Notícias de mercado & insights
Mantenha-se à frente dos mercados com insights de especialistas, notícias e análise técnica para orientar suas decisões de negociação.

Passamos as últimas três edições desta série mapeando o encanamento da economia de 2026: os bancos que ancoram a capital, os utilitários que fornecem os elétrons, e os fabricantes de chips construindo o silício. À medida que a temporada de reportagens de abril se aproxima de seu ato final, a atenção se volta para a porta da frente.
Meta, Amazon e Apple estão no ponto em que a construção da IA atende consumidores e empresas do dia a dia.
Por que o retorno sobre o investimento agora é o foco
Uma divisão rígida, às vezes chamada de “Grande Dispersão”, está se abrindo entre empresas que viabilizam a IA e empresas que a monetizam. A Meta e a Amazon estão no centro de um ciclo massivo de despesas de capital (capex), contra um gasto estimado em todo o setor de aproximadamente USD 650 bilhões a USD 700 bilhões em 2026.
É por isso que as métricas de retorno sobre o investimento (ROI) estão em primeiro lugar.
- É Meta's A segmentação de anúncios baseada em IA é forte o suficiente para justificar seu programa de gastos?
- É Amazônia Os serviços da Web (AWS) estão se reacelerando com rapidez suficiente para suportar o impulso personalizado de silício?
- Pode maçã manter sua avaliação premium mostrando que o ciclo do iPhone 17 é real, mesmo em um mercado chinês mais difícil?
Em 2026, a questão não é mais apenas quem pode construir os data centers. É quem pode transformar esses investimentos em lucros sustentáveis e de alta margem. Com os mercados de energia mais calmos após o recente cessar-fogo, as avaliações de tecnologia tiveram algum espaço para respirar. Agora, o mercado quer evidências.

Holding over 11 years of experience as both a trader and educator, Craig has always been the type to distil noise into digestible information. He is one of the most original & astute Australian commentators from the early days of the industry and with that comes a wealth of market experience. Well known for his institutional background, Craig has helped many in the crypto space navigate this fascinating new world with a framework that can be applied to all asset classes.
In this episode we covered: Chronic fatigue syndrome How he got into trading Successes and failures The state of crypto; and Cobb’s trading principles

Daryl Guppy is the founder of GuppyTraders.com, Commentator for CNBC Asia, Author of multiple books on trading including Share Trading, Bear Trading and Trading Asian Shares. He is one of the most original and astute Australian commentators from the early days of the industry and with that comes a wealth of market experience. In this episode we covered: China and his experience How he got into financial markets Technical charting, Fundamental analysis How Guppytraders.com started; and Perception of China and the Trade Wars.

Rupert Hackett is the Co-Founder and Advisor at Caleb & Brown, while also a Director at ADCA (Australia Digital Commerce Association). Caleb & Brown is Australia’s first cryptocurrency brokerage, and Rupert is undoubtedly one of the best minds when it comes to local industry governance in Australia. This was a great chat on the developments in the world of cryptocurrency on the client side on the business.
In this episode we covered: OTC, Caleb & Brown Crypto, consulting, and risk How exchanges and settlements work Client demographics and acquisition; and The global crypto market & analytics.

Damien Loh is the Chief Investment Officer of Ensemble Capital, and former Executive Director at J.P. Morgan Singapore. Ensemble Capital is a fund manager focused on global absolute returns, through an AI & human investing approach in Singapore.
Damien is a super fascinating guy with a long career ahead of him in this new world of AI-driven investments. In this episode we covered: Insight from his time at J.P. Morgan How he got into finance and trading Ensemble Capital, the AI system Investment time frames How they approach risk

Alex Saunders who is affectionately known as “Nugget”, is one of Australia’s foremost market commentators and educators in the digital asset space. The Founder of popular media and education in Nuggets News, Alex’s passion for crypto was born from a frustration of traditional financial markets that many first adopters feel in this space. His education has allowed many traders to steer clear of scams in the industry, focusing instead on developing a framework and community that centres on high-value projects.
In this episode we covered: What Alex loves about Tasmania Pharmacy over dentistry How he got into crypto Banking and financial services The current and future state of crypto His approach to value-investing

Chris Gore ( Linkedin ) is the CEO of GO Markets, Company Secretary and Responsible Manager for their AFSL licence. He’s a long-serving staff member at GO Markets and an industry veteran in the OTC Derivatives market and commentary business, with over a decade of experience. Chris is most known for showing a level-headed approach in an often unsettled industry.
This is a fascinating episode where we cover: Favourite podcasts What’s to come in Forex & how the industry has changed The future of GO Markets The state of the global economy Looking back at the 2016 U.S. Election
