Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.
Azure just crossed $100 billion in revenue and Microsoft 365 Copilot is selling like wildfire, yet the stock has gone nowhere for a year. Something in that gap points to a very specific opportunity with a deadline of 2030.
Leave it to Elon Musk to say, essentially, I've been right all along.
Tech stock news for the week of Sept. 14.
Tech stock news for the week of Sept. 14.
Anthropic (ANTH.PVT) CEO Dario Amodei and OpenAI (OPAI.PVT) CEO Sam Altman are in agreement that the AI industry needs to pace its development. Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to discuss the two business leaders' latest statements and what these sentiments may ultimately mean for the AI frontier.
A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about risk depending on your age.
Apple just posted its strongest June quarter ever and Microsoft cracked a historic Azure milestone, but only one of these Magnificent Seven giants sets up as the cleaner buy right now given what each company quietly buried in its earnings report.
Michael Burry Takes Aim at AI Giants: Their Push to Slow AI May Be Self-Serving
Alphabet is signing contracts for nuclear reactors, suspending buybacks, and doubling its debt load, and one investor sees all of that spending as the most bullish signal in the entire position.
AI leaders diverge on safety, regulation and competition as the U.S.-China race keeps pressure on the industry to move fast.
Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors never think about.
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.
The order in which a grandmother gifted cash versus appreciated stock to her grandkids meant a six-figure difference in what the IRS collected, and most estate plans get this sequence completely backwards.
Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as much as $10 billion. Amazon.com, Inc. (NASDAQ:AMZN) already has far greater exposure through capital, cloud capacity and contracted spending. Reuters reported the talks on September 11, saying Anthropic […]
Investing.com -- Chinese President Xi Jinping used the BRICS summit in New Delhi to promote Beijing’s open-source approach to artificial intelligence, seeking greater international influence over AI development as competition with the U.S. intensifies, according to Bloomberg.
