Notícias

The Congressional Budget Office in January 2001 predicted such large future budget surpluses that it said all redeemable U.S. government debt could be paid off within five years. Treasury reversed course five years later as deficits instead widened, yet those bonds remain an afterthought. The long bond isn’t as closely followed as the 10-year note, the benchmark shown daily in this newsletter and important for things like mortgage rates.

LONDON, July 22 - What matters in U. and global markets today , Editor-At-Large, Finance and Markets Oil prices, bond yields and chip stocks were rising in sync again overnight, as this renewed round of fighting between the U.

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

Reach (LON:RCH) said first-half revenue fell as lower referral traffic, particularly from Google, continued to weigh on digital audiences, but the publisher maintained that it remains on track to deliver full-year profit in line with market expectations. Chief Executive Piers North told investors t

Stocktwits data showed retail sentiment declined to ‘extremely bearish’ on SPY and ‘neutral’ on QQQ.

Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.

U.S. stock futures fell as a rally in tech stocks lost steam ahead of earnings that will help shape investors’ prognosis for AI companies.

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.

Reddit, Politico and others are weighing how—or even if—they can work with the tech company as AI tools supplant traditional searches.

Google reports Q2 earnings today. Here's what Wall Street expects from Alphabet's cloud growth, AI spending, and ad business.

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Jul. 22, including Alphabet (GOOG, GOOGL) and Tesla (TSLA) quarterly earnings results.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

Alphabet, Tesla and 3 other technology companies to watch.

A Berkshire acquisition from 10 years ago gives the Oracle of Omaha's conglomerate exposure to the data center proliferation trend.

AI spending and cloud growth will drive the reaction

Investing.com -- oogle on Tuesday unveiled three new artificial intelligence models, including its most capable Flash model to date and a cybersecurity-focused system, as the tech giant steps up competition with OpenAI and Anthropic in the rapidly evolving AI market.

Winthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.

Alphabet Q2 Earnings Loom: Can AI and Google Cloud Deliver Another Beat?

(Bloomberg) -- Moonshot AI is preparing to begin discussions in August on a final round of fundraising before listing in Hong Kong, capitalizing on the excitement around its latest model to raise capital at a valuation of as much as $50 billion.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than

Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ‌ambitions adds to worries over the payoff from massive data-center spending, months after raising ‌expectations with a blockbuster quarter for cloud sales. The Google parent — set to report second-quarter results on Wednesday — has delayed from ​June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks. "While Google is missing the boat on AI coding and that's a very real growing concern ... Google's strategy is ⁠all about the ecosystem," said Dave Wagner, portfolio manager at Aptus Capital Advisors.

Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage.

Google will report its second quarter earnings after the bell on Wednesday.

U.S. stock futures jumped as artificial-intelligence stocks rode a fresh wave of optimism, buoying indexes in Asia and Europe.

Jim Cramer dumped tech stocks ahead of Intel, Tesla, and Alphabet earnings, reviving bets on the Inverse-Cramer Effect.

<body><p>STORY: Stocks started the week on a down note, with the Dow falling about six tenths of one percent, while the S&P 500 dropped two tenths and the Nasdaq ended basically flat.</p><p>:: Archive</p><p>Investors looked for moves toward de-escalation in the Middle East&nbsp;while they waited for earnings reports due from major technology companies later in the week.</p><p>Melissa Brown, managing director of investment decision research at SimCorp, says the technology firms will have to post significant earnings growth to maintain their lofty trading levels.&nbsp;</p><p>“Every company, whether it's Google or Tesla, obviously they have very different business models and different drivers of their business. But overall, I think to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well. So, we want the businesses to be profitable and growing.”</p><p>:: Archive</p><p>Meanwhile, Yemen's Iran-aligned Houthis said on Monday that they were imposing a naval blockade on Saudi Arabia, opening a new front in the U.S.-Iran war and widening the threat to global energy supplies and trade beyond the Gulf.&nbsp;</p><p>But a senior Iranian official told Reuters that mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month.</p><p>Stocks on the move included Paramount Skydance which lost two percent and Warner Brothers Discovery which slipped almost four percent after a judge halted their $110 billion merger temporarily as a coalition of states argued it would irreparably harm competition.</p><p>And shares of Domino’s Pizza gained two percent after the chain’s quarterly revenue edged past Wall Street estimates.</p></body>

<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>

Google reported its Q2 earnings after the bell on Wednesday.

Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism depends on a few critical numbers Wall Street is watching closely.