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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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3 Inflated  Stocks We’re Skeptical Of
StockStory72d agoneutral
3 Inflated Stocks We’re Skeptical Of

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Cloud AI Update - Devenex Launches Governance Infrastructure for Enterprise AI Agents
Simply Wall St.72d agoneutral
Cloud AI Update - Devenex Launches Governance Infrastructure for Enterprise AI Agents

Devenex has introduced a new governance infrastructure intended to manage the execution of AI agents within enterprises, highlighting a key development in the Cloud AI sector. As AI agents increasingly perform critical tasks such as modifying financial records and approving workflows, there is a growing need for robust oversight mechanisms. This infrastructure, launched at Google Cloud Next 2026, provides enterprises with a control layer that ensures all AI-initiated actions are governed...

AI CEO On CNBC: ‘We Are Replacing Junior Employees with AI.’ The Only Solution is a Tax on AI and Robots
24/7 Wall St.72d agoneutral
AI CEO On CNBC: ‘We Are Replacing Junior Employees with AI.’ The Only Solution is a Tax on AI and Robots

On CNBC’s Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company and called for a sweeping change to how the U.S. taxes automation. When he was asked whether companies are cutting entry-level hiring because ... AI CEO On CNBC: ‘We Are Replacing Junior Employees with AI.’ The Only Solution is a Tax on AI and Robots

DocuSign Stock At 11x Earnings — Bargain Or Value Trap?
Trefis72d agoneutral
DocuSign Stock At 11x Earnings — Bargain Or Value Trap?

DocuSign (DOCU) reported a solid earnings beat for Q1 FY2027, delivering $830.2 million in revenue and $1.09 in non-GAAP earnings per share. The company generated $289 million in free cash flow at a 35% margin. Yet, despite these top-line metrics, the stock closed at $50.95 during regular trading and slid nearly 4% to approximately $49 in extended trading. This price implies just 11 times its expected FY2027 earnings of $4.44 per share, significantly lower than the historical software sector ave

Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?
24/7 Wall St.72d agobullish
Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?

If you’re a patient, retirement-focused investor weighing Amazon (NASDAQ:AMZN) against Microsoft (NASDAQ:MSFT), the question is straightforward: Which mega-cap cloud stock deserves a core slot in a long-duration portfolio right now? Both run the world’s two largest public clouds. Both are pouring tens of billions into AI infrastructure. But only one is built for the retirement ... Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?

Here is why Microsoft (MSFT) Is Among the Best Goldman Sachs Tech Stocks to Buy Now
Insider Monkey72d agobullish
Here is why Microsoft (MSFT) Is Among the Best Goldman Sachs Tech Stocks to Buy Now

Microsoft Corporation (NASDAQ:MSFT) is the third-largest holding in Goldman Sachs’ portfolio, with a portfolio share of 3.05%, making it one of the top Goldman Sachs tech stocks to buy now. Microsoft Corporation (NASDAQ:MSFT) is using AI to protect its users from cyberattacks, leveraging a new series of models to find and exploit software flaws faster […]

Beyond Nvidia: Europe's best-performing AI stocks of 2026
Euronews73d agoneutral
Beyond Nvidia: Europe's best-performing AI stocks of 2026

Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial intelligence — from lasers and optical chips to testing equipment and servers — have delivered gains of up to 2,200% in 2026.View on euronews

Microsoft debuts in-house MAI-Thinking-1 model
Yahoo Finance Video73d agoneutralVIDEO
Microsoft debuts in-house MAI-Thinking-1 model

Market Domination Host Josh Lipton welcomes Tech Editor Dan Howley to discuss Microsoft's (MSFT) debut of its MAI-Thinking-1 model, an in-house artificial intelligence model.

Microsoft’s model-agnostic AI strategy earns praise from Jefferies
Proactive73d agoneutral
Microsoft’s model-agnostic AI strategy earns praise from Jefferies

Microsoft Corp (NASDAQ:MSFT)'s enterprise artificial intelligence strategy received a positive assessment from Jefferies following the company's annual Build developer conference, with the analysts writing that the competitive focus in AI is increasingly shifting beyond foundation models toward...

Dell’s Early RTX Spark AI PCs Put Hot Rally Under Fresh Scrutiny
Simply Wall St.73d agobullish
Dell’s Early RTX Spark AI PCs Put Hot Rally Under Fresh Scrutiny

Dell Technologies (NYSE:DELL) is set to be among the first PC makers to launch premium AI PCs powered by Nvidia's new RTX Spark chip starting in the fall. The company plans to introduce AI focused laptops and desktops that pair RTX Spark with Microsoft Windows on Arm. This move extends Dell's existing work in AI infrastructure into consumer and business PCs through deeper partnerships with Nvidia and Microsoft. Dell Technologies, trading at $421.08, has drawn intense attention, with the...

Bloomberg73d agoneutral
AI Power Boom Revives Natural Gas as Infrastructure Bet

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year
24/7 Wall St.73d agobearish
If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year

A position in the Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) bought at the close on May 29, 2025 for $38.08 was worth $101.03 on May 29, 2026, a 165% twelve-month gain on a low-cost, plain-vanilla index fund that anyone with a brokerage account could have bought. Run that back to inception in June 2021 and the ... If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year

5 'Boring' Stocks That Crushed the Nasdaq-100 Over Past 5 Years
TheStreet73d agoneutral
5 'Boring' Stocks That Crushed the Nasdaq-100 Over Past 5 Years

Over the past five years, the tech-heavy Nasdaq-100 returned roughly 125%, well ahead of the S&P 500. Even casual investors are likely familiar with the most popular stocks in that index, such as Nvidia, Microsoft and Tesla. But would you believe that there are a number of “boring,” large-cap ...

3 Stocks Poised to Make Billions from the Anthropic IPO
24/7 Wall St.73d agoneutral
3 Stocks Poised to Make Billions from the Anthropic IPO

Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN), Salesforce (NYSE:CRM), and Alphabet (NASDAQ:GOOG). Before we look into how, let’s take a look at the IPO first. Anthropic’s decision for an IPO comes after SpaceX’s decision to ... 3 Stocks Poised to Make Billions from the Anthropic IPO