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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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Amazon heads into earnings with Wall Street betting big on AWS
Proactive33d agoneutral
Amazon heads into earnings with Wall Street betting big on AWS

Amazon.com Inc (NASDAQ:AMZN) reports second-quarter earnings on July 30, and Bank of America is raising the bar ahead of the print, arguing AWS is accelerating faster than the Street expects. BofA now projects second-quarter revenue of $198.8 billion and operating profit of $24.1 billion,...

Will Amazon or Microsoft Solve the AI Energy Bottleneck?
24/7 Wall St.33d agoneutral
Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity? Amazon guided to roughly $200 billion in 2026 capex, while Microsoft is pacing toward roughly $190 billion this calendar year. Same bottleneck. Very different playbooks. AWS Hits a 15-Quarter High as Azure Runs Into Its Own ... Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US
24/7 Wall St.33d agoneutral
Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

OpenAI Wants to Spend $750 Billion on AI. Is This Visionary — or Financially Reckless?
24/7 Wall St.33d agoneutral
OpenAI Wants to Spend $750 Billion on AI. Is This Visionary — or Financially Reckless?

Artificial intelligence has become an arms race where spending is beginning to matter as much as innovation. The companies building the largest AI models now compete not only for engineering talent, but also for electricity, data centers, advanced chips, and financing. Every new generation of AI demands more computing power than the last, pushing infrastructure ... OpenAI Wants to Spend $750 Billion on AI. Is This Visionary — or Financially Reckless?