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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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Why Meta Platforms (META) Still Has a Network-Effect Moat Regulators Can’t Ignore
Insider Monkey99d agoneutral
Why Meta Platforms (META) Still Has a Network-Effect Moat Regulators Can’t Ignore

Meta Platforms, Inc. (NASDAQ:META) is one of the best stocks to buy with wide moats. The latest moat-relevant update came on May 5, 2026, when Reuters reported that Meta Platforms, Inc. (NASDAQ:META) argued against a potential EU order that would require it to give rival AI chatbots free access to WhatsApp. The dispute followed Meta’s […]

Meta’s WhatsApp AI Push Meets Rising Shareholder Pressure On Governance
Simply Wall St.99d agoneutral
Meta’s WhatsApp AI Push Meets Rising Shareholder Pressure On Governance

Meta Platforms (NasdaqGS:META) expanded its WhatsApp partnership with customer experience company Genesys, integrating AI tools to support multi-modal business communications for a global user base that the company reports is over 3 billion. At the same time, Meta is heading into its annual meeting, where shareholders are set to vote on proposals focused on public reporting of antisemitism and online hate moderation. Investors are also being asked to consider measures that would require...

Is Vistra (VST) the Best Utility Stock that Beat Earnings Estimates?
Insider Monkey99d agobullish
Is Vistra (VST) the Best Utility Stock that Beat Earnings Estimates?

Vistra Corp. (NYSE:VST) is one of the 10 Best Utility Stocks that Beat Earnings Estimates. On May 7, 2026, Vistra Corp. (NYSE:VST) reported Q1 revenue of $5.64B, ahead of the $5.24B consensus estimate, while ongoing operations adjusted EBITDA totaled $1.49B. President and CEO Jim Burke said the company entered 2026 with momentum driven by its […]

Goldman Sachs spots a troubling big tech trend
TheStreet99d agoneutral
Goldman Sachs spots a troubling big tech trend

For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...

Jim Cramer on Meta: “I Think It’s Time to Stop Worrying and Start Buying”
Insider Monkey99d agobullish
Jim Cramer on Meta: “I Think It’s Time to Stop Worrying and Start Buying”

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s growth, as he commented: This morning on Squawk on the Street, I said something I kind of want to take back. I was being smarmy about Meta Platforms, saying […]

Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
24/7 Wall St.99d agobullish
Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Virtuix Maps VR Growth Push as CEO Addresses Sharp Stock Slide
MarketBeat100d agoneutral
Virtuix Maps VR Growth Push as CEO Addresses Sharp Stock Slide

Virtuix (NASDAQ:VTIX) executives outlined the company’s consumer, enterprise and defense strategy during an investor webinar, while also addressing recent volatility in the company’s share price. Founder, CEO and Chairman Jan Goetgeluk said the stock’s recent decline was “gut-wrenching,” noting tha

NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC
24/7 Wall St.100d agoneutral
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC

The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.” The Bear Case: The Run Already Happened The skeptical ... NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC

Meta Platforms Swaps Jobs For AI Infrastructure And Investor Uncertainty
Simply Wall St.100d agoneutral
Meta Platforms Swaps Jobs For AI Infrastructure And Investor Uncertainty

Meta Platforms (NasdaqGS:META) is laying off 8,000 employees as part of an expanded cost control effort. CEO Mark Zuckerberg is linking the cuts directly to record AI infrastructure spending and heavier investment in data centers. Resources are being redirected from employee compensation toward AI hardware and related capital expenditure. The move is contributing to wider pressure on tech employment as peers reassess workforce and AI budgets. For you as an investor, this puts a spotlight on...

Tech Unemployment Ticks Up to 3.8% in April Amid AI-Driven Layoffs
The Wall Street Journal100d agobearish
Tech Unemployment Ticks Up to 3.8% in April Amid AI-Driven Layoffs

The unemployment rate was unchanged at 4.3%. Nike will reduce its workforce by roughly 1,400 workers, or about 2%, mostly in its tech department, as it simplifies global operations. Inflation and economic uncertainty linked to the Iran conflict is giving some chief executives and tech leaders reason to pull back or pause their IT hiring, said Janco Chief Executive Victor Janulaitis.

Senator raises alarm over Meta's 'deeply troubling' crypto plans
TheStreet100d agoneutral
Senator raises alarm over Meta's 'deeply troubling' crypto plans

Sen. Elizabeth Warren (D-Mass.) raised an alarm over Meta's (NASDAQ: META) upcoming stablecoin plans. In a letter to CEO Mark Zuckerberg on May 6, she demanded transparency over the company's plans to integrate a third-party stablecoin into its platform in the coming months. "The lack of ...

Coinbase & Cloudflare's AI-driven layoffs might not be rewarded
Yahoo Finance Video100d agobearishVIDEO
Coinbase & Cloudflare's AI-driven layoffs might not be rewarded

Cloudflare (NET) announced a round of layoffs, following Coinbase's (COIN) similar announcement at the beginning of the week. Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and EMJ Capital founder and president Eric Jackson chat with Yahoo Finance's Brian Sozzi about the growing impact of artificial intelligence (AI) on the workforce.

Bloomberg100d agoneutral
Apollo, Blackstone Weigh $35 Billion Financing for Broadcom

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From