Motley Fool65d agoneutral
Google's $920 Million‑a‑Month Deal Could Supercharge the SpaceX IPOAn already interesting IPO story just became even more intriguing.
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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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TheStreet65d agoneutral
Google’s new feature comes with a catchFor millions of people, posting online is no longer just a hobby. It's a business. More than 200 million people considered themselves creators as of 2025. In the U.S. alone, 27 million creators make income through content, according to Salesforce data. And the money behind this work is also growing ...
TheStreet65d agoneutral
Intel stock makes eye-popping move on Google, Nvidia newsIntel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector. Then things changed on Monday, June 8. Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the stock’s sharpest single-day moves of the year, after ...
The Wall Street Journal66d agoneutral
Wall Street Is Rushing to Fund the AI Bonanza in Every Conceivable WaySuch is life on Wall Street at the dawn of the artificial-intelligence build-out. Tech companies are hungry for cash to invest in data centers, and investors are forking it over through all possible means, in all parts of the globe—a flurry of fundraising that has mostly supported markets by powering technological advances, even as it tests their ability to absorb it all. Alphabet’s announcement that it would raise $85 billion of equity was just the latest example.
TheStreet66d agoneutral
SpaceX lands $30 billion Google deal a week before its IPOEvery company gets one shot to redefine what it is. Most never take it. The ones that do tend to look unrecognizable a few years later, and the market either rewards the reinvention or punishes the nerve. The artificial intelligence (AI) boom has turned raw computing power into the most valuable ...
Reuters Videos66d agoneutralVIDEO
S&P 500, Nasdaq end up as chipmakers rebound<body><p>STORY: U.S. stocks ended mostly higher Monday boosted by shares of chip companies.</p><p>While the Dow fell slightly, the S&P 500 added three tenths of one percent and the Nasdaq climbed about nine tenths.</p><p>:: Intel</p><p>Intel shares jumped 11% after news website The Information reported that Alphabet's Google had placed an order to manufacture more than 3 million tensor processing units in 2028.</p><p>:: Marvell Technology</p><p>And shares of Marvell Tech rose 9.5% after S&P announced that the company would be added to the S&P 500 index later this month.</p><p>Also, Iran and Israel said they had halted attacks on each other.</p><p>This came after an appeal from U.S. President Donald Trump that they immediately "stop shooting." </p><p>The attacks over 24 hours were the most direct confrontation between Iran and Israel since an April ceasefire in the war.</p><p>Justin Livengood, senior portfolio manager with Invesco, says he thinks regardless of when there is an end to the conflict in the Middle East, energy prices could stay higher, which could lead the Federal Reserve to raise interest rates.</p><p>“Inflation's been drifting up in general the last six to nine months, not just for oil prices but even for core elements. And that's a concern. I think that concern persists as oil and natural gas prices linger higher. And the longer that persists, the more likely we are to have a Fed feel they need to raise rates late this year. I certainly feel that right now the base case for the Fed is a hike, not a cut, as their next move. And I think with each week and month that this Middle East conflict continues. The odds of that hike get pulled forward.” </p><p>:: Apple</p><p>Other stocks on the move included Apple which dropped almost 2% after announcing a Siri revamp at its annual Worldwide Developers Conference.</p><p>:: AWS</p><p>And shares of Corning gained 5.5% after Amazon announced a multi-year multi-billion-dollar deal to buy the company's optical fiber and cables for its data centers. </p></body>
TheStreet66d agoneutral
Analyst reveals a surprising winner in the AI raceBitcoin miners are emerging as an important part of the artificial intelligence buildout, according to a new research note from Bernstein analyst Gautam Chhugani. The firm initiated coverage of two mining companies, TeraWulf and Cipher Digital, with "Outperform" ratings, calling them "the power ...
Financial Post66d agoneutral
News of the day: Hidden housing bottleneck, unlocking North America's potential, bond market warnings, new U.K. rules for Google AI, economists on jobs report and moreCatch up on the stories we’re following today
Reuters66d agoneutral
As Apple's WWDC conference kicks off, investors want to know if AI will save SiriApple on Monday will test its standing in the AI race, with analysts expecting the iPhone maker to open its developer conference with a long-awaited Siri overhaul and tools to tap the computing power of its 2.5 billion devices. Apple has been seeking to close a gap with rivals such as Microsoft and Alphabet's Google, which have moved faster to embed “agentic” AI — software that can carry out complex tasks — into everyday computing. The question is how far Apple is willing to go.
Bloomberg66d agoneutral
SpaceX IPO Is Said to Be Well Oversubscribed, Orders Close Wednesday(Bloomberg) -- SpaceX’s initial public offering is well oversubscribed, according to people familiar with the matter, as demand builds for a potentially record-setting debut.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalLA Mayor Race Flips as Socialist Beats Reality TV Star PrattWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile Attack, Imper
The Wall Street Journal66d agoneutral
⚡Flash Heard: Apple’s Valuation Sets a High Bar for Its AI UpdateApple is getting another crack at AI. Apple’s Worldwide Developers Conference, or WWDC, which kicks off Monday, represents the company’s third attempt to make its mark in artificial intelligence. It’s widely expected that Apple will unveil a much-enhanced Siri.
Reuters66d agoneutral
Australia, Canada, Japan trade bodies fret over being left out in made-in-Europe driveEurope's push to cut its reliance on U.S. Big Tech with EU-made technologies and chips could shut out other non-EU players from the European market, trade bodies representing tech companies in Australia, Canada and Japan warned on Monday. The warning by the Tech Council of Australia, the Canada EU Trade and Investment Association, the Japan Association of New Economy and tech lobbying group CCIA came a week after the European Commission proposed laws to boost homegrown cloud, AI and chip industries and cut dependence on U.S. tech giants such as Google and Microsoft.
Reuters66d agoneutral
Alphabet taps Intel to make three million in-house chips, The Information reportsAlphabet's Google has placed an order with Intel to manufacture more than three million tensor processing units in 2028, The Information reported on Monday, citing people with direct knowledge of the discussions. Nvidia is also evaluating whether Intel's technology can be used to make a processor that combines four graphics chips into a single unit, although it has not placed an order with the company yet, the report said. Intel's shares rose more than 9% in early trading, set to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress at the company since Lip-Bu Tan took the helm.
GuruFocus.com66d agoneutral
AI IPO Wave Could Add $4 Trillion As Markets Face Supply TestSpaceX, OpenAI and Anthropic listings could reshape capital flows as new equity supply rises.
TheStreet66d agoneutral
Oracle's cloud pivot remains a high-risk betI've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...
Barrons.com66d agoneutral
Wall Street’s ‘Fear Gauge’ Leaps. What’s Weighing Hard on the Stock Market.Stock market investors could be facing a specter they haven’t had to navigate since early April, when the bull market in tech caught fire and powered domestic indices out of their early year torpor and tensions between Washington and Tehran simmered into a fragile truce effort. The two-day surge in volatility follows a series of events that have tested the strength of the current tech market wave, pushed the Federal Reserve into a challenging position of moving toward rate hikes while defying President Donald Trump’s public call for easier policy, and unsettled investors hoping for an extended cease-fire agreement between the U.S. and Iran. “At the same time, growing expectations of Fed tightening have caught an investor base overweight equities and overweight emerging markets,” said ING’s Chris Turner, the bank’s global head of markets.
Reuters66d agoneutral
S&P 500, Nasdaq futures climb as chip stocks stabilizeJune 8 (Reuters) - S&P 500 and Nasdaq futures climbed on Monday, as chip stocks steadied after plunging to over two-week lows, though renewed strikes in the Middle East kept investors largely at bay.
Verdict66d agoneutral
SpaceX signs $920m monthly cloud deal with Google ahead of IPOUnder the terms, payments will begin at a reduced rate, before reaching the full agreed monthly fee from October until June 2029.
TheStreet67d agoneutral
Google gives Reddit surprising tailwindFor most of its time in the public markets, Reddit (RDDT) has been a story of artificial intelligence data. That story still holds. The company’s user-generated discussions have grown increasingly useful for AI developers seeking real-world conversations, queries, and opinions. But there's a second ...
Investing.com67d agoneutral
How durable is the impact of the World Cup on stocks?Investing.com -- The 2026 FIFA World Cup, the largest in the tournament’s history with 48 teams, 104 matches and 16 host cities across the United States, Canada and Mexico, is expected to generate measurable but largely short-lived gains for a select group of U.S. companies, while media engagement may provide a more durable revenue opportunity than in-person attendance, according to analysts at Barclays.
The Wall Street Journal67d agoneutral
Google’s Unique Approach to Getting Data Centers BuiltPlus, a DIY solar hack, a country fights teen brain rot with free ChatGPT and Apple’s plans for a Siri-led AI comeback.
Investing.com67d agoneutral
Where do Waymo and Tesla currently stand in the AV race?Investing.com -- Tesla (NASDAQ: TSLA) is making progress in autonomous driving, but Waymo remains the clear leader in commercial robotaxi operations, according to a Barclays research note.
TheStreet68d agoneutral
Google targets costly problem for Android usersAmericans are losing more money to scams, and fraudsters are getting better at making their messages look and sound familiar. In 2025, the Federal Trade Commission received 3 million fraud reports from consumers, who reported $15.9 billion in losses. That was a sharp increase from the ...
Bloomberg68d agoneutral
Trump AI Policy Adviser Krishnan Is Giving Up White House Role(Bloomberg) -- Sriram Krishnan, a top White House adviser on artificial intelligence, is stepping down from the post.Most Read from BloombergTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX Inks $30 Billion Computing Power Deal With GoogleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PA former Andreessen Horowitz partner, Krishnan was
Euronews68d agoneutral
Google rents SpaceX/AI supercomputers for $920M a month, ahead of IPOGoogle has signed a $30 billion deal to lease computing power from SpaceX, paying $920 million per month through June 2029. The move came after SpaceX acquired xAI in February 2026, gaining massive data centres. The deal precedes SpaceX’s highly anticipated IPO next week.View on euronews
TheStreet68d agoneutral
Warren Buffett's Berkshire triples stake in newspaper giantFor decades, owning a newspaper looked like a losing bet. Print circulation fell, ad dollars fled to Google and Meta, and plenty of local titles folded for good. So when one of the most respected names in investing keeps pouring money into the sector, it's worth paying attention. That's exactly ...
24/7 Wall St.68d agoneutral
SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.The phrase sounds almost impossible: a short squeeze involving index funds. After all, index funds are designed to be passive, rules-based buyers, not active traders caught on the wrong side of a position. Yet that is exactly the scenario Animal Spirits hosts Michael Batnick and Ben Carlson laid out on Episode 467, “The Biggest Short ... SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.
Investing.com68d agoneutral
Is Wall Street’s AI boom spreading to main Street?Investing.com -- Yardeni Research said growing evidence suggests the artificial intelligence boom is extending beyond major technology companies and into the broader U.S. economy, supporting hiring, business formation, and investment despite ongoing geopolitical and inflation risks.