Notícias

July 17 (Reuters) - Elon Musk's SpaceX is in talks to provide the U.S.

Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to ‌data center capacity worth billions of dollars to run ‌AI models, the Wall Street Journal reported on Friday, citing people familiar ​with the matter. Such an agreement would extend the Pentagon's existing relationship with SpaceX, a key partner for rocket launches and satellite-based communications and missile tracking. According to the report, SpaceX employees have discussed ‌plans to compete ⁠more directly with neocloud firms such as CoreWeave by selling computing capacity to AI customers at lower ⁠prices.

Meta Platforms is in talks to lease computing power to Anthropic ‌in a potential deal worth as ‌much as $10 billion over two years, the New York ​Times reported on Friday, citing three people with knowledge of the discussions. Such a deal would help Meta ⁠diversify beyond its core advertising business by generating new revenue from its infrastructure investments and ​directly pitting ​it against CoreWeave and ​Nebius, as growing ‌adoption of advanced tools drive up the need for computing capacity. Anthropic had proposed the deal in June and Meta is considering it, the report said.

CoreWeave has launched a $2.6 billion first-lien delayed-draw term loan (DDTL) to support the acquisition and installation of graphics processing units (GPUs), according to sources. A lender call is scheduled for 10 a.m. ET Monday, July 20, and commitments are due by noon ET Thursday, July 30. Price talk for the DDTL maturing in September 2031 is S+425-450, with a 0% floor and an OID of 99. That works out to a yield to maturity of 8.53%-8.79%. The DDTL is available until December 2026, with an u

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.

(Bloomberg) -- Wall Street banks, scouring every corner of the capital markets to finance the artificial intelligence buildout, have landed on a new pool of funds: US leveraged loans, which are clamoring for the transactions amid a dearth of buyout deals.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strik

AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge ‌against a future drop in memory and storage chip prices, according to ‌a person familiar with the matter. To lock in supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and SanDisk. But the arrangement cuts both ways: it protects chipmakers from a downturn, but leaves cloud ⁠companies like CoreWeave exposed if prices fall and they are stuck paying well above the going rate.

Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.

(Bloomberg) -- Meta Platforms Inc. has committed to spending an additional $40 billion on its sprawling data center campus in Louisiana, pushing its total expected investment beyond $250 billion for the site as it continues to grow its artificial intelligence computing footprint. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Em

Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power. The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of ...

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...

Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.

Meta Platform's entry into the compute-as-a-service business could have big implications for CoreWeave.

Nvidia, CoreWeave, and Broadcom should be on your shopping list.

US equity markets were mostly tracking in the green before the opening bell Thursday as traders awai

(Bloomberg) -- SoftBank Group Corp. and its telecom unit will start renting AI computing resources to US companies next fiscal year in a bid to capitalize on the company’s growing pipeline of data center projects.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerExxon to Change Name for First Time in Decades After RedomicileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IP

Today, July 1, 2026, investors digested slower manufacturing data and the Fed's commitment to lower inflation amid a volatile session.

Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.

Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg News reported ‌on Wednesday citing people familiar with the matter. The move ‌could reduce Meta's reliance on advertising revenue and help it take on major cloud ​companies, including Amazon, Microsoft and Alphabet. Meta did not immediately respond to a request for comment.

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.

Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply ‌of memory and storage products, and a strategic investment ‌in the IPO-bound AI company's latest funding round. AI developers are racing to secure ​critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends ‌on getting every layer ⁠of the stack right, and memory and storage are central to how efficiently we can train ⁠and serve Claude," said Tom Brown, Anthropic's co-founder and chief compute officer.

Warsh kills Fed guidance but the signs are clear on rates, peace deal leaves big questions over Hormuz and oil

Volume in the convertible-bond market has soared to the highest level since the start of the Covid-19 pandemic.

CoreWeave Rallies After Analyst Predicts Stronger-Than-Expected Growth

The market has spent years viewing SpaceX (NASDAQ:SPCX) primarily as a rocket company, but that narrative no longer fits. The company’s historic IPO, which raised $85.7 billion after underwriters exercised the so-called “greenshoe” overallotment — with the stock currently valued at more than $2.7 trillion — revealed a business pursuing ambitions that stretch far beyond ... SpaceX Launches Start of Acquisition Spree with Cursor After Historic IPO

Cathie Wood, head of Ark Investment Management, has a history of buying stocks shortly after their IPOs. In recent years, Wood’s Ark funds have invested in newly public companies such as Tempus AI (TEM), Coinbase (COIN), and CoreWeave (CRWV), reflecting her strategy of gaining early exposure ...