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28.08.26 - 13:54
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Here Are Friday′s Top Wall Street Analyst Research Calls: Baozun, Commerce Bancshares, Element Solutions, Evolution Petroleum, Petrobras, Rythm Pharmaceuticals, Terawulf, UMB Financial, Workday, and More (24/7 Wall St.)
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NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and biotech....
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27.08.26 - 15:06
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Alibaba pushes into South America′s AI market with launch of Brazil data centres (SCMP)
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Alibaba Group Holding has launched its first data centres in South America, as the Chinese technology giant ramps up its artificial intelligence infrastructure buildout in emerging markets amid an intensifying US-China AI rivalry.
The Hangzhou-based company announced on Thursday that its new Brazilian venture would operate two data centres offering local enterprises secure cloud infrastructure and a suite of “agentic AI services”.
“Brazil is one of the world's most dynamic digital economies and......
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18.08.26 - 14:12
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Here Are Tuesday′s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, America Movil, Bath & Body Works, Duolingo, Gorilla Technology, Lumentum Holdings, Micron Technology, Tapestry,and More (24/7 Wall St.)
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Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech, and telecom ahead of Tuesday's open....
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18.08.26 - 04:27
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Peter Thiel Makes $76 Million Bet On Argentina′s Top Shale Exporter Amid Milei Reforms (ZeroHedge)
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Peter Thiel Makes $76 Million Bet On Argentina's Top Shale Exporter Amid Milei Reforms
Vista Energy SAB's American depositary receipts are up 5% Monday on news that Peter Thiel's hedge fund disclosed a $76 million stake in Argentina's largest oil exporter.
Thiel Macro LLC reported owning almost 1.2 million shares of Vista at the end of the second quarter, valued at about $76 million. This was the fund's second-largest disclosed holding after Amazon.
Thiel, the co-founder of Palantir and PayPal, has deepened his ties to Argentina. He recently bought a home in Buenos Aires and met President Javier Milei in April, fueling speculation about increased investment in the country, which is undergoing a radical shift from failed socialism toward free-market capitalism.
Vista Energy is a Mexico-incorporated independent producer focused almost entirely on Argentina's Vaca Muerta shale formation. Latest data show that the formation's combined oil and natural gas output has surpassed 1 million barre...
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