Notícias

(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em

Alphabet’s (GOOGL) upcoming premium smartphone might be concealing a hazardous paradox. Leaked promotional renders of the unannounced Google Pixel 11 Pro Fold appear to show an eight-inch inner display, a slightly revised camera enclosure, and a new illuminated element on the rear of the phone. But ...

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Investors are coming around to the idea that Big Tech spending on AI can make sense—as long as there is a cloud-computing business involved.

Like SpaceX, five of the seven Magnificent Seven stocks sank below their IPO price during the first year after their IPO.

A surge in Amazon stock Friday gave the Nasdaq enough momentum to obscure Apple slump. Beneath the surface of the Nasdaq composite’s 1% gain was a tug of war between Apple stock, which fell 7.4%, and Amazon’s which surged 15%. The post-earnings slide, Apple’s largest since 2014, followed company forecasts for its September quarter that fell short of Wall Street’s expectations.

Profit growth is finally catching up with market dominance

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Amazon delivered blockbuster results across the board.

Federal court clears Reddit to advance anti-circumvention claims against Perplexity AI and SerpApi, even as the platform navigates Google search traffic fluctuations following robust Q2 2026 earnings.

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.

Over the past two days, four of the trillion-dollar tech giants have reported earnings. Each day, there's been one clear winner and one clear loser. Today, Amazon stock is winning while Apple is down.

Reddit shares plunged the most on record on Friday after US daily users, lack of new AI deal announcements dissapointed investors.

Alliant Energy (NASDAQ:LNT) said it delivered second-quarter 2026 GAAP earnings of $0.65 per share and reaffirmed its full-year earnings guidance, with management saying results are trending in the upper half of the company’s range despite milder weather during the first half of the year. President

Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and future growth.

July 31 (Reuters) - U.S. equity funds drew inflows in the week to July 29, snapping a two-week streak of outflows, as investors added exposure to mega-cap technology funds during a recent selloff on

Cook, who steps down as CEO on Sept. 1, said Apple's hybrid AI approach is an advantage as rivals rely on massive cloud infrastructure

July 31 (Reuters) - Global equity fund inflows rose to their highest in three weeks during the week to July 29, as investors snapped up technology sector funds during a market downturn, anticipating

Amazon shares jumped more than 12% before the bell on Friday after the e-commerce and cloud giant posted its strongest cloud growth in over ‌four years, bolstering investor confidence that its multibillion-dollar AI bets are driving a ‌fresh wave of demand. The rally put Amazon on track to add about $300 billion in market value, as investors looked past ​a 10% increase in planned capital expenditure to $220 billion and instead focused on booming demand at Amazon Web Services (AWS), the profit engine at the center of the company's AI push. The reaction was in sharp contrast to Alphabet's earnings last week, when the Google-parent's shares stumbled after it reported its ‌first negative cash flow, which stemmed ⁠from rising AI-related spending.

Apple shares were falling hard early Friday, puncturing the iPhone maker’s recent strong run. But analysts at Citi think there are still grounds to back the stock. Apple shares were down 7.4% at $308.

Morningstar maintained an $850 fair value estimate for META, implying a 58% upside from current levels.

Plus, banks are in talks to lend $15 billion for a Google-backed Anthropic data center, and Spider-Man’s youngest fans might help make the new movie a hit.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

The social-media platform’s earnings outpaced Street estimates, but that wasn’t enough for investors.

Amazon stock jumped after the e-commerce and cloud-computing giant reported second-quarter results. The closely-watched Amazon Web Services business grew 37% to $42.4 billion. Analysts were forecasting 31.3% growth for AWS prior to the report.

Year-over-year revenue growth for Amazon Web Services came in at 37% for the second quarter as AI drives computing demand.

Amazon.com topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending, signaling the company's hefty investments ‌were bearing fruit. Revenue at its cloud computing unit, Amazon Web Services, jumped 37% ‌to $42.2 billion in the second quarter ended June 30, compared with analysts' consensus estimate of a 31.21% increase, according to ​data compiled by LSEG. Amazon said it burned $7.6 billion of cash on a trailing twelve months basis in the second quarter, compared to $18.2 billion in free cash flow a year earlier.

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus ‌tied to Anthropic, with Alphabet's Google offering financial guarantees ‌and supplying chips, the Wall Street Journal reported on Thursday, citing people familiar with ​the matter. • A bank group led by Morgan Stanley is discussing ‌financing for the project ⁠in Hubbard, Texas, which includes a natural-gas-fired power plant capable of producing 1.6 gigawatts of electricity, the ⁠report said. • Google has agreed to guarantee billions of dollars of Anthropic's lease and power-payment commitments if the startup defaults, according to WSJ.

Google’s guarantees of power and lease obligations would help the developer secure financing for the 1.6-gigawatt Texas project.