Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is still looking elsewhere.
Chipmaker Nvidia is buying artificial intelligence software platform Hugging Face for $12.93 billion. Nvidia CEO Jensen Huang wrote in a blog post Thursday that more than 18 million developers, researchers and creators use Hugging Face to share more than 3 million models, 500,000 data sets and 1 million applications. In July, the data processing systems of Hugging Face were hacked and ChatGPT maker OpenAI acknowledged that its artificial intelligence system was to blame, sending shock waves through the security community amid heightened concerns about the capabilities of powerful AI models.
Is any money being made from AI?
Meta Platforms will pay up to $18 billion and significantly overhaul its teen-usage policies across its platforms.
Political commentator Steve Hilton has unveiled a plan to curb smartphone use among children in California, vowing to make the state the "first place IN THE WORLD" to end smartphones for kids without banning them. Hilton Targets Smartphones In Schools...
Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92
Company executives and U.S. officials said that strict rules could strangle an industry capable of supercharging global growth and curing diseases.
Meta Platforms Inc. has launched Muse Spark 1.3, its most advanced artificial intelligence model to date.
Oracle (NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby. “If OpenAI runs into trouble, I think we can say that there’s a good...
Reddit's 15% slide reflects search traffic volatility and valuation concerns, even as ad revenues, users, and ARPU continue to grow.
Ford’s Garage, the prime burgers and craft beer restaurant inspired by the heritage of The Ford Motor Company, announced it has been recognized on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, […]
A US federal judge on Wednesday refused to force Google to sell a division of its digital advertising business, rejecting the government's push to break up part of the company's ad empire.The decision is the second time in recent years that a federal judge has declined to dismantle a piece of Google's business, after a judge last year refused to force the sale of its Chrome browser in a separate monopoly case over online search.
The youth-safety deal adds another costly priority as Meta accelerates spending on AI infrastructure.
VST's heavy hedging and 20-year nuclear PPAs with AWS and Meta aim to lock in revenues, steady cash flow and support long-term growth.
Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos and Alphabet's cloud ambitions is the story investors are missing.
Marvell and Broadcom both rode the AI wave to blowout quarters, but the businesses behind the tickers are built on completely different gambles, and only one of them offers a cushion if a major hyperscaler changes course.
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a convincing answer to why the iPhone stays at the center of computing when AI agents start replacing the apps on it.
Meta will book a $10 billion legal charge in Q3 as analysts flag the timing against up to $145 billion in capital expenditure this year
As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC). On August 31, Piper Sandler reiterated an Overweight rating on Amazon (NASDAQ:AMZN) with a $320.00 price target. According to the firm, AMZN’s return on invested capital […]
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there are two bona fide bargains being fueled by the artificial intelligence (AI) revolution.
Mark Zuckerberg and Elon Musk told G20 technology ministers Tuesday that AI data center growth requi
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