ‌filing made public on Wednesday. SpaceX is also targeting a June IPO that could value the company at around $1.75 trillion. Musk has been tightening integration of AI efforts across his companies, with SpaceX acquiring his startup xAI earlier this year in a deal focused on building space-based data centers ‌for artificial intelligence processing.