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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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How to Play the Flood of AI Bonds
The Wall Street Journal54d agoneutral
How to Play the Flood of AI Bonds

Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.

Is ARK Trimming Bitmine Immersion Technologies (BMNR) Redefining the Ethereum Treasury Playbook?
Simply Wall St.55d agoneutral
Is ARK Trimming Bitmine Immersion Technologies (BMNR) Redefining the Ethereum Treasury Playbook?

In late July 2026, Bitmine Immersion Technologies came under pressure as crypto-linked equities weakened amid falling Bitcoin and Ethereum prices and ongoing regulatory uncertainty, while ARK Invest trimmed its Ethereum exposure by selling Bitmine shares on Ethereum’s 11th anniversary. The move was especially closely watched because Bitmine is viewed as one of the two leading Ethereum treasury companies, and ARK Invest still described its Ether-focused treasury approach as an exponential...

Forkast News55d agoneutral
Meta’s Per-Token Pricing Shifts the Frontier From Human Headcount to AI Output

On August 1, 2026, Meta Business Agent will transition from a free testing phase to a commercial model priced at $2.00 per million tokens. This is not merely a change in billing; it is a structural signal that the pricing frontier for agentic commerce is shifting from human headcount to AI output volume. For years, […]

Morgan Stanley spots four overlooked Meta profit engines
TheStreet55d agoneutral
Morgan Stanley spots four overlooked Meta profit engines

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Will Profitability Gains, Buybacks and Meta Tie-Up Change Lightspeed Commerce's (TSX:LSPD) Narrative
Simply Wall St.56d agobullish
Will Profitability Gains, Buybacks and Meta Tie-Up Change Lightspeed Commerce's (TSX:LSPD) Narrative

Lightspeed Commerce Inc. reported its first-quarter 2027 results in late July, with revenue of US$322.7 million and net loss narrowing to US$2.42 million, while confirming revenue guidance for the September quarter and full fiscal year and completing a US$65.13 million buyback of 6,973,406 shares. A key development was the launch of the Lightspeed with Meta Conversions API integration for Lightspeed Retail, aiming to give brick-and-mortar merchants clearer insight into how Meta ads drive...