Notícias
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Zuckerberg has staked Meta's future on AI dominance and made clear that rising costs won't slow him down. But as debt surges and profits shrink, investors are starting to ask whether unlimited ambition is a strategy or just an expensive gamble.
By Jody Godoy July 30 (Reuters) - Amazon and Walmart AI shopping assistants can often detect when "Made in USA" product labels are false, but the big retailers are not using that technology to crack
Amazon staff have identified cases of what they called “catastrophically expensive” cost overruns caused by mistakes in how the company has deployed...
↘️ Adidas (XE:ADS): Shares of the German sportswear company tumbled 17% after it reported lower-than-expected earnings and higher marketing costs tied to the FIFA World Cup. ↗️ Microsoft (MSFT): Shares jumped more than 8% premarket after the company reported a 31% jump in profit late yesterday.
The company’s all-out splurge is running into higher costs, borrowing constraints and investor pushback.
Today Earnings (a.m.): Mastercard, Hershey, KKR, Yum Brands, Cigna, Regeneron, Valero Energy, Norwegian Cruise Line, Hyatt Hotels, Bristol-Myers Squibb, Altria, International Paper, SiriusXM, Blue Owl Capital Earnings (p.
Alphabet increased its annual CapEx target last week, which pressured shares of hyperscalers including Amazon at the time. Microsoft, reporting on Wednesday, maintained its CapEx view.
Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.
SEOUL—One of the world’s biggest memory-chip makers reported a record $64 billion quarterly profit on Wednesday—and its stock price still fell nearly 10%. Welcome to the most fickle of stock markets, where earnings that would have been unthinkable a year or two ago are now treated as a disappointment. SK Group, which controls SK Hynix, announced a $500 billion partnership with Nvidia for next-generation memory supply and AI data centers, giving details about an agreement reached earlier.
SummaryView Transcript While the freight market shows resilience, UPS earnings paint a different picture, raising questions about Amazon’s impact and the carrier’s restructuring. Meanwhile, truck OEMs like PACCAR are reporting strong performance, indicating robust demand and favorable pricing ahead. Christopher Versace breaks down the Q2 earnings season in logistics and transportation. UPS stock sold off […] The post Trucking Earnings: Why UPS Is Falling Behind in a Robust Market appeared first
Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.
The $3 trillion market cap club will be crowded in 2027.
Amazon.com Inc. is taking its satellite connectivity strategy straight to smartphones, intensifying competition with Elon Musk-led Space Exploration Technologies Corp.‘s satellite internet service Starlink. Expanding The Space Network The e-commerce giant, in a statement on Monday, said it sought the...

Asking for a Trend Host Josh Lipton previews the biggest market catalysts for Thursday, July 30, including highly anticipated earnings from Apple (AAPL) and Amazon (AMZN) as well as the expected IPO debuts of Jersey Mike's and Reformation.
Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.
Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.
Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.
Amazon, Apple set to follow tomorrow with their own quarterly numbers; Nvidia’s due next month
Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.