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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

27,464 signal articles · 216 in last 24h · 132,969 total before filter · latest 2h ago
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Stanley Druckenmiller Increased Amazon More Than 10-Fold and Opened an AMD Position. What’s the Common Bet?
Insider Monkey11h agoneutral
Stanley Druckenmiller Increased Amazon More Than 10-Fold and Opened an AMD Position. What’s the Common Bet?

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family Office increased its Amazon.com, Inc. (NASDAQ:AMZN) position by 1,083% to 541,600 shares and opened a 72,900-share stake in Advanced Micro Devices, Inc. (NASDAQ:AMD). One company rents computing capacity through AWS; the other supplies accelerators and […]

Earnings Snippet: HPE Sees More AI Benefits
The Wall Street Journal11h agoneutral
Earnings Snippet: HPE Sees More AI Benefits

HPE lifted its long-term growth targets after revenue gains across both of its segments. The technology company now expects revenue to rise between 34% and 37% in the current fiscal year, up from a previous range of 29% to 33%.

Investing.com11h agoneutral
Microsoft to detail quarterly Azure sales in sweeping reportable segment revamp

Investing.com -- Microsoft Corporation (NASDAQ:MSFT) on Wednesday announced plans to begin disclosing standalone quarterly sales figures for its Azure cloud unit, answering years of Wall Street demands for greater transparency into its core growth engine. The financial reporting change comes alongside the software giant’s first major reorganization of its reportable business segments since 2015, set to take effect with its fiscal first-quarter results this fall. Under the updated structure detai

Jim Cramer Explains Why Heavily Shorted Moderna (MRNA) Has Room to Run
Insider Monkey11h agoneutral
Jim Cramer Explains Why Heavily Shorted Moderna (MRNA) Has Room to Run

During the August 31 episode of Mad Money, Jim Cramer addressed shifting market dynamics, highlighting how the fallout from heavily crowded hedge fund positions was finally unwinding. Turning his attention to a heavily shorted stock on Wall Street, Cramer pointed to Moderna, Inc. (NASDAQ:MRNA) and explained why skeptics were forced to rethink their thesis. He […]