Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Alphabet, Google's parent company, is reportedly working on a new chip designed to make its Gemini models run much more efficiently.
By Blake Brittain July 20 (Reuters) - A federal judge in San Francisco on Monday signed off on artificial intelligence company Anthropic's landmark $1.5 billion settlement of a class action lawsuit
<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>
Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Google reported its Q2 earnings after the bell on Wednesday.
Google reported its Q2 earnings after the bell on Wednesday.
Alphabet (GOOGL, GOOG) is expected to report another strong quarter, driven by artificial intelligen
Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss DeepMind CEO Demis Hassabis' call for U.S.-led oversight of advanced AI models and what it could mean for the future of AI regulation.
US stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) throughout this week. Tematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism depends on a few critical numbers Wall Street is watching closely.
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign that could reshape the entire investment case before year-end.
Alphabet's Frozen v2 AI chip lifts Google stock as Wall Street calls the semiconductor selloff a possible entry point.
Alphabet Gains After Report Details Ultra-Efficient Gemini AI Chip
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
The project is reportedly part of Google's broader effort to reduce AI infrastructure costs and lessen its reliance on Nvidia's GPUs.
Council on Foreign Relations (CFR) senior fellow for China and emerging technologies, Chris McGuire, speaks with Julie Hyman about the "real risks" posed by Chinese AI models to market competition and national security.
Earnings may take a back seat again. Investors want updates about Tesla's robotaxis and Optimus robots.
