Notícias do Mercado de Ações
Últimas notícias financeiras · Atualizado Jul 26, 2026
Trump chega a Pequim com CEOs antes de reuniões com Xi
Trump arrives in Beijing with CEOs ahead of Xi meetings
The panel is divided on the implications of the US-China trade summit, with some seeing a potential 'sell-the-news' event or …
Altman detalha o colapso de Musk na OpenAI, diz que a organização sem fins lucrativos foi 'deixada para morrer'
Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'
The panel consensus is that the trial's outcome may disrupt OpenAI's governance and execution timelines, potentially impacting Microsoft's AI defensibility …
Anduril dobra avaliação para mais de US$ 60 bilhões com o contínuo boom de financiamento em tecnologia de defesa
Anduril doubles valuation to over $60 billion as defense tech funding boom continues
The panel is divided on Anduril's $61 billion valuation, with concerns about execution risks, government procurement delays, and the company's …
Amazon abandona chatbot Rufus e lança agente de compras Alexa em pivô de estratégia de IA
Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot
Despite the potential for increased ad monetization, the panel consensus is bearish due to significant risks, including regulatory scrutiny over …
A OPEP vê crescimento mais lento da demanda este ano, à medida que a produção cai em mais de 30% devido ao fechamento do Hormuz
OPEC sees slower demand growth this year as production falls more than 30% on Hormuz closure
The panel is divided on the severity and duration of the supply shock caused by the Strait of Hormuz closure, …
O investimento em IA dos hiperscaladores exigirá enormes quantidades de energia. Duas ações fora do radar se beneficiarão
Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit
The panel is divided on the investment potential of energy stocks related to AI hyperscale capex. While some argue for …
Jensen Huang da Nvidia aposta nesta startup britânica para construir a 'próxima fronteira' da IA
Nvidia's Jensen Huang bets on this British startup to build 'next frontier' of AI
Nvidia's partnership with Ineffable Intelligence signals a strategic bet on reinforcement learning (RL) infrastructure, potentially broadening Nvidia's software ecosystem and …
Ações da Alibaba disparam após relatório de resultados
Alibaba stock surges after earnings report
Alibaba's 7% stock surge on a revenue miss indicates investor optimism in its AI pivot, but near-term margin pressure and …
Dólar sobe com salto da inflação; conversas Trump-Xi começam
US dollar rises as inflation jumps; Trump-Xi talks begin
The panel agrees that the 6.0% PPI print, driven by a 15.6% surge in gasoline prices, signals a supply-side shock …
Destaque Diário: Perspectiva Econômica Global
Daily Spotlight: Global Economic Outlook
The panelists generally agreed that the IMF's 3.1% global growth projection for 2026 is overly optimistic, with significant risks such …
O que está acontecendo com a ação da RoboStrategy na quarta-feira?
What's Going On With RoboStrategy Stock Wednesday?
The panel consensus is bearish on BOT, citing lack of transparency on NAV, fee structure, and holdings, as well as …
Demissões no Walmart chamam atenção para uma realidade sobre o preço das ações do varejista
Walmart layoffs bring attention to a reality about the retailer's stock price
The panel consensus is bearish on Walmart, with key concerns being its unsustainable 44x forward P/E, potential earnings growth deceleration, …