Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened in the bond market.
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single delayed contract could force a reckoning.
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]
ByteDance Ltd., the developer of TikTok, has attracted more than $30 billion of orders for its jumbo syndicated loan, people familiar with the matter said, indicating strong interest from lenders as the Chinese technology giant ramps up investments in artificial intelligence.
NASA selects Blue Origin, Firefly Aerospace, more for prelaunch services contracts. SpaceX readies for next Starlink mission, SPCX hits resistance.
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and one complete exit signal something worth understanding before you assume he is simply buying the AI boom.
On Tuesday, Swedish logistics company Einride bought several hundred Tesla Semi trucks that will be used by Amazon and other customers in North America. Einride stock shot up 20%, while Tesla slipped about 1.5%.
Einride AB (NASDAQ:ENRD) shares jumped more than 27% in early pre-market trading on Tuesday after the Swedish technology company announced a partnership with Tesla (NASDAQ:TSLA) to deploy 500 Tesla Semi trucks across North America for Amazon. Einride said the programme will represent the largest deployment of its kind globally, with the electric trucks managed through the company’s Saga AI fleet intelligence platform.
The Tesla Semi truck was introduced back in 2017. Einride stock was up more than 18% in premarket trading at $7.30, while futures were down 0.5%. Electric semi trucks have been a challenge for the transportation industry.
Aug 18 () - Einride AB said on Tuesday it plans to deploy 500 Tesla trucks across its North American operations over the next two years, in what would be the largest rollout of heavy-duty electric vehicles to date. The Sweden-based freight technology company said the deployment, beginning in September 2026, would support customers such as Amazon across freight corridors in California, Texas, New Jersey, Illinois and Georgia, tripling its electric truck fleet.
Einride will buy the Tesla Semis, which will be made to Amazon and other customers.
Amazon.com (AMZN) is back in focus after reports that Decart AI is exploring a sale valued between US$6b and US$7b, with Amazon named among potential bidders as competition for AI assets tightens. See our latest analysis for Amazon.com. At a latest share price of US$261.31, Amazon.com has pulled back over the past week with a 7 day share price return of a 6.03% decline. However, its year to date share price return of 15.37% and 3 year total shareholder return of 94.02% point to momentum that...
Amazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its last earnings call, management revised that estimate up, significantly. The new figure was $1 trillion. Not as a stretch goal. As what they now believe is a real possibility. ...
When an AI agent deletes hundreds of emails from a senior executive’s inbox, the fallout is immediate. In February 2026, that exact scenario involving Summer Yue, Director of Alignment at Meta Superintelligence Labs, triggered an industry-wide blacklist of the OpenClaw framework by Meta, Google, Microsoft, and Amazon. The failure, which occurred during context window compaction […]
Alphabet Inc. started marketing its debut Australian debt offering as the US tech giant targets its latest multi-billion dollar fundraising, with AI spending skyrocketing.
Amazon (AMZN) vice president of Alexa and Echo, Daniel Rausch, speaks with Josh Lipton about all the ways the new Alexa+ engages with shoppers through its enhanced personal assistant functions.
Fear of a Fed move to tighten monetary policy has receded, but market-based interest rates are still trending higher.
Amazon and Alphabet are benefiting from their massive investments in AI and space companies, but those investments come with greater exposure to private-market valuations and liquidity constraints.
Amazon has quietly built a chip business that top investors say rivals the biggest names in semiconductors, yet the stock has barely moved while peers soar. What they found inside AWS could change how you think about the AI trade.
Amazon.com stock could be worth $500 a share by the end of 2027 if the company successfully grows its AWS revenue, according to Morgan Stanley.
Rivian raised its delivery outlook and posted improving margins, yet a quiet detail buried in the CFO's remarks on the last earnings call could make the second half look far worse than the headline numbers suggest.
The Claude maker just crossed a critical financial threshold