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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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Citi names Broadcom stock top semiconductor pick for 2026
TheStreet85d agoneutral
Citi names Broadcom stock top semiconductor pick for 2026

The AI chip race has produced a handful of clear winners. Broadcom is one of them. But the question heading into its next earnings report is no longer about whether it is a top AI stock to own. The real debate now is: Can a company already pulling in billions from artificial intelligence keep ...

Hyperscaler Debt Flood Brings Derivatives Bonanza
Bloomberg85d agoneutral
Hyperscaler Debt Flood Brings Derivatives Bonanza

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

Paul Tudor Jones makes $8 billion bet on small-cap chaos
TheStreet85d agoneutral
Paul Tudor Jones makes $8 billion bet on small-cap chaos

Paul Tudor Jones doesn’t appear to be locked into one stock. That may be the real story. The billionaire investor’s Tudor Investment Corp. reported a massive first-quarter options book that includes big stakes connected to Nvidia (NVDA), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta Platforms ...

“We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears
24/7 Wall St.85d agoneutral
“We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears

Mark Zuckerberg said what every mega-cap CEO is probably thinking but few will say on tape. In leaked audio from an April 30, 2026 Meta all-hands, the CEO told employees: “The AI models learn from watching really smart people do things. The average intelligence of the people who are at this company is significantly higher ... “We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears

The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years
24/7 Wall St.85d agoneutral
The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

A 30-year-old software engineer at Meta (NASDAQ:META), earning a $200,000 base plus refreshing stock grants, asked a question that gets posted in some form on r/financialindependence every week: how do I shovel more into a Roth when I am already over the income limit for direct Roth IRA contributions and my 401(k) deferral is maxed? ... The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

Meta Platforms (META) Loses Fight Against an Italian Regulatory Order, Reuters Reports
Insider Monkey85d agoneutral
Meta Platforms (META) Loses Fight Against an Italian Regulatory Order, Reuters Reports

Meta Platforms, Inc. (NASDAQ:META) is one of the best communication stocks to invest in. Reuters reported on May 12 that Meta Platforms, Inc. (NASDAQ:META) lost its fight against an Italian regulatory order that called for it to compensate publishers for the use of their news article snippets, with Europe’s top court deciding in favor of the […]

Applied Materials Taps UCLA AI Chip Hub As Valuation Debate Grows
Simply Wall St.85d agoneutral
Applied Materials Taps UCLA AI Chip Hub As Valuation Debate Grows

Applied Materials (NasdaqGS:AMAT) is joining Meta, Broadcom, GlobalFoundries, and Synopsys to fund a new US$125 million semiconductor research hub at UCLA. The hub is focused on next generation chip and AI technologies and is intended to support a more resilient U.S. semiconductor supply chain. This multi company partnership positions Applied Materials at the center of collaborative research across equipment, design, foundry, and end user segments. For you as an investor, this move...

Meta Forum Launch Puts Fresh Spotlight On Reddit’s Growth Story
Simply Wall St.86d agoneutral
Meta Forum Launch Puts Fresh Spotlight On Reddit’s Growth Story

Meta has launched a new discussion platform called Forum, directly targeting Reddit style community conversations. The app is positioned as a standalone product focused on forum based groups and topic threads, similar to Reddit’s core model. This move introduces fresh competitive pressure on Reddit’s communities and user engagement at a time when investors are closely tracking NYSE:RDDT. For investors watching NYSE:RDDT, Meta’s Forum launch arrives as Reddit trades around $141.67, with the...

Vistra Taps AI Data Center Surge With Long Term Tech Power Deals
Simply Wall St.86d agobullish
Vistra Taps AI Data Center Surge With Long Term Tech Power Deals

Vistra (NYSE:VST) has secured new multi decade power agreements with large technology companies, including Meta Platforms and Amazon Web Services. These contracts position Vistra as a key energy supplier for the current surge in AI focused data center construction. The deals are tied to nuclear and other dispatchable generation assets that can provide consistent power to hyperscale data centers. For readers following the buildout of AI infrastructure, Vistra sits at the intersection of...

Is Snap (SNAP) Quietly Recasting Its Brand Strategy With Luke Wood’s Board Appointment?
Simply Wall St.86d agoneutral
Is Snap (SNAP) Quietly Recasting Its Brand Strategy With Luke Wood’s Board Appointment?

On May 20, 2026, Snap Inc. expanded its board of directors to thirteen members by appointing Luke Wood, former Beats by Dr. Dre President and Apple Vice President, who also leads Violet St Holdings and sits on Fender Musical Instruments’ board. By bringing in a director with deep consumer electronics, music, and brand-building experience, Snap is signaling a focus on strengthening leadership around product, partnerships, and monetization opportunities. We’ll now examine how Luke Wood’s...

Instacart (CART) Expands Self-Serve Ads Manager to Retail Partners
Insider Monkey86d agoneutral
Instacart (CART) Expands Self-Serve Ads Manager to Retail Partners

Maplebear Inc. (NASDAQ:CART) is one of the best low priced growth stocks to invest in now. On May 13, Instacart expanded its self-serve Ads Manager to retail partners, following a milestone year generating over $1 billion in advertising and other revenue in 2025. The platform extends high-intent reach, optimization, and closed-loop measurement infrastructure to retailers. […]

Unity (U), Meta (META) Extend Multi-Year VR Platform Support and Enterprise Agreement
Insider Monkey86d agoneutral
Unity (U), Meta (META) Extend Multi-Year VR Platform Support and Enterprise Agreement

Unity Software Inc. (NYSE:U) is one of the best low priced growth stocks to invest in now. On April 8, Unity and Meta announced an extension of their multi-year platform support and enterprise agreement, deepening their long-standing virtual reality partnership. Under this renewed deal, Unity will continue providing core game engine support for Meta’s VR […]

Dominic Chu: The Trump Bull Market’s AI Rally Is Powering the S&P 500 Toward an 8th Straight Winning Week
24/7 Wall St.86d agobullish
Dominic Chu: The Trump Bull Market’s AI Rally Is Powering the S&P 500 Toward an 8th Straight Winning Week

CNBC’s Dominic Chu opened Friday’s market coverage by noting that “the stocks are looking like they may open higher today, rounding out what could be the eighth straight winning week for the S&P 500.” That kind of streak does not happen by accident, and inside the Trump bull market it has become the defining rhythm: ... Dominic Chu: The Trump Bull Market’s AI Rally Is Powering the S&P 500 Toward an 8th Straight Winning Week

50-year-old outdoor retailer liquidating all stores
TheStreet86d agoneutral
50-year-old outdoor retailer liquidating all stores

When you see huge tech companies like Meta and Intuit lay off thousands of people making top-tier salaries, it makes many Americans worry about their own jobs. Even if you're making a good living and have discretionary income, it's reasonable to think that maybe you should cut back a little, or ...

Maybe investors can wait to buy SpaceX after IPO: Lee Munson
Yahoo Finance Video86d agobullishVIDEO
Maybe investors can wait to buy SpaceX after IPO: Lee Munson

Elon Musk's private space operator, SpaceX (SPAX.PVT), released its S-1 filing this week as it plans to go public via IPO in June. The Wall Street Journal has reported that AI developer OpenAI (OPAI.PVT) is preparing to file for its own mega-IPO. As investors anticipate this mega-IPO, should they be equally cautious as they are bullish on these companies ? Portfolio Wealth Advisors president and CIO Lee Munson, Yahoo Finance Markets and Data Editor Jared Blikre, and Senior Business Reporter Ines Ferré weigh in on the wave of upcoming IPOs.

What's Happening With IBM Stock?
Trefis86d agoneutral
What's Happening With IBM Stock?

IBM (NYSE: IBM) surged 12.4% to close at $252.97 on May 21, 2026, after the Commerce Department announced $2.0 billion in quantum computing grants to nine companies. The headline? IBM secures $1 billion in government funding for a new quantum chip foundry called Anderon, with IBM matching the investment dollar-for-dollar. The stock's reaction was swift and decisive.