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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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Modine shares climb after Hunterbrook highlights data centre cooling opportunity
InvestorsHub1d agoneutral
Modine shares climb after Hunterbrook highlights data centre cooling opportunity

Modine (NYSE:MOD) shares rose more than 5% in pre-market trading on Friday after Hunterbrook Media published a bullish report suggesting the company’s data centre cooling opportunity could be substantially larger than its public disclosures currently imply. Hunterbrook said its affiliated investment firm holds a long position in Modine and pointed to internal planning information discovered on GitHub that it said indicates nearly $23 billion of modelled demand from major data centre customers.

Microsoft Spent $115.9 Billion on AI. What Did Shareholders Get?
24/7 Wall St.1d agoneutral
Microsoft Spent $115.9 Billion on AI. What Did Shareholders Get?

Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in revenue. Whether that historic spending spree is building long-term wealth or quietly squeezing the payout depends on what happens in September.

This Week In Cloud AI - Cloudera Anywhere Cloud Revolutionizes AI Deployment and Governance
Simply Wall St.1d agoneutral
This Week In Cloud AI - Cloudera Anywhere Cloud Revolutionizes AI Deployment and Governance

Cloudera has launched Cloudera Anywhere Cloud™, a hybrid data and AI platform designed to provide cloud-native agility with robust enterprise control, enabling organizations to activate AI while ensuring comprehensive governance, sovereignty, and interoperability. This new platform supports the efficient deployment, governance, and scaling of AI and data services across multi-cloud and on-premises environments via a single control plane, thereby addressing challenges like fragmented...

Analysis-US corporate AI debt surge tests investor limits as fatigue emerges
Reuters1d agobullish
Analysis-US corporate AI debt surge tests investor limits as fatigue emerges

The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, ‌they are increasingly demanding higher yields to accommodate the flood of issuance. "You've started ‌to see the indigestion show up in tech spreads in particular," said Neil Sutherland, head of U.S. fixed income at Schroders.

Former Google Engineer Convicted of Stealing AI Trade Secrets Gets Major Legal Break as Judge Throws Out Economic Espionage Charges
Benzinga2d agoneutral
Former Google Engineer Convicted of Stealing AI Trade Secrets Gets Major Legal Break as Judge Throws Out Economic Espionage Charges

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco ruled that prosecutors failed to provide sufficient evidence that Ding knew or intended his actions would benefit the Chinese government, a requirement for economic espionage charges, Reuters re

What Is Alphabet (GOOGL) Signaling With Its New AI Chip Stake Option?
Simply Wall St.2d agoneutral
What Is Alphabet (GOOGL) Signaling With Its New AI Chip Stake Option?

Alphabet (NasdaqGS:GOOGL) has expanded its AI chip partnership with Marvell Technology, focusing on custom processors for AI workloads. The agreement includes an option that could allow Google to acquire a significant stake in Marvell based on directed chip design and manufacturing business. The move adds a new external chip partner alongside Alphabet's in house TPU efforts and reduces reliance on dominant third party GPU suppliers. The partnership targets growing demand for AI compute...