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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.

30,484 signal articles · 143 in last 24h · 154,336 total before filter · latest 44m ago
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Anthropic Eyes South Korea Growth Ahead Of IPO With Seoul Office, New Partnerships
Benzinga96d agobullish
Anthropic Eyes South Korea Growth Ahead Of IPO With Seoul Office, New Partnerships

Anthropic said Wednesday it had opened a Seoul office and announced a series of partnerships across South Korea’s artificial intelligence ecosystem as the Claude developer expands its presence in Asia. As the company prepares for a public listing, Anthropic said South Korea has emerged as one of Claude’s most active markets globally, with usage concentrated in technical and creative work. Public And Private Sector Partnerships Anthropic said it signed a memorandum of understanding with South Kor

Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion
24/7 Wall St.98d agobullish
Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion

SpaceX (NASDAQ:SPCX) is the ticker dominating every group chat this week, with the private-company exposure vehicle gaining 19.18% in five trading days on pure rocket-launch euphoria. But here is what you should actually be watching. The space narrative is colliding with a wall. Tighter global liquidity, sticky policy rates, and a Federal Reserve that is ... Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion

Bloomberg98d agobullish
Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

Bloomberg100d agobullish
Startup Backed by Ex-Google CEO Debuts Robot, LG Partnership

(Bloomberg) -- A startup backed by former Google Chief Executive Officer Eric Schmidt unveiled an industrial robot powered by artificial intelligence, as investors pile into the emerging field of humanoids. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealModi Warns of ‘Shortage of Trust’ Ahead o

SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally Continues
InvestorsHub101d agobullish
SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally Continues

SpaceX (NASDAQ:SPCX) shares continued their remarkable advance in premarket trading on Tuesday, building on strong gains from their first two sessions as a public company and pushing the aerospace group toward a market capitalization of nearly $3 trillion. The rocket and satellite operator completed the largest initial public offering in history last week, ending its first day of trading on Friday with a valuation of approximately $2.

SpaceX IPO buyers are betting on an idea, not a business
Yahoo Finance Video105d agobullishVIDEO
SpaceX IPO buyers are betting on an idea, not a business

Market Catalysts host Julie Hyman sits down with Epistrophy Capital Research Chief Market Strategist and The Drill Down podcast host Cory Johnson to discuss the upcoming SpaceX (SPCX) IPO. Johnson breaks down the company's key business segments and weighs in on its valuation. Asked whether he agrees with the proposed $135 IPO price, Johnson expressed caution, saying, "Projections out to the future to get to today's price are really optimistic."

Investing.com108d agobullish
Buy the dip in this chip stock, Mizuho urges

Investing.com -- Mizuho said investor concerns about one key semiconductor name losing ground to competitors in the custom chip market are overblown and urged clients to buy the recent pullback, citing a massive potential opportunity from Google's accelerating TPU buildout.

Cathie Wood buys $99 million of popular megacap stock
TheStreet110d agobullish
Cathie Wood buys $99 million of popular megacap stock

Cathie Wood, chief of Ark Investment Management, has actively traded tech stocks as investors search for the biggest beneficiaries of the AI boom. Wood just made one of her biggest trades of the year in the past week, snapping up roughly $99 million worth of shares in Google’s parent company, ...

Broadcom Revenue Climbs on AI Chip Demand
The Wall Street Journal113d agobullish
Broadcom Revenue Climbs on AI Chip Demand

The semiconductor and software maker says semiconductor revenue from AI more than doubled to $10.8 billion in the quarter, boosted by increasing demand for custom AI accelerators and AI networking, Chief Executive Hock Tan said.

Is Zoom Stock A Buy After The Anthropic IPO Hype?
Trefis114d agobullish
Is Zoom Stock A Buy After The Anthropic IPO Hype?

Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.

HPE surges 29% as AI infrastructure boom boosts server demand
Reuters115d agobullish
HPE surges 29% as AI infrastructure boom boosts server demand

Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered ‌the AI server maker pulling forward its long-term financial ‌targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with ​Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon ‌are set to spend ⁠more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking ⁠products.

HPE expects to achieve 2028 financial targets this year after record quarter on AI boom
Reuters115d agobullish
HPE expects to achieve 2028 financial targets this year after record quarter on AI boom

Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by ‌two years, as expansion of AI data centers boosts demand for its servers ‌and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on ‌AI infrastructure this year, which would ⁠bolster demand for suppliers such as HPE.

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg116d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns