Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
On Wednesday, Apple Inc. shares surged to a record high after investors welcomed the company’s new Siri AI beta and progress on Apple Intelligence, with prominent analysts Gene Munster and Ming-Chi Kuo saying the rally reflects growing confidence in Apple’s...
How will Intel stock fare as its second-quarter print prepares to arrive in the coming days?
In a major move towards transparency, billionaire Elon Musk, owner of social network X, has declared his intention to make the platform’s entire codebase open source. Musk took to X on Wednesday and stated that the company would make the...
Apple's frugal AI strategy saved billions while rivals committed to a spending arms race, but new reports reveal a quiet technical crisis that may force the company into an entirely different kind of expensive bet.
Investors are focusing more on what could be the company's most important segment going forward.
A massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamics. Companies like Meta Platforms Inc., Nvidia Corp., and Amazon.com Inc. are leading a historic capital expenditure push, issuing hundreds of billions in corporate...
Microsoft Corp. has reportedly instructed its sales team on Tuesday to position in-house AI models above rival offerings from OpenAI, Alphabet’s Google and Anthropic, as part of a fiscal 2027 strategy session. Executive Vice President Jay Parikh told staff, “Everyone...
Warren Buffett’s decision to start building a stake in Alphabet is being seen as a late-career imprimatur for artificial intelligence. For stockholders in Berkshire Hathaway (BRK.A) (BRK.B), it could have a more crucial message. Buffett relinquished the CEO title on Jan. 1, passing the baton to ...
European Commission orders Alphabet's Google to open key Android features and anonymized search data to rival AI developers under the Digital Markets Act. Legally binding interoperability and data access rules are scheduled to take effect in 2027, targeting Google's position in mobile and search. Alphabet, trading as NasdaqGS:GOOGL, is also facing delays in rolling out its next Gemini AI model, raising questions about its AI product execution. Alphabet sits at the center of mobile, search...
Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).
Alphabet’s broader ecosystem gives it the long-term edge, while Meta offers faster growth, a lower valuation and a higher yield.
A duo of Magnificent 7 members, namely Tesla (TSLA) and Alphabet (GOOGL), will help headline the reporting docket this week, who both head into their reports with favorable revisions for both earnings and sales.
Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.
The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.
SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after already dropping below its mega-IPO price earlier this week. William Blair research analyst of industrials Louie DiPalma — whose firm maintains an Outperform rating on SpaceX's stock — comes on to talk more about the opportunities and risks ahead for Elon Musk's company.
Demis Hassabis proposes independent AI model reviews as regulatory scrutiny of advanced systems intensifies.
Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down China's AI startup Moonshot's new AI model, Kimi K3, explaining how its technology works and how it stacks up against leading AI rivals, like OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT).
Apple prints billions in cash every quarter while rivals burn theirs on unproven bets, and that difference is exactly why one investor keeps adding shares despite a valuation that should give anyone pause.
The sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]
In the stock market, earnings and earnings growth are paramount, but in business there is something that matters even more. Shares of the EV start-up fell as low as $2.37, down more than 50%, on Tuesday after news portal electric-vehicles.com said the company was considering a bankruptcy filing, which Lucid strenuously denied. Lucid stock was susceptible to damage because the company isn’t profitable and will need billions in new capital over the coming years to reach that point—expected when it is selling about 150,000 cars a year.
Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
