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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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Bloomberg52d agobullish
Broadcom, Apple Expand Partnership to 2031 With Custom Chips

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?
24/7 Wall St.52d agoneutral
Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Bloomberg52d agoneutral
Reddit Is Cracking Down on AI Marketing Slop With Its Own AI

(Bloomberg) -- Reddit Inc. is battling a new kind of spam: stealth marketing content created by brands that want to get mentioned by popular artificial intelligence chatbots like ChatGPT and Gemini.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Re

Bloomberg52d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

3 of Wall Street’s Favorite Stocks to Target This Week
StockStory52d agoneutral
3 of Wall Street’s Favorite Stocks to Target This Week

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

SK Hynix to launch $28 billion US listing to ride global AI wave
Reuters Videos52d agoneutralVIDEO
SK Hynix to launch $28 billion US listing to ride global AI wave

<body><p>STORY: :: SK Hynix</p><p>South Korean chipmaker SK Hynix is set to launch its U.S. stock sale on Monday, with plans to raise around $28 billion.&nbsp;</p><p>Regulatory filings show the company will sell nearly 18 million new shares in the depository receipt listing on the Nasdaq, making it one of the world's most valuable tech firms.</p><p>The final price of the New York sale is due to be set on Thursday, ahead of the stock starting trade on Friday,&nbsp;</p><p>SK Hynix has been among the world's biggest winners from the AI boom.</p><p>It supplies&nbsp;high-bandwidth memory chips used in AI systems by customers such as Nvidia and Google.</p><p>Shares in the firm are up more than 250% this year, as it rides surging global investor demand for AI stocks.</p><p>The deal is expected to be the second-biggest share sale ever, behind only SpaceX's recent market debut.&nbsp;</p><p>SK Hynix shares were down around 2% by early afternoon in Asia.</p><p>Last week the company said it would invest close to $65 billion in South Korea as part of the country's drive to capitalize on AI.&nbsp;</p></body>

Bloomberg52d agoneutral
ByteDance, Alibaba Pull AI Companions as Beijing Tightens Rules

(Bloomberg) -- ByteDance Ltd. and Alibaba Group Holding Ltd. are pulling the plug on features that let users build and chat with AI companions, preparing for new Chinese regulations governing human interactions with artificial intelligence.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests Af

Anthropic Strengthens Alphabet Inc. (GOOGL)’s Google Cloud Positioning in Enterprise AI Development
Insider Monkey52d agoneutral
Anthropic Strengthens Alphabet Inc. (GOOGL)’s Google Cloud Positioning in Enterprise AI Development

Alphabet Inc. (NASDAQ:GOOGL) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 30, Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud’s positioning in enterprise AI development received significant support from Anthropic. Anthropic launched Claude Apps Gateway for Google Cloud and Amazon Bedrock, a development that centralizes policies, enables role-based access, and […]

Here’s Why Meta Platforms, Inc. (META) is Restricting Engineers from Using Anthropic’s Claude
Insider Monkey52d agoneutral
Here’s Why Meta Platforms, Inc. (META) is Restricting Engineers from Using Anthropic’s Claude

Meta Platforms, Inc. (NASDAQ:META) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 29, reports emerged indicating Meta Platforms, Inc. (NASDAQ:META) is restricting its engineers from using Anthropic’s Claude Code and OpenAI’s Codex. The restriction comes amid concerns that outputs from the AI tools could end up in […]

Investing.com52d agoneutral
Analyst shares 5 takes on the Neocloud vs Hyperscaler opportunities for Meta

Inveting.com -- Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers two potential offerings, a hosted API/model access service comparable to AWS Bedrock and a neocloud-like raw silicon offering, Morgan Stanley analysts offer 5 takes exploring the monetisation pathways and potential of META’s announcement.

Alphabet (GOOGL) Faces Final €4.1b Android Antitrust Ruling In Europe
Simply Wall St.53d agoneutral
Alphabet (GOOGL) Faces Final €4.1b Android Antitrust Ruling In Europe

European Court of Justice upholds a €4.1b antitrust fine against Alphabet on its Android practices. Ruling is final and concludes a multi year legal dispute over Android market dominance in Europe. Decision increases regulatory pressure on Alphabet's core search and mobile ecosystems globally. For investors tracking Alphabet, ticker NasdaqGS:GOOGL, this ruling directly touches the foundations of its Android, search, and app distribution businesses. Alphabet runs one of the most widely used...

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap
24/7 Wall St.53d agoneutral
The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

This Is the One AI Stock I Can’t Stop Buying
24/7 Wall St.53d agobullish
This Is the One AI Stock I Can’t Stop Buying

I keep buying Alphabet (NASDAQ:GOOG) because every quarter it hands me a new reason to. This is the one AI position where the receipts arrive on schedule, the moat is visible in the numbers, and the price still lets me add without holding my nose. I am compounding into a business that is now printing ... This Is the One AI Stock I Can’t Stop Buying