GuruFocus.com56d agoneutral
Anthropic's $965 Billion AI IPO Setup Gets Major Regulatory ReliefUS lifts export controls on Fable 5 and Mythos 5 after Anthropic addresses safety concerns.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
264last 24h
1206last 7d
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130● bearish (7d)
205publishers
Simply Wall St.56d agoneutral
SentinelOne (S) Launches AWS AI Security Tools For Agentic WorkflowsSentinelOne (NYSE:S) is integrating its security platform with Amazon Bedrock AgentCore to provide automated AI protection for agentic workflows on AWS. The company is also launching Purple AI Agentic Investigation, paired with Singularity Credits, to support autonomous, machine-speed threat investigations and flexible AI-powered work. Together, these product launches introduce new tools for securing AI-driven processes and may broaden how enterprises use SentinelOne’s platform. SentinelOne...
Reuters Videos56d agobullishVIDEO
Kroger to buy grocer Giant Eagle as competition heats up<body><p>STORY: :: Kroger</p><p>Shares of U.S. grocer Kroger fell about 2% Wednesday morning after the company said it would buy regional supermarket chain Giant Eagle in a nearly $1.7 billion deal.</p><p>:: Archive</p><p>The move strengthens Kroger's presence in the Midwest and the Mid-Atlantic region amid intensifying competition.</p><p>The transaction is the first under CEO Greg Foran, and is also Kroger's first major acquisition since its $25 billion merger with Albertsons fell apart in 2024.</p><p>:: Archive</p><p>Family-owned Giant Eagle generates about $9 billion in annual sales. It operates nearly 200 supermarkets and about a dozen standalone pharmacies across parts of Ohio, Pennsylvania, West Virginia, Maryland and Indiana.</p><p>:: Kroger</p><p>Foran said the chain was a good strategic fit for Kroger, which has been battling intense competition from Walmart, Amazon and other grocers as still-elevated inflation has many consumers seeking cheaper essentials.</p><p>Kroger has previously said it plans to cut prices on thousands of items, funded partly by direct imports and better use of technology.</p><p>The Giant Eagle acquisition is expected to close in 2027.</p></body>
24/7 Wall St.56d agoneutral
Bloomberg Reporter: Why “The Race Is Back On” Against China As U.S. Lifts Anthropic’s Fable 5 International RestrictionsBloomberg reporter Minmin Low told viewers in a recent segment that the U.S. government has removed all foreign-access restrictions on Anthropic’s “Fable 5” model, a step she framed as a meaningful competitive reset for American frontier AI labs. In her words, “the race is back on” with Chinese rivals. The U.S. Just Reopened The Global ... Bloomberg Reporter: Why “The Race Is Back On” Against China As U.S. Lifts Anthropic’s Fable 5 International Restrictions
24/7 Wall St.56d agobearish
SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%Space stocks are diverging sharply at midday Wednesday, with the market’s newest space giant sliding even as smaller rivals rally on their own catalysts. SpaceX (NASDAQ:SPCX) shares are down 6% to $159.81, while Rocket Lab (NASDAQ:RKLB) stock is up 4% to $105.64 and Virgin Galactic (NYSE:SPCE) stock is climbing 3% to $2.99. The split looks ... SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%
24/7 Wall St.56d agoneutral
Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’tAlphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) both dropped Q1 2026 results in late April. Google leaned on a high-margin ad engine and a suddenly explosive Cloud unit. Amazon leaned on faster AWS growth, a bigger chip business, and a retail machine that still eats capital for breakfast. Search Ads Generate Cash. Retail Logistics Burns It. Google ... Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t
Barrons.com56d agoneutral
A Third-Quarter Tech Rotation: Meta Advances While Semiconductor Stocks SlideThe artificial intelligence trade, which has powered by the lion’s share of stock performance and corporate profit growth this year, hit a snag on Wednesday amid reports that Meta Platforms is ready to challenge the market’s key players just as investors worry that cheaper China-based versions could unsettle the market’s hottest bet over the back half of the year. “The Magnificent Seven aren’t broken, they are evolving,” said Jay Woods, chief market strategist at Freedom Capital Markets.
TheStreet56d agobullish
Alphabet stock rally exposes Google’s unusual AI problemAlphabet (GOOGL) just got one of the most renowned promotions in the stock market. Google parent Alphabet officially entered the Dow Jones Industrial Average on June 29, replacing Verizon Communications (VZ) and giving the 30-stock blue-chip index a stronger stake in the artificial intelligence ...
24/7 Wall St.56d agoneutral
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the TradeThree years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
Barrons.com56d agoneutral
Meta Leads Magnificent Seven Higher, Nvidia DragsMeta surged more than 11% on a report that the company plans to sell its excess computing power to third parties. The stock is on track for its largest single-day gain since April 9, 2025, according to Dow Jones Market Data.
Motley Fool56d agoneutral
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just BoughtThe widely followed growth investor keeps making moves.
Yahoo Finance Video56d agoneutralVIDEO
Trump admin. lifts export controls on Anthropic's AI models: What to knowAnthropic (ANTH.PVT) said that the US government has lifted export controls on its AI models, allowing the company to start restoring access to Claude Fable 5 and Mythos 5. Yahoo Finance Technology Editor Dan Howley breaks down the details.
Yahoo Finance Video56d agobearishVIDEO
Neon picks up Sam Altman biopic after being dropped by Amazon MGMFilm studio Neon has bought "Artificial" — the Luca Guadagnino-directed biopic about OpenAI (OPAI.PVT) co-founder and CEO Sam Altman — after Amazon MGM Studios (AMZN) dropped the film. Morning Brief Host Brooke DiPalma is joined by Yahoo Finance Senior Reporter Pras Subramanian and Payne Capital Management president Ryan Payne to discuss the subject matter of the film and whether it could impact OpenAI's IPO expectations.
Yahoo Finance56d agobullish
Tech bull Ives initiates SpaceX with Outperform rating, $190 price targetTech bull Dan Ives of Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target, weighing in on a stock that has whipsawed investors in the three weeks since its record-setting initial public offering. Ives sees SpaceX as a player in the hyperscaler wars too.
Stocktwits56d agoneutral
Meta Is Looking To Go The SpaceX Way, Could Rent Out AI Infrastructure – META Stock Sees Biggest Single-Day Gains In Over 5 MonthsAccording to a Bloomberg report, Meta is preparing to enter the AI cloud infrastructure market by selling AI computing power, in a bid to take on Amazon and Microsoft.
24/7 Wall St.56d agobullish
Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, GoogleShares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google
Yahoo Finance56d agoneutral
Meta stock pops on news it will reportedly start a cloud computing businessMeta is reportedly building a cloud computing business.
Zacks56d agoneutral
Is Amazon.com (AMZN) Stock Outpacing Its Retail-Wholesale Peers This Year?Here is how Amazon (AMZN) and Brinker International (EAT) have performed compared to their sector so far this year.
24/7 Wall St.56d agoneutral
Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be HugeThe artificial intelligence race has become a contest of infrastructure as much as software. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) have each built cloud businesses that generate tens of billions of dollars in annual revenue by renting computing power to other companies. Meta Platforms (NASDAQ:META) has taken a different approach, spending heavily to build ... Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge
Yahoo Finance56d agoneutral
Women's sports market will 'grow the way tech grew in the early days,' says one of its earliest investorsWomen's sports continues its period of strong growth.
GuruFocus.com56d agoneutral
Microsoft Plans to Cut 5,500 Jobs in Latest Cost-Cutting RoundLess than 2.5% of the workforce affected, with sales, consulting, and Xbox among the areas targeted