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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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Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
24/7 Wall St.54d agoneutral
Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750 billion on this AI build out just this year,” she said, and most of that money is now coming from the bond market ... Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

The Magnificent 7 Selloff Is a Rare Buying Opportunity
Barrons.com54d agoneutral
The Magnificent 7 Selloff Is a Rare Buying Opportunity

Each of these stocks— Nvidia Tesla Apple Meta Platforms Alphabet Amazon.com and Microsoft —is down this month, but many indicators show that dip-buyers should come in soon. Nvidia has underperformed the rest of the chip universe since mid May, partly because other chip makers are selling general purpose artificial intelligence chips for companies’ data centers, threatening Nvidia’s market share. Apple is trying to prove it can maintain respectable sales growth (maybe its new AI strategy can help).

Peter Schiff Says Zuckerberg ‘Deserves a Yacht,’ Fires Back at Elizabeth Warren
Benzinga54d agoneutral
Peter Schiff Says Zuckerberg ‘Deserves a Yacht,’ Fires Back at Elizabeth Warren

Should billionaires be taxed more heavily, or have they earned their wealth by building products and companies used by billions of people around the world? That debate flared up again recently after longtime gold advocate and economist Peter Schiff defended Meta (NASDAQ:META) CEO Mark Zuckerberg‘s reported $330 million yacht and challenged one of his biggest critics, Sen. Elizabeth Warren (D-MA). The exchange began when Warren highlighted the arrival of Zuckerberg’s yacht in Seattle on May 27, t

JPMorgan Says Be an ‘Aggressive Buyer’ of This Beaten-Down AI Stock
24/7 Wall St.54d agobullish
JPMorgan Says Be an ‘Aggressive Buyer’ of This Beaten-Down AI Stock

Broadcom (NASDAQ:AVGO) posted record revenue of $22.19 billion on June 3, 2026, beat consensus on the top and bottom line, raised guidance, and lost roughly a fifth of its market value over the following week. The stock went from $495 at the filing to $385.73 one day later. The broader chip complex dropped alongside it. ... JPMorgan Says Be an ‘Aggressive Buyer’ of This Beaten-Down AI Stock

Bloomberg54d agoneutral
Kids’ Online Safety Bill Deal Struck by House GOP, Democrats

(Bloomberg) -- House lawmakers have reached a bipartisan deal on a legislative package intended to strengthen online safety and privacy protections for children and teenagers—a key sign of progress on a major policy priority.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentIranian Negotiators Said to Still Be Engaged in Talks With USStocks Fa

Bloomberg54d agobearish
Alphabet Shares Drop After Second AI Star Departs for Rival

(Bloomberg) -- Alphabet Inc. shares tumbled on Monday following the departure of another high-profile artificial intelligence leader to a rival.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentIran Cites ‘Major Progress’ After All-Night Talks With USThe stock fell as much as 7.2%, t

Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers
24/7 Wall St.54d agoneutral
Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

Nebius Has 40% Upside in 2026 as Global AI Data Center Shortage Worsens
24/7 Wall St.54d agoneutral
Nebius Has 40% Upside in 2026 as Global AI Data Center Shortage Worsens

Artificial intelligence is creating a new kind of infrastructure race. While investors often focus on Nvidia (NASDAQ:NVDA) chips or the latest AI models, the real bottleneck is increasingly becoming physical capacity — power, land, and data centers. The latest global data center report from CBRE shows that demand continues to outpace supply across nearly every ... Nebius Has 40% Upside in 2026 as Global AI Data Center Shortage Worsens

Ro Khanna Says Americans Didn't Fight A Revolution 'To Be Ruled By Tech Billionaires' As OpenAI, Anthropic And Meta Leaders Join G7 AI Talks
Benzinga54d agoneutral
Ro Khanna Says Americans Didn't Fight A Revolution 'To Be Ruled By Tech Billionaires' As OpenAI, Anthropic And Meta Leaders Join G7 AI Talks

Rep. Ro Khanna (D-Calif.) warned that the growing influence of tech billionaires and AI executives in global policymaking reflects a troubling shift away from democratic control, following their participation in G7 discussions. AI Leaders At G7 Spark Concerns On Saturday, Khanna amplified his concerns on X, writing: "As we approach our 250th birthday, we did not fight a revolution to be ruled by tech billionaires!" During an interview with Bill Maher, Khanna reacted to reports that AI industry l

Wall Street Sees More Than 40% Upside for Meta Platforms (META)
Insider Monkey54d agoneutral
Wall Street Sees More Than 40% Upside for Meta Platforms (META)

​Meta Platforms, Inc. (NASDAQ:META) is one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. Wall Street is bullish on the stock as the analysts’ 12-month average price target suggests more than 41.83% upside from the current level. ​Recently, on June 17, Evercore ISI reiterated a Buy rating on Meta Platforms, […]

Indian fintech firm CRED to raise $900 million from Meta at $4.5 billion valuation
Reuters54d agoneutral
Indian fintech firm CRED to raise $900 million from Meta at $4.5 billion valuation

Indian ‌fintech firm ‌CRED said ​on Monday it will raise ‌about $900 ⁠million from Meta Platforms ⁠at a ​post-money ​valuation ​of $4.5 billion, ‌as it seeks to accelerate growth ‌and ​prepare ​for ​an eventual ‌stock market ​listing. (Reporting ​by Surbhi Misra ​in ‌Bengaluru; Editing ​by Diti ​Pujara)