Notícias

Intel stock and Arm Holdings were gaining as the success of Meta Platforms' Muse AI agent could boost CPU demand.

OpenAI's Astra has overtaken Anthropic on developer spend for the first time in over two and a half years

Investors are focusing on early adoption of Meta's Muse AI agent and its potential to expand the company's growth opportunities.

Stock Market Today: The Dow Jones index rallies 450 points Monday as oil prices and Treasury yields drop. Nvidia stock continues to climb.

By Johann M Cherian and Tharuniyaa Lakshmi Sep 21 (Reuters) - US stock futures were higher on Monday, driven by gains in AI shares as Treasury yields took a beating and oil slid 2% to hit an 11-day

While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound.

One veteran hedge fund manager believes the Magnificent 7 will grow into one of the most dominant forces in financial history, yet predicts that one or two of those companies will vanish entirely before the race is over.

Stock futures were rising to start the week as oil prices fell and the market digested positive progress between the U.S. and China

A state visit from Chinese leader Xi Jinping, conferences from Meta and Qualcomm, and a lot of FedSpeak form the last full week of September.

↗️ Intel (INTC), Super Micro Computer (SMCI), Advanced Micro Devices (AMD): The AI trade is continuing to find strength after a rally that began again last week, sending shares of chip makers, server designers and related companies higher.

Stocks have largely powered through a wall of worry this month, though rising bond yields, geopolitical risk in the Middle East, and AI jitters have given investors reason to pause

Meta Platforms (NasdaqGS:META) faces a French privacy probe into its AI-powered smart glasses following recent complaints about data collection. Regulators in France are examining whether the AI glasses comply with EU data protection rules for audio and visual recording in public spaces. Meta has partnered with Shopify to integrate its Muse AI tools into agentic payments, aiming to streamline embedded checkout flows for merchants. The French inquiry into AI glasses and the Shopify Muse...

CEO of OpenAI, Nvidia, and Microsoft, as well as Apple’s chairman Tim Cook, among others, would attend the state dinner with Chinese President Xi Jinping.

The economic stakes when it comes to AI remain especially high, but safety is becoming a key issue, too.

Burry says the liabilities are growing more than the companies themselves.

Nvidia's Jensen Huang is becoming Trump's top AI ally, outpacing Zuckerberg and Bezos as the stock extends its rally.

Neocloud providers offer compelling "picks and shovels" investments, but not all are created equal.

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

Constellation Energy has the largest nuclear fleet in the country and should benefit from rising power demand in the decades ahead.

Bill Ackman sold Alphabet and bought Meta Platforms during Q2.

Hyderabad has spent decades building the talent, infrastructure and business climate to compete with Bangalore, attracting major tech firms while becoming a hub for life sciences. But AI now threatens some of the lower-cost IT work that helped fuel its rise. The test is whether Hyderabad can use its talent base to move from supporting global innovation to creating more of its own. This version corrects a map of India.

Google and Meta just launched competing AI agents that actually take actions in your digital life, not just answer questions, and a retirement investor writing one check today faces a choice where the valuations, margins, and balance sheets tell very different stories.

Oppenheimer's top internet analyst ran the numbers on Meta's AI subscription push and walked away skeptical, raising a pointed question about whether Muse can ever justify the valuation premium Wall Street is quietly pricing in.

Caterpillar is in an excellent position as hyperscalers rush to spend capital on their AI build-outs.

ChatGPT ads just passed $1 billion in annualized revenue.

Meta is building new subscription revenue streams to help offset its massive AI spending.

Meta’s AI momentum is heating up, and its Sept. 23 Connect event could bring another catalyst for META stock.

I believe investors are underrating the potential of this compounding machine.

Here’s the bull thesis Wall Street thinks investors are missing

As the market rotates away from large-cap stocks, new opportunities have emerged in their place.