Notícias

Morgan Stanley says the AI slowdown push changes nothing. It also banks almost every company doing the spending.

A group of 10 banks is providing a $22 billion chip loan to support Blackstone Inc. and Alphabet Inc.’s new cloud venture Crux AI, the latest mega-debt deal in the race to finance the expensive processors crucial to artificial intelligence.

Federal regulators have given Tesla less than two weeks to answer sworn questions about its Cybercab program, and the stakes go far beyond one automaker's ambitions.

Are investors dying to invest in a technology that might literally kill them? After an Anthropic employee put the chances of AI doing that at more than 10%, economist Owen Lamont quipped that it was “like Robert Oppenheimer doing an IPO for the Manhattan Project in 1945.” Factoring human extinction into stock values is silly, so let’s hope for the best and just stick to stocks.

The IPO could break records and send profits at Amazon and Alphabet soaring.

Blackstone (NYSE:BX) CFO Michael Chae said the firm sees a constructive backdrop for corporate profits, investment deployment and fundraising, citing accelerating earnings growth, expanding margins and demand for capital across infrastructure, private credit and private wealth markets. Speaking at

(Updates with market moves at the end of the day, and other changes, if any.) US stocks dropped f

Washington is drafting legislation that could give federal regulators the power to block Google's most powerful AI models before they ever reach customers, and the financial consequences for Alphabet's $460 billion Cloud backlog are anything but theoretical.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Etsy (ETSY) could achieve the high end of its gross merchandise sales target as better artificial in

Investing.com -- Oppenheimer lifted its rating for Etsy to Outperform from Perform in a note this week, setting a $90 price target based on gains from AI-powered search, product improvements and stronger app engagement.

The deal values Glass Imaging, founded by two former Apple engineers, at more than triple its previous $100 million valuation

By Jayasree Prabhu Sept 15 (Reuters) - U.S. stock index futures slipped on Tuesday as higher crude oil prices, elevated Treasury yields and an uncertain outlook for AI demand kept investors at bay.

YouTube TV users share mixed feelings on a recent move.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.

The three companies are founding members of a new Streaming Access and Choice Alliance that will advocate for consumer access to online content.

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

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

A viral Slack resignation note from an Anthropic safety researcher just handed the SEC a loaded question about the company's confidential IPO filing, and Chamath Palihapitiya thinks the answer could sink a $2.3 trillion deal before it ever prices.

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.

More NFL games are moving beyond Sunday afternoon, leaving YouTube and its subscribers paying more for a shrinking package.

Investing.com -- Agentic commerce accounts for less than 1% of overall e-commerce activity, even as new AI shopping tools from Meta and Anthropic launched this week.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Anthropic's IPO is expected to take place this year, but you can get exposure to the stock well before its big day.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Morningstar's top markets editor is calling the upcoming Anthropic IPO the biggest in history, and two familiar stocks are already pricing in the outcome before a single share lists.

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.