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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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Insiders Are Buying Intel (INTC) and Opendoor (OPEN)
Insider Monkey3d agobullish
Insiders Are Buying Intel (INTC) and Opendoor (OPEN)

Intel Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days earlier. Intel’s Q2 revenue rose 25% year over year, a massive acceleration from Q1’s 7% growth. Margins jumped to […]

Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It
24/7 Wall St.3d agoneutral
Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It

AI infrastructure spending is moving into a new phase. The first wave centered on buying as many GPUs as possible. Now hyperscalers are designing custom chips, networking systems, and memory architectures to squeeze more performance from every dollar and watt. Alphabet (NASDAQ:GOOG) is one of the companies pushing hardest in that direction. The company spent ... Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It

Marvell shares jump as Google warrant deepens AI chip partnership
Proactive3d agobullish
Marvell shares jump as Google warrant deepens AI chip partnership

Marvell Technology Inc (NASDAQ:MRVL) issued Alphabet's Google a warrant to buy up to 58.97 million shares at $206.58 apiece, expanding a custom chip partnership between the two companies. The warrant would let Google purchase shares equal to roughly 6.7% of Marvell's shares outstanding if...

1 Russell 2000 Stock with Exciting Potential and 2 We Ignore
StockStory3d agobearish
1 Russell 2000 Stock with Exciting Potential and 2 We Ignore

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

Alphabet’s (GOOGL) Small Data Deal Hints At A Bigger AI Appetite
Insider Monkey3d agoneutral
Alphabet’s (GOOGL) Small Data Deal Hints At A Bigger AI Appetite

On August 17, Google, a unit of Alphabet Inc. (NASDAQ:GOOGL), agreed to buy internal business data from bankrupt Spirit Airlines for $10 million, outbidding a $7.5 million offer from AI data company Mercor. The haul includes employee emails, Microsoft Teams messages, spreadsheets, calendars, and marketing and operations records, all to be stripped of customer information […]

Marvell gives Google option to buy $12.2 billion stake in custom chip deal
Reuters3d agobullish
Marvell gives Google option to buy $12.2 billion stake in custom chip deal

Marvell Technology said on Wednesday it has issued ‌Alphabet's Google a warrant to ‌buy a stake worth about $12.18 billion as ​part of a deal to help develop custom chips for the search giant. Shares of the custom chipmaker jumped ‌more than ⁠11% in premarket trading, while larger rival Broadcom was ⁠down over 3%. Demand for custom chips such as Google's tensor processing units (TPUs), ​used for ​AI workloads, ​has surged in ‌recent years as businesses seek alternatives to Nvidia's pricey graphics processors.

Tesla Teases Cybercab Launch Event, But TSLA Stock Isn’t Biting
Barrons.com3d agoneutral
Tesla Teases Cybercab Launch Event, But TSLA Stock Isn’t Biting

Tesla recently teased a Cybercab launch event, which could be a catalyst to send shares higher. Monday evening, Tesla teased the coming launch event on X, saying that customers riding a Tesla robo-taxi through Aug. 23 would have a chance to be invited to a Cybercab launch event. Tesla launched an AI-trained robo-taxi service in Austin, Texas, in June 2025 using Model Y vehicles running the company’s Full-Self Driving software.

3 Internet Stocks to Keep an Eye On
StockStory3d agoneutral
3 Internet Stocks to Keep an Eye On

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. The new habits they’re cultivating are also unlocking the next leg of growth for the industry, which has gained 11.8% over the past six months, almost identical to the S&P 500.

Chamath Palihapitiya Says Mark Zuckerberg Knows ‘Great Engineers’ Want to Join ‘Space/Search/AI’ Companies, Not Meta’s Advertising Machine
Benzinga3d agoneutral
Chamath Palihapitiya Says Mark Zuckerberg Knows ‘Great Engineers’ Want to Join ‘Space/Search/AI’ Companies, Not Meta’s Advertising Machine

Chamath Palihapitiya says Mark Zuckerberg avoids emphasizing Meta Platforms Inc.‘s (NASDAQ:META) advertising roots because “great engineers” would rather join companies seen as leaders in space, search or artificial intelligence, even though ads remain the engine funding Meta’s costly AI push. Meta’s Ad Machine Funds Its AI Push "Zuck never mentions it because he knows the great engineers want to work at a space/search/ai company… Not an advertising company," Palihapitiya wrote on X, responding

Traders bet Google's delayed Gemini flagship will slip into autumn
Proactive3d agoneutral
Traders bet Google's delayed Gemini flagship will slip into autumn

Prediction market traders now see little chance that Google releases its next flagship Gemini Pro artificial intelligence model before September, underlining a delay that has dragged on for most of the year. On Polymarket, the largest betting exchange for real-world events, contracts give...