Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
SpaceX plans to have annual recurring revenue of about $100 billion by the end of 2026, CFO Bret Johnsen said on Tuesday evening. All of the numbers associated with SpaceX are large. SpaceX raised roughly $110 billion in recent weeks, from its record-setting IPO and debt sale.
Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.
Independent ownership of Chrome "would open the distribution channel Google controls and allow Chrome to serve browser users when it makes privacy decisions," Public Knowledge says in a friend-of-the-court brief filed with the D.C. Circuit Court of Appeals.
SpaceX doubled its revenue compared to last year, according to its first quarterly earnings since going public in June.
On Friday, Alphabet Inc.’s Google said that it was temporarily disabling its AI image generator after users shared AI-generated images that appeared to violate the company’s policies. Google Earth AI Feature Put on Hold The tool, powered by Google’s Nano...
Debt markets are raising harder questions about Oracle's AI strategy
Improving EMIB yields may bring a long-rumored TPU partnership closer.
On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.’s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google’s Gemini models into Oracle’s core applications, including Fusion Cloud Applications and NetSuite. The deal pairs two very different strengths into one pitch for enterprise customers: Oracle’s grip on the databases and ERP systems where mission-critical business data lives, […]
Competition is heating up for Uber as Waymo pulls back on its partnership cooperation, and investors should take note.
Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 11% in the afternoon session after investors revisited the company's strong second-quarter earnings results, prompting a rebound from a recent sell-off. The stock had previously fallen more than 20% after the earnings release, despite the company beating estimates. That drop was fueled by investor fears over "choppy" search referral traffic from Google and the absence of new AI data licensing deals. However, the underly
MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]
Blackstone Inc. has initiated preliminary talks with investors regarding a second major debt financing package to fund Anthropic PBC’s use of Alphabet Inc.’s Google chips.
A 28-year-old business owner found themself facing a decision that many entrepreneurs dream about. After building a home services company straight out of high school, a competitor approached them with an offer of $1.5 million in cash to buy the...
Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by Reuters.
Apple (NASDAQ:AAPL) touched a $5 trillion market cap last week before its fiscal third quarter report landed on July 30. You are watching a stock that spent much of last year lagging the AI trade suddenly leading it, and the reason comes down to how Apple chose to play the AI buildout differently than everyone […]
Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what the balance sheets and backlogs actually signal.
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]
Cloud computing is a huge growth driver.
Reaching the next milestone takes about a 31% climb. The current pace of profit growth would more than cover it.
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