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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Berkshire Hathaway just built or expanded positions in an airline, a mega-cap platform, and a battered homebuilder during the same quarter, and the reasoning behind each pick reveals where patient institutional money sees the market mispricing real earnings power.
Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trillion-parameter system that has triggered intense discussion across global markets. By matching—and in some developer arenas, beating—flagship American models on key leaderboards, K3 has forced Wall Street to radically rethink how fast domestic Chinese labs are closing the capability gap with the West.
(Updates with Google's response to a request for comment in the third paragraph.) Alphabet's (GOO
Micron stock is down 25% in the past month and has fallen below $1 trillion but there is hope on the horizon.
FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe
By Lewis Krauskopf NEW YORK, July 17 (Reuters) - U.S. corporate earnings season heats up in the coming week, with Alphabet and Intel set to offer updates that could sway the market-leading AI trade
This tech giant has been a key winner in the AI boom.
Visa, Stripe and Google have joined the x402 Foundation as premier members, adding three of the biggest names in payments and search to an effort to build an open standard for machines that pay each other. The foundation, affiliated with the Linux Foundation, is developing x402, a protocol...
KUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that
A British energy company is planning to build what is thought to be the world’s first offshore, gas-powered data centre in the North Sea.
And they aren't the only ones.
Steve Eisman, the investor made famous by “The Big Short,” warned this week that the artificial intelligence giants driving the stock market may lack the one thing that justifies their spending: a moat. “You’re talking about massive companies spending trillions...
Alphabet stock drops on a Gemini AI delay and a new EU order, testing confidence before next week's earnings.
Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 4.5% in the afternoon session after reports revealed that the release of its flagship Gemini 3.5 Pro AI model has been delayed by several months.
The conviction belongs to Buffett. But is the oracle of Omaha right?
Nearly 700 miles from Silicon Valley, in the arid foothills of Boise, Idaho, you’ll find the headquarters of Micron Technology (MU), a global manufacturer of semiconductor chips and one of the world’s leading technology companies. It's also nearly 2,500 miles from Wall Street. Yet despite its ...
The Nasdaq tumbled on Sandisk, Micron, other AI stocks, but regional banks and transports rose. SpaceX has a big launch coming.
Gemini 3.5 Pro is reportedly months behind schedule after falling short of Google’s internal expectations for coding capabilities.
Google stock fell amid a report the internet giant is behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, as rivals gain momentum.
(Bloomberg) -- Earlier this week, Google DeepMind Chief Executive Officer Demis Hassabis unveiled a proposal for a new international watchdog that would do “rigorous” tests and reviews of cutting-edge AI models before release.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s First Device Will Be Movable, Screenless Speaker Built
The AI boom has been one of the biggest investing stories of the past few years. Nvidia became one of the most valuable companies on earth. Microsoft, Google, and Amazon poured hundreds of billions into infrastructure. But the companies actually building the models at the center of it all have ...