Notícias

AMZNs premium P/E masks catalysts in AWS, Prime Day and diversified growth that can support the bull case despite AI spending and regulatory watchpoints.

Alphabet's AI momentum across Search and Cloud, surging backlog and improving economics support its premium valuation despite heavy spending.

(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

Amazon said Wednesday that the technology company will launch its new satellite internet service Amazon Leo in South Africa in 2027, seemingly pushing ahead of Elon Musk's rival Starlink to win business in Africa's most advanced economy. Amazon, which was founded by Jeff Bezos, said that it would partner with South African internet provider Herotel to launch a new service in the country of 62 million people.

DoorDash has synced its marketplace with the Shopify app to enable small retailers with stores to utilize its on-demand delivery network. The post DoorDash teams with Shopify on delivery for small retailers appeared first on FreightWaves.

Electrovaya will provide batteries to Amazon for its material-handling operations.

Selling artificial intelligence (AI) chips could be the company's next big growth opportunity.

SPCX is overtaking TSLA as Elon Musk's biggest value creator, powered by reusable rockets, Starlink growth and a growing push into AI infrastructure.

Investing.com -- Bernstein's mid-year CIO survey reaffirmed expectations for strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen during the COVID-era rebound in 2021, according to a note from analyst Peter Weed on Wednesday.

The hyperscalers are under pressure to show results from their AI spending.

Just one day after glowing reviews, a surprise revenue warning sent the stock into a tailspin and brought lawyers to the door.

Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.

If you hold shares, the options market is pricing a future for Alphabet that is far from certain, and you're exposed to the full breadth of that potential swing.

Get paid a healthy income stream today for simply agreeing to buy shares of Meta Platforms at a steep discount, but only if the stock takes a serious tumble.

Market volatility could be looming. Here's how to protect your investments.

AI spending is boosting chipmakers' cash flows before Big Tech sees returns, keeping semiconductor ETFs like SMH, XLK and DRAM in focus.

Morgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in the AI arms race. The financial gap between winners and everyone else is widening faster than Wall Street anticipated.

Andy Jassy inherited AWS, a bloated cost structure, and a stock already priced for perfection. Four years of layoffs, AI bets, and record earnings later, the scorecard reveals a gap between operational wins and investor returns that demands an explanation.

The automation arms race is heating up.

Oracle (ORCL) has emerged as the frontrunner to provide Japan with highly secure, air-gapped cloud s

Amazon.com, Inc. (NASDAQ:AMZN) is one of the high-growth wide-moat stocks to buy. On July 7, Reuters reported that Amazon planned to raise $25 billion through a U.S. bond sale, with proceeds intended for general corporate purposes, including capital expenditures. The financing underscores the scale of investment required to expand cloud and AI infrastructure, while also […]

(Bloomberg) -- The artificial intelligence features built in to Alphabet Inc.’s Google Search pose an “unacceptable risk” to children, according to a new report from the Youth AI Safety Institute at Common Sense Media, a California-based nonprofit.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeOpenAI’s First Device Will Be Movable, Screen

It's trouncing the market this year.

U.S. stock futures were largely higher in early European trade, as positive market sentiment following lower-than-expected inflation data buoyed risk assets.

Semiconductor stocks still have plenty of runway in front of them.

AI stocks have slipped in recent weeks.

New York just hit pause on big data centers -- and 14 other states are considering similar moves.

The options market is pricing a sizable range of outcomes for the streaming giant, and if you hold the shares, you are already exposed to that full, two-sided potential.

Alphabet Inc. (NASDAQ:GOOGL) is among the Ray Dalio Stock Portfolio. On July 8, Bloomberg, citing UN Trade and Development (UNCTAD), reported that Alphabet Inc. (NASDAQ:GOOGL)’s $14.5 billion data center project in Andhra Pradesh helped grow India’s foreign direct investment by 44% to $39 billion in 2025. The agency said the increase also shows Hynfra’s $4 billion […]

Amazon.com, Inc. (NASDAQ:AMZN) is among the Ray Dalio Stock Portfolio. On July 7, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) said it plans to raise $25 billion through a US dollar bond sale. It will extend Big Tech’s focus toward debt financing as companies are increasing AI infrastructure spending. Reuters said the firms, Alphabet, Microsoft, and Meta, are expected to spend […]