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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Nvidia, Microsoft and other tech giants back open-source AI models
Reuters62d agoneutral
Nvidia, Microsoft and other tech giants back open-source AI models

Nvidia, Microsoft and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source ‌AI models, wading into a debate roiling the business and policy worlds over ‌who controls the powerful technology. In a letter posted on X and also signed by two dozen companies and groups ​including Meta Platforms and IBM, Nvidia CEO Jensen Huang said that lawmakers should avoid "premature restrictions on open models that stifle competition or drive innovation overseas." The letter adds to the growing debate about open-source models that are harder to regulate, such as Nvidia's own and those released ‌in recent weeks by Chinese ⁠labs, and the closed-source models controlled by specific companies such as OpenAI and Anthropic.

Investing.com62d agoneutral
Why Meta, Microsoft, and Nvidia are championing open-weight AI

Investing.com -- The heavyweights of the tech world just drew a line in the sand. In a massive show of force, a coalition of major companies—including Meta, Microsoft, Nvidia, and IBM—released an open letter demanding the U.S. government embrace open-weight AI models to secure its global edge.

Capex fears trigger biggest Tech sell-off since 'Liberation Day'
Yahoo Finance Video62d agobearishVIDEO
Capex fears trigger biggest Tech sell-off since 'Liberation Day'

Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.

IBM (IBM) Is Buying HRL Laboratories To Broaden Its Quantum Computing Bet
Simply Wall St.63d agobullish
IBM (IBM) Is Buying HRL Laboratories To Broaden Its Quantum Computing Bet

IBM (NYSE:IBM) has signed a definitive agreement to acquire HRL Laboratories. The deal is intended to expand IBM's quantum computing portfolio by adding HRL's silicon spin qubit expertise. The acquisition is focused on longer term progress in scalable and fault tolerant quantum systems. For investors tracking IBM, this move fits within the core of the company’s long term quantum computing ambitions. IBM has been building out quantum hardware, software, and ecosystem partnerships, and HRL...

IBM Is The World’s Worst Big Tech Company
24/7 Wall St.63d agoneutral
IBM Is The World’s Worst Big Tech Company

Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the company continues to fall.

IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme'
Yahoo Finance Video63d agoneutralVIDEO
IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme'

IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.

IBM misses Q2 estimates, trims full-year revenue growth outlook
Proactive64d agobearish
IBM misses Q2 estimates, trims full-year revenue growth outlook

International Business Machines Corp (NYSE:IBM) shares were set to open about 2% lower on Thursday after the technology company reported second-quarter revenue and adjusted earnings that missed Wall Street expectations while lowering its full-year constant currency revenue growth...