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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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Toast (TOST) Is Up 6.7% After AI, Google, And Hotel Partnership Push - Has The Bull Case Changed?
Simply Wall St.17d agobullish
Toast (TOST) Is Up 6.7% After AI, Google, And Hotel Partnership Push - Has The Bull Case Changed?

In early August 2026, Toast, Inc. reported Q2 results showing higher revenue and net income than a year earlier, completed a US$648.33 million share repurchase program, and highlighted record customer growth alongside new AI and market expansion initiatives. Toast also deepened its ecosystem reach through BWH Hotels’ endorsement of its POS platform across the U.S. and Canada and an expanded integration with Google’s Ask Maps, positioning the company at the center of emerging AI-driven food...

Exclusive-Hackers targeted US private equity, other firms including Blackstone, CME, data shows
Reuters17d agoneutral
Exclusive-Hackers targeted US private equity, other firms including Blackstone, CME, data shows

Ransom-seeking hackers who use phone calls to compromise their victims targeted dozens of prominent U.S. financial institutions and other businesses over the past month, according to Google and internet ‌intelligence data reviewed by Reuters. The data shows the hackers devised websites aimed at stealing passwords from employees of private equity firms ‌and companies including Blackstone, Bridgewater Associates, Apollo Global Management, Bain Capital, KKR, TPG, CME Group and Moody's, as well as a host of financial companies and other businesses.

Bloomberg17d agoneutral
Alphabet’s Jumbo Bond Sale Draws $115 Billion of Investor Demand

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

Alphabet Lures Investors to Mega Bond Deal With High Premiums
Bloomberg17d agoneutralVIDEO
Alphabet Lures Investors to Mega Bond Deal With High Premiums

Alphabet Inc. is looking to raise as much as $25 billion from its latest US investment-grade bond offering, a deal that is testing investor appetite for AI-related debt following a July selloff. Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses the bond offering as well as Google's Deepmind departures, and leadership shift to California.

Nextech3D.ai: 160 new contracts, 92% margins, biggest deal ever due August
Proactive17d agoneutralVIDEO
Nextech3D.ai: 160 new contracts, 92% margins, biggest deal ever due August

Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF, FRA:1SS) CEO Evan Gappelberg tells Proactive's Stephen Gunnion the company has reported $874,000 in new customer contract value and 160 new customer contracts, with software gross margins of 92%. He describes these as proof points of a new phase of growth for the AI-powered event technology business. Gappelberg says average contract value is up 77% and that the company is increasingly signing three-year deals rather than one-year deals, providing greater revenue visibility. Enterprise customers including Microsoft, Meta, Google, Deloitte, and BNP Paribas are among those buying from the company's three platforms: Eventdex, MapD, and KraftyLabs. On KraftyLabs, Gappelberg says it is the most underappreciated platform Nextech currently owns, and that the company is building it into an AI-first corporate culture platform with an AI avatar layer set to launch in the coming weeks. Gappelberg also reveals that Nextech is imminently close to signing what he calls the biggest deal in the company's history, describing it as a multimillion-dollar contract he expects to close in August. He says this deal, combined with 92% gross margins, will significantly accelerate the path to profitability and cash flow. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Nextech3Dai #NexTech #AItechnology #eventstech #SaaS #softwaremargins #enterprisesoftware #smallcap #growthinvesting #techinvesting

Navigating Alphabet’s (GOOGL) AI Frontier
Insider Monkey17d agoneutral
Navigating Alphabet’s (GOOGL) AI Frontier

Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund posted a 6.49% net return in June, bringing the quarterly returns to 5.12%, compared to 3.17% and 14.48% for the globally diverse MSCI ACWI in ($A), respectively. The outperformance in June […]

Alphabet Set to Borrow Up to $25 Billion More in Bonds
The Wall Street Journal17d agoneutral
Alphabet Set to Borrow Up to $25 Billion More in Bonds

Alphabet is aiming to raise up to $25 billion in a bond sale Thursday in what is expected to be its last dollar-denominated offering of the year, according to investors familiar with the matter. The Google parent has already issued more than $50 billion of bonds globally this year, part of a historic borrowing binge by tech companies funding the AI buildout.

Reuters17d agoneutral
Optical networking firm Lumilens valued at $5.5 billion in latest funding round

Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, ‌as surging investment in AI data centers fuels demand for ‌high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products ​that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, bringing its ‌total funding to more than $900 ⁠million.

Could Microsoft, Amazon, or Google Actually Buy Reddit?
24/7 Wall St.17d agobullish
Could Microsoft, Amazon, or Google Actually Buy Reddit?

Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the most strategically valuable assets on the internet right now. But super-voting insiders hold the real power, and the list of buyers capable of clearing that bar is shorter than you might expect.