Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Opendoor has burned investors, survived meme-stock chaos, and landed in penny-stock territory with nearly a billion in cash still on its books. Five companies have the strategic motive and financial muscle to change that story, and the most logical buyer may surprise you.
NVDA's 10% five-day slide reflects financing concerns, but surging AI capex, strong earnings growth and a discounted valuation keep its investment case strong.

Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.
Apple and Amazon both report on July 30, and they are running opposite playbooks heading into earnings night. Understanding which approach fits your portfolio could change how you position before the bell rings.
Amazon sits 13% below its 52-week high while AWS just posted its fastest growth in 15 quarters, and a $200 billion capex overhang is the only thing keeping most investors from noticing.
The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.
Stocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets
Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech
The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...
Zuckerberg has staked Meta's future on AI dominance and made clear that rising costs won't slow him down. But as debt surges and profits shrink, investors are starting to ask whether unlimited ambition is a strategy or just an expensive gamble.
By Jody Godoy July 30 (Reuters) - Amazon and Walmart AI shopping assistants can often detect when "Made in USA" product labels are false, but the big retailers are not using that technology to crack
Amazon staff have identified cases of what they called “catastrophically expensive” cost overruns caused by mistakes in how the company has deployed...
↘️ Adidas (XE:ADS): Shares of the German sportswear company tumbled 17% after it reported lower-than-expected earnings and higher marketing costs tied to the FIFA World Cup. ↗️ Microsoft (MSFT): Shares jumped more than 8% premarket after the company reported a 31% jump in profit late yesterday.
The company’s all-out splurge is running into higher costs, borrowing constraints and investor pushback.
Today Earnings (a.m.): Mastercard, Hershey, KKR, Yum Brands, Cigna, Regeneron, Valero Energy, Norwegian Cruise Line, Hyatt Hotels, Bristol-Myers Squibb, Altria, International Paper, SiriusXM, Blue Owl Capital Earnings (p.
Alphabet increased its annual CapEx target last week, which pressured shares of hyperscalers including Amazon at the time. Microsoft, reporting on Wednesday, maintained its CapEx view.
Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.
SEOUL—One of the world’s biggest memory-chip makers reported a record $64 billion quarterly profit on Wednesday—and its stock price still fell nearly 10%. Welcome to the most fickle of stock markets, where earnings that would have been unthinkable a year or two ago are now treated as a disappointment. SK Group, which controls SK Hynix, announced a $500 billion partnership with Nvidia for next-generation memory supply and AI data centers, giving details about an agreement reached earlier.