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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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What Is Really Driving Palantir's Growth?
Trefis1d agoneutral
What Is Really Driving Palantir's Growth?

Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.

IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test
Insider Monkey1d agoneutral
IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test

IREN’s AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan. The Bitcoin miner-turned-AI cloud operator ended June with about $7.6 billion of cash, including $1.7 billion that was restricted, while management says says existing cash, committed GPU financing and customer prepayments provide roughly $14 billion of […]

Verizon Commits $70 Million to Nationwide AI Training Initiative
InvestorsHub1d agoneutral
Verizon Commits $70 Million to Nationwide AI Training Initiative

Verizon (NYSE:VZ) said it is investing $70 million in a nationwide initiative aimed at providing artificial intelligence training to job seekers, small businesses and educators in the United States. The telecommunications company is working with non-profit organisations including Goodwill Industries and aims to provide AI training to hundreds of thousands of people.

How To Size QBTS Stock For The Next Market Shock?
Trefis1d agoneutral
How To Size QBTS Stock For The Next Market Shock?

D-Wave Quantum (QBTS) trades near $17.50, about 61% below the high it set inside the past year. Nothing in the market broke to do that. The S&P 500 returned close to 18% over the same twelve months. The stock has already fallen a shock-sized amount without a shock, which is what makes the next leg hard to size.

Is D-Wave Quantum’s (QBTS) Cybersecurity Board Hire a Signal on Its Enterprise Readiness?
Simply Wall St.1d agoneutral
Is D-Wave Quantum’s (QBTS) Cybersecurity Board Hire a Signal on Its Enterprise Readiness?

D-Wave Quantum Inc. recently added Bernard Gavgani, a long-time technology and operations leader at BNP Paribas, to its Board as an independent Class II director and member of the Cybersecurity Committee, effective 18 September 2026, with his term running until the 2027 Annual Meeting of Stockholders or until a successor is elected. Gavgani’s background in overseeing large-scale technology, cybersecurity and AI governance initiatives at a global financial institution introduces additional...

Reddit And 2 Other Quality Stocks To Own
Simply Wall St.2d agoneutral
Reddit And 2 Other Quality Stocks To Own

When the Federal Reserve lifts interest rates and projects higher borrowing costs for years, fragile balance sheets feel the strain first. Stronger companies with solid finances often gain an edge as weaker rivals struggle with pricier debt and tighter credit. That creates an opening for investors who want stability over drama. This article highlights three low risk leaders that combine financial resilience with staying power. The stocks covered below are a sample of that foundation. The full...

How Far Could CRM Stock Swing In A Year?
Trefis2d agoneutral
How Far Could CRM Stock Swing In A Year?

Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded through within the past year, and the market is pricing the band a little calmer than the stock has actually moved.

Can This Number Push IBM Stock Higher?
Trefis2d agoneutral
Can This Number Push IBM Stock Higher?

The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.

What Is Microsoft (MSFT) Facing As Its AI Partner Seeks A $1.2 Trillion Valuation?
Simply Wall St.2d agoneutral
What Is Microsoft (MSFT) Facing As Its AI Partner Seeks A $1.2 Trillion Valuation?

Microsoft (NasdaqGS:MSFT) partner OpenAI is reportedly seeking a valuation above US$1.2 trillion in a new funding round. The AI group is forecast to burn roughly US$278 billion in cash as it scales infrastructure and product development with Microsoft support. The prospective deal would reinforce OpenAI's role inside Microsoft's broader AI ecosystem, from Azure infrastructure to Copilot branded services. OpenAI's push for a US$1.2 trillion valuation and heavy cash burn is important, but it...

Anthropic vs. OpenAI: Competition heats up with release of new AI models
Yahoo Finance Video2d agoneutralVIDEO
Anthropic vs. OpenAI: Competition heats up with release of new AI models

Anthropic (ANTH.PVT) unveiled its new Claude Opus 5.5 on Tuesday, the developer's latest AI model promising faster performance and lower costs for enterprise customers. Yahoo Finance Tech Editor Dan Howley examines the tightening AI competition between Anthropic and OpenAI (OPAI.PVT), which also just released its new GPT-6 Sol and Luna models.

Is UiPath Stock Cheap Because Of What AI Might Do?
Trefis2d agoneutral
Is UiPath Stock Cheap Because Of What AI Might Do?

UiPath (PATH) has fallen about 27% from its one-month high, though it is still up 34% over three months. The stock trades at 19.5 times earnings, against an S&P 500 median of 22.6. For a software company growing faster than most of the market, that looks like a gift. The question is whether investors see an AI threat the numbers do not show yet.