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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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Does Take-Two’s Shift To Modest Profit Guidance Reframe The Bull Case For TTWO?
Simply Wall St.8d agoneutral
Does Take-Two’s Shift To Modest Profit Guidance Reframe The Bull Case For TTWO?

Take-Two Interactive Software, Inc. has reported past first-quarter 2026 results, with sales of US$1,422.8 million, revenue of US$1,533.9 million and a wider net loss of US$34.1 million, while also issuing guidance for a second-quarter net revenue range of US$1,420 million to US$1,470 million and a full-year 2027 outlook that now includes a small net profit. The combination of rising top-line revenue alongside a guided shift from quarterly losses to modest full-year profitability gives...

OpenAI to lease massive new AI data center in US, backed by Nvidia
AFP8d agoneutral
OpenAI to lease massive new AI data center in US, backed by Nvidia

ChatGPT-maker OpenAI will lease a massive new data center in the United States for 20 years, backed by a $105 billion financing commitment from Nvidia, according to a regulatory filing published Monday.Last year, OpenAI, Nvidia and SoftBank – alongside other partners including Oracle – also announced a $500 billion, multiyear data center project called Stargate, in which they've committed to building out 10 GW of capacity across multiple sites.

The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking
24/7 Wall St.8d agobearish
The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking

Shares of The Trade Desk (NASDAQ:TTD) are falling again on Monday afternoon, extending what has already been one of the worst runs in large-cap software this year. TTD stock is down 6% to $13.33, with the decline arriving on a session where no company-specific news, guidance change, or analyst action has been disclosed. The move ... The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking