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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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EMCOR Group Q2 Earnings Call Highlights
MarketBeat13d agoneutral
EMCOR Group Q2 Earnings Call Highlights

EMCOR Group (NYSE:EME) reported record second-quarter revenue, operating income and remaining performance obligations, driven by strong demand in data centers, institutional projects, manufacturing and industrial work, and other end markets. The company also raised its full-year 2026 revenue and ear

Analyst compares SpaceX, Palantir to Bitcoin
TheStreet13d agoneutral
Analyst compares SpaceX, Palantir to Bitcoin

Though Palantir Technologies Inc. (Nasdaq: PLTR), Space Exploration Technologies or SpaceX (Nasdaq: SPCX), and Bitcoin (BTC) are entirely different assets, they are all different kinds of stake on the same geopolitical shift, 10x Research said on May 19. Founded by Peter Thiel, Stephen Cohen, Joe ...

Microsoft Q4 Earnings Call Highlights
MarketBeat14d agoneutral
Microsoft Q4 Earnings Call Highlights

Microsoft (NASDAQ:MSFT) closed fiscal 2026 with record revenue and continued growth in cloud and artificial intelligence services, while outlining plans for further infrastructure investment and forecasting double-digit revenue and operating-income growth in fiscal 2027. For the fiscal fourth quart

The Playbook for Palantir Ahead of Q3 Earnings
24/7 Wall St.14d agoneutral
The Playbook for Palantir Ahead of Q3 Earnings

Palantir posts some of the most jaw-dropping growth numbers in software, yet insiders are selling, options traders are hedging hard, and a binary event looms days away. Before you buy, there are a few things worth understanding about what that 147x multiple is actually pricing in.

UBS Group Q2 Earnings Call Highlights
MarketBeat15d agoneutral
UBS Group Q2 Earnings Call Highlights

UBS Group (NYSE:UBS) reported second-quarter 2026 net profit of CHF 2.8 billion and earnings per share of CHF 0.87, as growth in wealth management and the investment bank helped lift underlying pre-tax profit by 45% from a year earlier to CHF 3.9 billion. Group Chief Executive Officer Sergio Ermott

Anthropic clarifies stance on open-weight AI models
TheStreet15d agoneutral
Anthropic clarifies stance on open-weight AI models

Jensen Huang had never posted on X before July 24. His first post on the platform wasn't about chips or Nvidia's earnings or the next GPU architecture. It was a letter. An open letter signed by more than 20 tech companies, including Nvidia, Microsoft, Meta, Google, OpenAI, Hugging Face, Mistral, ...

Bloomberg15d agoneutral
Nvidia CEO Jensen Huang Urges Support for Open-Weight AI Models

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang defended open-weight artificial intelligence systems as crucial to the nascent AI industry, sending a cautionary message to officials in Washington who are debating how to respond to a surprise breakthrough from Chinese startup Moonshot.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed H

Nvidia, Other Tech Giants Launch AI Defense Alliance Following OpenAI Hacking Incident
The Wall Street Journal16d agoneutral
Nvidia, Other Tech Giants Launch AI Defense Alliance Following OpenAI Hacking Incident

Nvidia has joined a coalition of tech companies to build an artificial-intelligence defense program following the recent OpenAI hacking incident of Hugging Face. The initiative, dubbed the Open Secure AI Alliance, is developing open-source programs to give companies access to tools to help fend off AI cyberattacks. “The recent Hugging Face security incident delivered a clear reminder,” the group said Monday.

Bloomberg17d agoneutral
Palantir’s Infamy Opens Doors for French Challenger

(Bloomberg) -- The latest transatlantic technology brouhaha unfolded on Instagram. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian Students Hand Modi One of His Biggest SetbacksDuring a week in June when the leaders of the Group of Seven descended on France and Paris held

Bloomberg19d agoneutral
Schools Are Cutting Women’s Scholarships Even When They Don’t Have To

(Bloomberg) -- Universities and companies are scaling back or eliminating women’s scholarships as a way to avoid scrutiny from the Trump Administration, even though officials haven't explicitly barred single-sex scholarships. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet F

Robert Half Q2 Earnings Call Highlights
MarketBeat20d agoneutral
Robert Half Q2 Earnings Call Highlights

Robert Half (NYSE:RHI) reported second-quarter 2026 revenue and earnings above the midpoint of its guidance, as management pointed to improving hiring demand in its Talent Solutions business but continued pressure at consulting subsidiary Protiviti from changes in the U.S. financial services regulat

Palantir CEO admits AI would make him 20 times richer
TheStreet23d agoneutral
Palantir CEO admits AI would make him 20 times richer

Most tech executives selling the AI revolution focus on what it will do for everyone. Better products, more efficiency, higher productivity, broadly shared prosperity. It's the pitch that keeps the investment flowing and the public sentiment warm. Alex Karp isn't making that pitch. The Palantir ...

Bloomberg28d agoneutral
Palantir’s CTO Sees Chinese AI Models Posing Economic Risk to US

(Bloomberg) -- Palantir Technologies Inc. Chief Technology Officer Shyam Sankar said that China has developed a new vanguard of artificial intelligence models through unauthorized use of work produced by Silicon Valley AI developers, posing an economic threat to the US.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits

Microsoft CEO adds fuel to Palantir CEO’s AI warning
TheStreet29d agoneutral
Microsoft CEO adds fuel to Palantir CEO’s AI warning

It turns out that Palantir (PLTR) CEO Alex Karp’s thunderous warning about the AI industry wasn’t a one-off rant. Over the past couple of years, the word "AI" has become like a broken record, heard at least once almost every day, often followed by a wave of anxiety. What has happened amid all the ...

Michael Burry's biggest moneymaker isn't a stock
TheStreet29d agoneutral
Michael Burry's biggest moneymaker isn't a stock

There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...

SpaceX Fizzles to Close $1 Above IPO Price Weeks After Debut
Bloomberg29d agoneutral
SpaceX Fizzles to Close $1 Above IPO Price Weeks After Debut

(Bloomberg) -- Three days of losses have brought SpaceX shares to the brink of falling below their initial public offering price, a key level that traders and investors watch to assess the health of new issues.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf Pressure'We Faltered': IBM Plunges Most Since at Least 1968 on MissA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Ti

Bloomberg29d agoneutral
SpaceX Fizzles to Close $1 Above IPO Price Weeks After Debut

(Bloomberg) -- Three days of losses have brought SpaceX shares to the brink of falling below their initial public offering price, a key level that traders and investors watch to assess the health of new issues.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Ti