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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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Workato Expands AWS (AMZN) Partnership to Scale Enterprise AI Production
Insider Monkey55d agobullish
Workato Expands AWS (AMZN) Partnership to Scale Enterprise AI Production

Amazon.com Inc. (NASDAQ:AMZN) is one of the most buzzing stocks to buy right now. On June 29, Workato expanded its partnership with AWS, signing a new agreement to help enterprises scale AI from experimentation to production. By combining the WorkatoONE platform with AWS AI services like Amazon Bedrock, the collaboration provides a governed foundation that […]

Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind
24/7 Wall St.55d agoneutral
Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind

Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META) is making the right strategic move by entering the enterprise AI infrastructure market, even if it’s arriving years after established competitors. Meta’s planning to launch a cloud infrastructure business selling excess AI computing capacity, sending ... Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind

Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival
24/7 Wall St.55d agobearish
Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working on building a cloud infrastructure business to sell AI compute.” The stock responded, jumping 7.56% on July 1 as investors digested the idea ... Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

Rocket Lab’s CEO Just Bet $8 Billion on Taking Down SpaceX. Here’s the ‘1+1=3’ Logic
24/7 Wall St.55d agoneutral
Rocket Lab’s CEO Just Bet $8 Billion on Taking Down SpaceX. Here’s the ‘1+1=3’ Logic

CEO Peter Beck just spent approximately $8 billion to buy a satellite phone company. Rocket Lab (NASDAQ:RKLB) is on a 16% weekly gain since the acquisition of Iridium Communications (NASDAQ:IRDM) hit the tape. The pitch is that this deal turns Rocket Lab into a full-stack space operator capable of taking market share from SpaceX and ... Rocket Lab’s CEO Just Bet $8 Billion on Taking Down SpaceX. Here’s the ‘1+1=3’ Logic

Amazon Price Prediction: The Stock Will Trade at $300 on This Date
24/7 Wall St.55d agoneutral
Amazon Price Prediction: The Stock Will Trade at $300 on This Date

My Amazon (NASDAQ:AMZN) call is straightforward. The 24/7 Wall St. price target for Amazon is $323.43 by July 2, 2027, and my base-case path has the stock crossing $300 for the first time around April 2, 2027 at a modeled $301.86. From a current price of $241.70, that is roughly 33.81% of upside. My recommendation ... Amazon Price Prediction: The Stock Will Trade at $300 on This Date

Why Chip Stocks Won't Keep Outperforming Big Tech
Barrons.com55d agobullish
Why Chip Stocks Won't Keep Outperforming Big Tech

The PHLX Semiconductor Index is up roughly 80% since the start of the year. Meanwhile, cloud computing giants have dragged. Chip stocks have gotten a boost from Big Tech’s massive spending on AI infrastructure.

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It
24/7 Wall St.55d agoneutral
The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group, even as the Nasdaq heads for its best quarter since 2020. CNBC’s MacKenzie Sigalos framed the split neatly on June 30: “the mag-7 erased 2.3 trillion in June alone, the largest monthly market cap loss ... The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails
24/7 Wall St.55d agoneutral
A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. His pitch: a PEG ratio below 1 for the Mag 7 excluding Tesla, roughly 30% earnings growth in Q1, and multiples that have already been marked down. “Everybody, when they think ... A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

E-Commerce Update - Australia's Social Commerce Surge: Opportunities and Growth Insights
Simply Wall St.55d agobullish
E-Commerce Update - Australia's Social Commerce Surge: Opportunities and Growth Insights

The Australian social commerce market is experiencing rapid growth and is poised to reach $63.55 billion by 2026. Key drivers for this expansion include mobile commerce, video commerce, and strategic innovations by industry players, particularly in sectors like clothing, beauty, and electronics. The market, marked by a significant compound annual growth rate over recent years, continues to offer numerous opportunities differentiated by domestic versus cross-border sales, diverse social...

‘Buy Now, While Supplies Last’ Doesn’t Apply to Stocks
The Wall Street Journal55d agobullish
‘Buy Now, While Supplies Last’ Doesn’t Apply to Stocks

The past few months have seen frenetic buying and selling by individual stock traders. Leading market maker Citadel Securities says that retail cash equity volumes in May hit a record, doubling in two years. Then that accelerated in June with nine of the 10 busiest days the market maker has ever experienced coming in a month, according to a mid-June report by strategist Scott Rubner.

Bloomberg55d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae