Notícias

Is AI causing inflation or will it combat it?

By Anna Szymanski July 24 (Reuters) - From the Editor Hello Morning Bid readers! Cash burn and spiking crude prices dominated market headlines this week.

July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and

A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence. Major equity ‌indexes were on track for weekly declines, dragged down on Thursday by steep slides in Alphabet and Tesla following their quarterly reports. The fallout for Google parent Alphabet, ‌sparked in part by an increase in its already massive AI spending plans, set a negative tone ahead of results next week from other AI "hyperscalers": Microsoft, Amazon and Meta Platforms.

The absence of fresh overnight escalations between the U.S. and Iran halted the global oil benchmark’s upward march, as investors hope leaders seek an off-ramp.

Stocks stabilized on Friday but were on track for weekly losses as investors assessed a new set of global tariffs against a backdrop of AI jitters, rising oil prices, and elevated bond yields.

European equity indexes largely edged higher in early trade after sharp selling in the last session, and oil pared some recent gains.

At the end of last year, Wall Street analysts who ventured guesses on second-quarter earnings predicted 14% growth, on average. By the end of June, analysts were predicting 22% earnings growth. Stock market gains have lately lagged behind.

Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

Concerns about artificial-intelligence spending shaved roughly $890 billion in market value from the Magnificent Seven on Thursday.

Once Brent crude surged above $100/bbl, market fortunes were settled this trading day.

Brent crude topped $100 a barrel, stoking inflation fears and driving Treasury yields to their highest levels of the year.

VeriSign (NASDAQ:VRSN) reported stronger second-quarter 2026 results, citing record domain name registrations, continued solid renewal rates and a rising contribution from artificial intelligence-related tools that management said are making it easier for users to get online. Executive Chairman, Pr

The trading partners may be taking several steps back from the hard-fought truce that was ratified in June.

The "Magnificent Seven" group of stocks suffered its steepest one-day decline since the tariff-driven market sell-off in April 2025.

Blackstone (NYSE:BX) reported sharply higher second-quarter 2026 earnings as executives said the firm’s early and aggressive positioning around artificial intelligence infrastructure is driving investment performance, fundraising and new business formation across the platform. Weston Tucker, Blacks

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

All three major US stock indexes were down in late-morning trading Thursday, as Alphabet (GOOG) and

Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.

US stocks (^DJI, ^IXIC, ^GSPC) are selling off on Thursday as shares of Alphabet (GOOG, GOOGL) and Tesla (TSLA) sink lower after reporting negative cash flow on top of massive AI investments. Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance Senior Reporter Brooke DiPalma comment on these post-earnings moves by both companies' stock.

Second-quarter earnings results from Alphabet and Tesla kicked off a crucial test for the AI trade yesterday. The initial verdict? Oof. Both companies reported soaring revenue, but investors these days care much more about the AI spending bill.

HRL, jointly owned by Boeing and GM, makes electron spin qubits — a different approach from the superconducting circuits IBM currently uses

The European Commission fined Google the equivalent of about $1 billion Thursday for manipulating its search results to hurt competitors and blocking app developers from directing customers to cheaper deals outside its Play store.

This key source of income accounts for a huge amount of earnings for the entire S&P 500.

The European Union on Thursday hit Google with a fine of 890 million euros ($1 billion) after it said the technology behemoth broke digital antitrust regulations by setting up Google Play and its ubiquitous search engine to corral consumers towards its own services and apps to the detriment of competitors. It was the latest major crackdown on Big Tech by Brussels, which has led the world in reining in some of the world's largest companies from Silicon Valley to Beijing. Google had recently lost its appeal of a $4.5 billion antitrust fine imposed for throttling competition and reducing consumer choice through the dominance of its mobile Android operating system.

July 23 (Reuters) - European shares edged lower on Thursday, weighed down by technology stocks following quarterly results from U.S. giant Alphabet, while markets assessed the Middle East conflict

Investors were positioning their trades ahead of Intel’s second-quarter earnings report, due after the market closes on Thursday.

By Ankur Banerjee SINGAPORE, July 23 (Reuters) - Asian stocks rose on Thursday after U.S. technology firms outlined significant capital spending plans that are likely to benefit chipmakers in the

Alphabet Inc (GOOG) reports a 24% revenue surge, driven by robust cloud growth and new AI model launches, despite challenges in free cash flow and operating expenses.