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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Intel and Google deepen AI ties for chip design
TheStreet28d agoneutral
Intel and Google deepen AI ties for chip design

Intel Corporation (INTC) and Google Cloud announced an expanded partnership on Thursday 16th, deploying Gemini Enterprise across Intel’s workforce and pushing agentic AI tools into its chip design process, according to an Intel Newsroom statement. The announcement should have read as an unambiguous ...

Apple raises prices on key subscription services
TheStreet29d agoneutral
Apple raises prices on key subscription services

Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selling cutting-edge devices, its fastest-growing profit engine has become Services, the business that keeps generating ...

Warren Buffett’s Alphabet bet eases bigger Berkshire fear
TheStreet29d agoneutral
Warren Buffett’s Alphabet bet eases bigger Berkshire fear

Warren Buffett’s decision to start building a stake in Alphabet is being seen as a late-career imprimatur for artificial intelligence. For stockholders in Berkshire Hathaway (BRK.A) (BRK.B), it could have a more crucial message. Buffett relinquished the CEO title on Jan. 1, passing the baton to ...

Bloomberg30d agoneutral
Apple in Early Settlement Talks With DOJ Over Antitrust Case

(Bloomberg) -- Apple Inc. and the US Justice Department are in early discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps Plan to End Visa-Free Entry for Indian Tour

Bloomberg30d agoneutral
DeepMind CEO to Lobby Washington on Plan for Group to Vet AI Models

(Bloomberg) -- Earlier this week, Google DeepMind Chief Executive Officer Demis Hassabis unveiled a proposal for a new international watchdog that would do “rigorous” tests and reviews of cutting-edge AI models before release.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s First Device Will Be Movable, Screenless Speaker Built

Bloomberg30d agobearish
Google Gemini Launch Delayed as Tech Falls Short of Internal Goals

(Bloomberg) -- Alphabet Inc.’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, because the company has been taking time to try to improve its capabilities, particularly in coding, according to people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s Fir

Bloomberg31d agobearish
Oracle Risks Falling Behind in AI Race as Spending Binge Bites

(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula

US probes Samsung for alleged infringement of Netlist's memory-chip patents
Reuters31d agobearish
US probes Samsung for alleged infringement of Netlist's memory-chip patents

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.

SpaceX IPO & why oil could hit $150: Robinhood Exec
Yahoo Finance Video31d agoneutralVIDEO
SpaceX IPO & why oil could hit $150: Robinhood Exec

Robinhood executives Stephanie Guild and Steve Quirk join Yahoo Finance Executive Editor Brian Sozzi to break down the unprecedented wave of upcoming AI and SpaceX IPOs, the risks of the "Magnificent Seven" market concentration, and why a looming $150 oil shock could test the stock market this summer.

EU court upholds Google's $854,250 Italian fine over gambling advertising
Reuters31d agoneutral
EU court upholds Google's $854,250 Italian fine over gambling advertising

Europe's top ‌court on ‌Thursday sided with Italy's ​communication authority which fined Alphabet unit Google €750,000 ($854,250) four ‌years ago ⁠over gambling advertising on its ⁠YouTube video platform. "Google may ​be held ​liable ​for the ‌YouTube videos of a content creator with whom it has a ‌commercial partnership," ​the Luxembourg-based ​Court ​of Justice ‌of the European ​Union ​said. The case is C-421/24AGCOM (Online gambling).

Google stock price faces major AI test ahead of earnings
TheStreet31d agoneutral
Google stock price faces major AI test ahead of earnings

Ever since ChatGPT exploded in popularity, investors have worried that artificial intelligence could weaken Google’s most important business. Instead of searching for information and clicking through Google’s advertising-heavy results, consumers can increasingly ask an AI chatbot for a direct ...

Megacap Tech Lifts U.S. Stocks
The Wall Street Journal31d agoneutral
Megacap Tech Lifts U.S. Stocks

FINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.

Morgan Stanley: Broadcom bears are wrong about Google TPU
TheStreet31d agoneutral
Morgan Stanley: Broadcom bears are wrong about Google TPU

Broadcom shares climbed Tuesday, July 14, 2026, after Morgan Stanley published one of its most forceful defenses yet of the company’s position in artificial intelligence chips. The relief looks fragile. The stock is still down sharply from the record high it set barely six weeks earlier, and this ...

Apple chasing AI chip company deals, The Information reports
Reuters32d agoneutral
Apple chasing AI chip company deals, The Information reports

Apple is looking to buy chip companies to bolster its efforts to make server processors for ‌running AI, The Information reported on Wednesday, citing people familiar ‌with the matter. • Apple's interest comes as it faces challenges with the performance of its in-house AI servers, which currently ‌run on internally designed ⁠M2 Ultra chips, according to The Information. • It had originally planned to ship a future version of ⁠its AI server chip, known internally as "Baltra", this year, but the project has been pushed back, people familiar with the matter told The ​Information.

Investing.com32d agoneutral
Apple explores chip acquisitions to bolster AI server capabilities

Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current