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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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Institutional Investors Added Over 70 Million RIVN Shares as AMZN, UBER Remain Key Holders
Benzinga3d agoneutral
Institutional Investors Added Over 70 Million RIVN Shares as AMZN, UBER Remain Key Holders

Institutional investors added more than 70 million shares of EV maker Rivian Automotive Inc. (NASDAQ:RIVN) in the second quarter of 2026. Amazon, Uber in the Mix According to a report by Electric Vehicles on Tuesday, 417 holders raised their positions in the EV maker by a combined 106,424,812 shares, while 318 investors cut back on Rivian by 31,005,657 shares. 85 investors exited their position in the automaker, opening up 4.9 million shares, the report said. Read Also: North American EV Sales F

“What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time
24/7 Wall St.3d agoneutral
“What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time

On August 10, 2026, OpenAI closed a $7 billion tender offer to buy back employee shares at an $852 billion valuation. Within days, two senior operators departed. On August 11, chief operating officer Brad Lightcap announced his exit. Two days later, chief revenue officer Denise Dresser departed after roughly eight months. Ed Zitron’s newsletter Where’s ... “What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time

Bloomberg3d agobearish
Alphabet Set to Sell Long Aussie Bond at Record Near 7% Cost

Alphabet Inc. is poised to pay just under 7% to borrow longer-dated funds in its debut Australian dollar bond deal, in potentially its highest-ever coupon, underscoring how broader demands for cash among hyperscalers around the world are feeding into more costly funding almost everywhere.

Broadcom (AVGO) Faces Rising Hedge Fund Caution
Simply Wall St.3d agoneutral
Broadcom (AVGO) Faces Rising Hedge Fund Caution

Hedge funds trimmed or exited positions in Broadcom (NasdaqGS: AVGO) in Q2 2026, rotating capital into other large semiconductor and tech stocks. Duquesne Family Office and Altimeter Capital shifted exposure toward companies such as Amazon, TSMC, and Lam Research. Managers cited concerns around Broadcom's valuation, customer concentration, and margin pressures despite strong AI semiconductor revenue growth. The repositioning highlights a rise in institutional caution on Broadcom compared...

What Does The S&P 500 Earnings Boom Say About The Stock Market?
Investor's Business Daily4d agoneutral
What Does The S&P 500 Earnings Boom Say About The Stock Market?

S&P 500 earnings per share are on pace to climb more than 50% in the second quarter. Combining reported and yet-to-be-reported results, S&P 500 earnings are up 50.4%, according to the most recent data from FactSet. Profit growth is broad, too, with 10 of the 11 S&P 500 sectors posting year-over-year earnings growth.

Tesla (TSLA) Could Put 500 Semi Trucks Into Service Through A Freight Deal
Simply Wall St.4d agoneutral
Tesla (TSLA) Could Put 500 Semi Trucks Into Service Through A Freight Deal

Tesla (NasdaqGS:TSLA) is partnering with freight technology company Einride to deploy a Tesla Semi fleet that could scale to 500 vehicles for enterprise customers including Amazon. The trucks will run on Einride's Saga AI freight platform, aimed at expanding electric heavy duty logistics use across North America. The rollout is tied to multi hundred million dollar enterprise freight contracts that are expected to convert into commercial activity for Tesla's Semi business. Tesla is far from...

ORCL Stock: Why The Discount May Not Last
Trefis4d agoneutral
ORCL Stock: Why The Discount May Not Last

The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.

CoreWeave Vs. Cloud Giants: Amazon’s Most At Risk
24/7 Wall St.4d agoneutral
CoreWeave Vs. Cloud Giants: Amazon’s Most At Risk

AWS just posted its fastest growth in 18 quarters, yet one rival quietly routes the most profitable AI workloads around Amazon entirely. The company benefiting most may not be the one you expect.