Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026
IonQ CEO Peter Chapman frequently uses long-term commercialization timelines to anchor investor expectations. However, IonQ’s (IONQ) most critical metric is actually a specific hardware threshold: Algorithmic Qubit (AQ) capacity paired with two-qubit gate fidelity. While it is often obscured by quarterly cash burn figures, this underlying physics milestone is the primary driver of IonQ’s valuation. This analysis focuses on that specific metric.
The proposal was rejected in part because the new entities might still have needed to be consolidated on OpenAI's balance sheet
Krutrim's pivot to cloud after layoffs and limited product updates reflects the economic challenges of building AI models in India.
The agreement calls for AI developers to share models with reduced or removed safeguards to evaluate national security-related capabilities and risks.
DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...
Strong first-quarter results from five of the so-called Magnificent 7 technology giants have reinforced the bull case for artificial intelligence investment, according to UBS, which is maintaining its attractive rating on US equities and a year-end S&P 500 target of 7,500. Analysts at UBS...
Alphabet has reportedly signed a classified AI contract with the U.S. Department of Defense, enabling Gemini models to be used in sensitive military contexts. The contract has sparked internal protests, with hundreds of employees petitioning leadership to avoid military projects. UK based Google DeepMind staff have launched a unionization vote, citing concerns about the ethical implications of defense related AI work. For investors following NasdaqGS:GOOGL, this development arrives at a...
In late April 2026, Elastic announced a series of AI-focused product upgrades, deep Google Distributed Cloud air-gapped integrations, and new MCP Apps, alongside preparations to present its platform at the GEOINT Symposium 2026 in Colorado. Together, these moves push Elastic deeper into regulated, air-gapped, and observability-heavy deployments, positioning its search and security stack as critical infrastructure for data-sovereign, AI-driven workloads. Next, we’ll examine how Elastic’s...
Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash
Morgan Stanley and JPMorgan are working on the package
Alphabet on Tuesday disclosed that it was selling euro-denominated bonds across six tranches, months after it raised about $32 billion in debt by tapping the dollar, sterling and Swiss franc markets. The Google parent is selling at least 3 billion euro ($3.5 billion) in bonds, Bloomberg News reported, citing a person with knowledge of the matter. Google did not immediately respond to a Reuters request for comment.
Google staff in Britain have voted to unionise in protest against the tech giant’s work with the Israeli and US militaries.
Booking (NASDAQ:BKNG) Chief Financial Officer Ewout Steenbergen told attendees at a Barclays conference that the company is navigating near-term disruption from conflict in the Middle East while seeing “really strong” underlying demand trends across other regions and continuing to invest in artifici
Meta Platforms is expanding AI-powered age verification and teen protections across Instagram and Facebook, but the impact on growth is likely to differ sharply from Roblox’s recent slowdown.
Alphabet's (GOOG, GOOGL) Google DeepMind staff in the UK voted to form a union driven by ethical con
Alphabet has a clear AI plan. Meta is still searching for one.
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Quantum Computing Stocks to Buy and Hold for 10 Years. The company has made significant contributions to the quantum industry through a dedicated quantum team. For instance, Google has developed scalable hardware such as the Willow chip and superconducting qubits, alongside expansions into neutral atom qubits. On […]
Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman discussed spinning off the startup's robot
Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.
Nvidia may move over, but it won't roll over in the face of a formidable new rival.
On 4 May 2026, Ouster launched its Rev8 family of OS digital lidar sensors powered by next-generation L4 Ouster Silicon, introducing what it describes as the world’s first patented native color lidar with up to double the range and resolution of its prior generation and immediate availability for automotive, industrial, robotics, and smart infrastructure uses. An especially distinctive element is Rev8’s native color capability, which fuses rich visual and depth data in a single sensor,...
Celestica rides the AI data center boom, boosting guidance as earnings and revenue are set to more than double by 2027 amid surging hyperscaler demand.
In April 2026, Ulta Beauty and Google announced two Gemini-enabled AI commerce experiences and Ulta launched its own Gemini-based “Ulta AI” assistant, aiming to make product discovery and checkout more seamless across Google’s platforms and Ulta’s digital channels. A separate data-sharing collaboration with NielsenIQ positions Ulta Beauty to pair these AI tools with richer omnichannel insights, potentially sharpening merchandising decisions and personalization across its beauty...
(Bloomberg) -- Google parent company Alphabet Inc. has kicked off the sale of a six-part debt sale in euros, according to a person familiar with the matter who asked not to be identified.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction
ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining long-term targets for subscription growth, margins, and stock-based compensation. Darren Yip, Service