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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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Can Amazon.com (AMZN) Stay Undervalued As Earnings Near?
Simply Wall St.26d agoneutral
Can Amazon.com (AMZN) Stay Undervalued As Earnings Near?

Amazon.com stock has pulled back recently but still sits on a strong 73.1% gain over the past three years, while the current valuation checks suggest the shares screen as attractively priced on several metrics. With earnings in focus again and big spending plans in areas like AI and logistics, investors are weighing how much of Amazon.com's growth story is already reflected in the share price. Over the last three years, Amazon.com has delivered a 73.1% return, which puts recent short term...

UPS Lifts Outlook as Revenue Rises
The Wall Street Journal26d agobearish
UPS Lifts Outlook as Revenue Rises

United Parcel Service raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.

UPS Lifts Outlook as Revenue Rises
The Wall Street Journal26d agoneutral
UPS Lifts Outlook as Revenue Rises

United Parcel Service raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.

Bloomberg26d agoneutral
Meta, BlackRock Plan to Invest in $14 Billion Data Center

(Bloomberg) -- Meta Platforms Inc. and BlackRock Inc. will establish a joint venture to build and operate a 1-gigawatt data center complex in Texas, adding to a wave of investment in the computing hubs that power artificial intelligence.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCit

Amazon winds down most flagship AI models in strategy overhaul, Business Insider reports
Reuters26d agoneutral
Amazon winds down most flagship AI models in strategy overhaul, Business Insider reports

Amazon.com is revamping its AI strategy, winding down many of its in-house AI models and sharpening focus on ‌a new frontier-model effort, Business Insider reported on Tuesday citing people ‌familiar with the matter. The company has begun deprecating most of its flagship Nova AI models, ​including the high-end Premier and Omni models, Reel video-generation model, and Canvas image-generation model, the report said. Instead, Amazon is increasingly moving resources toward a frontier-model development, led by researcher Pieter Abbeel, with frontier research becoming a top priority this ‌year at the company, ⁠the report added.

Big Tech Stocks Are Pricing In a Miracle on Costs
The Wall Street Journal26d agoneutral
Big Tech Stocks Are Pricing In a Miracle on Costs

Wall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Investors are already on edge about these companies’ soaring capital expenditures related to artificial intelligence. The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years.

Tech Earnings, Fed Rate Decision: What to Watch This Week
The Wall Street Journal26d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This Week

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.