Notícias

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, ‌as surging investment in AI data centers fuels demand for ‌high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products ​that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, bringing its ‌total funding to more than $900 ⁠million.

Nuclear play Constellation Energy jumped about 7% Thursday morning after beating analyst views on earnings and profits.

Alphabet is looking to raise as much as $25 billion from its ‌latest U.S. bond offering, Bloomberg News reported ‌on Thursday citing people familiar with the matter, weeks ​after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet ⁠did not immediately respond to a Reuters request for comment. Alphabet late ‌in July raised its ​annual capital expenditure forecast for ​the second time ​this year, fanning fears over the ‌pace of returns on ​its AI investments, ​especially as concerns mount over delays to its flagship AI model.

(Bloomberg) -- Alphabet Inc. has started marketing a US investment-grade bond offering, testing investor appetite soon after its raised 2026 spending forecast helped trigger a selloff in AI-related debt.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on F

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

News (NASDAQ:NWS) reported record fourth-quarter profitability for fiscal 2026, with revenue rising 11% year over year to $2.3 billion and total segment EBITDA increasing 31% to $423 million. Net income from continuing operations climbed 167% to $230 million, while reported earnings per share rose t

(Bloomberg) -- Stocks in Asia were poised to ease Thursday as investors digested gains in technology shares while watching for fresh signs of progress toward a deal to reopen the Strait of Hormuz.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasit

Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.

Meta Platforms on Wednesday launched Muse Code, a coding tool powered by ‌its latest AI model, Muse Spark 1.2, designed ‌to help developers write and debug software. Muse Code can ‌write code and ⁠verify results, and has been trained to handle long, complex coding projects while also ⁠running multiple sub-agents simultaneously to speed up difficult tasks, the company said. Meta also said it trained Muse ​Spark 1.2 ​and Muse Code together ​to operate smoothly as ‌a pair.

The company, pressed by investors to generate revenue from AI, says its offering will cost less than popular alternatives.

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak

Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

The new framework, completed in recent days, is seen as most likely to affect OpenAI, Anthropic and Google.

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.

Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.

Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Pinterest is scheduled to report second-quarter financial results after the stock market closes on Tuesday.

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

Analyst upgrades are piling up ahead of earnings

(Bloomberg) -- Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advi

The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.

(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing

(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders