Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.
AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.
CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds, balance sheets, and strategic motives.
Earnings season kicks into high gear this week.
Burry highlighted data compiled by Bloomberg that showed that Alphabet, Microsoft, Amazon, Meta, Oracle, Micron, and Tesla detracted from the benchmark S&P 500 index's performance since the start of June.
Zynga founder Mark Pincus breaks down to Yahoo Finance Executive Editor Brian Sozzi the explosive creation of Farmville, the hard truths of scaling a massive gaming empire, and what it was really like investing in a young Mark Zuckerberg during the early days of Facebook.
The investments MercadoLibre is making today could drive strong returns for years to come.
Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.
Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.
Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.
As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.
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