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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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Investing.com61d agoneutral
AWS raising GPU instance prices 20% on July 1

The new hourly rates per accelerator span AWS’s most powerful Nvidia-powered instance families: the P6-B300 will be billed at $14.04, the P6-B200 at $12.355, the P5 (US regions) at $5.191, the P5 (non-US) at $4.72, the P5e at $5.97, the P5en (US) at $6.865, the P5en (non-US) at $6.241, and the P4de (US) at $2.214. All other EC2 prices remain unchanged, according to the AWS documentation.

Meta Stock’s $156 Billion Flex: Too Good To Be True?
Trefis61d agoneutral
Meta Stock’s $156 Billion Flex: Too Good To Be True?

In the last five years, Meta Platforms (META) stock has returned an impressive $156 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This massive windfall is driven by Meta's stranglehold on digital consumer attention across Facebook, Instagram, and WhatsApp. By pairing an active audience of over three billion daily users with hyper-targeted, AI-driven ad engines, the company has turned casual scrolling into an elite monetization machine. Because digital advertisi

NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances
Insider Monkey62d agoneutral
NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks for beginners to buy now. On June 23, NVIDIA and AWS partnered to simplify production-scale AI by enhancing compute and retrieval layers. The new Amazon EC2 G7 instances, powered by NVIDIA Blackwell GPUs, deliver significantly faster AI inference and graphics performance, allowing enterprises to right-size infrastructure […]

Alphabet Joined the Dow—and It Didn’t Help. What to Do With the Stock Now.
Barrons.com62d agoneutral
Alphabet Joined the Dow—and It Didn’t Help. What to Do With the Stock Now.

Alphabet has gone from AI loser to winner and back again, and its addition to the this past week has only seemed to make things worse. After hitting record highs of more than $400 in the first half of May, Alphabet has dropped around 15%. High-profile departures of artificial-intelligence researchers and an $85 billion equity raise have tested investors’ nerves, culminating in a $225 billion fall in market capitalization on a single day on Monday, the company’s worst-ever one-day loss in value.

A new AI bottleneck is starting to worry investors
TheStreet62d agoneutral
A new AI bottleneck is starting to worry investors

On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled "A frontier without an ecosystem is not stable." It got 28 million views. The essay drew a direct line between AI concentration and globalization and argued that the AI industry is heading toward the same kind of ...

Amazon dropped a finished Altman movie amid a $50B OpenAI deal
TheStreet62d agobearish
Amazon dropped a finished Altman movie amid a $50B OpenAI deal

Every company likes to believe it can sit through a hard story about itself. The real test arrives when the hard story is about someone the company just handed an enormous check. For about three years, Hollywood and Silicon Valley have circled each other with mutual suspicion. The studios wanted ...

5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It
24/7 Wall St.62d agobearish
5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL) shares fell 5.09% over the past week to $345.29, and dropped another 1.14% Thursday morning to $341.34. The catalyst is talent, the subtext is product, and the spread between the two is where investors are getting nervous. What ... 5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Mag 7 Stocks Shed Nearly $3 Trillion This Month
Barrons.com62d agoneutral
Mag 7 Stocks Shed Nearly $3 Trillion This Month

A massive rotation at the expense of big AI spenders has the Magnificent Seven on pace to shed $3 trillion this month. Collectively, Tesla, Apple, Microsoft, Meta Platforms, Nvidia, Amazon.com, and Alphabet have lost $2.99 trillion in market cap so far in June, according to Dow Jones Market Data. The Roundhill Magnificent Seven ETF is on pace for its worst month on record.