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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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FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?
24/7 Wall St.40d agoneutral
FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information Technology 25/50 Index. Both hold roughly the same 300-plus stocks in nearly the same weights. Both have delivered essentially identical returns ... FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

Microsoft joins AI-driven tech layoff wave with 4,800 job cuts
Reuters40d agoneutral
Microsoft joins AI-driven tech layoff wave with 4,800 job cuts

Microsoft is cutting about 2.1% of its workforce, or roughly 4,800 jobs, the latest in a wave of tech layoffs as the Windows maker spends heavily ‌on AI infrastructure and uses the technology to improve efficiency across its business. Big Tech's ‌historic AI outlays, set to top $700 billion this year, are piling pressure on companies to show returns from the technology and ​offset the rising cost of rolling it out across their businesses. Microsoft announced the cuts on Monday following a rough stretch, with its shares falling nearly 23% in the first six months of 2026, their worst first-half performance since 2022.

Bloomberg40d agoneutral
Microsoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overhaul

(Bloomberg) -- Microsoft Corp.’s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division. Xbox will also divest four of its video-game development studios and is beginning the process to part ways with a fifth.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Mi

Why A Low-Yield Dividend Portfolio Could Pay More Than A High-Yield Portfolio In Retirement
24/7 Wall St.40d agoneutral
Why A Low-Yield Dividend Portfolio Could Pay More Than A High-Yield Portfolio In Retirement

A retiree with $500,000 can buy a high-yield income fund showing a 12% distribution rate today and collect $60,000 in the first year if the payout holds. That same $500,000 spread across quality dividend growers paying 3.5% generates just $17,500 in year one. The bigger check feels smart initially, but the math can turn against ... Why A Low-Yield Dividend Portfolio Could Pay More Than A High-Yield Portfolio In Retirement

Bloomberg40d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Bloomberg40d agoneutral
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

NVIDIA Corp. (NVDA) Shares Updates Around Claude Models Running on Blackwell Ultra GPUs
Insider Monkey40d agoneutral
NVIDIA Corp. (NVDA) Shares Updates Around Claude Models Running on Blackwell Ultra GPUs

NVIDIA Corp. (NASDAQ:NVDA) is one of BlackRock’s 30 most important AI stocks right now. On June 29, the company shared that Anthropic’s Claude models in Microsoft Foundry, hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell Ultra GPUs, are now publicly available. It provides Azure-native businesses a robust new way to develop domain-specific and […]

Microsoft Corp. (MSFT) Plans to Turn its Copilot AI Chatbots Into Unified App
Insider Monkey40d agoneutral
Microsoft Corp. (MSFT) Plans to Turn its Copilot AI Chatbots Into Unified App

Microsoft Corp. (NASDAQ:MSFT) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional holder, with 7.99% or 593.33 million outstanding shares in the company, as per the filings on March 31. As of the close of July 2, the consensus sentiment around Microsoft Corp. (NASDAQ:MSFT) was also strongly bullish. […]

Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs
Insider Monkey40d agoneutral
Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs

Microsoft Corporation (NASDAQ:MSFT) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 30, Microsoft Corp (NASDAQ: MSFT) confirmed the general availability of Anthropic’s Claude models in Foundry. Organizations can now run Claude within their Azure environments while leveraging Microsoft authentication, billing, and governance controls. Claude Models in Microsoft […]

Investing.com40d agoneutral
Analyst shares 5 takes on the Neocloud vs Hyperscaler opportunities for Meta

Inveting.com -- Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers two potential offerings, a hosted API/model access service comparable to AWS Bedrock and a neocloud-like raw silicon offering, Morgan Stanley analysts offer 5 takes exploring the monetisation pathways and potential of META’s announcement.

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap
24/7 Wall St.41d agoneutral
The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

3 No-Brainer Stocks to Buy in July and Hold Forever
24/7 Wall St.41d agobullish
3 No-Brainer Stocks to Buy in July and Hold Forever

July sets up as a rare buying window for forever holders. Two of the three mega-caps below are trading well off their 52-week highs, and the third just reported its best March quarter in company history. The thesis here is durability: cloud and AI scale at Microsoft, the global payments toll-booth at Visa, and Apple’s ... 3 No-Brainer Stocks to Buy in July and Hold Forever