Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Online shopping is moving into a new phase, and consumers may not always notice who is powering it. A shopper today can ask an AI assistant to compare products, find deals, read reviews, build a cart, and move closer to checkout without visiting a traditional retailer's website. In some ...
Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall Street analyst breaks down whether investors are misreading the returns or being misled about them.
Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
Amazon became the latest company to launch a giant U.S. bond offering this week to invest in its artificial-intelligence ambitions. WSJ’s Telis Demos explains what the AI boom’s move into the bond market means for investors.
The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.
Meta rose more than 5% on Friday, after Mark Zuckerberg said the company is looking into renting out data center computing capacity.
Police officers across the country are learning how to direct, corral, and when necessary, punish autonomous taxis.
AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.
Meta stock’s gains are leading the S&P 500 and the Magnificent Seven on Friday. The S&P 500 was up 0.2%, and the Dow gained 0.2%. The tech-heavy Nasdaq was up 0.1%. Meta stock was up 5.8%, adding to its best week since 2024, according to Dow Jones Market Data.
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at a scale that has never been proven.
Amazon is sitting on a backlog that dwarfs what most investors are watching, yet insiders are selling and free cash flow has nearly vanished. Before you decide what to do with AMZN, you need to see what the headline numbers are hiding.
Netflix is quietly exploring a move that would put rival streaming services inside its own platform, but industry veterans warn the real problem runs deeper than distribution. The answer may come sooner than investors expect.
(Bloomberg) -- SK Hynix Inc. is open to issuing more US shares should returns prove strong and the company’s stock price remains stable, SK Group Chairman Chey Tae-won said.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsSK Hynix Raises $26.5 Billion in Biggest Foreign Debut in USPrabowo’s Clampdown on Indonesian Tycoons Fuels Capital FlightZuckerberg Pledges ‘Aggressive’ Pricing With Met
Fashion titan Shein has won approval from China's market watchdog for its initial public offering application in Hong Kong, the China Securities Regulatory Commission said in a statement on Friday.- 'Selective reopening' - Beijing's approval signifies that "China is still supporting Hong Kong as a major offshore capital raising platform", Kelvin Lam, a China-focused economist at Pantheon Macroeconomics, told AFP. The US regulatory ban on Shein's listing bid in New York, which cited supply chain
Peter Lynch built his legendary track record by reading signals most investors overlook, and one of his most powerful indicators is now behaving in a way the technology sector has not seen in roughly 15 years.
SpaceX's historic IPO turned Elon Musk into the world's first trillionaire, and now Jeff Bezos is making the biggest bet of his life on the company he has quietly funded for 26 years.
Shares of Meta Platforms (NASDAQ:META) are up 6% in Friday morning trading, changing hands at $670 after Thursday’s close of $631.48. The move extends a hot stretch for Meta Platforms stock, which have climbed 15% over the past week. The catalyst is a rethink of what Meta Platforms is building. A Reuters-reported internal memo and ... Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?
Nebius Group NV (NASDAQ:NBIS) is one of the 10 Best AI Stocks to Watch in July. On July 2, Nebius Group NV (NASDAQ:NBIS) received some analyst attention on Wall Street as a result of Meta’s entry into the cloud computing business. Stefan Slowinski of BNP Paribas has a Neutral rating on the stock, partly because […]
BofA Securities reiterated its ‘Buy’ rating on Meta after a Reuters report said the company is ramping up its AI infrastructure with a custom-designed chip.
The UK government has formally classified major cloud computing providers, including Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOG), Amazon (NASDAQ:AMZN) and Oracle (NYSE:ORCL), as critical third-party suppliers to the country’s financial services industry, subjecting them to direct regulatory supervision. The decision is intended to strengthen the resilience of banks, insurers and financial market infrastructure by reducing the risks associated with cyber incidents, operational failures and tech
Amazon's Low-Cost Shipping Push Raises the Stakes for UPS and FedEx
These AI stocks sell for low valuations relative to their growth rates.