AWS tools will power scheduling, websites and crew workflows
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.
Amazon.com stock has pulled back recently but still sits on a strong 73.1% gain over the past three years, while the current valuation checks suggest the shares screen as attractively priced on several metrics. With earnings in focus again and big spending plans in areas like AI and logistics, investors are weighing how much of Amazon.com's growth story is already reflected in the share price. Over the last three years, Amazon.com has delivered a 73.1% return, which puts recent short term...
Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth is actually headed.
Microsoft reported its Q4 earnings on Wednesday.
Microsoft will report its Q4 earnings after the bell on Wednesday.

Amazon (AMZN) and Meta (META) are both set to report quarterly earnings this week. Wedbush managing director of equity research, Ygal Arounian, shares his expectations for the earnings results.
United Parcel Service reports adjusted second-quarter earnings per share of $1.76. Wall Street was looking for $1.66.
Amazon is shifting resources away from most of its flagship Nova AI models and prioritizing a new foundation model under development, according to a Business Insider report.
Nvidia's net margin tops 55%, but Marvell's revenue growth rate nearly matches its GPU rival, revealing a valuation gap that favors one over the other.
United Parcel Service raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.
United Parcel Service raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.
(Bloomberg) -- Meta Platforms Inc. and BlackRock Inc. will establish a joint venture to build and operate a 1-gigawatt data center complex in Texas, adding to a wave of investment in the computing hubs that power artificial intelligence.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCit
Investing.com -- United Parcel Service Inc. (NYSE: UPS) reported its second-quarter earnings before the open on Tuesday, sending its shares around 1.8% higher premarket.
Amazon.com is revamping its AI strategy, winding down many of its in-house AI models and sharpening focus on a new frontier-model effort, Business Insider reported on Tuesday citing people familiar with the matter. The company has begun deprecating most of its flagship Nova AI models, including the high-end Premier and Omni models, Reel video-generation model, and Canvas image-generation model, the report said. Instead, Amazon is increasingly moving resources toward a frontier-model development, led by researcher Pieter Abbeel, with frontier research becoming a top priority this year at the company, the report added.
David Eaves: The big three hyperscalers — Amazon, Microsoft and Alphabet — control more than 70% of the market
There are a lot of things happening for SpaceX next week.
Wall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Investors are already on edge about these companies’ soaring capital expenditures related to artificial intelligence. The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years.
Meta’s data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.
AAPL, MSFT and AMZN earnings join key central bank meetings as investors track AI spending, interest rates and rising geopolitical risks.
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
July 28 (Reuters) - India's Swiggy said on Tuesday that it has appointed Nandita Sinha as its quick commerce arm Instamart's chief executive, effective August 3, after Amitesh Kumar Jha resigned.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.
Marvell trades at a premium valuation with higher growth, while UiPath offers a cheaper entry point with a lower growth profile.
SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift
A 53-year-old with two decades of maxed-out 401(k) contributions thinks she built a diversified retirement. She may have accidentally built a concentrated AI bet instead, and the one safety net she overlooked could be worth far more than she realizes.