Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Meta Platforms (NASDAQ:META) reported second-quarter 2026 revenue growth of 28% as the company said artificial intelligence initiatives improved content recommendations, advertising performance and product development, while it continued to accelerate spending on data centers and other AI infrastruc
Then Kevin Warsh started talking. The new Federal Reserve chairman did little to ease investor concerns about the central bank’s fight with inflation, so the S&P 500 closed down 1.5%. The Dow Jones Industrial Average sank 2.2% The Nasdaq Composite fell 1.7%.
Ygal Arounian, Wedbush Managing Director of Internet Equity Research, reacts to the latest Meta earnings and highlights potential concerns on ROIC from investors with the company's various forays into the AI space. He speaks to Romaine Bostick and Emily Graffeo on Bloomberg's 'The Close.'
U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.
The Facebook parent now expects 2026 capital expenditure to be between $130 billion and $145 billion, compared with its prior forecast of $125 billion to $145 billion. Meta said it now expects full-year 2026 total expenses to be in the range of $165 billion to $169 billion, compared with its prior forecast of $162 billion to $169 billion.
According to the suit, Hims & Hers shared lists of certain customers, and the actions of visitors on its website, with advertisers such as Meta and Snap, even though it claimed its service maintains consumers’ privacy.
Investors will assess whether Meta's advertising growth and AI-driven engagement can justify its expanding infrastructure investment.
Federal Trade Commission is suing Hims & Hers alleging the telehealth platform shared users' health data with online advertisers despite promising privacy and engaged in deceptive billing and cancellation practices, an FTC spokesperson said. Hims & Hers is one of the largest telehealth players in the market for weight loss drugs.
Meta stock was lower Wednesday morning, setting up a 10th straight losing day for the social media giant.
Here is what investors will be looking for when Meta Platforms reports its earnings after markets close today: One big question is whether Meta will increase its capital expenditure estimate for the year, like Alphabet did last week.
Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.
Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.
Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
Meta shares have fallen for nine straight sessions.
Investing.com -- Direxion on Wednesday launched a new family of exchange-traded funds designed to generate income by writing call options on individual high-volatility stocks, expanding beyond its traditional leveraged and inverse ETF offerings.
Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
Wall Street futures were mostly higher pre-bell Wednesday as the global tech sector sell-off paused,
📣 “So far, I think that all the work around AI has net created a lot of jobs because there’s all this infrastructure that needs to get created...So that concern hasn’t exactly played out the way that people feared it might.
If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.
U. S. stock futures traded close to unchanged on Wednesday as investors prepared for a pivotal session featuring the Federal Reserve’s latest interest rate decision and quarterly earnings from artificial intelligence leaders Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT).
Meta stock has declined for nine consecutive sessions, falling about 13% cumulatively.
SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.
By Niket Nishant and Ankur Banerjee July 29 (Reuters) - Global shares struggled to push higher on Wednesday, as modest gains in Europe and the U.S. did little to soothe investors spooked by a
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
