#BinanceBlockchainWeek $ZEN In a report released this Tuesday $ZEN reinforced that it continues to be its main choice among internet providers, highlighting the light balance, the good cash generation potential
In a report released this Tuesday, the #BTG reinforced that Unifique (BVMF:FIQE3) continues to be its main choice among internet providers, highlighting the light balance sheet, the good cash generation potential, and the company's dividend program of R$ 215 million until 2028.
Even so, the analysts at the bank maintained a neutral recommendation for the stock, considering that the stock is being traded above its target price of R$ 4.30. At 12:20 PM in Brasília, the telecom company's shares were down 1.11%, at R$ 5.34, which represents a potential devaluation of about 19.5% compared to the target set by the bank.
Already the premium platform of Investing.com that provides institutional-level data and analysis with trained AI tools, Unifique's shares still have ample room for appreciation (+28%) up to the fair price of R$ 6.84, calculated based on 9 established valuation models.#BTG $BTG
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STF prepares 3 changes to retirement in 2026 The Federal Supreme Court (STF) is expected to decide, in 2026, three cases that could redefine the pillars of Social Security in Brazil. The cases address the calculation of retirement due to permanent disability, the rules for special retirement, and the exemption from social security contributions for retired civil servants with serious illnesses$BTC #BinanceBlockchainWeek #Binanceholdermmt $RED
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Federal Reserve Holds FOMC Meeting as Scheduled According to Odaily, the Federal Reserve announced that the Federal Open Market Committee (FOMC) meeting began as planned on Tuesday at 9 AM (UTC+8).$BNB $BTC #BinanceBlockchainWeek
Monetary Policy Committee (Copom) of the Central Bank is expected to maintain the Selic rate, the benchmark for Brazilian interest rates, at 15% per year. This is the highest level since 2006 and, if confirmed, will be the fourth consecutive maintenance. The market, however, awaits signs that cuts may begin soon.
The point is that 2026 is on the horizon — and beyond traditional economic variables, we will have a year marked by the electoral dispute. This matters because, in addition to micro and macroeconomic factors, the country will face the tension inherent in a presidential cycle, which tends to increase volatility and affect expectations.
Political Impact: Flávio Bolsonaro and the repricing of risk The Ibovespa closed on 12/05 with a drop of 4.31%, a movement comparable to March 8, 2021, when Lula regained his political rights and the index fell by 3.98%. At the same time, the dollar surged by 2.31%, reaching R$ 5.43.
The market did not expect Flávio Bolsonaro's name to enter the electoral radar. The previous expectation was for a front led by Tarcísio de Freitas, a candidate seen as more predictable and aligned with pro-market economic agendas. The mere possibility of Flávio being tested as a competitive name changes the risk pricing.$USDC $IP #BinanceBlockchainWeek
The chief of Russian espionage, Sergei Naryshkin, stated on Tuesday that the intelligence services of Russia and the United States are maintaining contact with each other, according to a report from the Russian news agency Interfax.
Naryshkin's statement, who heads the foreign intelligence service of Russia, confirms the existence of ongoing communication channels between the intelligence agencies of the two global powers, despite broader geopolitical tensions.$BTC $XRP
The Argentine Minister of Economy, Luis Caputo, announced this Tuesday that the government of President Javier Milei will reduce export taxes on grains.
The rate on soybean exports will be reduced from 26% to 24%, Caputo reported in a post on X, while soybean derivatives will now have a rate of 22.5%, down from the previous 24.5%.
Export taxes on wheat and barley will be reduced from 9.5% to 7.5%, while taxes on corn and sorghum will be reduced from 9.5% to 8.5%, he added.$PHA $SOL #BinanceBlockchainWeek
Artificial intelligence is emerging as a central factor that could influence the performance and valuation of European banks in 2026, according to analysts at UBS in a note released on Tuesday.
The brokerage describes 2026 as the year when markets will be able to decide whether AI will materially transform the sector and whether banks will be among the biggest beneficiaries.
UBS argues that the sector is in the early stages of what it describes as "re-equipping the knowledge economy," pointing to indicators such as Nvidia's valuation of $4.4 trillion and the widespread adoption of generative AI tools.
UBS notes that European banks employ around 2.1 million people and currently operate with cost ratios that are practically unchanged from a decade ago, meaning that efficiency gains could be significant if the technology were applied on a large scale.
UBS cites analyses from McKinsey that estimate potential cost reductions of 15% to 20% through AI, which, according to their calculations, would equate to about 20% more profit before taxes.
However, the brokerage states that banks are still not showing improvements in efficiency indicators and that implementation will take years. Even so, UBS says that the potential for such a change in profits is large enough to influence valuations.
Analysts note that bank stocks provided a total return of 66% in 2025, compared to 18% for the broader European equity market, aided by earnings upgrades and valuation expansion.$BTC $CRV
- Microsoft will invest US$ 17.5 billion in India, announced the company's CEO, Satya Nadella, on Tuesday through the social media platform X.
Nadella shared the news along with a photo of him with India's Prime Minister, Narendra Modi, describing the investment as "the largest investment by Microsoft in Asia to date".
The substantial financial commitment comes at a time when global technology companies are competing to build infrastructure in India, which is one of the fastest-growing digital markets in the world.
In his social media post, Nadella thanked Prime Minister Modi for "an inspiring conversation about the opportunity of AI in India" and explained that the investment aims to "help build the infrastructure, skills, and sovereign capabilities necessary for the future of India based on AI".$USDC $MKR #BinanceBlockchainWeek
$ETH China, Iran and Saudi Arabia jointly called for "an immediate halt to the Israeli aggression against Palestine, Lebanon, and Syria" during a trilateral meeting held in Tehran on Tuesday.
The statement, released by the Chinese Ministry of Foreign Affairs, resulted from the third meeting of the China-Iran-Saudi Arabia Trilateral Joint Committee that took place on December 9.
According to the ministry's statement, the three nations also "condemned violations of Iran's national sovereignty and territorial integrity" during the meeting, which included officials from the foreign ministries of the three countries.
The trilateral group expressed interest in expanding their cooperation in various fields, including economy and politics, while continuing to strengthen their diplomatic relations.
This joint statement represents a unified position of three major regional powers regarding the ongoing conflicts in the Middle East.$YGG #FOMCWatch
Citi raised its price target for Apple shares to $330, pointing to a stronger-than-expected boost in the iPhone 17 cycle and a healthier upgrade base for 2026 and 2027.
With owners of the iPhone 12 and 13 from the Covid-19 period entering a replacement window, unit growth in the current and March quarters remains well supported.
Citi now projects iPhone shipments for the years 2025, 2026, and 2027 at 244 million, 247 million, and 261 million, respectively.
"With users of the iPhone 12/13 from 2020/21 of the Covid period entering their upgrade window, we continue to see upside potential for IP17 units in the December/March quarters," analyst Atif Malik said in a note.
Citi notes that tracking delivery times in the US, China, India, and the UK shows that supply for the base model remains constrained more than two months after launch, with wait times still around 10 days, compared to the almost immediate availability of last year's model at the same stage.
It also highlights a slight increase in the US ahead of Black Friday, especially for the Air and Pro models.
Looking ahead, Malik sees more momentum coming from Apple's shift to WMCM (Wafer-level Multi-Chip Module) packaging in 2026, which promises efficiency gains and positions future devices for heavier AI workloads on the device itself.
This architectural shift, combined with the potential change in the timeline for the base model of the iPhone 18 to early 2027, underpins Citi's more constructive view on 2027 trends.$BTC #BinanceBlockchainWeek
C3 AI (NYSE:AI) stock rose 2% on Tuesday after the enterprise AI software company was selected by the United States Army to provide an artificial intelligence solution for logistics in combat operations.
The U.S. Army’s Rapid Capabilities and Critical Technologies Office (RCCTO) chose C3 AI to develop AI-based logistics capabilities for Army formations operating in contested environments. The technology will enhance the forecasting of parts, fuel, and munitions to increase combat readiness.
C3 AI’s application will be integrated into the Brigade’s Command and Control network to support resupply and distribution to units in forward positions, minimizing risks. The solution aims to maintain operational tempo in high-risk dynamic environments.
"The future of defense logistics is real-time, data-driven, and AI-enabled," said Stephen Ehikian, CEO of C3 AI. "This contract reflects the U.S. Army's focus on operational speed and technological advantage — and C3 AI's ability to deliver enterprise-scale AI systems that meet this mission."
The company will leverage components from its existing applications C3 AI Contested Logistics and C3 AI Readiness, which are already operational at the Defense Logistics Agency and the U.S. Air Force. These technologies will help predict shortages of critical parts, forecast fuel consumption, and project munitions requirements.
The RCCTO, which selected C3 AI for the project, is responsible for driving innovation across the Army and rapidly delivering next-generation technologies to close capability gaps and enhance readiness on the battlefield.$C $ALT #BinanceBlockchainWeek
The government of Argentina has reduced the export tariffs on soybeans, corn, and wheat as part of President Javier Milei's commitment to eventually eliminate these taxes that have limited the country's agricultural sector for years.
The Minister of Economy, Luis Caputo, announced on Tuesday that these tariff reductions are permanent, signaling the administration's long-term commitment to strengthening the Argentine agricultural industry. This differs from the temporary reductions implemented earlier this year, which were designed to accelerate trade and increase the influx of dollars.
"Eliminating export tariffs has always been a priority," Caputo stated in a post on X. "And we will continue to do everything possible to achieve this goal as quickly as possible."
Agriculture serves as a fundamental pillar of Argentina's economy, but production has been hampered by two decades of government interventions. The country has also fallen further behind its neighbor Brazil in agricultural production.
Both South American agricultural powerhouses are navigating the impacts of Donald Trump's trade war, with China increasing purchases of South American crops as a result of U.S. tariffs.$ZEC #FOMCWatch