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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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New Mexico seeks changes to Meta platforms in youth harm trial
Reuters105d agoneutral
New Mexico seeks changes to Meta platforms in youth harm trial

May 4 (Reuters) - A trial is slated to begin in New Mexico on Monday that will test the state’s claims that Meta’s Facebook, Instagram and WhatsApp platforms harmed young users’ ‌mental health and its bid for a court order forcing the company to make changes. The case, ‌which will be tried before a judge in Santa Fe, stems from a lawsuit filed by New Mexico Attorney General Raúl Torrez, a Democrat, ​accusing the social media giant of designing its platforms to addict young users and failing to

Jim Cramer on Meta: “It’s Being Clubbed Like a Baby Seal”
Insider Monkey106d agoneutral
Jim Cramer on Meta: “It’s Being Clubbed Like a Baby Seal”

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer highlighted why the stock is declining, as he commented: Finally, how about Meta Platforms? Oh man, this one really bothered me. It’s being clubbed like a baby seal… Down more than 8% today. It’s a […]

Jim Cramer Says Stocks Like Seagate  “Are Really Overextended” For Him
Insider Monkey106d agoneutral
Jim Cramer Says Stocks Like Seagate “Are Really Overextended” For Him

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]

Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs
Bloomberg106d agoneutral
Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs

(Bloomberg) -- With equities back to their highs after a V-shaped recovery from the Iran oil shock, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says T

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg106d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.106d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Corning Meta Fiber Expansion Deepens Ties To AI Data Center Growth
Simply Wall St.106d agoneutral
Corning Meta Fiber Expansion Deepens Ties To AI Data Center Growth

Corning (NYSE:GLW) and Meta have started a $6b expansion of Corning's optical cable plant in North Carolina. The project is intended to support AI data center growth and strengthen US based fiber supply. The expansion represents a multi year commitment between Corning and a large technology partner focused on AI infrastructure. Corning, trading at $158.26, has seen very strong share price performance, with the stock up 74.5% year to date and 251.1% over the past year. The new expansion with...

The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
24/7 Wall St.106d agoneutral
The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

Investing.com106d agoneutral
AI could take capex to $1Tn in CY27

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Analysts Reaffirm Buy Rating on Meta (META), Cite Growth and AI Potential
Insider Monkey106d agobullish
Analysts Reaffirm Buy Rating on Meta (META), Cite Growth and AI Potential

Meta Platforms, Inc. (NASDAQ:META) ranks among the stocks to invest in before they split next. On April 23, Guggenheim reaffirmed its Buy rating and $850 price target for Meta Platforms, Inc. (NASDAQ:META), citing strong ad revenue growth and AI developments. Guggenheim anticipates revenue growth of more than 23% in each quarter through 2026, driven by […]

Cathie Wood sells $79.9M of strong, surging semiconductor stock
TheStreet106d agobearish
Cathie Wood sells $79.9M of strong, surging semiconductor stock

When a stock runs 68% in a matter of weeks, even the most convinced bulls start doing the math on what to do next. That appears to be exactly where Cathie Wood found herself with American multinational semiconductor company Advanced Micro Devices (AMD). That’s a name ARK Invest has held through ...

Nvidia’s Push Into Physical AI Sparks Rally in Asian Partners
Bloomberg106d agobullish
Nvidia’s Push Into Physical AI Sparks Rally in Asian Partners

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

Stifel Cuts META Price Target, Keeps Buy Rating
Insider Monkey107d agoneutral
Stifel Cuts META Price Target, Keeps Buy Rating

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Best American Tech Stocks to Buy. On April 30, Stifel reduced its price target on Meta Platforms, Inc. (NASDAQ:META) from $805 to $780 and kept its Buy rating on the stock. The research firm pointed out that Meta Platforms, Inc.’s (NASDAQ:META) GAAP earnings per share surpassed […]