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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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Meta launches new AI coding tool powered by Muse Spark 1.2
Reuters7d agoneutral
Meta launches new AI coding tool powered by Muse Spark 1.2

Meta Platforms on Wednesday launched Muse Code, a coding tool powered by ‌its latest AI model, Muse Spark 1.2, designed ‌to help developers write and debug software. Muse Code can ‌write code and ⁠verify results, and has been trained to handle long, complex coding projects while also ⁠running multiple sub-agents simultaneously to speed up difficult tasks, the company said. Meta also said it trained Muse ​Spark 1.2 ​and Muse Code together ​to operate smoothly as ‌a pair.

How Zigazoo built a safe social platform where Big Tech has struggled
Yahoo Finance Video7d agoneutralVIDEO
How Zigazoo built a safe social platform where Big Tech has struggled

Zigazoo founder and CEO Zak Ringelstein joins Josh Lipton on Market Domination Overtime to discuss how the company has built a safe social platform for kids and teens—and why he believes Zigazoo has succeeded in areas where platforms like YouTube (GOOG, GOOGL) and Meta (META) struggled.

Dow Weathers Mag 7 Slide, Cruises to Third-Straight Record High
Barrons.com7d agobullish
Dow Weathers Mag 7 Slide, Cruises to Third-Straight Record High

The Dow Jones Industrial Average notched a fresh record for the third day in a row. The Dow rose 0.5% or 263 points while the S&P 500 dropped 0.2%. The Nasdaq Composite fell 0.8%. The divergence in index performance came after some of the market's biggest tech names took a turn during the session, erasing earlier gains.

41 Buy Ratings and No Sells: Why Wall Street Backs AMD
24/7 Wall St.7d agoneutral
41 Buy Ratings and No Sells: Why Wall Street Backs AMD

Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.

Bloomberg8d agoneutral
Meta, Google Online Child Safety Rules Advance in US Senate

(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak

AI CapEx fears: Is big tech overspending?
Yahoo Finance Video8d agoneutralVIDEO
AI CapEx fears: Is big tech overspending?

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.

Investing.com8d agoneutral
New report warns China transceiver ban would hurt U.S. AI giants

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.

Bloomberg8d agoneutral
Nvidia Partner Hon Hai’s Sales Rise 54% on Strong AI Demand

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

AMD's problem is not demand. It is where the demand comes from
Proactive8d agoneutral
AMD's problem is not demand. It is where the demand comes from

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...