Notícias

The race to build artificial-intelligence infrastructure is fueling demand for new warehouses. Warehouse developer and operator Link Logistics said 15% of new leasing so far this year is tied to the data-center buildout, up sharply from a year earlier. Luke Petherbridge, chief executive of the Blackstone-owned company, said tenants include companies assembling and supplying components such as turbines, generators and switchgear.

Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.

Solar and storage demand surges in Europe as company returns to operating profitability.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Korea Electric Power (NYSE:KEP) reported preliminary consolidated operating income of KRW 4.91 trillion for the first half of 2026, while net income totaled KRW 2.80 trillion, according to management’s second-quarter earnings conference call. First-half revenue rose 0.3% year over year to KRW 46.32

Jumia Technologies (NYSE:JMIA) reported second-quarter 2026 results marked by higher order volumes, expanding gross profit and a narrower adjusted EBITDA loss, while supply disruptions in electronics, fuel surcharges and weaker purchasing power in Ivory Coast weighed on GMV growth. Chief Executive

T1 Energy, formerly FREYR Battery (NYSE:FREY), reported higher solar-module production and improved gross margins in the second quarter of 2026 as it continued construction of its planned U.S. solar-cell factory in Rockdale, Texas. Chairman and CEO Dan Barcelo said the company is pursuing its goal

July inflation came in exactly as expected, and stocks rallied for about half an hour. Here's what actually moved the market after that.

WhiteFiber expects its 40 MW NC-1 deployment to reach full run-rate billing in August, while new cloud agreements add more than $540 million of contract value.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.

Nebius Stock Takes Off After Q2 Beat and Massive AI Cloud Growth

Record sensor orders driven by AI and aerospace demand offset ERP delays.

Lilly is trying to protect an experimental obesity medicine from unauthorized sellers before regulators decide whether to approve it.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Goldman Sachs Group Inc (NYSE:GS, XETRA:GOS) will acquire exchange-traded funds provider Neos Investments in a deal valued at up to $2.25 billion, the bank said Wednesday, deepening its push into the fast-growing derivative income ETF market. The Connecticut-based ETF issuer manages roughly...

Two media organizations on Wednesday sued President Trump over his namesake company’s real-time feed of top Truth Social accounts, arguing that selling preferential access to the president’s statements is unconstitutional. The Intercept news organization and nonprofit Freedom of the Press Foundation alleged that Trump Media’s Truth API, which delivers a machine-readable feed of top Truth Social posts within milliseconds, violates the First and Fifth Amendments. Trump Media said this week that more than 10 customers have signed up for the recently launched API service.

AI cloud demand pushes contracts above $40 billion.

Stocks Rise After July CPI Report. Why the AI Trade Is Back in Focus

Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

WhiteFiber (NASDAQ:WYFI) reported second-quarter revenue growth and outlined progress across its North Carolina colocation campus, Canadian facilities and cloud services business, as management emphasized a strategy centered on contracted infrastructure, customer prepayments and project-level financ

Moby summary of Acumen Pharmaceuticals, Inc.'s Q2 2026 earnings call

CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked

Goldman Sachs Group will pay as much as $2.25 billion to buy Neos Investments,  expanding its asset manager's reach in the actively managed exchange-traded fund market. Bloomberg's Neil Sipes joins to discuss.

Seven GOP Attorneys General are again urging federal regulators to reject the Union Pacific–Norfolk Southern rail merger. The post Mega rail deal under fire: 7 State AGs warn UP-NS merger could drive up shipping costs appeared first on FreightWaves.

Novogratz discusses Helios expansion and digital asset infrastructure.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

Revenue grew 26.6% as the company surpassed its long-term EBITDA margin target.

Wendy’s has been struggling with traffic to its restaurants lately, but its shares are zooming on continued interest from one longtime patron: Nelson Peltz. Peltz’s Trian Fund Management is working to put together an investor consortium that could bid for the Ohio-based burger chain, the Financial Times reported. Trian, a longtime Wendy’s investor that held around 16% of company shares as of earlier this year, in February said the firm had spoken to potential investors about strategic options, including potentially taking control of the chain and taking it private.