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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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Alphabet’s $515 Target Looks Ambitious — But Google Cloud Is Growing 82%
Insider Monkey29d agoneutral
Alphabet’s $515 Target Looks Ambitious — But Google Cloud Is Growing 82%

Citizens’ $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its 2027 estimated GAAP earnings per share for the company. Analyst Andrew Boone reiterated the target on August 26, along with […]

Years to Hours: Chris Hsu on the Inflection That Just Made Software Provable
Exec Edge29d agoneutral
Years to Hours: Chris Hsu on the Inflection That Just Made Software Provable

Formal verification spent forty years as the most trustworthy technique nobody could afford. AI-assisted formalization is collapsing its cost curve, and with it, any excuse for unproven software. By Exec Edge Editorial Staff Almost all software reaches the world on the strength of testing. Engineers run a program through the cases they can think of, […] The post Years to Hours: Chris Hsu on the Inflection That Just Made Software Provable appeared first on ExecEdge.

Has Rezolve AI (RZLV) Fallen Far Enough To Look Undervalued?
Simply Wall St.30d agobearish
Has Rezolve AI (RZLV) Fallen Far Enough To Look Undervalued?

Rezolve AI stock has logged steep share price losses over the past three years while one of its valuation checks still screens it as undervalued on a market multiple basis. Recent contract wins and product announcements have brought fresh attention to the company, yet its overall value score remains low. The share price has declined about 72% over the past three years, which puts Rezolve AI firmly in a recovery story rather than a recent high flyer. Google’s deployment of Rezolve AI’s...

Nvidia crushed earnings but one analyst is rating it a "sell"
Yahoo Finance Video30d agobearishVIDEO
Nvidia crushed earnings but one analyst is rating it a "sell"

Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.

Nvidia reports impressive Q2 earnings as AI boom rolls on
Yahoo Finance Video30d agoneutralVIDEO
Nvidia reports impressive Q2 earnings as AI boom rolls on

Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.

Warren Buffett “Blew It” on Alphabet (GOOGL) And Made It Berkshire’s Third-Biggest Bet
Insider Monkey30d agoneutral
Warren Buffett “Blew It” on Alphabet (GOOGL) And Made It Berkshire’s Third-Biggest Bet

Released on August 14, Berkshire Hathaway’s second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter in 14 quarters. The shift was driven primarily by an 83% increase in its Alphabet Inc. (NASDAQ:GOOGL) stake, to about 106 million shares worth $37.8 billion, making it Berkshire’s […]