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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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India's Larsen and Toubro secures order to build AI factory for Nvidia
Reuters1h agoneutral
India's Larsen and Toubro secures order to build AI factory for Nvidia

Larsen and ‌Toubro on ‌Thursday said it ​secured an order to build ‌an ⁠AI factory for ⁠Nvidia. The order is ​in ​the ​range of ‌100 billion rupees to 150 billion rupees (($1.05 ‌billion - $1.57 ​billion), ​the ​company ‌said. ($1 = 95.3600 Indian ​rupees) (Reporting ​by Mridula Kumar ​in ‌Bengaluru; Editing ​by Sonia ​Cheema)

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

Nvidia’s biggest risk may be coming from inside its customer base
TheStreet4h agoneutral
Nvidia’s biggest risk may be coming from inside its customer base

Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...

Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)
Simply Wall St.8h agoneutral
Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through dedicated platforms rather than Nvidia’s balance sheet. This positions BlackRock not only as an asset manager but also as a central architect of an emerging AI...