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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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Bloomberg59d agoneutral
SpaceX Rout Set to Push Market Value Below $2 Trillion

(Bloomberg) -- SpaceX shares extended declines in premarket trading, a day after the company saw the second-largest single-session drop in market value on record. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Invests $900 Million in Cred, Taps Founder to Head Wh

Jim Cramer Shares Why He’s A Believer In CoreWeave (CRWV)
Insider Monkey59d agoneutral
Jim Cramer Shares Why He’s A Believer In CoreWeave (CRWV)

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. AI computing infrastructure provider CoreWeave Inc. (NASDAQ:CRWV) is one of Jim Cramer’s favorite stocks. The shares are down by 35% over the past year and are up […]

Oracle (ORCL) Stock Trades Down, Here Is Why
StockStory59d agoneutral
Oracle (ORCL) Stock Trades Down, Here Is Why

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%. Microsoft slipped as well. When the two largest software-adjacent megacaps decline together, the sector indices follow mechanically given their index weight. But the deeper driver was the market's persistent fear that AI

Oracle (ORCL) Cuts 21,000 Jobs As It Prepares $50 Billion AI Buildout
Simply Wall St.59d agobearish
Oracle (ORCL) Cuts 21,000 Jobs As It Prepares $50 Billion AI Buildout

Oracle (NYSE:ORCL) plans to reduce its workforce by about 13%, or roughly 21,000 employees, in fiscal 2026 as part of a broad restructuring. The company reported its largest-ever quarterly results alongside an AI focused expansion and a contracted backlog that now exceeds its market value. Oracle is preparing to raise up to $50b in new capital to fund AI infrastructure, with more than half of its backlog estimated to be tied to OpenAI related commitments. Oracle enters this restructuring...

Oracle workforce shrinks by about 13%
Reuters59d agoneutral
Oracle workforce shrinks by about 13%

Oracle's total workforce declined ‌by about 13%, ‌or 21,000 employees, in ​fiscal 2026, as the cloud computing giant continued restructuring ‌its business, ⁠partly driven by the adoption ⁠of AI across its operations. The company ​had a ​total ​workforce of ‌141,000 as of May this year, compared with about 162,000 in May 2025, ‌according to ​its annual ​report ​released on ‌Monday.

Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
24/7 Wall St.59d agoneutral
Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750 billion on this AI build out just this year,” she said, and most of that money is now coming from the bond market ... Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen
24/7 Wall St.60d agoneutral
Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen

Oracle (NYSE:ORCL) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion. Yet shares sit at $184.29, down 4.87% YTD and 11.73% over the past year. The market is wrestling with what Oracle has become: a capital-intensive AI infrastructure provider. Can shares ... Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen

Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers
24/7 Wall St.60d agoneutral
Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

Mizuho Maintains Outperform Rating on Oracle Corporation (ORCL)
Insider Monkey60d agobullish
Mizuho Maintains Outperform Rating on Oracle Corporation (ORCL)

Oracle Corporation (NYSE:ORCL) is one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. Recently, on June 15, Mizuho reiterated an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $320. The rating comes after the company reported record quarterly revenue during its fiscal Q4 2026 earnings. ​During the […]

Jim Cramer Highlights Oracle’s Heavy Debt Load
Insider Monkey62d agoneutral
Jim Cramer Highlights Oracle’s Heavy Debt Load

Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied: It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t […]

CPI FIM (BDL:ORCL) Stock Looks Cheap With A 9.7x P E But Is The Market Right
Simply Wall St.62d agoneutral
CPI FIM (BDL:ORCL) Stock Looks Cheap With A 9.7x P E But Is The Market Right

CPI FIM (BDL:ORCL) recently drew investor attention after a daily share move that left returns mixed, with the stock down 4.5% over one day but slightly higher over the past month. See our latest analysis for CPI FIM. Zooming out, CPI FIM’s recent 6.33% 7 day share price return contrasts with its weaker year to date share price return. The 3 year total shareholder return of 108.96% hints at longer term resilience. If CPI FIM’s moves have you thinking about what else is out there, this could...

SpaceX stock joins AI bond frenzy
TheStreet62d agoneutral
SpaceX stock joins AI bond frenzy

Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...