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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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Baidu misses Q2 revenue and earnings estimates as core business slips
Proactive16h agobearish
Baidu misses Q2 revenue and earnings estimates as core business slips

Baidu.com (NASDAQ:BIDU) shares fell 9.3% in Tuesday morning trading after the Chinese tech giant reported second-quarter results that missed analyst estimates on revenue, earnings and net income. Revenue for the quarter came in at RMB31.3 billion, below the RMB31.96 billion analysts had...

Baidu Q2 Earnings Call Highlights
MarketBeat16h agoneutral
Baidu Q2 Earnings Call Highlights

Baidu (NASDAQ:BIDU) said its AI-powered businesses accounted for half of its general business revenue in the second quarter of 2026, as the company reported rapid growth in AI cloud infrastructure and outlined continued investment in chips, models, applications and autonomous driving. Total revenue

Bloomberg8d agoneutral
Tencent’s WorkBuddy Sparks AI Turnaround Hopes After Stock Rout

(Bloomberg) -- Tencent Holdings Ltd.’s early success with WorkBuddy may give the Chinese Internet giant a chance to catch up after lagging peers in the artificial intelligence race for the past few years.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay OfferA $20 Million Weddi

Bloomberg13d agoneutral
DeepSeek Plans ‘Significant’ Price Increase for Its AI Services

(Bloomberg) -- DeepSeek plans to implement a significant price increase across its AI services, an unusual shift from the Chinese tech sector that has put pressure on US competitors with its aggressive pricing.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Billion Unlock H

Bloomberg13d agoneutral
Uber, Wayve Win Licenses for Supervised Robotaxis in London

(Bloomberg) -- Uber Technologies Inc. and UK startup Wayve Technologies Ltd. received permits to launch their robotaxi service in London with a safety driver, getting out ahead of Waymo and Baidu Inc.’s planned rollouts.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty

Bloomberg13d agoneutral
Uber Gives In-Line Outlook, Says Brazil Rivals Hurt Trips Growth

(Bloomberg) -- Uber Technologies Inc. issued a bookings outlook that just met analyst estimates and said fierce competition in the key Brazil market weighed on trips volume, compounding concerns from investors about the company’s ability to evolve in the robotaxi era.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families

Bloomberg23d agoneutral
China Memory Champion CXMT Set to Debut After $9.8 Billion IPO

(Bloomberg) -- CXMT Corp. is set to begin trading in Shanghai on Monday after raising 66.6 billion yuan ($9.8 billion) in the second-largest initial public offering in China’s history, with potential for a first-day gain that would make it the largest company in the country.Most Read from BloombergDeepSeek Said to Tell Backers of Funding Pause After Viral PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as

Bloomberg24d agoneutral
Memory Frenzy Primes China Champion CXMT for Historic Debut

(Bloomberg) -- Investor excitement over the memory chip trade is setting outsize expectations for the Shanghai debut of CXMT Corp., which is on the brink of making history after a near-record initial public offering.Most Read from BloombergSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysRetina Chip Designed to Restore Sight to Go on Sale in EuropeTrump Seethes as Iran War Spirals Anew With No End in SightHouthis Claim Saudi Attack as US Ends Run of Iran StrikesDeepSeek Said to Tell

Bloomberg27d agoneutral
China Resumes Issuing Robotaxi Licenses After Long Freeze

(Bloomberg) -- China has started issuing robotaxi permits again after a high-profile incident involving self-driving vehicles led authorities to suspend new licenses in April, according to people familiar with the matter.Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple to L

Investing.com32d agoneutral
Is AI now the main driver of China’s growth?

Investing.com -- China’s artificial intelligence sector has become a key driver of economic growth, accounting for more than half of the country’s quarter-on-quarter expansion in the second quarter, according to an analysis by Capital Economics.

Bloomberg33d agoneutral
CXMT’s Blockbuster IPO 212 Times Covered for Retail Investors

(Bloomberg) -- The marquee listing of CXMT Corp. ignited a rush among retail investors as China’s homegrown memory giant opened books for an initial public offering to raise $9.8 billion, the second-largest in the nation’s history. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveBeckham’s IM8 Gets $1 Billion From Gener

Bloomberg34d agoneutral
Trump’s Aides See China Cheating on Trade, But Shun Retaliation

(Bloomberg) -- Within President Donald Trump’s trade team, two sobering conclusions are emerging: China is cheating on its trade deal. And the US isn’t going to do much about it.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz Charge‘We Faltered’: IBM Plunges Most Sinc

Bloomberg40d agoneutral
Where to Invest Now as US Stock Markets Get Bubbly

(Bloomberg) -- The US equity market, with the S&P 500 hovering near all-time highs, is expensive. This isn’t controversial. Depending on which measure you use, US stocks have arguably been overpriced for several years. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGre

Alibaba Stock Jumps as Investors Look for Less-Crowded AI Trades
The Wall Street Journal41d agobullish
Alibaba Stock Jumps as Investors Look for Less-Crowded AI Trades

Hong Kong tech stocks staged a comeback today, even as South Korea's Kospi, an AI darling, slipped into bear market. Investors aren't necessarily abandoning AI, they are moving away from the most crowded parts of the trade and looking for a different AI driver, according to Saxo Markets chief investment strategist Charu Chanana.

Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally
24/7 Wall St.41d agobullish
Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally

Shares of Alibaba (NYSE:BABA) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed at $98.14 on Tuesday, and even after this morning’s pop the shares remain down 28% year to date. The move extends well beyond Alibaba. Baidu (NASDAQ:BIDU) shares ... Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally

Bloomberg52d agobullish
Apple Seeks US Approval to Buy Chips From Blacklisted CXMT: FT

(Bloomberg) -- Apple Inc. is pressing the White House for approval to purchase memory chips from a blacklisted Chinese company as it grapples to rein in chip costs, the Financial Times reported on Saturday.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads and MacsUS Strikes Iran in Response

Bloomberg55d agoneutral
Alibaba Slides to 16-Month Low After Anthropic’s AI Accusations

(Bloomberg) -- Alibaba Group Holding Ltd. shares slid to a 16-month low in Hong Kong after Anthropic PBC accused the Chinese technology giant of “illicitly” accessing its artificial intelligence model. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapStocks Climb Late After Micron’s Blowout Outlook: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesGrand Ole Opry House

Bloomberg57d agoneutral
Chinese Stocks in Hong Kong Rebound From Edge of Bear Market

(Bloomberg) -- A gauge of Chinese equities in Hong Kong trimmed losses, supported by a rotation into financial shares as investors shifted out of artificial intelligence-linked names.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USDOJ Rejects Judge Request to Certify $1.8 Billion Fund NixedTrump’s Fears About Economy Undercut US Leverage in I