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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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Meta Platforms (META): One of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years
Insider Monkey51d agobullish
Meta Platforms (META): One of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years

Meta Platforms, Inc. (NASDAQ:META) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 19, Reuters, while citing Bloomberg News, highlighted that Meta Platforms, Inc. (NASDAQ:META) secured new agreements to get AI computing power from ​Crusoe (data center developer). This comes as the company focuses on strengthening the infrastructure […]

Corning (GLW) Lands Amazon Fiber Deal As AI Data Center Demand Builds
Simply Wall St.51d agoneutral
Corning (GLW) Lands Amazon Fiber Deal As AI Data Center Demand Builds

Corning (NYSE:GLW) has signed a major multiyear fiber optics supply agreement with Amazon. The deal ties Corning directly to U.S. data center expansion and AI infrastructure buildout. Corning is also working with companies such as Nvidia and Meta and ramping manufacturing capacity for optical products. For investors watching Corning, the new Amazon agreement comes alongside a sharp move in the stock. NYSE:GLW last closed at $205.83 and is up 17.3% over the past week, 6.1% over the past...

Rebound in tech shares pushes Asian shares higher, while oil prices fall
Associated Press51d agobearish
Rebound in tech shares pushes Asian shares higher, while oil prices fall

Shares were mostly higher Thursday in Asia, led by tech-driven gains in Japan and South Korea as major computer chipmakers’ stocks surged following upbeat earnings reports from U.S. giants like Qualcomm and Micron Technology. Oil prices fell more than $1, bringing them closer to where they were before the war with Iran started. Qualcomm’s share price surged 12% in afterhours trading after the company announced it had raised its forecast for revenue this year to $40 billion from $22 billion.

The CBOE moves into prediction market space
Yahoo Finance Video52d agoneutralVIDEO
The CBOE moves into prediction market space

Scott Melker breaks down the Chicago Board Options Exchange (CBOE) move into prediction markets and what it means for the rapidly growing space. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Investing.com52d agoneutral
Qualcomm unveils Dragonfly CPU, signs Meta as first data center customer

Investing.com - Qualcomm Incorporated (NASDAQ:QCOM) unveiled its Dragonfly C1000 data center CPU and secured Meta Platforms as its first major customer on Wednesday, announcing a strategic multi-generation supply agreement at its Investor Day 2026 in New York City. Despite the milestone announcements, Qualcomm shares are trading at $193.61, down 5.15% on the session, as investors weigh the near-term cost of a separate ~$4 billion acquisition against data center revenue that won’t arrive until th

Why Robinhood (HOOD) Stock Is Down Today
StockStory52d agoneutral
Why Robinhood (HOOD) Stock Is Down Today

Shares of financial services company Robinhood (NASDAQ:HOOD) fell 2.7% in the morning session after reports revealed Meta Platforms is developing a competing prediction markets app.

Meta Platforms, Inc. (META) Is A Top AI Stock In Billionaire David Tepper’s Portfolio
Insider Monkey52d agoneutral
Meta Platforms, Inc. (META) Is A Top AI Stock In Billionaire David Tepper’s Portfolio

We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Meta Platforms, Inc. (NASDAQ:META) is one of the long-term stock picks. Social media giant Meta Platforms, Inc. (NASDAQ:META) is another long-term David Tepper stock pick. It first appeared in his hedge fund’s holdings in the first quarter of 2014. It remained in the holdings […]

Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
Reuters52d agobullish
Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race

Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into ‌the fast-growing, but highly competitive, market for AI data center chips. Analysts ‌expect the San Diego-based company to name new customers for its AI chips as it tries to ​gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.

Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’
24/7 Wall St.52d agoneutral
Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10 to 15 years? I think yes,” the Coatue Management founder said, walking through the arithmetic. Global market cap sits near $120 to $140 ... Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years
24/7 Wall St.52d agoneutral
AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alternatives
24/7 Wall St.52d agoneutral
Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alternatives

Baird Investment Strategist Ross Mayfield recently appeared on CNBC to push back against the prevailing narrative that the memory cycle has been permanently rewired by AI demand, framing the bull case for Micron Technology (NASDAQ:MU) as a position-management problem rather than a definite outcome. His warning comes on a charged day, with Micron reporting fiscal Q3 2026 earnings tonight, June ... Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alter

Mark Zuckerberg makes a move on a new billion-dollar market
TheStreet52d agoneutral
Mark Zuckerberg makes a move on a new billion-dollar market

Reels came from TikTok's rise. Threads came from Twitter's implosion. Mark Zuckerberg has spent the better part of a decade identifying fast-growing categories, building Meta's version, and running it through a user base that no other company can match. He just found his next one. The New York ...

SpaceX rockets downward on day 1 of short trading
Yahoo Finance Video52d agoneutralVIDEO
SpaceX rockets downward on day 1 of short trading

Scott Melker hits on SpaceX's short activity, ethereum, Kalshi, CBOE, and other big crypto news headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.