Notícias

(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill

DoorDash on Wednesday launched its in-house drone-delivery program, DoorDash Air, after ‌securing a U.S. Federal Aviation Administration certification ‌to operate commercial drone deliveries in the U.S. The move marks ​the food-delivery company's push into autonomous delivery as it looks to reduce reliance on human couriers and expand its logistics network. • ‌The program was ⁠developed by DoorDash Labs, its robotics and autonomy unit, and will eventually be ⁠integrated into its delivery app, according to a TechCrunch report.

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

Investing.com -- Direxion on Wednesday launched a new family of exchange-traded funds designed to generate income by writing call options on individual high-volatility stocks, expanding beyond its traditional leveraged and inverse ETF offerings.

Investors are laser focused on capex heading to Meta' earnings report.

As lifelong classicists and Christopher Nolan fans know, one of the ordeals that Odysseus and his crew endured on their way home from Troy came when they had to sail their boat between two hazards: the sea-monster Scylla and the whirlpool Charybdis.

AI summaries are crippling search traffic, and in the long run, that's not in the best interest of publishers or even Google.

Amazon reported its Q2 earnings after the bell on Thursday.

Amazon will report its second quarter earnings after the bell on Thursday.

Apple will report its third quarter earnings on Thursday.

The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way.

Vertiv stock drops sharply after the data-center infrastructure company’s second-quarter sales came in below Wall Street’s expectations.

‘There won’t be anything that AI can’t do better than humans.’

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

Meta stock has declined for nine consecutive sessions, falling about 13% cumulatively.

Alphabet's (GOOG) Google DeepMind has dismantled the team behind its Nobel Prize-winning AlphaFold a

Alphabet's AI momentum across Search and Cloud, alongside updates on AMD and RTX, highlights growth opportunities and key execution risks investors are watching.

After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit.

At a nearly $4.1 trillion market cap, the stock is far from having peaked.

QQQ rebounded with Wall Street as investors brace for a pivotal Wednesday featuring Big Tech earnings and a Fed rate decision that could drive market volatility.

Meta reports Q2 results after the close as investors weigh AI spending, ad growth and Reality Labs performance against a lower-than-average valuation.

Binance will list 10 new bStock pairs, including Apple and Amazon, with zero maker fees running until August 31.

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

Meta could deliver a record quarter for its core advertising business. But Wall Street will look past that for the latest on the company’s AI spending.

Investors worried about their AI exposure can collar shares—a cost-effective way to protect against losses in Alphabet or other tech stocks.

By Ankur Banerjee SINGAPORE, July 29 (Reuters) - Asian stocks sank on Wednesday, extending a vicious selloff as anxiety about AI valuations and whether the massive spending will deliver returns

Wall Street is paying top dollar to buy insurance against tech giants like Meta and Alphabet defaulting on their debt, in a sign that AI spending is seriously worrying the bond market. The five main data center operators— Alphabet Amazon.com Meta Platforms Microsoft and Oracle —are spending huge sums on the artificial intelligence buildout. For 2026, the aggregate free cash flow of the five hyperscalers is estimated to fall to negative $2.8 billion, from $187 billion in 2025.

The stock market is doubting everything it once held true, and it has the potential to end the years of easy returns.

Investors' focus is shifting back to low-risk stocks.

Jensen Huang had never posted on X before July 24. His first post on the platform wasn't about chips or Nvidia's earnings or the next GPU architecture. It was a letter. An open letter signed by more than 20 tech companies, including Nvidia, Microsoft, Meta, Google, OpenAI, Hugging Face, Mistral, ...