Notícias

July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and

A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence. Major equity ‌indexes were on track for weekly declines, dragged down on Thursday by steep slides in Alphabet and Tesla following their quarterly reports. The fallout for Google parent Alphabet, ‌sparked in part by an increase in its already massive AI spending plans, set a negative tone ahead of results next week from other AI "hyperscalers": Microsoft, Amazon and Meta Platforms.

Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

Concerns about artificial-intelligence spending shaved roughly $890 billion in market value from the Magnificent Seven on Thursday.

Bond investors are looking for significantly higher yields on the latest $12bn Meta-backed data centre deal compared with the terms secured just...

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

The "Magnificent Seven" group of stocks suffered its steepest one-day decline since the tariff-driven market sell-off in April 2025.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.

The European Commission fined Google the equivalent of about $1 billion Thursday for manipulating its search results to hurt competitors and blocking app developers from directing customers to cheaper deals outside its Play store.

Several Indian digital payments firms have opposed a proposal that would allow merchants to store customers' ‌preferred Unified Payments Interface option for one-click checkouts, arguing it could ‌entrench the dominance of the bigger payment apps. In a July 23 letter reviewed by Reuters, the ​companies told the National Payments Corporation of India (NPCI), which oversees the UPI network, that the proposal could "adversely impact" competition. NPCI and the companies did not immediately reply to Reuters' requests for comments.

I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...

Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.

A clip from an old Lex Fridman podcast interview with Mark Zuckerberg is making the rounds on X (the former Twitter), and the timing of its revival is the most interesting part of the story. The clip shows Zuckerberg praising Elon Musk's overhaul of Twitter at a moment when the two men were in the ...

Google parent company Alphabet posted 24% revenue growth year-over-year in the second quarter, fueled by its booming cloud business, but the company continued to burn through cash building data centers for artificial-intelligence computing. Alphabet’s sales came in at $119.8 billion, exceeding analyst expectations. Net income for the April-June period was $112.1 billion, also ahead of analyst expectations.

Alphabet shareholders await results from the first of the Magnificent Seven stocks.

Will an announcement on Meta's earnings call lead to a surge in the stock price?

Today, July 22, 2026, WTI crude oil jumped above $86 per barrel on Middle East tensions, sparking inflation fears.

Investors are asking whether cloud and AI revenue can keep pace with a sharp rise in capital spending.

(Bloomberg) -- OpenAI plans to spend tens of billions of dollars on a massive new data center near Savannah, Georgia as part of the ChatGPT maker’s push to keep up with surging demand for artificial intelligence software. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Rest

Will the divergence in semis vs. Mag 7 end?

AI tokens have become a major focus as some companies were hit by "token shock" from Anthropic and OpenAI model.

Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, ‌Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, according ‌to a Reuters analysis of LSEG consensus estimates. The data shows the companies will generate about $340 billion more in annual operating cash flow in 2027 than in 2025, but capex is expected to rise by ​roughly $534 billion, equivalent to about $1.57 of additional investment for every $1 of additional cash flow.