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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.

30,604 signal articles · 131 in last 24h · 155,426 total before filter · latest 2h ago
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TotalEnergies Pangea 5 Supercomputer Puts AI At Core Of Energy Plan
Simply Wall St.140d agoneutral
TotalEnergies Pangea 5 Supercomputer Puts AI At Core Of Energy Plan

TotalEnergies has launched its new Pangea 5 supercomputer in partnership with Dell Technologies and NVIDIA, aimed at expanding AI-led research and seismic imaging. The system is designed to increase subsurface imaging capacity and AI workloads, with a focus on both hydrocarbon exploration and low emission energy projects. Pangea 5 includes energy efficiency upgrades and waste heat recovery to support facility heating, aligning with the company’s sustainability targets. The project reflects...

Lyft (LYFT) Lags Q1 Earnings Estimates
Zacks141d agoneutral
Lyft (LYFT) Lags Q1 Earnings Estimates

Lyft (LYFT) delivered earnings and revenue surprises of -29.22% and +1.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies (DELL): The Best All-Time High But Still Undervalued Stock to Invest In
Insider Monkey141d agobullish
Dell Technologies (DELL): The Best All-Time High But Still Undervalued Stock to Invest In

Dell Technologies Inc. (NYSE:DELL) is one of the 10 All-Time High But Still Undervalued Stocks to Invest In. On May 4, 2026, Dell Technologies Inc. (NYSE:DELL) said its Board of Directors unanimously approved a plan to change the company’s state of incorporation from Delaware to Texas. The proposal will be presented for shareholder approval at […]

Why Dell Technologies (DELL) Is Up 16.1% After Deepening Its Governed AI Infrastructure Push
Simply Wall St.141d agoneutral
Why Dell Technologies (DELL) Is Up 16.1% After Deepening Its Governed AI Infrastructure Push

In late April 2026, Trust3 AI announced an expanded collaboration with Dell Technologies to embed its unified data governance platform directly into Dell’s Data Lakehouse architecture, aiming to help enterprises run secure, compliant AI workloads across hybrid and on‑premises environments. This integration, focused on controlling how autonomous AI agents access sensitive data in regulated sectors, positions Dell’s storage platforms as a core governance layer for AI factories rather than just...

Assessing Whether Dell Technologies (DELL) Shares Look Overvalued After Powerful Recent Gains
Simply Wall St.141d agoneutral
Assessing Whether Dell Technologies (DELL) Shares Look Overvalued After Powerful Recent Gains

Recent performance snapshot Dell Technologies (DELL) has moved sharply in recent months, with the stock showing a 10.4% 1 day return, 16.1% over the past week, and about 38% over the past month. Over the past 3 months, the stock shows a very large gain of around 7x. Year to date it is up about 86.9%, and the 1 year total return sits near 153%. See our latest analysis for Dell Technologies. The recent 1 day share price return of 10.39% and 30 day share price return of 37.89%, on a share price...

Dell Targets Regulated AI Growth With Trust3 Data Governance Integration
Simply Wall St.143d agoneutral
Dell Targets Regulated AI Growth With Trust3 Data Governance Integration

Dell Technologies (NYSE:DELL) and Trust3 AI have expanded their collaboration to offer a secure, governed, AI-ready data lakehouse infrastructure. The partnership directly integrates Trust3 AI’s governance and security capabilities into Dell’s storage architecture for highly regulated industries. The offering targets enterprises in sectors such as healthcare, financial services, and the public sector that are scaling autonomous AI workloads. For Dell Technologies, AI infrastructure sits...

Dell (DELL): Buy, Sell, or Hold Post Q4 Earnings?
StockStory144d agoneutral
Dell (DELL): Buy, Sell, or Hold Post Q4 Earnings?

Over the past six months, Dell has been a great trade, beating the S&P 500 by 30%. Its stock price has climbed to $211.05, representing a healthy 36.5% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
24/7 Wall St.147d agoneutral
Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?

The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest. Shares of Dell Technologies (NYSE:DELL) closed the month up 28%, pulling away from Hewlett Packard Enterprise (NYSE:HPE) at 21% and Super Micro Computer (NASDAQ:SMCI) ... Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?

The downstream winners of the AI trade's latest phase
Yahoo Finance Video147d agoneutralVIDEO
The downstream winners of the AI trade's latest phase

Jackson Square Capital managing partner Andrew Graham takes a magnifying glass to the state of the AI trade — as the latest batch of Magnificent Seven earnings came out this week — and the factors that are creating "downstream winners" like Dell Technologies (DELL).

Dell Technologies Inc. (DELL) CEO Speaks on AI Data Center Moratorium Proposal
Insider Monkey148d agoneutral
Dell Technologies Inc. (DELL) CEO Speaks on AI Data Center Moratorium Proposal

Dell Technologies Inc. (NYSE:DELL) is one of the 7 Best Data Center Hardware Stocks to Invest in. On April 15, Dell Technologies Inc. (NYSE:DELL) CEO Michael Dell told CNBC Television that U.S. lawmakers should avoid blocking artificial intelligence development, warning that overregulation could allow rivals to gain an advantage. Dell opposed Senator Bernie Sanders’ proposed […]