Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could upend the entire bull case for DRAM and NAND.
Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.
(Bloomberg) -- A rapid selloff in the high-flying momentum trade is wrecking the strategy’s staunchest bulls: Retail traders. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA basket of 50 stocks favored by amateur invest
July 23 () - European regulators have launched a series of antitrust, privacy and online-safety investigations into major technology companies in recent years.Below are some of the most significant cases: GOOGLE The European Commission said on July 23 it fined Google a total of 890 million euros ($1 billion) for breaching European Union rules aimed at curbing the power of Big Tech.
(Bloomberg) -- STMicroelectronics NV plunged the most in a year after the chipmaker forecast third-quarter sales that missed analysts’ expectations, dimming hopes for a stronger recovery on the back of artificial intelligence data center demand. Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US
The European chip maker, which also counts Apple and Tesla among its clients, raised its revenue target after having had upgraded its forecast in June.
Investing.com -- Apple’s trade secret lawsuit named OpenAI and io Products directly as defendants, alongside two former Apple employees, but the litigation is unlikely to derail OpenAI’s IPO plans, according to Ross Carmel, a partner and IPO expert at Sichenzia Ross Ference Carmel LLP.
Apple's federal lawsuit against OpenAI looks like a trade secret dispute on the surface, but one analyst thinks it signals Apple spotted something alarming in OpenAI's hardware roadmap and moved to get ahead of it.
Apple Drops Before Earnings Even as Bank of America Backs the Tech Giant
On the latest episode of Equity, we debate whether Apple's lawsuit will cast over OpenAi's much-discussed plans to get into hardware and go public.
Apple filed a trade secrets lawsuit against OpenAI last Friday, and it’s not messing around. The complaint alleges a pattern of misconduct reaching all the way up to OpenAI’s chief hardware officer and claims more than 400 former Apple employees now work at the company. OpenAI’s response so far has been carefully hedged, and the timing couldn’t be worse with the company reportedly eyeing an IPO […]
July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast
KUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that
OpenAI says it sees no evidence supporting Apple's lawsuit over alleged trade-secret theft.
OpenAI plans a screen-free AI home device while Apple seeks an injunction that could delay its rollout.
OpenAI still plans a year-end device reveal, but Apple's lawsuit, ecosystem strength and rising component costs may complicate its hardware push.
The judge ruled that federal law protects Apple from claims tied to content uploaded by users.
The product is expected to be OpenAI’s first physical AI device and a crucial milestone as the company moves forward with its IPO plans.
OpenAI has issued another statement on the lawsuit, this time suggesting it lacks merit.
Apple seeks damages and other legal remedies that could slow OpenAI's device development and hiring.
OpenAI says it takes Apple’s complaint seriously but questions whether the allegations have any merit.
Apple's lawsuit against OpenAI shows how important AI devices will be for the iPhone maker.
Apple hit an all-time stock high after it filed one of its most aggressive lawsuits in years, and the market barely flinched. That disconnect between price and risk is exactly what most investors are not pricing in right now.
China's smartphone shipments fell 4.3% to 66 million units in the second quarter from a year earlier, as many manufacturers hiked prices to reflect rising memory and component costs, research firm IDC said on Tuesday. It was the fifth straight quarterly decline, and first-half shipments were down 4.2% from a year earlier. Huawei Technologies and Apple were the only vendors to post growth in the quarter, with shipments up 19.4% and 24.4%, respectively.
Apple almost never sues, so when Tim Cook personally greenlit a complaint accusing OpenAI of stealing trade secrets and smuggling hardware prototypes out the door, Wall Street and Silicon Valley both took notice. The question now is whether the case disrupts OpenAI's IPO plans before a single share is priced.