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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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Worried About Amazon’s AI Bill? What If It’s Already Paid For?
Trefis53d agoneutral
Worried About Amazon’s AI Bill? What If It’s Already Paid For?

If you follow Amazon.com (AMZN) stock, you’ve heard the main worry. The company is spending a fortune to build out its artificial intelligence infrastructure, and with the stock having trailed the index over the past year, investors are clearly nervous about the size of the bill. The price appears to give little credit for this investment, with a trailing price-to-earnings multiple of 27.5, toward the low end of its 10-year range.

Bill Ackman just showed what’s inside his $5B fund
TheStreet53d agoneutral
Bill Ackman just showed what’s inside his $5B fund

Retail investors have spent decades watching Bill Ackman make concentrated bets from the outside, The Motley Fool noted, piecing together his moves through quarterly filings that arrive months after the trades close. That dynamic changed when Pershing Square USA (PSUS) began trading on the New York ...

AI stock slump raises the question if investors are just taking profits or getting very nervous
Associated Press53d agobearish
AI stock slump raises the question if investors are just taking profits or getting very nervous

Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.

Google, Meta Unite With Crypto Analytics Firms At Prince William's Forum To Fight Illegal Wildlife Trade: Report
Benzinga53d agoneutral
Google, Meta Unite With Crypto Analytics Firms At Prince William's Forum To Fight Illegal Wildlife Trade: Report

Major technology and cryptocurrency companies pledged to combat the illegal wildlife trade during London Climate Action Week, according to a report released on Monday. A Concerted Bid To Save Wildlife This commitment was made at a business forum convened by Prince William and The Royal Foundation’s United for ​Wildlife, reported Reuters. Don’t Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must

Zuckerberg Wants Meta To Build Predictions Market Competitor To Kalshi, Polymarket: Report
Investor's Business Daily53d agoneutral
Zuckerberg Wants Meta To Build Predictions Market Competitor To Kalshi, Polymarket: Report

Meta Platforms Chief Executive Mark Zuckerberg wants the tech giant to offer a predictions market competitor to Kalshi and Polymarket, according to a new report. Meta stock gained slightly Tuesday afternoon. Zuckerberg recently assigned a team to create an app that functions similarly to Polymarket and Kalshi, according to a report Tuesday afternoon by The New York Times.

24/7 Wall St.53d agobullish
Over 40 Analysts Rate AMD a Buy, Here’s Why We Agree

I’m opening with the headline number. Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $586.55 over the next 12 months, against a current quote of $551.63. That implies 6.33% of upside and a buy recommendation, with our model registering 90% confidence. The setup is unusual: a stock that has already run ... Over 40 Analysts Rate AMD a Buy, Here’s Why We Agree

Investing.com53d agoneutral
Meta plans to build prediction markets app called Arena - NYT

Investing.com -- Meta is developing a smartphone app similar to Polymarket and Kalshi that would allow users to participate in prediction markets, according to a report from the New York Times, citing two employees familiar with the matter.

Mark Zuckerberg directed Meta to create a prediction markets app, NYT reports
Reuters53d agoneutral
Mark Zuckerberg directed Meta to create a prediction markets app, NYT reports

Meta CEO Mark Zuckerberg recently dispatched a small team at his company to create a smartphone app similar ‌to Polymarket and Kalshi, the New York Times reported on Tuesday, ‌citing two employees with knowledge of the matter. Prediction markets surged ⁠in popularity during the 2024 U.S. presidential election and have evolved into an asset class that lets investors wager on ⁠a variety of events, from monetary policy to sports tournaments. Trading platforms such as Robinhood and Interactive Brokers have rolled out event contracts.

The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots
Barrons.com53d agoneutral
The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots

Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.

Micron Earnings Have Never Looked Better. Start Worrying.
Trefis53d agoneutral
Micron Earnings Have Never Looked Better. Start Worrying.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Why South Korea’s Massive Market Crash Could Happen in the U.S. Next
Barrons.com53d agobearish
Why South Korea’s Massive Market Crash Could Happen in the U.S. Next

Single-day corrections concentrate the mind, even more so when the slide comes amid a doubling of a tech-focused index replete with the kind of giant chip stocks that have powered U.S. markets to record highs over most of the year. “The session had three things working against it simultaneously,” said Koen Hoorelbeke, investment and options strategist at Saxo Bank. In short, it’s become the index to watch in this year’s global chips race, with SK Hynix and Samsung booking triple-digit gains and old-school car maker Hyundai —which is now verging into chip design through its Hyundai Mobis division—rising more than 70%.