Notícias

Artificial intelligence (AI) companies will tap the capital markets for hundreds of billions of dollars over a very short time span.

Market Catalysts host Julie Hyman sits down with Epistrophy Capital Research Chief Market Strategist and The Drill Down podcast host Cory Johnson to discuss the upcoming SpaceX (SPCX) IPO. Johnson breaks down the company's key business segments and weighs in on its valuation. Asked whether he agrees with the proposed $135 IPO price, Johnson expressed caution, saying, "Projections out to the future to get to today's price are really optimistic."

This is the second piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece provided an overview of the five companies. This week we begin breaking down the data behind each of the individual companies. This week's focus: ...

The industrial AI company, which Bezos co-leads with Vik Bajaj, has hired about 150 people and is building AI systems for engineering and manufacturing

(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Vows New Attacks on Iran, Threatens Key Energy TargetsUS Strikes Iran in Trump Escalation

AI stocks could be about to get a big test if OpenAI slashes prices in order to compete with rival Anthropic.

Yahoo Finance Executive Editor Brian Sozzi welcomes Navan (NAVN) CEO Ariel Cohen to discuss the company's earnings beat and increased full-year guidance. Cohen also details Navan's partnership with Google (GOOG, GOOGL) Gemini and how the AI-powered collaboration is helping users streamline and personalize the travel booking experience.

Investors have feared that a large technology company offering home listings will take market share from other housing services companies.

The London Company released its Q1 2026 investor letter for “The London Company Large Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. A copy of the letter is available to download here. The year started positively with a broad rally, but sentiment reversed in […]

Reddit's year-to-date drop presents a compelling buying opportunity for patient investors.

Google Quantum AI COO Charina Chou confirmed the decision at the Semafor Tech Summit in San Francisco on June 10, saying the company walked away because of "various conditions that came with the funding" that would have prevented it from moving at its desired pace toward building a functional quantum computer. The disclosure sheds new light on why Google — alongside Microsoft and IonQ — was conspicuously absent from the Trump administration's list of nine quantum recipients announced last month.

Prometheus, the industrial AI startup led by Jeff Bezos and former Google exec Vik Bajaj, today will announce that it's raised $12 billion in Series B funding at a $41 billion valuation.

Oracle (ORCL) stock has dropped by as much as 10% in Thursday's pre-market trading despite topping fiscal fourth quarter earnings and revenue estimates. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Monetary Matters Network co-founder Jack Farley for a conversation about whether the AI infrastructure company is showing signs of weakness or oversaturation in the buildout landscape.

The company is finally launching Siri AI.

Alphabet's Google is in talks with Samsung Electronics to manufacture part of its ‌next-generation chip, The Information reported on Thursday, citing ‌two people familiar with the matter. Google plans for Taiwan's TSMC to ​make the main part of the chip, codenamed 'Icefish,' while Samsung may produce a separate component that helps connect it to memory using its 2-nanometer production technology, the report ‌said. The chip industry has ⁠been grappling with a capacity crunch, as TSMC, the world's largest contract chipmaker, works ⁠to keep up with surging demand and avoid becoming a bottleneck in the global supply chain amid the AI ​boom.

Management has shifted the spotlight from mass-market AI adoption to a massive enterprise backlog, leaving investors with a critical question: which engine still pays the bills.

(Bloomberg) -- DoorDash Inc. introduced an in-app artificial intelligence chatbot to help customers make restaurant and grocery orders, and suggested the technology could also be used to unlock new enterprise revenue streams.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksOracle Falls Most in Six Months on Mounting Data Center CostsTech Stocks S

(Bloomberg) -- Amazon.com Inc. said its data centers used 2.5 billion gallons of water worldwide last year, or about 5% of the amount metro Seattle consumes annually.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksOracle Falls Most in Six Months on Mounting Data Center CostsTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapThe world’

Alphabet stock has gone straight up over the past year.

Mastercard introduced Agent Pay for Machines on June 10, a service that lets AI agents and connected systems pay one another automatically across its global ...

While New Street Research analyst Pierre Ferragu went more conservative with no rating, analysts at KGI and Oppenheimer opted for a Buy rating.

SpaceX just disclosed that Google will pay it $920 million per month to access a cluster of about 110,000 Nvidia GPUs.

Expansion adds seven markets as Wing surpasses 1 million commercial drone deliveries and targets 40 million U.S. residents.

The largest-ever Canadian corporate bond deal pushed spreads wider and prompted investors to sell existing high-grade debt.

Google just signed a $30 billion compute capacity deal with SpaceX.

Data gravity is real, and IBM is building its AI strategy around it. Here's what you need to know.

SpaceX won't be the only company that benefits if it has a successful IPO.

Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs,” KKR said.

Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally drawing scrutiny. Combined 2026 capital expenditure guidance from Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) now sums to roughly $800 ... Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by

(Bloomberg) -- The initial public offering for SpaceX is poised to generate billions of dollars in profits for the fortunate few investors who got in early on Elon Musk’s rocket, satellite and artificial intelligence company.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Ru