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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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Billionaire Warren Buffett Disciple Warns: Don’t Quit Your Job To Start A New Business, Do This Instead
24/7 Wall St.56d agoneutral
Billionaire Warren Buffett Disciple Warns: Don’t Quit Your Job To Start A New Business, Do This Instead

Billionaire investor Mohnish Pabrai has built a reputation for borrowing the best ideas from Warren Buffett and Charlie Munger, then applying them with ruthless simplicity. On a recent appearance on Big Deal with Codie Sanchez, he turned that same lens on a piece of conventional wisdom that gets repeated in nearly every startup pitch deck ... Billionaire Warren Buffett Disciple Warns: Don’t Quit Your Job To Start A New Business, Do This Instead

Prediction: Will Dell Hit $500 This Year?
24/7 Wall St.56d agoneutral
Prediction: Will Dell Hit $500 This Year?

Dell Technologies (NYSE:DELL) has staged one of the most dramatic comebacks of the AI cycle, with shares up 235.68% year to date through June 17. The question now is whether the rally has further to run, or whether the easy money is already in the rearview. Our 24/7 Wall St. price target for Dell points ... Prediction: Will Dell Hit $500 This Year?

Google Losing Top AI Executive Is ‘The Most Significant AI Talent Move of the Year.’ Is It Time to Sell Alphabet Stock?
24/7 Wall St.56d agobearish
Google Losing Top AI Executive Is ‘The Most Significant AI Talent Move of the Year.’ Is It Time to Sell Alphabet Stock?

The biggest story in AI this week is a personnel move. Noam Shazeer, Google DeepMind’s VP of Engineering and a Gemini co-lead, is leaving for OpenAI in what the hosts of the TBPN podcast called “the most significant AI talent move of the year.” The day after, policy expert Dean Ball followed him to OpenAI. ... Google Losing Top AI Executive Is ‘The Most Significant AI Talent Move of the Year.’ Is It Time to Sell Alphabet Stock?

Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash
24/7 Wall St.57d agoneutral
Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash

Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,” with a warning aimed squarely at his own industry. The line that matters: “If all the value is accrued by only a few ... Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash

3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again
24/7 Wall St.57d agoneutral
3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again

June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: stepping back to ask which businesses have already produced multi-decade compounding, and whether the moats that drove those returns are still intact today. Past performance does not guarantee future returns; however, durable competitive ... 3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again

Y Combinator, Microsoft (MSFT) Expand Partnership to Provide Startups Deeper Access to Azure and Foundry
Insider Monkey57d agobullish
Y Combinator, Microsoft (MSFT) Expand Partnership to Provide Startups Deeper Access to Azure and Foundry

Microsoft Corporation (NASDAQ:MSFT) is one of the best NASDAQ stocks with high upside potential. On June 17, Y Combinator and Microsoft expanded their partnership to provide YC founders with deeper access to Azure and Microsoft Foundry. This initiative is designed to support AI-native startups by offering the high-performance infrastructure, GPU resources, and scalable tools required […]

Making Six Figures but Betting Everything on U.S. Stocks? AVUV Fixes That Problem
24/7 Wall St.57d agoneutral
Making Six Figures but Betting Everything on U.S. Stocks? AVUV Fixes That Problem

You check your portfolio and it looks like every other portfolio in America. Apple, Microsoft, NVIDIA, Amazon, Meta, Alphabet, and a heaping side of S&P 500 index fund that is, when you look under the hood, basically more of the same seven names. You are 38, you have 25-plus years until retirement, and you have ... Making Six Figures but Betting Everything on U.S. Stocks? AVUV Fixes That Problem

If You’re 38 With $500K Saved, AVUV Fixes Your Tech-Heavy Portfolio
24/7 Wall St.57d agoneutral
If You’re 38 With $500K Saved, AVUV Fixes Your Tech-Heavy Portfolio

You check your portfolio and it looks like every other portfolio in America. Apple, Microsoft, NVIDIA, Amazon, Meta, Alphabet, and a heaping side of S&P 500 index fund that is, when you look under the hood, basically more of the same seven names. You are 38, you have 25 plus years until retirement, and you ... If You’re 38 With $500K Saved, AVUV Fixes Your Tech-Heavy Portfolio

Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget’ on AI
24/7 Wall St.57d agoneutral
Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget’ on AI

At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said hyperscalers are expected to spend roughly $3 trillion in cumulative capital expenditures over the next three years, a figure he framed as “2 ... Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget’ on AI

Allbirds exposes a new test for the AI trade
TheStreet57d agoneutral
Allbirds exposes a new test for the AI trade

Allbirds is not big enough to define the artificial intelligence market. That’s exactly why investors need to pay attention. The sneaker maker’s transition into Smartbird (BIRD) is more than just another strange corporate rebranding. It could be a good sign for where the AI trade has gone following ...

Bank of America predicts a major pricing shift for Apple
TheStreet57d agoneutral
Bank of America predicts a major pricing shift for Apple

Apple has spent years trying to make artificial intelligence a reason for consumers to buy new devices. That strategy has become more important as rivals, including Google, Microsoft, OpenAI, and Meta, move quickly with consumer-facing AI tools. For Apple, the opportunity is clear. If AI makes the ...

Donald Trump’s Under-The-Radar Tech Stock Pick Everyone’s Ignoring
Insider Monkey57d agoneutral
Donald Trump’s Under-The-Radar Tech Stock Pick Everyone’s Ignoring

We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Adeia Inc (NASDAQ:ADEA) ranks #9 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics […]

Cloud AI Update - Exploring AI's Future Infrastructure Challenges And Solutions
Simply Wall St.58d agoneutral
Cloud AI Update - Exploring AI's Future Infrastructure Challenges And Solutions

Yotta 2026 has announced its preliminary agenda for a major event focusing on the integration of AI, energy, and digital infrastructure. Scheduled for September 28-30 in Las Vegas, the event aims to address the challenges and opportunities of scaling AI infrastructure, including financing, powering, and constructing facilities to support AI's growing demands. The agenda highlights the convergence of compute, power, networks, and capital into single platforms, featuring insights from industry...