Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,949 signal articles · 386 in last 24h · 113,696 total before filter · latest 28m ago
386last 24h
2014last 7d
327● bullish (7d)
178● bearish (7d)
205publishers
AllMacro338Earnings1060M&A96Regulatory24Product18Analyst22
✕ clear all filtersticker: BABASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled
24/7 Wall St.90d agoneutral
Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled

Shares of Nvidia (NASDAQ:NVDA) have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China. Indeed, the U.S. government is giving the green light for a number of tech firms, including the likes of Alibaba (NASDAQ:BABA), among others, to import Nvidia’s ... Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled

Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead
24/7 Wall St.90d agoneutral
Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead

The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead

Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring
24/7 Wall St.90d agobullish
Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

For years, Washington treated advanced AI chips like strategic weapons. The U.S. tightened export controls, China accelerated domestic chipmaking, and companies caught in the middle — especially Nvidia (NASDAQ:NVDA) — watched billions of dollars in potential revenue sit behind regulatory walls. Now the story has taken a twist few investors saw coming. President Donald Trump ... Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

Is Alibaba Group Holding (NYSE:BABA) Offering Value After Recent Restructuring And Cash Flow Outlook?
Simply Wall St.90d agobearish
Is Alibaba Group Holding (NYSE:BABA) Offering Value After Recent Restructuring And Cash Flow Outlook?

If you are wondering whether Alibaba Group Holding is offering good value at its current price, this breakdown will help you judge the stock using clear, comparable valuation checks. The stock most recently closed at US$141.12, with returns of 0.1% over the past week, 7.4% over the past month, a decline of 9.4% year to date, a 15.8% gain over the past year and a decline of 31.6% over five years. Recent coverage has focused on how Alibaba is repositioning its core operations and capital...

The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”
24/7 Wall St.90d agoneutral
The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three ... The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

How SpaceX stacks up against some of the biggest US IPOs
Reuters90d agoneutral
How SpaceX stacks up against some of the biggest US IPOs

SpaceX is targeting a valuation of roughly $1.75 trillion in its upcoming ‌initial public offering, in what could be the ‌biggest-ever stock market debut by a U.S. company on Wall Street. The ​listing of Elon Musk-led SpaceX could easily dwarf many of the biggest U.S. IPOs on record, including those of Alibaba, Visa and Facebook, now Meta Platforms, which analysts ‌say reflects high growth ⁠expectations from the rocket and satellite company that it may struggle to meet. Analysts ‌say SpaceX's proposed valuation reflects in part how much investors are being asked to pay for future growth.

Alibaba CEO’s AI message raises the bar for BABA stock
TheStreet91d agoneutral
Alibaba CEO’s AI message raises the bar for BABA stock

Alibaba’s latest earnings report gave investors two very different numbers to digest, and the market appeared more interested in the one tied to artificial intelligence. The Chinese e-commerce and cloud giant reported revenue of RMB243.38 billion, or $35.28 billion, for the quarter ended March 31, ...

NVIDIA Wins. America Loses
24/7 Wall St.91d agobullish
NVIDIA Wins. America Loses

On the eve of the Trump-Xi summit in Beijing, the United States quietly cleared roughly 10 Chinese firms, including Alibaba, Tencent, ByteDance, and JD.com, to buy NVIDIA’s H200 accelerators, with Lenovo and Foxconn approved as distributors. NVIDIA (NASDAQ:NVDA) shareholders, sitting on a $5.33 trillion market cap and a stock up 19% in the past month, ... NVIDIA Wins. America Loses

Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?
24/7 Wall St.91d agoneutral
Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA) watched one of the company’s largest growth markets turn into a geopolitical chessboard. Now comes a potentially major shift. According to an exclusive ... Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

Wall Street Splits on Alibaba: Two Firms Hike Price Targets to $195 as Cloud Growth Hits 38%
24/7 Wall St.91d agoneutral
Wall Street Splits on Alibaba: Two Firms Hike Price Targets to $195 as Cloud Growth Hits 38%

Alibaba (NYSE:BABA) just received twin price target hikes from two major firms, both landing on the same number. Barclays raised its price target to $195 from $186 while reiterating an Overweight rating, and Mizuho analyst Wei Fang lifted his target to $195 from $190 with an Outperform rating. The convergence comes one day after Alibaba’s ... Wall Street Splits on Alibaba: Two Firms Hike Price Targets to $195 as Cloud Growth Hits 38%

US clears sales of Nvidia's H200 chip to 10 China firms
Reuters Videos91d agoneutralVIDEO
US clears sales of Nvidia's H200 chip to 10 China firms

<body><p>STORY: The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200.</p><p>That's according to three sources speaking to Reuters.</p><p>But they said not a single delivery has been made so far.</p><p>It's left a major tech deal in limbo as CEO Jensen Huang looks for a breakthrough in China this week.</p><p>A source said Huang joined the US delegation to Beijing after a late invitation from Donald Trump.</p><p>The U.S. President picked him up in Alaska en route to a summit with Chinese President Xi Jinping.</p><p>Huang's presence raised hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>Sources said the U.S. Commerce Department has approved around 10 Chinese companies to buy the H200.</p><p>Those firm include Alibaba, Tencent, ByteDance and JD.com, and some distributors like Lenovo and Foxconn.</p><p>The sources added buyers can buy either directly from Nvidia or through those intermediaries.</p><p>And each approved customer can purchase up to 75,000 chips under the U.S. licensing terms.</p><p>A spokesperson for the U.S. Department of Commerce declined to comment.</p><p>Chinese authorities didn't respond to requests for comment either.</p><p>Huang told state broadcaster CCTV on Thursday he hoped Trump and Xi would build on their good relationship during talks in Beijing.</p><p>One source said deals have stalled despite U.S. approval as&nbsp;Chinese firms have pulled back after guidance from Beijing.</p><p>They added the shift in China was partly caused by changes on the U.S. side, though it isn't clear what exactly shifted.</p><p>A separate source said pressure is mounting in Beijing to block or tightly vet the orders.</p><p>Beijing's hesitation reflects strategic thinking as the&nbsp;government fears imports could weaken a push to develop homegrown AI chips.</p><p>China's AI chips&nbsp;still lag behind Nvidia.</p><p>But local firms like DeepSeek have promoted their reliance on domestic chips, including those developed by Huawei.</p></body>

5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.
24/7 Wall St.91d agoneutral
5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any thaw in that relationship, whether through tariff relief, eased chip export rules, or restored market access, would flow straight into the income statements ... 5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.