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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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No need for new laws on AI, says Nvidia boss
Sky News9d agoneutral
No need for new laws on AI, says Nvidia boss

The CEO of Nvidia has said there is no need to introduce regulations in the AI sector, following widespread concerns over safety. Speaking at a Salesforce event on Tuesday, Jensen Huang said no new laws or regulations were needed for AI safety, adding that companies should pace themselves until they are certain they're releasing something the market would appreciate. Mr Huang recently organised an open letter to warn policymakers against placing heavy restrictions on open-weight AI models.

Jim Cramer on Salesforce (CRM): “It’s Been Very Strong of Late”
Insider Monkey9d agoneutral
Jim Cramer on Salesforce (CRM): “It’s Been Very Strong of Late”

On the Mad Money episode aired on September 11, Jim Cramer highlighted Salesforce, Inc. (NYSE:CRM) following positive momentum surrounding the company’s enterprise software platform and its artificial intelligence initiative. He commented: On Tuesday, we’re going to interview Salesforce’s Marc Benioff, who’s now offering a cutting-edge AI platform called Agentforce. You know, he introduced this on […]

Siemens (XTRA:SIE) Stock Could Be 34% Undervalued Following Fresh Industrial AI News
Simply Wall St.9d agoneutral
Siemens (XTRA:SIE) Stock Could Be 34% Undervalued Following Fresh Industrial AI News

Siemens has delivered a powerful multi year share price run, yet recent pullbacks leave a clear question for investors about whether the current market value still lines up with the cash flows the business is expected to generate. With fresh headlines around industrial AI partnerships and new manufacturing projects, the focus now shifts to what those stories really mean for the cash flowing through Siemens over time. Over the past 3 years the stock has gained about 106.8%, which puts a lot...

Can CRM Stock Justify $260 While Its Cash Engine Cools Off?
Trefis9d agoneutral
Can CRM Stock Justify $260 While Its Cash Engine Cools Off?

Salesforce (CRM) trades near $260, about 98% of its 52-week high. Its newest AI product was built with Anthropic, and customers must move to the premium editions before they can get it. Nineteen in twenty of its sales and service users have not moved. Meanwhile the net margin is the widest in five years, and management's free-cash-flow growth guide for fiscal 2027 stands at half its earlier level.

Should You Buy Adobe Stock At $260?
Trefis9d agobullish
Should You Buy Adobe Stock At $260?

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

Salesforce (CRM) Sees Fresh Partner Tools Push Agentic AI Into Enterprise Workflows
Simply Wall St.10d agoneutral
Salesforce (CRM) Sees Fresh Partner Tools Push Agentic AI Into Enterprise Workflows

Salesforce (NYSE:CRM) is seeing its agentic AI platform extended by third parties through fresh tools and partner programs in 2026. Copado has launched Agentia Headless to let governed AI agents operate directly inside Salesforce development environments used by engineering teams. Brillio has joined Salesforce's Forward Deployed Engineering Partner Network to help enterprises move agentic AI projects into broader production use. Copado's Agentia Headless launch and Brillio's partner network...