Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.
VFIAX carries the word "diversified" in its pitch, but what sits inside the fund tells a different story about concentration, risk, and how a handful of platform giants now shape the retirement savings of millions.
Pershing Square argues that cloud acceleration and faster retail volumes provide financial support for Amazon's elevated data-center investment.
On Tuesday, Sen. Bernie Sanders (I-Vt.) threw his support behind New York City Mayor Zohran Mamdani’s (D) push to strengthen protections for Amazon.com, Inc. delivery workers. Sanders Backs Mamdani’s Amazon Delivery Worker Bill In a post on X, Sanders said...
SHOP's premium valuation, margin pressures and rising credit losses weigh on the stock despite strong growth, payments gains and AI opportunities.
Alphabet's 19% pullback reflects surging AI spending and cash-flow pressure, even as Cloud growth and a $514 billion backlog signal strong demand.
Amazon Shares Fall as Twitch Privacy Fight Escalates Over AI Training
Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.
Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.
Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.
Smart TVs are rapidly becoming television's default viewing environment, making the home screen a valuable bridge between consumers and the sprawling collection of streaming services competing for their attention.
Jeff Bezos filed a Form 144 with the Securities and Exchange Commission on Aug. 3, proposing to sell up to 15 million Amazon shares worth approximately $4.07 billion. Within the same week, Sky Sports reported that Bezos had joined a consortium closing in on a deal for a roughly one-third ...
SHOP's AI-driven commerce is gaining traction as AI traffic, orders and conversions rise, strengthening its growth prospects.
Nvidia GPUs are no longer behaving like ordinary hardware, and Wall Street is building a $500 billion financial bet on that premise. But one crack in Nvidia's dominance could collapse the entire thesis faster than anyone is pricing in.
Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new
Kornit Digital's (KRNT) Q2 financial results show that momentum is building, although greater proof
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle
AutoStore Holdings Ltd (FRA:1IG) reports record Q2 revenue of $192 million, up 43% year-over-year, and announces a global framework agreement with Amazon.
Amphenol's AI-driven growth, record orders and rising estimates contrast sharply with Pilgrim's Pride's margin squeeze and earnings decline.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
