Notícias

Uber's multiyear autonomous-vehicle commitment accompanied a third-quarter profit forecast below Wall Street expectations.

Subscriber additions weakened despite an unusually active news cycle, increasing concern about declining search referrals.

A shakeup in Google's AI division has prompted one of its chief scientists and other AI colleagues to leave and create a company Google will invest in.

Google AI leaders quit as Jeff Dean starts Discovery Loop and Alphabet stock slides despite record cloud growth.

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

Google stock fell amid Demis Hassabis stepping down as head of DeepMind amid worries Alphabet now lags in new artificial intelligence models.

Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

Amazon.com, Inc. (NASDAQ:AMZN) disclosed on July 30 that its second-quarter net income included $53.4 billion of non-operating pre-tax other income, primarily from its Anthropic investments. Net income reached $62.6 billion. The same day, Reuters relayed a Wall Street Journal report that Alphabet Inc. (NASDAQ:GOOGL) could guarantee billions of dollars of Anthropic’s obligations for a proposed […]

Dean is departing alongside three other Google veterans to build an AI-for-science startup backed by Google as an investor and cloud partner

Google DeepMind CEO Demis Hassabis is transitioning to DeepMind chair, as Google chief scientist Jeff Dean exits.

Alphabet shares fell to a session low, down 5.4%, following reports of a major executive shakeup and high-profile talent departures at the tech giant. According to a report by The Wall Street Journal, Jeff Dean—one of Google’s earliest employees and a chief architect of its artificial intelligence strategy for the past 15 years—is leaving the company to launch an AI startup focused on scientific discovery. Joining Dean as co-founders are fellow Google AI veterans Oriol Vinyals, Quoc Le, and Sanj

Alphabet's (GOOG, GOOGL) Google, Meta Platforms (META), and other social media platforms could face

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In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker lays out his framework for evaluating the AI trade, describing it as a stool resting on three legs: technological progress, real-world adoption, and the ability to finance the buildout. Two legs he considers extremely strong. On progress, he points to Nvidia's backing of a straight-shot superintelligence effort, ongoing gains in training and model capability, and expectations of highly capable autonomous models at roughly human level, at scale, within a year. On adoption, he cites OpenAI's monthly revenue now exceeding its prior full quarter, Microsoft noting that 90% of cloud demand comes from outside the frontier labs, and Google's 82% cloud growth. Adoption is uneven, concentrated among a relatively small group of heavy users, but strong. Financing is the weak leg and the source of most current fear. Bleeker estimates $700 to $800 billion in AI data center spending this year, growing to roughly $1.2 trillion next year, against a financing ceiling he places somewhere between $1.5 and $2 trillion annually. With 2028 expectations near $1.4 trillion, the market is approaching that ceiling, which is why valuation now dominates stock selection. A company historically worth 15 times earnings trading at 40 times its 2028 or 2029 numbers is hard to defend. He closes with three points: the selloff is likely closer to its end than its beginning, macro risks remain including a possible September rate rise and soft GDP, and for anyone sidelined by prior valuations, this is arguably the most attractive entry point since spring 2025.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

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Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

The move opens contextual opportunities for advertisers by providing a smooth transition into serving real-time content based on personal context when the rollout is complete.

SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled 8% to $115.29 on Wednesday, while the S&P 500 edged up 0.1%.

Can the company keep the momentum going?

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

SAN FRANCISCO, Aug 5 (Reuters) - Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its

Uber reported second-quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed analyst projections. Uber says its robotaxi push is still well underway, with investments set to grow.

SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.

Booking boasts a 20% net margin and $9 billion in free cash flow, while Carvana scales aggressively with 48% revenue growth but thinner margins.

While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

Anthropic is building a team for designing its own custom AI chips. The Claude-maker said it would co-design hardware and models to help its technology run faster and more efficiently.

One early proposal put the package at $36 billion, which would exceed the $35 billion deal closed roughly two months ago