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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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Oil prices sink on Iran hopes, yen gains after joint intervention
AFP20d agobearish
Oil prices sink on Iran hopes, yen gains after joint intervention

Oil prices tumbled on Monday as Donald Trump said fresh talks with Iran will begin later in the day, while the yen extended gains after US and Japanese officials confirmed a rare joint intervention to prop up the currency.Investors were also keeping a close eye on currency markets after Trump confirmed that the United States had intervened jointly with Japan to support the yen, calling it a "signal of friendship", while officials said they were ready to act again.

Amazon Says AWS Could Become A $1 Trillion Business
Benzinga21d agoneutral
Amazon Says AWS Could Become A $1 Trillion Business

Amazon.com Inc. has long viewed Amazon Web Services as its biggest growth engine, but CEO Andy Jassy now believes the cloud business could become much larger than the company previously imagined. During Amazon’s second-quarter earnings call on Thursday, Jassy said...

JPMorgan resets Amazon stock target after AI payoff
TheStreet21d agoneutral
JPMorgan resets Amazon stock target after AI payoff

Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For the most part, investors were bracing for another quarter marred by fears of capital expenditure and questions about ...

Morgan Stanley spots four overlooked Meta profit engines
TheStreet21d agoneutral
Morgan Stanley spots four overlooked Meta profit engines

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Amazon (AMZN) Stock Fair Value Edges Higher After AWS And AI Price Target Debate
Simply Wall St.21d agoneutral
Amazon (AMZN) Stock Fair Value Edges Higher After AWS And AI Price Target Debate

The fair value estimate for Amazon.com has shifted to US$319.69 from US$312.99, signaling a modest adjustment in how analysts are framing potential upside. That move sits alongside fresh Street commentary that puts AWS execution, heavy AI and data center spending, and mixed consumer signals at the center of the price target debate. As you read on, you will see how these moving parts shape the evolving analyst narrative and what to watch next in the Amazon.com story. Analyst Price Targets...

Morgan Stanley's Amazon earnings verdict has a blind spot
TheStreet21d agoneutral
Morgan Stanley's Amazon earnings verdict has a blind spot

Amazon (AMZN) stock closed the July 31 trading session up 15.32% at $271.58, as it soared following the release of its second quarter (Q2) 2026 earnings report on July 30. The stock is up 17.66% year-to-date as of Saturday morning, August 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about ...

Bloomberg22d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at