Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
According to Goldman Sachs Research, the global robotaxi market is estimated to reach approximately $415 billion in 2035. Improving safety records and stronger customer demand are said to be fueling this surge, as per analyst Mark Delaney. Two notable names in the robotaxi space increasingly making a mark are Alphabet Inc.’s (NASDAQ:GOOGL) Waymo and Tesla, […]
Five of the world's sharpest money minds converged on the same battered mega-cap stock in a single quarter, a coincidence so rare it raises an urgent question for any long-term investor: do they all see something the market is missing, or are they walking into a trap?
SpaceX shares are getting a lift after some of tech’s top names identified themselves as big investors in Elon Musk's rocket-and-AI company. Among them: artificial-intelligence chipmaker Nvidia, which said in a Friday filing it owned close to 123 million SpaceX shares.
Alphabet is looking to raise about A$5 billion ($3.6 billion) in what would be its debut bond offering in Australia, people familiar with the matter said, as US tech firms binge on debt to fuel AI spending. Bloomberg Tech's Ed Ludlow joins to discuss this as well as the latest from Anthropic.
Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman’s growing bets on the Magnificent Seven stocks. Bill Ackman Keeps Betting on Magnificent Seven Since 2023, the Pershing Square USA (NYSE:PSUS) investment portfolio, now publicly traded under the ticker PSUS, has been adding Magnificent Seven stocks to its investment ideas. This started with Alphabet Inc
Azure just crossed a historic revenue milestone and Google Cloud is accelerating at a pace few predicted, yet both hyperscalers are spending so aggressively that only one of them still generates positive free cash flow. The gap between these two and every other cloud rival is widening fast, and the reasons why may reshape how investors think about AI infrastructure bets.
The curtain is finally lifting on who owns SpaceX (SPCX), and the stock is surging over 5% Monday.
Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI story that most investors may be undervaluing.
Stanley Druckenmiller quietly added a new kind of crypto bet last quarter. Duquesne Family Office held 2.94 million shares of Hyperliquid Strategies Inc. (NASDAQ:PURR) on June 30, a stake worth $23.15 million and its first reported position in the company....
A 13F filing has uncovered notable corporate ownership of SpaceX (SPCX) shares. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at SpaceX's shareholder makeup and stock volatility since the IPO.
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already priced for perfection.
Warren Buffett's Berkshire and Dan Loeb's Third Point studied the same consumer lender last quarter and walked away with completely opposite convictions. One of them is making a very expensive mistake.
While Micron Technology (MU) and Sandisk (SNDK) stock both get a lift Monday morning, Zacks Investment Research stock strategist Ethan Feller takes a closer look at whether memory chipmakers or AI hyperscalers are the better investment in this market environment.
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is whether that gap closes upward or the bears finally find their footing.
SpaceX (Nasdaq: SPCX) went public on June 12, 2026, at $135 per share in a record-setting IPO that raised $85.7 billion. Shares closed at $140 on August 14, placing the company's market value at approximately $1.85 trillion and sitting 3.7% above the offering price — meaning early institutional holders like Harvard are sitting on paper gains even before accounting for their original cost basis, which has not been disclosed.
Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
The Google parent may sell securities across four maturities, with pricing potentially as early as this week
Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a warning sign or a buying window depends on what happens next with the most expensive bet in tech history.
Greg Brockman told CNBC the wave of senior exits is "not that atypical" and that scrutiny stems from OpenAI's high public profile
Wall Street is pricing Alphabet like a company losing the AI race, but a quiet milestone suggests the market may be making a very expensive mistake.
Alphabet is looking to raise about $3.6 billion in what would be its debut bond offering in Australia, according to people familiar with the matter. Initial price guidance on the deal may be provided as early as Tuesday, with the notes potentially pricing the following day. Mandeep Singh of Bloomberg Intelligence has more.
The company's data is valuable for AI training, but advertising is the bigger opportunity.