Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

U.S. markets were keyed into inflationary concerns on Wednesday as the 10-year Treasury yield soared to close at 5.11%, notching its highest level since July 2007.

President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, AI and Taiwan.

NextEra Energy disclosed that it secured a US$1.90 billion U.S. Department of Energy loan to restart the Duane Arnold nuclear plant in Iowa, which is targeted to return to service in early 2029 subject to regulatory approvals and backed by a 25-year power purchase agreement with Google. This federally supported nuclear restart aligns NextEra with fast-growing AI-driven power demand and deepens its long-term relationship with a major technology offtaker. Next, we’ll examine how the US$1.90...

The Inter-American Development Bank Group recently organized a significant meeting with heads of state and tech leaders from across Latin America and the Caribbean to push forward a collective agenda on the adoption of artificial intelligence (AI) technology in the region. This gathering, coinciding with the United Nations General Assembly, highlighted the potential economic benefits of AI, estimating a regional GDP increase of 5.1% over a decade with broad AI adoption. The discussions...

Google stock edged up after the federal judge unsealed a detailed remedies decision in an advertising antitrust case.

Shares of digital advertising technology company PubMatic (NASDAQ:PUBM) jumped 2.6% in the afternoon session after a federal court ordered behavioral remedies against Google, prohibiting the company from favoring its own ad tools over rival ad tech platforms.

Judge Brinkema filed a full remedies opinion in U.S. v. Google's ad-tech monopoly suit. The court publicly released the unredacted document. Both sides were given 14 days to propose redactions for confidential business information, but neither side did so.

Three CEOs with hundreds of billions already committed to AI infrastructure made separate calls to the White House last week, and a proposed federal oversight body quietly disappeared. Here is what each of them said on their earnings calls that explains why.

A federal judge's 106-page opinion, made public Wednesday, orders interoperability, data sharing, and an internal compliance monitor

A federal judge has reportedly ordered Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google to overhaul its online advertising technology practices and appoint an internal antitrust compliance monitor, while declining to force a breakup of its ad tech business. How Ad Practices Must Change In a 106-page decision, U.S. District Judge Leonie Brinkema in Alexandria, Virginia, found that Google must relax rules governing its online ad auctions, according to Reuters. The judge rejected the Department

Sept 16 (Reuters) - A federal judge said Google should appoint an internal antitrust compliance officer and make other changes to its advertising technology business, even though the Alphabet unit

Federal regulators have given Tesla less than two weeks to answer sworn questions about its Cybercab program, and the stakes go far beyond one automaker's ambitions.
Washington is drafting legislation that could give federal regulators the power to block Google's most powerful AI models before they ever reach customers, and the financial consequences for Alphabet's $460 billion Cloud backlog are anything but theoretical.
Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.

A federal judge on September 2 declined to force Google to sell major pieces of its advertising technology business, choosing conduct remedies instead. The decision reduced the immediate threat of a structural breakup while still requiring changes to how Google operates parts of its ad stack. Alphabet Inc. (NASDAQ:GOOGL) investors gained clarity, but not a […]

Energy prices remain sensitive to Middle East risks, which keeps inflation in focus and puts even more attention on companies building smarter, more efficient systems powered by artificial intelligence. That creates a potential opening for investors who want exposure to the tools that help businesses do more with less. This article looks at three stocks from our AI-focused screener that show how different parts of the AI stack are evolving. The three stocks below are only a sample from this...

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.








