Notícias

Ackman put new capital to work in the second quarter of the year.

The company loaded up on Alphabet and Delta Air Lines, while making a sizeable reduction in its position in Bank of America.

Both Microsoft and Alphabet are burning through AI capital at a scale that would cripple most companies, yet one of them just suspended buybacks and flipped to negative free cash flow. When the AI spending cycle turns, that difference matters enormously to investors.

Recent developments in the field of Cloud AI highlight a significant leap from experimental technology to a core component of economic infrastructure, driven by substantial private and public investments. A newly published report by BCC Research reveals that global AI investments reached $194 billion, with the U.S. leading in venture capital contributions, thus emphasizing the escalating global race for AI leadership. Enterprise adoption rates are rising, particularly in sectors like BFSI,...

Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and one complete exit signal something worth understanding before you assume he is simply buying the AI boom.

Shares in SpaceX Corp (NASDAQ:SPCX) are poised to open lower on Tuesday as investors brace for a fresh wave of insider stock hitting the market. About 319 million shares held by employees and early backers become eligible for sale on 20 August, the latest tranche to escape the lock-up that...

Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.

Spirit has been selling assets since shutting down operations in May

The $10 million purchase turns airline data into training material.

Marvell Stock Could Be Underestimating This AI Windfall, UBS Says

The deal, which covers about 100 million emails and 500 million Microsoft Teams chats, still requires a federal judge's approval

AI has become a powerful tool for Alphabet and Meta to optimize ads to the right viewers.

Wall Street analysts are piling into Reddit with some of the highest price targets in social media, yet the stock keeps sliding even as the company posts explosive revenue growth. Something has to give, and the direction it breaks could be dramatic.

Alphabet just outbid an AI startup to acquire the entire internal archive of a collapsed airline, and what that paperwork contains reveals something uncomfortable about where frontier AI labs are hunting for training data.

Baidu posted a fifth straight drop in quarterly revenue on Tuesday as the Chinese tech giant expressed confidence in its transition to artificial intelligence services to drive long-term growth.That AI momentum "strengthens our confidence in our long-term growth potential", Li said.

Google (NASDAQ:GOOGL) is preparing to end production of its Pixel smartphones, smartwatches and wireless earbuds in China from 2027, with manufacturing set to shift to Vietnam and India, according to a report from Nikkei Asia on Tuesday. The planned relocation forms part of Google’s efforts to diversify its supply chain and reduce its manufacturing exposure to China as tensions between Washington and Beijing continue to affect the global technology industry.

SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user can tell Cursor to develop, say, a touch screen-based user interface.

The Chinese internet titan’s second-quarter net profit and revenue came in below analysts’ expectations.

Google has won a bankruptcy auction for a large collection of Spirit Airlines’ internal business data and software, agreeing to pay $10 million for assets it plans to use in product development and artificial intelligence training. The transaction remains subject to approval by a US bankruptcy...

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom — and governments are paying the price.

SpaceX(SPCX) stock is back trading near $140, up nearly 5% over the past week, as investors find new reasons to bet on Tesla (TSLA) CEO Elon Musk’s newest public-market heavyweight. Also, the latest 13F filings are only adding to the fuel. AI behemoth Nvidia(NVDA) disclosed 122.76 million ...

Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google has reportedly agreed to buy internal business data from bankrupt Spirit Airlines for $10 million to use for product development and artificial intelligence model training. The Terms of the Sale “We acquired part of an enterprise dataset from Spirit Airlines, which can be helpful in improving our products and AI models,” a Google spokesperson said. The company will not receive any personal information from the dataset, as a third party will scr

When an AI agent deletes hundreds of emails from a senior executive’s inbox, the fallout is immediate. In February 2026, that exact scenario involving Summer Yue, Director of Alignment at Meta Superintelligence Labs, triggered an industry-wide blacklist of the OpenClaw framework by Meta, Google, Microsoft, and Amazon. The failure, which occurred during context window compaction […]

Alphabet Inc. started marketing its debut Australian debt offering as the US tech giant targets its latest multi-billion dollar fundraising, with AI spending skyrocketing.

An unusual surge in bond yields could trigger downside in the stock market. Here's what investors need to know about a rally in long-dated yields.

Berkshire Hathaway (NYSE:BRK.A) has expanded its Alphabet stake, making the stock its third-largest U.S.-listed equity holding. The move represents Berkshire's first quarter of net stock buying in 14 quarters under new CEO Greg Abel. Recent portfolio activity also includes fresh transactions in Delta Air Lines and homebuilder Taylor Morrison. The changes highlight a renewed focus on technology and homebuilding exposure within Berkshire's equity portfolio. For readers who want more ideas in...

Meta Platforms Inc. is headed to court Tuesday for a high-stakes showdown with a coalition of state attorneys general over claims that the company deliberately designed Facebook and Instagram to encourage compulsive use among young users.

Money pros explain when they embrace the Oracle of Omaha’s investing wisdom and when they encourage clients to take a different approach.

Mark Mahaney sees growing signs that internet behemoths will get a return on their soaring capital expenditures.