Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced Micro Devices and SpaceX during the second quarter, according to regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • It trimmed its Microsoft stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.
Meta removed hundreds of thousands of suspected teen accounts, but regulators say platform compliance remains inadequate.
Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion alone cannot deliver.
A federal appeals court removed another procedural obstacle facing more than 3,000 lawsuits accusing Meta Platforms, Inc. (NASDAQ:META), Snap Inc. (NYSE:SNAP), Alphabet, and TikTok of harming young users through allegedly addictive product features. The Ninth Circuit did not decide whether the companies are liable. It ruled that Section 230 provides a defense against liability, not […]
Data-center guarantees could matter if AI economics weaken.
Anthropic's investors are penciling in a $2 trillion October IPO that would shatter every record in stock market history, and the revenue growth backing that number is genuinely jaw-dropping. But one overlooked pattern in mega-cap listings suggests the opening bell could be the worst time to buy.
Should you give up on Meta Platforms?
The standards target projects seeking interconnection within ERCOT, while Meta’s 1-GW campus will be served by El Paso Electric. Existing tax incentives and road funding remain in effect.
Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.
Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.
Meta shares are under pressure amid fears about heavy AI spending. Roger McNamee, co-founder of Elevation Partners, recently said in a program on CNBC that Zuckerberg is trying to create an “illusion” that the company is positioned well in the AI race. He thinks the company is losing the race and criticized Zuckerberg’s latest manifesto […]
Meta's ad engine is humming and Alphabet's cloud is accelerating, yet both stocks trade at multiples that look almost suspiciously cheap for hyperscalers of this caliber. Something is keeping investors away, and figuring out what reveals a lot about where the real opportunity sits.
Meta is pouring an almost incomprehensible sum into a single Louisiana parish, and the ratio of dollars to permanent jobs raises a question every state chasing AI investment should be asking.
Shares in Reddit Inc (NYSE:RDDT), the social media platform, surged 12.45% in extended trading on Thursday after S&P Dow Jones Indices announced the business will join the S&P 500. The company will enter the prominent equity index before the US market opens on August 18. The stock...
Aug 14 (Reuters) - U.S. stock index futures were subdued on Friday, a day after the S&P 500 closed at a record high, as rising crude prices after the latest developments in the Middle East kept
Mark Zuckerberg's AI manifesto hints at multiple investment opportunities.
Reddit (NYSE:RDDT) is set to be added to the S&P 500 index, making it the second pureplay social media company in the benchmark alongside Meta. The inclusion marks a key milestone for Reddit’s profile with large institutional investors and broad market index funds. Index tracking funds are expected to adjust holdings to reflect Reddit’s addition, which may affect trading volumes and liquidity in the stock. The move places Reddit among established technology leaders tracked by one of the most...
Meta Platforms stock has pulled back over the past year, yet the latest valuation work suggests the current price may still sit well below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. At the same time, market based multiples also point to the shares screening as undervalued, which is unusual when both methods line up on the same side. Meta Platforms has returned 110.5% over the past 3 years, which means the current valuation debate is happening after a strong...
Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per
Newsmax Inc (NMAX) reports record Q2 revenue of $54.1 million and net income of $2.9 million, driven by surging affiliate fees and international licensing growth.
Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.
Fidelity Contrafund built a legendary reputation by zigging while Wall Street zagged, but managing $157.8 billion forces some uncomfortable questions about whether a fund this massive can still bet against the crowd without becoming it.