Notícias

Is AI causing inflation or will it combat it?

According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.

By Anna Szymanski July 24 (Reuters) - From the Editor Hello Morning Bid readers! Cash burn and spiking crude prices dominated market headlines this week.

July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and

A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence. Major equity ‌indexes were on track for weekly declines, dragged down on Thursday by steep slides in Alphabet and Tesla following their quarterly reports. The fallout for Google parent Alphabet, ‌sparked in part by an increase in its already massive AI spending plans, set a negative tone ahead of results next week from other AI "hyperscalers": Microsoft, Amazon and Meta Platforms.

Microsoft and Amazon will report results on July 29 and 30, respectively, offering a clearer read on Big Tech spending and cloud trends.

↗️ Intel (INTC): Shares climbed premarket after the chipmaker reported quarterly revenue well above analyst estimates after hours yesterday. ↗️ SAP SE (SAP): Shares in the German software company rose after it reported higher quarterly revenue from its cloud business.

The absence of fresh overnight escalations between the U.S. and Iran halted the global oil benchmark’s upward march, as investors hope leaders seek an off-ramp.

Stocks stabilized on Friday but were on track for weekly losses as investors assessed a new set of global tariffs against a backdrop of AI jitters, rising oil prices, and elevated bond yields.

European equity indexes largely edged higher in early trade after sharp selling in the last session, and oil pared some recent gains.

SpaceX faces a launch delay and stock dip as weather pushes Starship Flight 13 to Friday evening in Texas.

Alphabet's revenue increased by 24% to $119.8bn, marking the 12th consecutive quarter of double-digit growth.

At the end of last year, Wall Street analysts who ventured guesses on second-quarter earnings predicted 14% growth, on average. By the end of June, analysts were predicting 22% earnings growth. Stock market gains have lately lagged behind.

Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

It may have found itself in the right place at the right time.

FTSE 100 Live pre-open London looks set to open in the red on Friday, with tech selling and oil topping $100 a barrel combining to darken the mood heading into the weekend. Futures traders have the FTSE 100 called 40 points lower, building on Thursday's 77-point decline to 10,639. The...

Is YouTube about to become the biggest video entertainment platform?

Shares skidded Friday in Asia after Brent crude shot to its highest price since May as heavy fighting in the Middle East again threatened to slow the global flow of oil and gas. U.S. futures were little changed after tumbles for two of Wall Street’s most influential companies, Alphabet and Tesla, yanked U.S. stocks to their worst loss in a month.

A $1 billion bet from 2015 has turned into one of the biggest investment wins in corporate history. Selling is another matter.

Uber is taking a unique approach to the autonomous driving revolution.

A leading Wall Street analyst says the AI spending arms race is still early, even as Tesla and Alphabet shares sink.

The e-commerce and cloud giant didn't report a thing. Its neighbors' spending plans did the damage.

Coinbase Global Inc. (NASDAQ: $COIN) is letting businesses accept payments from AI agents, extending its stablecoin...

By Junko Fujita TOKYO, July 24 (Reuters) - Japan's Nikkei share average fell more than 2% on Friday, as a sharp decline in Google parent Alphabet shares spurred concerns about heavy AI spending.

The legendary investor is still making investment decisions after retiring as CEO of the conglomerate he built.

Concerns about artificial-intelligence spending shaved roughly $890 billion in market value from the Magnificent Seven on Thursday.

A regime shift driven by higher interest rates and an elevated cost of capital is creating valuation and profitability challenges for tech giants as investors pay keen attention to profitability metrics.

The market’s nonchalance over escalations in Iran came to an abrupt end on Thursday, as oil prices settled above $100 a barrel for the first time in two months. Ongoing jitters about hyperscalers spending too much on the AI buildout weren’t helping matters, and the combination of those factors wiped out hundreds of billions of dollars in market cap. The Nasdaq Composite sank 2.1%.

Alphabet’s investment implies about 6% stake in SpaceX.