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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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Amazon pledges additional $13 bn in India AI investment
AFP63d agoneutral
Amazon pledges additional $13 bn in India AI investment

E-commerce giant Amazon announced on Thursday an additional $13-billion investment by 2030 to expand its artificial intelligence footprint in India, months after declaring plans to invest more than $35 billion."Amazon's cumulative investments in India from 2010-2030 stand at over $88 billion," the company said.

Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say
Reuters63d agoneutral
Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say

Amazon and Microsoft's cloud computing services should ‌be designated gatekeepers under EU ‌rules aimed at reining in the power ​of Big Tech, EU antitrust regulators said on Thursday. Amazon Web Services and Microsoft Azure, the two largest ‌cloud providers globally, ⁠should be designated gatekeepers under the Digital Markets Act ⁠which sets out a list of dos and don'ts to ensure ​a level ​playing field, ​the European Commission ‌said. The preliminary findings by the EU competition enforcer came after a seven-month long investigation.

Bloomberg63d agoneutral
Amazon Pledges Additional $13 Billion in India AI Outlays

(Bloomberg) -- Amazon.com Inc. added $13 billion to its planned India investments, accelerating its buildout of artificial intelligence and cloud infrastructure in the world’s most populous country.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityStocks Climb Late After Micron’s Blowout Outlook: Markets WrapOracle Cut 21,000 Jobs in 12 M

Amazon to invest additional $13 billion in India cloud, AI
Reuters63d agoneutral
Amazon to invest additional $13 billion in India cloud, AI

Amazon said on Thursday it will invest an additional $13 billion by ‌2030 in India to expand its AI ‌and cloud infrastructure. The new investment is in addition to ​its planned $35 billion funding announced last year, taking the e-commerce firm's investment in the country to $48 billion through 2030. The announcement follows a meeting ‌between Amazon ⁠CEO Andy Jassy and Indian Prime Minister Narendra Modi on Thursday in ⁠New Delhi.

BMO Capital Reiterates Buy Rating on Amazon.com (AMZN) Stock
Insider Monkey63d agobullish
BMO Capital Reiterates Buy Rating on Amazon.com (AMZN) Stock

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 18, analyst Brian Pitz from BMO Capital reiterated a “Buy” rating on the company’s stock and has a price objective of $355.00. The analyst’s rating is backed by factors that are related to Amazon.com, Inc. (NASDAQ:AMZN)’s strengthening […]

Is Amazon.com, Inc. (AMZN) the Best AI Chip Stock to Buy for the Long Term?
Insider Monkey63d agobullish
Is Amazon.com, Inc. (AMZN) the Best AI Chip Stock to Buy for the Long Term?

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. Amazon’s share price increased by 10.03% over the past year and by 3.36% year-to-date. Out of 73 analyst ratings compiled by CNN, 97% have assigned a Buy rating on the stock, while 3% marked it Hold. The […]

Corning (GLW) Lands Amazon Fiber Deal As AI Data Center Demand Builds
Simply Wall St.63d agoneutral
Corning (GLW) Lands Amazon Fiber Deal As AI Data Center Demand Builds

Corning (NYSE:GLW) has signed a major multiyear fiber optics supply agreement with Amazon. The deal ties Corning directly to U.S. data center expansion and AI infrastructure buildout. Corning is also working with companies such as Nvidia and Meta and ramping manufacturing capacity for optical products. For investors watching Corning, the new Amazon agreement comes alongside a sharp move in the stock. NYSE:GLW last closed at $205.83 and is up 17.3% over the past week, 6.1% over the past...

Chart of the Day: Target’s Risk/Reward Is Improving
Barrons.com63d agoneutral
Chart of the Day: Target’s Risk/Reward Is Improving

While Target faces stiff competition from retail giants Amazon and Walmart the stock offers a compelling combination of value, income, and recovery potential. Shares showed relative strength on Tuesday, holding up well despite a challenging tape that pressured many consumer and retail names. Investors are also paid to wait via an attractive dividend yield, while management continues to leverage Target’s nationwide store footprint, strong private-label brands, and omnichannel capabilities.

Walmart Expands Advertising Business with Vibe.co Acquisition, WSJ Reports
Insider Monkey63d agoneutral
Walmart Expands Advertising Business with Vibe.co Acquisition, WSJ Reports

Walmart Inc. (NASDAQ:WMT) is included among the Top 10 Blue Chip Stocks with Growing Dividends. On June 23, The Wall Street Journal reported that Walmart Inc. (NASDAQ:WMT) is paying $1.4 billion to acquire French advertising technology firm Vibe.co, according to people familiar with the matter. The investment is part of Walmart’s broader effort to expand […]

Why Is Chewy (CHWY) Stock Soaring Today
StockStory63d agobullish
Why Is Chewy (CHWY) Stock Soaring Today

Shares of e-commerce pet food and supplies retailer Chewy (NYSE:CHWY) jumped 6.6% in the afternoon session after Adobe reported that Amazon Prime Day drove $8.3 billion in U.S. online sales, marking the biggest shopping day of the year so far.

Why Revolve (RVLV) Stock Is Trading Up Today
StockStory63d agoneutral
Why Revolve (RVLV) Stock Is Trading Up Today

Shares of online fashion retailer Revolve (NYSE:RVLV) jumped 7% in the afternoon session after Adobe reported that Amazon Prime Day drove $8.3 billion in U.S. online sales, marking the biggest shopping day of the year so far.

Bank of America resets Marvell stock price target
TheStreet63d agoneutral
Bank of America resets Marvell stock price target

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...

Amazon Prime Day launched with tricks few shoppers catch
TheStreet63d agoneutral
Amazon Prime Day launched with tricks few shoppers catch

Amazon’s 12th annual Prime Day is projected to generate $26.3 billion in U.S. online spending through June 26, Adobe Digital Insights forecasted. That total would surpass Cyber Monday and Black Friday 2025 combined, which generated $14.25 billion and $11.8 billion, respectively, according to the ...

Petco pulls back on what Amazon and Chewy can't match
TheStreet63d agoneutral
Petco pulls back on what Amazon and Chewy can't match

Kitty litter and food for my 18-year-old cat, Caroline, usually weighs more than the rest of our groceries put together. Having those items delivered right to our door makes sense, and during the Covid pandemic, it was sometimes a necessity. Tens of millions of other pet owners discovered the same ...

Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public
24/7 Wall St.63d agoneutral
Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public

Peggy Johnson, a former Microsoft and Magic Leap executive who is now the CEO of Agility Robotics, used a CNBC segment to announce that her company is going public through a SPAC merger with Churchill Capital Corp., a deal she describes as the first pure-play humanoid robotics company to tap public markets. The company, a ... Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public

How Corning’s (GLW) Amazon Agreement Turns AI Data-Center Fiber Demand Into Domestic Capacity Expansion
Insider Monkey63d agoneutral
How Corning’s (GLW) Amazon Agreement Turns AI Data-Center Fiber Demand Into Domestic Capacity Expansion

Corning Incorporated (NYSE:GLW) is one of the Best Fiber Optics Stocks to Buy for the AI Data Center Boom. On June 8, 2026, Corning announced a multiyear, multibillion-dollar agreement with Amazon to supply optical fiber, cable, and connectivity solutions for Amazon’s expanding U.S. data center infrastructure. The deal gives Corning a direct role in the […]

Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’
24/7 Wall St.63d agoneutral
Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10 to 15 years? I think yes,” the Coatue Management founder said, walking through the arithmetic. Global market cap sits near $120 to $140 ... Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’