Notícias

Just be sure to look more than a year down the road.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

By Mike Dolan Aug 17 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets A relatively quiet week ahead kicks off today in the shadow of the

Plus, we examine why Big Tech’s AI spending is $3 trillion higher than it seems, and how Burger King overtook Wendy’s.

The revised terms took effect immediately, with Amazon telling customers that continued use of its services constitutes agreement to the changes.

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.

Applied Optoelectronics is positioned for AI-driven optical networking growth as copper hits limits and demand for data center optics rises.

The line-up covers different packaging formats, including recyclable plastic and paper-based options.

Nebius Group (NasdaqGS: NBIS) has emerged as a key bidder in the Decart AI acquisition talks, competing with large technology companies including Amazon, NVIDIA, and SpaceX. The potential multibillion dollar deal would mark a significant move by Nebius Group to expand its AI capabilities through major M&A. Decart AI only recently secured substantial funding, which places added attention on how a sale could influence Nebius Group’s future positioning in AI. Readers who want more ideas around...

Walmart leads a busy earnings week as retailers report amid cost pressures, while Tech's outsized gains lift S&P 500 earnings growth.

The total includes $1.2 trillion in unstarted leases and $1.9 trillion in purchase commitments.

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

Taiwan Semiconductor has its fingerprints all over the modern data center.

The partnership has extended the presence of Oracle AI Database@AWS to 22 regions.

Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That’s why Thiel Macro’s Q2 filing is particularly shocking, returning with ...

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Thiel Macro put $76 million into Vista Energy, making the Argentine oil producer its second-largest position after Amazon.

On August 5, NiSource Inc. (NYSE:NI) held its second-quarter earnings call, and the numbers told two different stories at once. Adjusted EPS fell to $0.16 from $0.22 a year earlier, yet management walked away reaffirming every long-term target on the books. That gap between a rough quarter and an unshaken outlook is the story here, […]

Some of the artificial intelligence boom’s biggest beneficiaries can cash in whether open models proliferate or not.

Analysts have been nudging up price targets for Amazon.com, with some research now clustering in the US$320 to US$365 range. Much of this shift is tied to AI driven demand in Amazon Web Services, a growing AI and cloud backlog, and updated views on how capital expenditure intensive infrastructure could support future returns, even as some analysts stay cautious on spending and competition. As you read on, you will see how these moving pieces shape the evolving narrative around Amazon.com and...

Both Amazon and Microsoft are benefiting from the AI arms race.

BUENOS AIRES, Aug 15 (Reuters) - Palantir chair and co-founder Peter Thiel has bought a 1% stake in Argentina's Vista, one of the largest oil companies operating in the country's Vaca Muerta shale

Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.

Musk's bold claim suggests SpaceX could spend huge sums on data centers.

"The bottom line is that the US economy continues to be supported by a growing set of tailwinds."

Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.

Nvidia cut a check for an AI startup and woke up owning a massive stake in Elon Musk's rocket empire. The chain of events that turned a chip deal into one of the most unusual positions on any tech company's balance sheet raises a question shareholders probably never thought to ask.

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.