Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.
Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.
As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.
Amazon has already guided for $200 billion of artificial intelligence (AI)-related capital expenditures in 2026.
Shares in this dominant retailer have climbed faster than Amazon and Costco in the past five years.
(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A
Nvidia is in talks to provide a roughly $250 billion financing for OpenAI as part of a massive data center project, The Wall Street Journal reported on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside regular business hours.
Kids are heading back to the classroom, and the retailer trade group expects spending on supplies to hit a record $146.8 billion, more than Mother’s and Father's Day, Easter, and the Super Bowl combined.
A Senate investigation has created fresh uncertainty for Amazon just days before earnings, but Wall Street remains focused on AWS growth and AI investments.
Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.
Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.
Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.
The market keeps marking the stock down. The analysts covering it keep saying it belongs somewhere much higher.
Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.
Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.
Jeff Bezos still has control over space company Blue Origin -- just not 100% control.
When SpaceX reports its quarterly results for the first time as a public company, investors should get some much-needed insight into its operation.
The e-commerce and cloud giant still looks like a reliable long-term investment.
Amazon's revenue dwarfs Booking's by roughly 30-fold, yet their quarterly patterns tell starkly different stories about business stability.
New York City Mayor Zohran Kwame Mamdani said the city has begun notifying owners of luxury second homes about its upcoming pied-à-terre tax, signaling the next step in implementing the policy. In a post on X on Thursday, Mamdani said...
Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.
The lawsuit will likely renew debates about whether term employment agreements are enforceable under California. law
UPS is in the middle of a turnaround, with a key goal of focusing on more profitable customers.
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting explosive earnings growth alongside household names bleeding on the front page. Reverse-engineering his logic reveals a portfolio built for a very specific payoff.
Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...
Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.
Investors should pay attention to its advertising business.
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