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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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Snowflake Stock Jumps After Amazon Chip-Deal Report
The Wall Street Journal77d agobullish
Snowflake Stock Jumps After Amazon Chip-Deal Report

Shares in Snowflake soared 30% after the market closed Wednesday following a Wall Street Journal report that Amazon Web Services has signed up the cloud-storage company as its latest chips customer. Snowflake, whose shares have bounced back of late after a slump earlier this year, also reported quarterly earnings on Wednesday.

Reuters78d agobullish
Exclusive-European companies set to receive two thirds of future mobile satellite spectrum, rest for non-EU firms, sources say

The European commission ‌is set to ‌allocate two thirds of ​lucrative mobile satellite spectrum to European companies, with the rest ‌available ⁠for non-European rivals such as Elon ⁠Musk's Starlink and Amazon's low-earth-orbit ​satellite business ​Leo, ​people with direct ‌knowledge of the matter said on Tuesday. The EU executive will next year allocate ‌mobile satellite ​spectrum currently ​used ​by American ‌companies Viasat and EchoStar ​and ​which is due to expire in ​May ‌2027.

Maybe investors can wait to buy SpaceX after IPO: Lee Munson
Yahoo Finance Video82d agobullishVIDEO
Maybe investors can wait to buy SpaceX after IPO: Lee Munson

Elon Musk's private space operator, SpaceX (SPAX.PVT), released its S-1 filing this week as it plans to go public via IPO in June. The Wall Street Journal has reported that AI developer OpenAI (OPAI.PVT) is preparing to file for its own mega-IPO. As investors anticipate this mega-IPO, should they be equally cautious as they are bullish on these companies ? Portfolio Wealth Advisors president and CIO Lee Munson, Yahoo Finance Markets and Data Editor Jared Blikre, and Senior Business Reporter Ines Ferré weigh in on the wave of upcoming IPOs.

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg85d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear
24/7 Wall St.85d agobullish
Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Volatile Chipmaker Stocks Emerge as Key Driver of S&P 500 Rally
Bloomberg88d agobullish
Volatile Chipmaker Stocks Emerge as Key Driver of S&P 500 Rally

(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida

Amazon doubles down on fast delivery to beat rivals
TheStreet90d agobullish
Amazon doubles down on fast delivery to beat rivals

Amazon has spent years training shoppers to expect packages to arrive faster and faster. Now, the retail giant is pushing that promise even further through its ultra-fast delivery service and plans to expand it to even more cities in the near future. The new rollout brings Amazon deeper into a ...

Chip company Cerebras soars nearly 90% in market debut
Reuters Videos90d agobullishVIDEO
Chip company Cerebras soars nearly 90% in market debut

<body><p>STORY: Shares of Cerebras Systems surged 89% above the initial public offering price in their U.S. market debut on Thursday, giving the chip designer a valuation of about $107 billion.&nbsp;</p><p>The listing on the Nasdaq is benefitting from a wave of investor euphoria for companies that are at the heart of the artificial intelligence boom.</p><p>The firm's IPO is the largest this year and comes as AI-linked stocks push broader markets to record highs despite challenges to global growth stemming from the Middle East conflict.</p><p>Founded in 2015, Cerebras which is a competitor to Nvidia, sought to challenge conventional AI by designing chips roughly the size of a dinner plate to speed up processing.</p><p>It dropped initial plans to go public last year after drawing a U.S. national security review though the committee eventually cleared the deal.</p><p>Cerebras has secured Amazon and OpenAI, two of the biggest builders of AI infrastructure in the world, as customers.</p><p>It raised the size and price range of its IPO earlier this week to manage surging interest in its shares. Sources told Reuters that the offering had drawn orders for more than 20 times the number of shares available.</p></body>

AI Wins Have Alphabet Poised to Become World’s Biggest Company
Bloomberg95d agobullish
AI Wins Have Alphabet Poised to Become World’s Biggest Company

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of