{"id":37470,"date":"2025-05-30T14:10:58","date_gmt":"2025-05-30T17:10:58","guid":{"rendered":"https:\/\/staging.portaltela.com\/noticias\/2025\/05\/30\/daniel-loeb-busca-se-destacar-na-revolucao-da-inteligencia-artificial-com-a-third-point\/"},"modified":"2025-05-30T14:10:58","modified_gmt":"2025-05-30T17:10:58","slug":"daniel-loeb-busca-se-destacar-na-revolucao-da-inteligencia-artificial-com-a-third-point","status":"publish","type":"post","link":"http:\/\/18.210.195.80\/noticias\/economia\/2025\/05\/30\/daniel-loeb-busca-se-destacar-na-revolucao-da-inteligencia-artificial-com-a-third-point\/","title":{"rendered":"Daniel Loeb busca se destacar na revolu\u00e7\u00e3o da intelig\u00eancia artificial com a Third Point"},"content":{"rendered":"

Daniel Loeb<\/strong>, fundador da Third Point, anunciou que seu fundo de hedge, que completa trinta anos, est\u00e1 intensificando sua aposta em intelig\u00eancia artificial (IA). Em 2024, quase 50% do portf\u00f3lio<\/strong> do fundo ser\u00e1 direcionado a empresas do setor, como Meta, Nvidia e US Steel, que pode ser adquirida pela Nippon Steel.<\/p>\n

Durante o evento para investidores, Loeb destacou a import\u00e2ncia de se adaptar rapidamente \u00e0s mudan\u00e7as do mercado. Ele afirmou: “Voc\u00ea ser\u00e1 um benefici\u00e1rio da IA ou ser\u00e1 atropelado por ela.”<\/strong> O investidor, conhecido por sua abordagem ativa, se posiciona como um otimista em rela\u00e7\u00e3o ao crescimento da IA, que tem dominado as estrat\u00e9gias de investimento em Wall Street nos \u00faltimos dois anos.<\/p>\n

Loeb tamb\u00e9m mencionou que sua estrat\u00e9gia inclui empresas estabelecidas, como Microsoft e Amazon, que possuem vantagens competitivas significativas. Al\u00e9m disso, ele aposta em empresas que se beneficiam da IA, como o London Stock Exchange Group e a Taiwan Semiconductor Manufacturing. “\u00c9 um componente presente em nosso processo de pesquisa,”<\/strong> disse.<\/p>\n

Com mais de R$ 20 bilh\u00f5es<\/strong> sob gest\u00e3o e um hist\u00f3rico de retornos l\u00edquidos de 15%<\/strong> desde sua funda\u00e7\u00e3o, a Third Point j\u00e1 enfrentou crises como a da bolha da internet e a de 2008. Loeb acredita que a incerteza do mercado deve diminuir em 2025, prevendo que investidores que escolherem a\u00e7\u00f5es de qualidade e crescimento a pre\u00e7os justos ser\u00e3o recompensados.<\/p>\n

Recentemente, o fundo voltou a investir na US Steel, comprando a\u00e7\u00f5es na faixa de R$ 30<\/strong>, apostando que a aquisi\u00e7\u00e3o pela Nippon Steel se concretizar\u00e1, com a expectativa de fechamento do neg\u00f3cio a R$ 55 por a\u00e7\u00e3o<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Daniel Loeb, fundador do fundo de investimento Third Point, est\u00e1 se preparando para aproveitar a crescente onda de intelig\u00eancia artificial. Ele planeja aumentar a participa\u00e7\u00e3o de empresas de IA para quase 50% do portf\u00f3lio em 2024, investindo em grandes nomes como Meta, Nvidia e US Steel, que pode ser comprada pela Nippon Steel. Loeb acredita que a mudan\u00e7a no mercado exige agilidade e que as empresas precisam se adaptar para n\u00e3o ficarem para tr\u00e1s. Ele tamb\u00e9m mencionou que a incerteza atual deve diminuir at\u00e9 o pr\u00f3ximo ano, e que investir em a\u00e7\u00f5es de qualidade a pre\u00e7os justos ser\u00e1 recompensador a longo prazo. Al\u00e9m disso, o fundo voltou a investir na US Steel, apostando que a negocia\u00e7\u00e3o com a Nippon Steel ser\u00e1 bem-sucedida.<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"summary":"Daniel Loeb, da Third Point, aposta quase 50% do portf\u00f3lio em intelig\u00eancia artificial, mirando empresas como Meta e Nvidia.","footnotes":""},"categories":[41,1],"tags":[100],"class_list":["post-37470","post","type-post","status-publish","format-standard","hentry","category-economia","category-noticias","tag-noticia"],"yoast_head":"\nDaniel Loeb busca se destacar na revolu\u00e7\u00e3o da intelig\u00eancia artificial com a Third Point - Portal Tela (STAGING)<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Daniel Loeb busca se destacar na revolu\u00e7\u00e3o da intelig\u00eancia artificial com a Third Point\" \/>\n<meta property=\"og:description\" content=\"Daniel Loeb, fundador do fundo de investimento Third Point, est\u00e1 se preparando para aproveitar a crescente onda de intelig\u00eancia artificial. Ele planeja aumentar a participa\u00e7\u00e3o de empresas de IA para quase 50% do portf\u00f3lio em 2024, investindo em grandes nomes como Meta, Nvidia e US Steel, que pode ser comprada pela Nippon Steel. Loeb acredita que a mudan\u00e7a no mercado exige agilidade e que as empresas precisam se adaptar para n\u00e3o ficarem para tr\u00e1s. Ele tamb\u00e9m mencionou que a incerteza atual deve diminuir at\u00e9 o pr\u00f3ximo ano, e que investir em a\u00e7\u00f5es de qualidade a pre\u00e7os justos ser\u00e1 recompensador a longo prazo. 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