Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
(Bloomberg) -- OpenAI plans to spend tens of billions of dollars on a massive new data center near Savannah, Georgia as part of the ChatGPT maker’s push to keep up with surging demand for artificial intelligence software. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Rest
AI tokens have become a major focus as some companies were hit by "token shock" from Anthropic and OpenAI model.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, according to a Reuters analysis of LSEG consensus estimates. The data shows the companies will generate about $340 billion more in annual operating cash flow in 2027 than in 2025, but capex is expected to rise by roughly $534 billion, equivalent to about $1.57 of additional investment for every $1 of additional cash flow.
Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...
CEO Michael Intrator says the global AI build-out requires capital on a scale rarely seen, but that he is on the “right side” of a generational change.
Meta Platforms said on Tuesday it is adding the Xbox Game Pass starter edition to its Meta Horizon+ subscription service, expanding its gaming offering on Quest virtual reality headsets. The move deepens Meta's partnership with Microsoft's Xbox and will give Horizon+ subscribers access to more than 50 Game Pass titles alongside the existing catalog of more than 100 virtual reality games available through the service.
(Bloomberg) -- Moonshot AI is preparing to begin discussions in August on a final round of fundraising before listing in Hong Kong, capitalizing on the excitement around its latest model to raise capital at a valuation of as much as $50 billion.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than
<body><p>STORY: From Anthropic's class action settlement to the world AI conference in Shanghai... This is Tech Weekly.</p><p>:: Tech Weekly</p><p>A federal judge has approved Anthropic's $1.5 billion class action settlement...</p><p>the largest known in a U.S. copyright case.</p><p>A group of writers sued Anthropic in 2024, arguing that the company used pirated versions of their books without permission to train its Claude AI model.</p><p>The lawsuit is one of dozens brought by copyright owners against tech companies over the training of large language models.</p><p>Tennessee state has claimed Instagram's design is to blame for a youth mental-health crisis.</p><p>Meta Platforms went to court on Monday – one of several trials in the coming weeks...</p><p>on allegations that the company's social media platforms were intentionally built to be addictive.</p><p>The lawsuit claims Meta failed to disclose extensive internal research..</p><p>showing Instagram could harm teens.</p><p>A Meta spokesperson previously said in a statement that the company already has built-in controls to protect teens.</p><p>Ongoing conflicts shaped discussions at the Farnborough Airshow, one of the world's largest aerospace and defense gatherings.</p><p>The show brings together hundreds of companies across commercial aviation, propulsion and military technology...</p><p>from unmanned fighter jets and hypersonic missiles to spy satellites and AI-enabled weapons systems.</p><p>Defense companies made up half of a record 1,600 exhibitors at this year's show.</p><p>Apple overtook Nvidia to become the world's most valuable company...</p><p>reshuffling the top ranks of tech giants as investors reassess the outlook for AI.</p><p>The shift in the pecking order illustrates how investors are looking beyond the most obvious beneficiaries of the AI boom, such as Nvidia.</p><p>The 2026 World Artificial Intelligence Conference kicked off in Shanghai...</p><p>showcasing the shifting AI landscape with Chinese open-weight AI models making rapid gains against systems from U.S. companies such as OpenAI and Anthropic.</p><p>Huawei's Atlas 950 SuperPoD large-scale AI computing system made its public debut...</p><p>demonstrating China's efforts to produce tech without U.S. giant Nvidia's most advanced chips. </p><p>Li Tianyi was an exhibitor at the show.</p><p>"We work in AI applications, which are more on the software side. As far as foundation models are concerned, I think we're still slightly behind. But it's not a gap that can't be closed. At least after visiting the exhibition today, I feel confident that we can catch up with the U.S. in terms of foundation model capabilities within a relatively short period. Perhaps three to five years."</p><p>An entire hall of humanoid companies also showcased robots dancing, weight lifting and looking eerily human like. </p></body>
Shares of Elon Musk’s SpaceX suffered their seventh straight day of declines, falling 3.3% to $119.85. SpaceX, whose stock is now well below its $135 offering price from June, on Monday dropped below Meta Platforms to become the eighth-largest U.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to deliver second quarter results above Wall Street expectations when it reports earnings on July 29, according to Bank of America analysts, who believe that healthy advertising demand and AI-driven improvements should support...
The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.
AMD stock rose more than 3% on Monday.
BlackRock is leading a debt sale targeting at least $12 billion for its massive new El Paso data-center project backed by Meta Platforms people familiar with the matter said. The world’s largest investment firm, along with its infrastructure and private-credit arms, owns an 80% stake in the Texas data-center project, while Meta Platforms, which will use the data centers, owns the other 20%. BlackRock has been plowing tens of billions of dollars into data-center investments over the past year, including a $40 billion deal to buy Aligned Data Centers.
<body><p>STORY: Tennessee state claims Instagram's design is to blame for a youth mental-health crisis.</p><p>Meta Platforms goes to court on Monday – one of several trials in the coming weeks...</p><p>testing allegations that the company's social media platforms were intentionally built to be addictive.</p><p>Tennessee accuses the company of violating the state's consumer protection law...</p><p>by knowingly designing a product that drives teens to compulsive use...</p><p>and misleading the public about its safety.</p><p>The lawsuit, filed by the attorney general's office, claims Meta failed to disclose extensive internal research..</p><p>showing Instagram could harm teens.</p><p>And that it continued offering features it knew were dangerous without warning users.</p><p>A Meta spokesperson said in a statement on Friday that the company already has built-in controls...</p><p>to protect the hundreds of thousands of Tennessee teens who use social media every day.</p><p>The company has argued the state's claims are based on the content posted on Instagram by its users...</p><p>and that a federal law shields the company from liability for third-party content.</p><p>The trial is slated to last for seven weeks.</p><p>It's scheduled to overlap with at least two other trials against the company in courts in California.</p><p>Meta faces thousands of lawsuits over similar claims in both state and federal court.</p><p>Nearly every state in the country has filed claims against Meta over its platforms’ alleged impact on children.</p></body>
(Bloomberg) -- Crowds rushed to an obscure corner of China’s premier tech summit, moving past monumental booths from Alibaba Group Holding Ltd. and Tencent Holdings Ltd. to catch a glimpse of the hottest name in domestic AI.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17
By Diana Novak Jones July 20 (Reuters) - Meta Platforms faces trial in Tennessee on Monday over the state's claims that Instagram's design is to blame for a youth mental-health crisis, one of several
By Diana Novak Jones July 20 (Reuters) - Meta Platforms faces trial in Tennessee on Monday over the state's claims that Instagram's design is to blame for a youth mental-health crisis, one of several
(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Against Disney Over
(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC
Morgan Stanley has emerged as Wall Street’s chief architect of the financing structures underpinning the AI boom, devising new debt and equity...
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz