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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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Amazon quietly raises price tag on the AI boom
TheStreet90d agoneutral
Amazon quietly raises price tag on the AI boom

Amazon (AMZN) is telling investors that the artificial intelligence boom comes with a very real price tag. And Wall Street needs to take note. Amazon Web Services quietly posted an update to the pricing for Amazon EC2 Capacity Blocks for ML, a reservation product that allows customers to lock in ...

Bloomberg90d agoneutral
Tech Equity Sales Renew AI Debt-Binge Worries

(Bloomberg) -- Tech companies are selling stock like it’s the dot-com boom, and some investors fear that’s a bad sign for bondholders.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueOman Tells Allies Ships Going Through Hormuz May Have to PayIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeApple Shares Sink After Price Hikes Hit iPads and MacsThis month alone, there’s bee

Wedbush spots clear investor opportunities in tech stocks
TheStreet91d agoneutral
Wedbush spots clear investor opportunities in tech stocks

Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...

Micron just dethroned Nvidia in one key way
TheStreet91d agoneutral
Micron just dethroned Nvidia in one key way

Every boom eventually forces the same question, and it is rarely the one investors ask first. Not who is growing fastest, or who has the biggest name, but who actually keeps the money. For three years, the answer in artificial intelligence (AI) has been obvious. Nvidia (NVDA) designed the chips, ...

OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On
24/7 Wall St.91d agoneutral
OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay private? The reporters laid out a clock that is mostly running on revenue physics. Anthropic’s revenue is up roughly 4x from last year, ... OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

65 Years Old With $1.4 Million. This Is My Income Blueprint With Uncertain Fed Policies
24/7 Wall St.91d agoneutral
65 Years Old With $1.4 Million. This Is My Income Blueprint With Uncertain Fed Policies

At 65 with $1.4 million, I want income that does not flinch when the Fed pivots. My sovereign income blueprint targets three companies that own physical networks the economy must pay to use: aerospace and defense, interstate natural gas pipelines, and global infrastructure. Here is whether each dividend is actually safe. The Three-Stock Income Snapshot ... 65 Years Old With $1.4 Million. This Is My Income Blueprint With Uncertain Fed Policies

Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year
24/7 Wall St.91d agoneutral
Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year

The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year

OpenAI just built a chip to cut Nvidia out of one job
TheStreet92d agoneutral
OpenAI just built a chip to cut Nvidia out of one job

The most valuable businesses in the world rarely make their money selling you something once. They make it by collecting a small fee every single time you use the thing they sold you. That is the quiet genius of a toll booth. You can own the car, buy the gas, and drive the open road, and you will ...

NVIDIA vs Micron: Which Stock Will The Market Reward
24/7 Wall St.92d agoneutral
NVIDIA vs Micron: Which Stock Will The Market Reward

NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed. Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands in 2026. Blackwell Carries ... NVIDIA vs Micron: Which Stock Will The Market Reward

May PCE: Inflation ticks up to highest level since 2023
Yahoo Finance Video92d agoneutralVIDEO
May PCE: Inflation ticks up to highest level since 2023

May's Personal Consumption Expenditures (PCE) index — the Federal Reserve's preferred inflation gauge — saw inflation rise 0.4% month-over-month and 4.1% year-over-year Core PCE, which excludes food and energy prices, rose 0.3% monthly and 3.4% annually, marking the highest level since 2023. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to further examine rising price trends.