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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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Netflix and Meta On Sale: Which One Deserves Your Capital Today?
24/7 Wall St.102d agoneutral
Netflix and Meta On Sale: Which One Deserves Your Capital Today?

Two of the largest names in communication services are both trading off recent highs, but the dips look nothing alike. The question for a retirement-focused investor is straightforward. Between Netflix (NASDAQ: NFLX) and Meta Platforms (NASDAQ: META), which one deserves capital today? Netflix represents the deeper, scarier drawdown. Meta represents a shallower pullback from a ... Netflix and Meta On Sale: Which One Deserves Your Capital Today?

Bloomberg102d agoneutral
Kimi Chatbot Maker Moonshot AI Valued at $20 Billion in Meituan-Led Round

(Bloomberg) -- Moonshot AI has raised about $2 billion in its latest funding round, signaling growing investor appetite for Chinese startups rivaling Silicon Valley’s leaders. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksSony to Pay Almost $4 Billion for Bieber, Neil Young Cata

Is Meta Platforms (META) Still Attractive After Recent Share Price Volatility?
Simply Wall St.102d agoneutral
Is Meta Platforms (META) Still Attractive After Recent Share Price Volatility?

With Meta Platforms trading at around US$612.88, this breakdown focuses on what investors are paying for the business today and whether it still appears to be a solid opportunity or if much of the easier upside may already have been realized. The stock has been volatile recently, with a 7 day return of an 8.4% decline, a 30 day return of 7.0% and a year to date return of a 5.8% decline. This comes even as the 1 year return sits at 3.0% and the 3 year return is described as very large. Recent...

2 Top AI Stocks To Put On Your Shortlist
24/7 Wall St.102d agoneutral
2 Top AI Stocks To Put On Your Shortlist

The AI rally that’s driven the S&P 500 and Nasdaq to all-time highs has felt like it was hitting a crescedo for three years straight. But as hyperscalers push their own capital expenditure commitments higher and higher (Meta just raised their 2026 capex estimates to $145), and new entrants like Elon Musks’s SpaceX are expected to ... 2 Top AI Stocks To Put On Your Shortlist

Cathie Wood sells another $15.6M of surging semiconductor stock
TheStreet102d agobearish
Cathie Wood sells another $15.6M of surging semiconductor stock

Sometimes the hardest part of investing isn't buying. It's not the patience asked of you before the market rewards your move. It’s not even what to invest in, as you may think. It's watching something you sold keep going up to the moon without you. And now you can only stay out and be a spectator. ...

Zuckerberg Just Put A Chunk of Meta's AI Bill On Wall Street's Credit Card
Benzinga102d agoneutral
Zuckerberg Just Put A Chunk of Meta's AI Bill On Wall Street's Credit Card

Meta Platforms AI bill just got so large that one of Silicon Valley's richest companies went back to Wall Street for help. On April 30, Meta sold $25 billion of senior unsecured bonds across six tranches. The deal came a day after the Mark Zuckerberg–led company raised its 2026 capital expenditure forecast by $10 billion, to a new range of $125 billion to $145 billion. The capex hike, tied to AI infrastructure, rattled shareholders: Meta shares fell 9% the day after the announcement, in the bigg

Bloomberg102d agobullish
Meta-Backed Scale AI Wins $500 Million Defense Department Deal

(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll

Snap's quarterly revenue rises, daily active users return to growth
Reuters102d agoneutral
Snap's quarterly revenue rises, daily active users return to growth

Snap said on Wednesday its first-quarter revenue rose 12% on the back of resilient advertising spending and ‌that its number of daily active users returned to growth, ‌driven by markets outside of North America and Europe. The Snapchat parent, squeezed between dominant ​platforms such as TikTok and Meta's Instagram in a crowded social media market, has been turning to subscriptions to boost its revenue, which comes predominantly from advertising sales. Snap and artificial intelligence start-up Perplexity "amicably" ended their $400 ‌million deal in the first ⁠quarter, it said on Wednesday, around six months after announcing it.

Tesla, Meta, Microsoft Investors May Need A 'Self-Destruct' Switch, Not Blind Faith
Benzinga102d agoneutral
Tesla, Meta, Microsoft Investors May Need A 'Self-Destruct' Switch, Not Blind Faith

Investors piling into the AI trade may need something less glamorous than another price target, product demo or promise about the future: a rule for when to stop trusting their favorite market narrative. That is the central argument from the investing blog Capital Blueprint, helmed by an independent market commentator using the name Jin, who says investors should build what Jin calls a "self-destruct chip" into their AI framework — clear conditions that force them to stop trusting a favorite nar

Meta asks California judge to throw out landmark social media addiction verdict
Reuters103d agoneutral
Meta asks California judge to throw out landmark social media addiction verdict

Meta Platforms has asked a Los Angeles judge to throw out a jury’s verdict finding the company liable for a woman’s ‌depression in a landmark trial over whether the company has harmed young users by ‌designing its platforms to be addictive. In the filing, submitted on Monday but made public on Wednesday, Meta asked the judge ​who oversaw the trial to overturn the verdict and rule in its favor or order a new trial. The jury in March found that Meta and YouTube parent Google had been negligent in the design of their platforms and had failed to warn users of their dangers.

Bloomberg103d agoneutral
CoreWeave’s Chip-Backed Loan Racks Up $19 Billion of Demand

(Bloomberg) -- CoreWeave Inc. racked up $19 billion of investor orders for a $3.1 billion loan backed by customer contracts for microchips, according to people familiar with the matter, the first of its kind to be broadly syndicated in the US leveraged loan market.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Tr

Meta Platforms (META) – Among the 10 Best Fortune 500 Stocks to Buy According to Analysts
Insider Monkey103d agobullish
Meta Platforms (META) – Among the 10 Best Fortune 500 Stocks to Buy According to Analysts

With an upside potential of 35.52% as of May 3, Meta Platforms, Inc. (NASDAQ:META) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality […]

NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck
24/7 Wall St.103d agobullish
NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

NVIDIA (NASDAQ:NVDA) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers. Corning stock is the bigger winner, jumping 14% to $185. The deal landed before noon on the same day Corning ... NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

After Blowout Quarter, This Is AMD’s Price Prediction For 2026
24/7 Wall St.103d agoneutral
After Blowout Quarter, This Is AMD’s Price Prediction For 2026

Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $398.04, which sits modestly below where shares currently trade after a blistering rally. With AMD changing hands at $416.36 and the model implying roughly -4.4% from here, the recommendation is hold with 90% confidence. Near fair value is the cleanest way to describe ... After Blowout Quarter, This Is AMD’s Price Prediction For 2026