Notícias

Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.

The business is performing much better than its stock may suggest.

Amid warnings to pace AI development, Anthropic (ANTH.PVT) is still preparing for an October IPO date while OpenAI (OPAI.PVT) CEO Sam Altman believes a 2026 IPO for his company would be "ill-advised." Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to assess the broader implications these AI warnings may have on Anthropic's planned mega-IPO.

Goldman Sachs just tore up its humanoid robot forecast and replaced it with a number that reframes the entire investment case, and the biggest opportunity may not be the robots themselves.

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.

Three of the biggest names in streaming on Monday announced the formation of a new policy coalition to support their positions on key issues.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

Qualcomm stock has underperformed the market over the past year, but a deal with Amazon could give it a much-needed boost.

Amazon Cuts Ties With Cargo Carrier After Fatal Miami Airport Crash

Shares of major technology companies fell early Monday after leading artificial intelligence executi

CrowdStrike commands a premium valuation that its growth and free cash flow continue to justify. UiPath just turned consistently profitable but is still working to convince investors that the growth story is intact.

Nvidia, Intel, ASML, SK Hynix, and SoftBank were among the hardest-hit names as investors weighed the implications of a deliberate cap on AI progress

Public pushback against AI data centers is spiking. Cleanview's Michael Thomas explains how local politics threaten Big Tech margins.

South Korea's AI chip boom lifts GDP to 21.9% in H1 2026 but hides the biggest concentration risk since the 1970s.

CrowdStrike is generating record revenue and free cash flow while C3.ai works to rebuild from the ground up. The gap in execution between these two companies tells the whole story.

Amazon-backed (AMZN) Anthropic Chief Executive Dario Amodei called for the AI industry to slow the p

Sept 14 (Reuters) - Futures tracking the Nasdaq 100 index led losses early on Monday, dragged by a selloff in AI heavyweights after top U.S. executives said development of the technology should be

The Alliance for American Manufacturing (AAM) is calling for an investigation into claims AI shopping assistants are steering consumers toward imported products.

A recent study found thousands of self-published books on Amazon that were at least 50% generated by AI.

Anthropic has reportedly selected Nasdaq as the venue for its planned initial public offering and has told a small group of investors it expects positive adjusted operating income for a second straight quarter. Nasdaq Wins Another Major AI Listing Anthropic is targeting an October listing on Nasdaq, Business Insider reported on Sunday, citing a person familiar with the matter. A listing there would also make the company eligible for inclusion in the Nasdaq 100 Index. The IPO could value Anthropi

Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.

The crash has put a spotlight on 21 Air and owner Jim Crane, the logistics magnate and owner of Houston Astros baseball team.

All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.

The tech giant appears to be in good hands.

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.

Sometimes, the tough choice in the short run is the smart one in the long run.

September’s debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill. September 7 coverage of Jefferies’ analysis highlighted differences in spending intensity. The […]

If you are an aggressive growth investor willing to get in early, it looks like NuScale Power may have the lead over Oklo and TMC.

According to an August 29 report, Amazon.com Inc. (NASDAQ:AMZN)’s Zoox is expanding its robotaxi service in San Francisco, pitting the company more directly against Waymo while intensifying the broader robotaxi competition that also includes Tesla Inc. (NASDAQ:TSLA) in one of the country’s most closely watched autonomous-vehicle marketplaces. Zoox has received a federal exemption allowing it […]