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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.

25,494 signal articles · 161 in last 24h · 121,958 total before filter · latest 56m ago
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AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027
MarketBeat10d agoneutral
AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027

Advanced Micro Devices (NASDAQ:AMD) expects continued rapid growth in its server CPU and data center businesses as demand for AI inference systems, including agentic AI workloads, expands, according to Matt Ramsay, the company’s corporate vice president of financial strategy and investor relations.

Analyst predicts 55% rally for surging stock on $9B Anthropic deal
TheStreet10d agobullish
Analyst predicts 55% rally for surging stock on $9B Anthropic deal

Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data ...

Rackspace Technology Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Rackspace Technology Q2 Earnings Call Highlights

Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise AI infrastructure strategy built around managed compute, inference and sovereign AI deployments. Chief Executive Officer Gajen Kandiah said th

Bitcoin's Biggest Rival Isn't Ethereum. It's the AI Trade
Benzinga Prediction Markets10d agoneutral
Bitcoin's Biggest Rival Isn't Ethereum. It's the AI Trade

Bitcoin’s biggest rival for investor attention may no longer be Ethereum (CRYPTO: ETH) or any other cryptocurrency. Increasingly, it’s the AI trade. Bitcoin (CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices (NASDAQ:AMD)...

Forkast News10d agoneutral
Anthropic’s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

Bloomberg11d agoneutral
Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms

(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman