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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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Will GM or 3M Crush Earnings? Wall Street Favors This One
24/7 Wall St.27d agoneutral
Will GM or 3M Crush Earnings? Wall Street Favors This One

GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about which name deserves your attention right now.

Bristol Myers buys Nvidia's latest AI computing system for drug research
Reuters27d agobullish
Bristol Myers buys Nvidia's latest AI computing system for drug research

Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia ‌to support its use of artificial intelligence across its drug discovery and development ‌operations. The drugmaker said it will be the first life sciences company to buy an Nvidia DGX SuperPOD ​based on its Vera Rubin systems. The chipmaker unveiled its Vera Rubin architecture earlier this year as the successor to its current generation of AI computing systems.

TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
Reuters28d agoneutral
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment

TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top ‌executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is ‌why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — ​multi-year structural demand."

Nvidia’s latest Rubin deal points to a bigger growth market
TheStreet28d agoneutral
Nvidia’s latest Rubin deal points to a bigger growth market

Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...