Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Famed investor Michael Burry has sharply criticized Berkshire Hathaway Inc.‘s new CEO, Greg Abel, claiming he lacks predecessor Warren Buffett‘s renowned discipline and “patience for the fat pitch.” The rebuke follows Berkshire’s recent multi-billion-dollar spending spree, leading Burry to declare...
Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.
The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one of the companies well positioned to capitalize on the expected growth […]
Leadership departures have increased scrutiny of Alphabet's AI execution while infrastructure spending approaches $200 billion.
Brad Lightcap announces his departure from OpenAI after eight years at the artificial-intelligence lab.
Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.
AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua
Alphabet stock has returned 174.6% over the past three years, yet current valuation checks suggest the market price still sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF and market multiples pointing to an undervalued stock, the question for investors is how to weigh that against rising capital needs and growing regulatory scrutiny. Alphabet's 174.6% gain over three years highlights how strongly the share price has already responded to...
By Avinash P and Purvi Agarwal Aug 11 (Reuters) - Wall Street's main indexes slipped on Tuesday, as losses in tech stocks weighed on sentiment, while investors assessed reports of potential deals that
Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.
Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.
There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”
Lyft is broadening its mobility network through robotaxi partnerships, European acquisitions and partner-linked rides, while control risks remain.
Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.
Deutsche Bank predicts that SpaceX (SPCX) will hit $100 billion in annual recurring revenue (ARR) by the end of 2026. Yahoo Finance Senior Business Reporter Ines Ferré and PNC Asset Management Group chief investment officer Amanda Agati share their thoughts.
Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up
Alphabet's investment in SpaceX was a wise move.
