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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.
(Bloomberg) -- Investors in the ever-hotter AI stock rally must suddenly consider a risk with the potential to be even more damaging than high valuations and big spending: Politics getting in the way.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USTrump Blows Through His Iran Red Lines in Justifying Peace DealNetanyahu Pays a Political Price for Tr
Nation-state cyberattackers are increasingly using residential proxy networks to mask their traffic, turning everyday electronics into a massive global threat.
Microsoft (NasdaqGS:MSFT) is shifting its Copilot Cowork enterprise AI platform to usage-based pricing as Copilot adoption grows. The company is evaluating alternative AI models, including options such as DeepSeek, to help manage AI infrastructure costs. These changes are part of a wider cost optimization effort across Microsoft’s AI and cloud operations. The move signals a transition away from traditional licensing toward a more flexible, consumption-driven AI billing model for enterprise...
In recent days, General Electric Company moved to expand its board by electing Microsoft executive Judson Althoff as an independent director, while GE Aerospace deepened its role in advanced technologies through support for Starfighters Space’s STARLAUNCH 1 design review and a Memorandum of Understanding with Wolfspeed on high-voltage silicon carbide power modules. Alongside these developments, GE Vernova’s small modular reactor component partnership in Ontario highlights how the group is...
Shares of global financial services firm Morgan Stanley (NYSE:MS) jumped 2.6% in the afternoon session after its investment management division, alongside partner Ridgeback Group, announced the acquisition of a UK private rental business for approximately £1.05 billion.
It apparently fell short in an attempt to lease cloud capacity from a peer.
Apple is hardly alone in confronting this pressure. Microsoft’s newly launched Surface Pro 13-inch starts at $1,499 and its Surface Laptop at $1,599, roughly 50% above the prior-generation models that launched in 2024 at $999, with the AI-driven memory shortage cited as a central reason for the jump, according to reporting by Yahoo Finance. The repricing across the PC industry reflects a structural shift in the memory market that shows little sign of easing soon.
In the latest trading session, Microsoft (MSFT) closed at $378.86, marking a -3.8% move from the previous day.
The memory shortage is hitting the gaming sphere, with Sandisk's (SNDK) PlayStation 5 storage SSD costing nearly $3,000. Yahoo Finance Technology Editor Dan Howley breaks down the details.
Oracle said details in a report about failed cloud deal talks with Microsoft were inaccurate.
This is a hyper-growth chapter for Palantir, defined by demand it cannot meet. Its Artificial Intelligence Platform, AIP, is positioned as one of the few reliable ways for institutions to deploy AI without operational chaos.
New fund will concentrate on 10 to 15 companies with larger, longer-term agreements.
If you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.
Popular digital artist Mike Winkelmann, better known as Beeple, portrayed Elon Musk as a massive cyborg figure late Monday following his historic achievement as the world's first trillionaire. Musk Shows As Undisputed Tech Tzar Beeple posted an artwork on X,...
Microsoft moved Copilot Cowork to usage-based pricing this week and floated DeepSeek and other open-source models as a cheaper swap for OpenAI and Anthropic.
Shares pulled back Wednesday after a roughly 40% run since the company's Friday debut pushed its market cap past Amazon
Apple benefits from strong iPhone demand, record Services growth and expanding AI innovation, reinforcing its long-term growth prospects.
GOOGL's AI-powered Search and Cloud growth offer upside, but high capex, competition and stretched valuation keep investor caution high.
SpaceX shares point to a fourth straight gain as investors watch IPO demand, low float, and possible Nasdaq index inclusion.
The stunning rally in SpaceX shares is losing some steam. The stock was trading 6% lower this morning, after a staggering rally that propelled shares nearly 50% above its IPO price in less than three full days of trading. It may be that a frenetic wave of demand from individual investors is finally fizzling out.
SpaceX fell on Wednesday for the first time since the company went public, breaking a three-session winning streak that had pushed Elon Musk's rocket and AI venture into the upper tier of the world's most valuable companies.
SpaceX fell on Wednesday for the first time since the company went public, breaking a three-session winning streak that had pushed Elon Musk's rocket and AI venture into the upper tier of the world's most valuable companies.
Microsoft Halts Oracle Data Center Talks in Major Security-Driven Split
Krugman said SpaceX has become a bet on Musk's ability to keep generating excitement around futuristic projects.
Opening Bid's Stock of the day: Microsoft has slipped below its 200-day moving average. Yahoo Finance Executive Editor Brian Sozzi is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez and Yahoo Finance Markets & Data Editor Jared Blikre to break down what's driving the weakness in the tech giant and how to play it going forward.
SpaceX stock has risen around 50% since its Nasdaq debut last Friday, pushing its valuation above $2.66 trillion at Tuesday's close