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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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Meta building cloud business to sell excess AI capacity, Bloomberg News reports
Reuters56d agobearish
Meta building cloud business to sell excess AI capacity, Bloomberg News reports

Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg News reported ‌on Wednesday citing people familiar with the matter. The move ‌could reduce Meta's reliance on advertising revenue and help it take on major cloud ​companies, including Amazon, Microsoft and Alphabet. Meta did not immediately respond to a request for comment.

Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About
24/7 Wall St.56d agoneutral
Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About

Artificial intelligence has produced no shortage of headline-grabbing stories. Every week seems to bring another breakthrough model from OpenAI, Anthropic, or Google, while Nvidia (NASDAQ:NVDA) dominates discussions around the chips powering the AI revolution. Yet history shows that the companies creating the most value aren’t always the ones making the most noise. During the cloud ... Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About

MTUM Investors: Watch Micron’s Weight at the November Reconstitution
24/7 Wall St.56d agoneutral
MTUM Investors: Watch Micron’s Weight at the November Reconstitution

The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM’s portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has ... MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Bloomberg56d agoneutral
Alphabet’s $2 Trillion Gain Turns ‘Rock Star’ Into Question Mark

(Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanThe stock price has more than doubled, raising its market capitalization by more t

Bloomberg57d agoneutral
A Giant Cable Exposes Ireland’s AI Ambitions and Security Risks

(Bloomberg) -- On the southwest coast of County Cork, where the lush green landscape gives way to the paler green of the Atlantic Ocean, Ireland is about to make its mark in the tech world again. A subsea cable is due to make landfall here, a high-capacity fiber-optic link designed to handle artificial intelligence loads for Amazon Web Services customers across Europe.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blo

Amazon (AMZN) Launches $1 Billion AI Engineering Unit Inside Customer Organizations
Simply Wall St.57d agoneutral
Amazon (AMZN) Launches $1 Billion AI Engineering Unit Inside Customer Organizations

Amazon Web Services is creating a new Forward Deployed Engineering division funded with US$1b. The unit will embed specialist AI engineers directly inside customer organizations. The aim is to speed up enterprise adoption of AI and agentic AI systems through hands-on co-development. For investors following Amazon.com, Inc. (NasdaqGS:AMZN), this move highlights how important AI services are within the wider AWS business. Instead of only offering tools and guidance from the outside, AWS plans...

Investors are abandoning Mag7 stocks as AI boom transforms
TheStreet57d agoneutral
Investors are abandoning Mag7 stocks as AI boom transforms

The market might be all-in on the AI trade, but a growing chorus of traders and analysts is changing strategies. Mega-cap tech companies like Microsoft, Meta, and Amazon have been hit particularly hard in recent weeks as their plans to spend billions on AI infrastructure have attracted growing ...

How Microsoft Stock Rises 50% To $550?
Trefis57d agoneutral
How Microsoft Stock Rises 50% To $550?

A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.

Bloomberg57d agoneutral
CIA Aims to Speed Up Tech Adoption as AI Is ‘Rewriting’ Conflict

(Bloomberg) -- CIA Director John Ratcliffe vowed to step up the agency’s efforts to deploy artificial intelligence and quantum computing, stressing that rapid developments in emerging technologies are changing the nature of geopolitics.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s

Amazon AWS launches new AI engineering division with $1B commitment
Proactive57d agoneutral
Amazon AWS launches new AI engineering division with $1B commitment

Amazon Web Services (AWS) on Tuesday launched a new Forward Deployed Engineering (FDE) organization, committing $1 billion in internal resources to help customers build and deploy artificial intelligence systems. The new unit will embed AI-focused engineers within customer organizations to...

Investing.com57d agoneutral
Blue Origin shifts to hybrid launch system after rocket explosion

Investing.com -- Blue Origin announced it will adopt a new launch configuration following last month's New Glenn rocket explosion, with plans to resume flights before year-end. The company will implement a horizontal/vertical hybrid system instead of rebuilding the damaged launch pad.