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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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Alphabet’s Waymo Leads on Safety, but Tesla Could Still Close the Robotaxi Gap
Insider Monkey5d agoneutral
Alphabet’s Waymo Leads on Safety, but Tesla Could Still Close the Robotaxi Gap

According to Goldman Sachs Research, the global robotaxi market is estimated to reach approximately $415 billion in 2035. Improving safety records and stronger customer demand are said to be fueling this surge, as per analyst Mark Delaney. Two notable names in the robotaxi space increasingly making a mark are Alphabet Inc.’s (NASDAQ:GOOGL) Waymo and Tesla, […]

Here Are Big Tech’s Big SpaceX Investors
The Wall Street Journal5d agoneutral
Here Are Big Tech’s Big SpaceX Investors

SpaceX shares are getting a lift after some of tech’s top names identified themselves as big investors in Elon Musk's rocket-and-AI company. Among them: artificial-intelligence chipmaker Nvidia, which said in a Friday filing it owned close to 123 million SpaceX shares.

Alphabet Seeks $3.6 Billion in First Australian Bond Sale
Bloomberg5d agoneutralVIDEO
Alphabet Seeks $3.6 Billion in First Australian Bond Sale

Alphabet is looking to raise about A$5 billion ($3.6 billion) in what would be its debut bond offering in Australia, people familiar with the matter said, as US tech firms binge on debt to fuel AI spending. Bloomberg Tech's Ed Ludlow joins to discuss this as well as the latest from Anthropic.

Bill Ackman Bets Big on Magnificent 7 Stocks, But Only Loves 3 of Them
Benzinga5d agoneutral
Bill Ackman Bets Big on Magnificent 7 Stocks, But Only Loves 3 of Them

Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman’s growing bets on the Magnificent Seven stocks. Bill Ackman Keeps Betting on Magnificent Seven Since 2023, the Pershing Square USA (NYSE:PSUS) investment portfolio, now publicly traded under the ticker PSUS, has been adding Magnificent Seven stocks to its investment ideas. This started with Alphabet Inc

Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers
24/7 Wall St.5d agoneutral
Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers

Azure just crossed a historic revenue milestone and Google Cloud is accelerating at a pace few predicted, yet both hyperscalers are spending so aggressively that only one of them still generates positive free cash flow. The gap between these two and every other cloud rival is widening fast, and the reasons why may reshape how investors think about AI infrastructure bets.