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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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Open-weight AI models add new spark to China, Silicon Valley's AI race
Yahoo Finance Video54d agoneutralVIDEO
Open-weight AI models add new spark to China, Silicon Valley's AI race

Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Ines Ferré and Breaking News Reporter Jake Conley to assess and discuss the rising competition between open-weight AI models from China — which are public to download and modify — and Silicon Valley's top artificial intelligence developers.

Rowan Street Capital: Meta Platforms’ (META) Fundamentals Outpace Its Stock Rally
Insider Monkey54d agobullish
Rowan Street Capital: Meta Platforms’ (META) Fundamentals Outpace Its Stock Rally

Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]

Meta Scales Back Wipro Outsourcing Following AI-Led Business Restructuring
InvestorsHub54d agobearish
Meta Scales Back Wipro Outsourcing Following AI-Led Business Restructuring

Meta Platforms (NASDAQ:META) has reduced the volume of IT services outsourced to Wipro Ltd (NYSE:WIT) by at least 25% after an artificial intelligence-driven reorganisation that resulted in the closure of its digital marketing division, according to a report from Mint. Wipro’s Revenue from Meta Expected to DeclineThe report, citing two people familiar with the matter, said Wipro now expects to generate approximately $75 million in annual revenue from Meta after the technology giant decided to br