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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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Anthropic in talks to buy Decart AI, source says
Reuters3h agobullish
Anthropic in talks to buy Decart AI, source says

Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source ‌familiar with the matter, as the Claude maker explores ‌acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, ​which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. • Decart, which develops AI infrastructure and optimization technology as well as its own ‌AI models, could help ⁠Anthropic absorb more demand, the source said.

Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why
24/7 Wall St.9h agobullish
Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

CoreWeave, Nebius soar as AI spending powers growth
Yahoo Finance Video17h agobullishVIDEO
CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.