Notícias

Find insight on netEase, Alibaba, Megaport and more in the latest Market Talks covering technology, media and telecom.

Index funds went from a punchline to the investing world’s 800-pound gorilla. This month marks the 50th anniversary of the Vanguard First Index Investment Trust, now Vanguard 500, the original way for individuals to passively own the S&P 500 index. Founder Jack Bogle raised just $11 million, about a 10th what he had hoped, and it was dubbed “Bogle’s Folly.”

Spending on K-12 and back-to-college combined is expected to hit a record of nearly $147 billion, according to the National Retail Federation. “Customers are responding to just absolutely fantastic investments in price,” Walmart’s U.S. CEO David Guggina said yesterday during the company’s earnings call that highlighted the cost pressures facing consumers. “We have a list of 14 key items that are priced less than what we saw in 2019,” he also said of the store’s school supplies, citing examples from the store’s Pen+Gear brand, which has crayons for 25 cents and No. 2 pencils for 92 cents.

A failure in the US Treasury's plan to tame long-term bond yields would pressure the dollar and spur short bets against riskier assets in the lead-up to November midterm elections, according to Bank of America Corp. strategist Michael Hartnett.

The Korean company’s plan to buy back as much as $78.88 billion of shares comes as chip makers reap the rewards of the artificial-intelligence boom.

HP heads into earnings with its PC business regaining ground, while Bank of America warns that rising costs could leave investors with a tougher outlook.

Samsung Electronics said ‌on Friday it ‌has available about 90 trillion ​won to 110 trillion won ($65 billion to $79.5 billion) for shareholder ‌returns in ⁠2026, subject to business performance, investment ⁠and cash flow. Samsung plans to distribute ​about 30 ​trillion ​won in ‌cash dividends in the third quarter, including regular quarterly dividends, it said in a ‌regulatory filing. The board ​will decide ​remaining ​payouts in ‌January 2027, with cash ​dividends, ​share buybacks and share cancellations to ​be ‌considered.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

European indexes largely rose at market open, with the Europe-wide Stoxx 600 lifted by the banking sector.

For all the US Treasury’s efforts to stem rising borrowing costs, cooling inflation remains the most compelling way to lower bond yields, according to Goldman Sachs Group Inc.

Anthropic, the artificial intelligence company behind the Claude chatbot, is preparing to publicly file paperwork for an initial public offering as soon as the end of this month. The listing could match or surpass the record $75 billion flotation completed in June by SpaceX, Elon Musk's...

The theoretical math suggests the stock should be worth measurably more. Investors are just pricing in the unspoken, unquantifiable reality.

U.S. stock futures are posting slight gains heading into Friday morning as investors weigh rising geopolitical risks against a backdrop of manageable domestic inflation and resilient financial conditions. The Polymarket (CRYPTO: POL) crowd is leaning bullish for the Aug. 21...

Ross Stores Inc (ROST) delivers a 10% comp increase and raises full-year EPS outlook to $8.61-$8.77, driven by robust customer traffic and strategic initiatives.

World shares were mixed on Friday following a retreat on Wall Street as a U.S. Treasury Department plan to boost its government debt buybacks appeared to have only limited capacity to calm markets. In early European trading, Britain's FTSE 100 slipped 0.1% to 10,737.04. In Asia, Japan’s Nikkei 225 fell 0.3% to 66,016.36.

A carbon-credits project funded by ExxonMobil Holdings Corp. was among dozens found by German authorities to be “suspicious,” to have overstated their environmental impact or to be fake.

President Donald Trump signed a new policy Thursday aimed at growing U.S. space launches and expanding re-entry capacity, including directing agencies to consider federal land for new launch sites. The Push for 1,000 Launches By 2030 The National Space Transportation Policy directs the Secretary of War, NASA, and other agencies to identify federal land for an additional reentry site within 90 days, part of a push to support more than 1,000 launches and reentries annually by 2030. The policy also

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco ruled that prosecutors failed to provide sufficient evidence that Ding knew or intended his actions would benefit the Chinese government, a requirement for economic espionage charges, Reuters re

There might not be a safe place to hide in case of an AI bubble. But some ETFs could be less unsafe than others.

Samsung Electronics expects its shareholder returns for this year could reach up to 110 trillion won ($79.54 ‌billion), including 30 trillion won in cash dividends in the third quarter, it said ‌on Friday. The 110 trillion won would be over five times the size of the previous high in shareholder returns of ​20.3 trillion won in 2020. Like rival SK Hynix, Samsung has come under pressure from shareholders to return some of the gains from their record-breaking profits as the AI boom drives demand for chips.

Samsung Electronics plans to hold a board meeting on Friday ‌afternoon to discuss a new shareholder return ‌package, a person familiar with the matter told Reuters, ​after media reports said the plan could be worth more than $70 billion. A Samsung Electronics spokesperson declined ⁠to comment. Samsung Electronics, the world's top memory chipmaker and rival SK Hynix, have been under growing investor pressure to return more of their AI-driven cash gains to shareholders through ‌dividends and buybacks after their ​record-high profits failed to ​ease investor jitters ​about AI spending.

One booming corner of Wall Street could pressure everything else.

Home Depot is navigating a difficult housing market, but BofA sees several reasons the retailer could keep gaining ground.

The American automaker is increasing profits while selling fewer vehicles as its rival pursues an opposite approach.

Moby summary of Ross Stores, Inc.'s Q2 2026 earnings call

Both of these entertainment giants have lost money for their shareholders in 2026.

Revenue guidance cut to $40 million–$43 million as memory costs rise and customer timelines extend.

Backed by decades of consistent earnings, Coca-Cola increased its dividend for the 64th consecutive year.

Net income hit $1.1 billion while customer base grew to 139 million.