Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,577 signal articles · 338 in last 24h · 112,361 total before filter · latest 1h ago

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375● bullish (7d)

189● bearish (7d)

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✕ clear all filtersticker: AMZNsentiment: neutralSentiment:bullish neutral bearish ✓ showing all (incl. clickbait)

Simply Wall St.1h agoneutral

What Could Amazon.com (AMZN) Gain From Leading The Decart AI Bidding?

Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...

AMZN NVDA SPCX

WSJ6h agoneutralVIDEO

Infiltrated: North Korea's Secret U.S. Workforce

North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ’s yearlong investigation reveals how one team infiltrated eight companies in just a few months.

AMZN GOOG GOOGL

24/7 Wall St.8h agoneutral

The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free

Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.

AMZN GOOG GOOGL META MSFT ORCL

Trefis8h agoneutral

What HD Holders Got Paid While The Stock Fell Behind

Home Depot sent its owners a torrent of cash, yet the stock trailed the market. Here is the accounting of what that trade-off actually bought, and what it means now.

AMZN COST HD LOW SPGI WMT ^GSPC

Trefis8h agoneutral

The Market Is Paying You To Own MELI. Why?

The market is offering a Latin American e-commerce giant at a steep cash discount, but the price tag comes with a serious question about the cost of growth.

AMZN CPNG EBAY MELI PYPL SHOP SPGI ^GSPC

Reuters Videos10h agoneutralVIDEO

Expert urges investors to spread bets across the 'AI universe'

<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from operations," Mussio said. "It's the businesses that are then using all of that cash flow, and then borrowing in the market on the debt side, those are the companies that have a much more difficult time. So Microsoft, Amazon, okay. Meta, a little less okay.... Oracle, even less so, less so ok."</p></body>

AMZN META MSFT ORCL

Barchart10h agoneutral

SpaceX Just Joined the Hyperscaler Club. AI Capex Spending Could Hit $1.15 Trillion

SpaceX just joined the hyperscaler club, helping push projected 2027 AI capex to $1.15 trillion. That could fuel another wave of demand for chips, memory, power, and cooling.

AMZN META MS MSFT ORCL

Barchart11h agoneutral

Dear Snowflake Stock Fans, Mark Your Calendars for Sept. 2

With Wall Street expecting more upside for Snowflake, investors may want to mark Sept. 2 on their calendars for the company’s next earnings report.

AMZN SNOW

Trefis11h agoneutral

EBAY Stock: Where Compounding Could Take The Price

While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from luxury goods to auto parts, are quietly becoming the core business. This specific segment grew 26% last quarter and for the first time eclipsed 40% of total gross merchandise volume.

AMZN EBAY MELI TGT WMT

Motley Fool11h agoneutral

Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like It Has the Least Upside Over the Next 12 Months, but There's a Catch

Microsoft is already relatively close to its median 12-month price target.

AMZN GOOG GOOGL META MSFT NVDA ^GSPC

Benzinga11h agoneutral

Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’

On Monday, Rocket Lab Corp. CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration...

AMZN IRDM RKLB SPCX

Insider Monkey13h agoneutral

Amazon (AMZN) Is Powering OpenAI’s Cyber Models, So Why Is The Stock So Cheap?

Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS’s own security teams are already using them to find and fix vulnerabilities faster. It’s the latest step […]

AMZN

Simply Wall St.14h agoneutral

What Could Industry Rivals Mean For Trade Desk (TTD) Now?

The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers purchase media without using a...

AMZN GOOG GOOGL TTD

MarketBeat14h agoneutral

BETA Technologies Q2 Earnings Call Highlights

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

AMZN

Zacks14h agoneutral

Is Amazon (AMZN) a Solid Growth Stock? 3 Reasons to Think "Yes"

Amazon (AMZN) could produce exceptional returns because of its solid growth attributes.

AMZN

MT Newswires15h agoneutral

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

AMZN CRWV GOOG GOOGL MSFT NBIS

Trefis15h agoneutral

Amazon Stock's Next Leg Is Already On The Order Book

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

AMZN GOOG GOOGL META MSFT NFLX WMT ^GSPC

24/7 Wall St.16h agoneutral

Apple Is Showing Signs Of Cratering This Month: Is One Wall Street Pro’s Expectation of 33% Gains Persuasive?

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

AAPL AMZN GOOG GOOGL MSFT SPY

Zacks16h agoneutral

Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.

AMZN MSFT

Insider Monkey16h agoneutral

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

AMZN GOOG GOOGL META MSFT ORCL

24/7 Wall St.16h agoneutral

Amazon Just Exploded 13% on Its AWS Quarter. This Fund Pays You Every Friday to Own It

Amazon just handed investors a 13% surge after its fastest AWS growth in 18 quarters, but a newer ETF claims it can capture that upside while paying you cash every single Friday. Here is what the structure actually delivers.

AMZN NVDA

InvestorsHub17h agoneutral

Victory Marine Holdings Appoints E-Commerce Director to Scale GUTSI Omnichannel Growth

Victory Marine Holdings has appointed Miles Bodie as Director of E-Commerce at its Dunn & Groux Beverage Holdings subsidiary, adding dedicated leadership to expand GUTSI across Amazon, Walmart Marketplace and direct-to-consumer channels. Key Investor TakeawaysVictory Marine Holdings (USOTC:VMHG) is strengthening GUTSI’s e-commerce strategy as it seeks to connect digital sales with its existing retail, distributor and Direct Store Distribution infrastructure.

AMZN WMT

Trefis17h agoneutral

The Factory Math That Could Power Rivian Automotive Stock Higher

The upside case rests less on order counts than on what a mass-market ramp does to the cost of every vehicle leaving its Illinois plant.

AMZN F GM LCID RIVN TSLA ^GSPC

Zacks17h agoneutral

Will CoreWeave's Global Expansion Accelerate Revenue Growth?

CRWV's record revenue, $104.2 billion backlog and global expansion highlight surging AI cloud demand and a push to scale capacity.

AMZN MSFT

Trefis17h agoneutral

Palantir Stock's Premium Sits On One Country's Demand

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

AMZN GOOG GOOGL IBM MSFT PLTR SNOW ^GSPC

24/7 Wall St.17h agoneutral

Nvidia Will Be The World’s First $10 Trillion Company

Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the banker funding the war?

AMZN GS INTC MRVL SNPS

Trefis18h agoneutral

Apple Stock's Biggest Risk Is The Memory Bill, Not Demand

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.

AAPL AMZN DELL GOOG GOOGL MSFT ^GSPC

Barrons.com19h agoneutral

Nvidia Stock Rises as CEO Eases AI Debt Fears

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.

AMZN GOOG GOOGL META MSFT

Axios20h agoneutral

Nvidia's plan for Wall Street could add fresh fuel — and risk — to the AI boom

A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom.

AMZN GOOG GOOGL META MSFT ORCL

The Wall Street Journal20h agoneutral

GM Sets $4.5 Billion Supply-Chain Safety Net

LOGISTICS REPORT NEWSLETTER General Motors is setting up a $4.5 billion safety net designed to keep critical components flowing through supply-chain troubles, The Wall Street Journal’s Sharon Terlep writes.

AMZN GM