Notícias

Investing.com -- Shares of several trucking companies fell sharply on Tuesday after Amazon announced the U.S. expansion of its less-than-truckload freight service to any destination and any business size, rattling investors in the transportation and logistics sector.

(Bloomberg) -- Shares of several large trucking companies plunged on Wednesday after Amazon.com Inc. announced an expansion of its shipping service that has already shaken the transportation and logistics sector and unsettled investors.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Launches Strikes Against Iran After Helicopter Shot DownUS Strikes Iran After Helicopter Downed, Testing Peace TalksStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets W

Amazon Broadens Freight Offering Across the United StatesShares of Saia (NASDAQ:SAIA), Old Dominion Freight Line (NASDAQ:ODFL) and FedEx Freight (NYSE:FDXF) came under pressure in premarket trading after Amazon (NASDAQ:AMZN) unveiled a significant expansion of its less-than-truckload (LTL) freight business. Saia and Old Dominion shares fell approximately 7%, while FedEx Freight declined around 6%, as investors assessed the competitive implications of Amazon’s move deeper into the freight transpo

Morgan Stanley forecasts AI-related global debt issuance to more than double ‌to nearly $570 billion in 2026, pointing to ‌rising bond supply and credit market activity as hyperscalers turn ​to alternative funding sources to meet massive AI-driven capex needs. Here are some details: • Tech companies that have long relied on strong cash flows are ‌increasingly turning to ⁠debt financing as investment needs surge • Morgan Stanley estimates AI-related global debt issuance ⁠stood at nearly $236 billion as of May 31, 2026, fourfold more than the same period last ​year • Hyperscalers ​Alphabet, Amazon, Microsoft and ​Meta are expected to ‌spend $700 billion in outlays this year • Morgan Stanley ex...

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

Meta Platforms will lease an AI-ready data centre to be built by billionaire Mukesh Ambani's Reliance Industries, ‌the U.S. tech major said on Wednesday, deepening ties with the Indian ‌conglomerate. The deal comes at a time when India has seen a surge in hyperscale data centre ​builds led by U.S. cloud majors such as Amazon, Microsoft and Alphabet's Google, as New Delhi seeks to draw in investment in AI. In February, Reliance committed about $110 billion and Adani outlined $100 billion in investments to position India as an AI ‌hub.

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

SpaceX is really a compute company, and Cipher Digital has closed a debt raise for $810 million tied to its Stingray AI data center for Amazon.

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Anthropic has launched Claude Fable 5, its most powerful AI model yet.

While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades publicly. There are no analyst price targets, no consensus multiples, and no shares to buy in a brokerage account. What exists are prediction-market ... Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?

Investing.com -- CoreWeave Inc. is holding calls with European high-yield investors on Tuesday as the AI infrastructure provider evaluates financing transactions that may include dollar and euro bonds, Bloomberg reported Tuesday.

IPOs have had juicy first-day gains this year, but it doesn’t take long for the pullback to start. And that is particularly true for mega IPOs.

​📈 Follow our live markets data and coverage. Warren Buffett once quipped that you should “put all your eggs in one basket and watch that basket.” The line probably originated with steel magnate Andrew Carnegie, once the richest man in America.

Global airlines' push to attract premium customers is making fast in-flight Wi-Fi an increasingly important perk, turning a once-patchy paid service into an emerging battleground between Elon Musk's Starlink and Jeff Bezos' Amazon Leo satellite network. Starlink, which operates around two-thirds of all satellites in space and is the ‌major driver of revenue for SpaceX, has signed up 11 new airline customers globally so far in 2026, after 22 in 2025 and eight in 2024, compared with three ‌in 2022, according to Valour Consultancy, an aviation intelligence firm. Amazon, which is still building out its Leo satellite constellation, faces a potential setback after a Blue Origin rocket failure last month.

Investor Jim Chanos challenged the prevailing narrative comparing SpaceX‘s initial public offering (IPO) valuation to early tech giants like Amazon.com, Google, and Meta Platforms. Chanos took to X on Saturday to respond to a user, The_Real_Fly, stating SpaceX, OpenAI and...

Zepto's advertising revenue jumped 151%, outpacing the company's 104% growth in operating revenue.

IPOs have had juicy first-day gains this year, but it doesn’t take long for the pullback to start. And that is particularly true for mega IPOs.

Such is life on Wall Street at the dawn of the artificial-intelligence build-out. Tech companies are hungry for cash to invest in data centers, and investors are forking it over through all possible means, in all parts of the globe—a flurry of fundraising that has mostly supported markets by powering technological advances, even as it tests their ability to absorb it all. Alphabet’s announcement that it would raise $85 billion of equity was just the latest example.

Every company gets one shot to redefine what it is. Most never take it. The ones that do tend to look unrecognizable a few years later, and the market either rewards the reinvention or punishes the nerve. The artificial intelligence (AI) boom has turned raw computing power into the most valuable ...

(Bloomberg) -- A federal judge struck down a $100,000 fee President Donald Trump ordered for H-1B visa applications, providing a reprieve for US technology companies that rely on hiring skilled foreign workers.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Stri

Amazon.com said it entered a multibillion-dollar agreement with Corning to get optical fiber, cable and connectivity solutions to support its growing data center footprint.

Amazon said on Monday it has signed a multi-billion-dollar deal with specialty glass ‌maker Corning aimed at boosting U.S. production ‌of optical fiber and connectivity products that are used in data ​centers. Amazon, however, did not disclose any further financial details on the partnership. Shares of Corning rose about 7% in early trading, as the partnership came as a fresh ‌boost to the ⁠company's fast-growing fiber optics unit, at a time when weak consumer electronics demand has ⁠weighed on the segment that makes Gorilla glass.

Corning stock rallied on news of a major agreement with Amazon as part of the tech giant's data center expansion.

Investing.com -- Corning (NYSE:GLW) shares jumped 10% Monday after Amazon (NASDAQ:AMZN) announced a multiyear, multibillion-dollar agreement with the company to supply optical fiber, cable, and connectivity solutions for Amazon’s expanding data center infrastructure across the United States.

I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...

The UK competition regulator on ‌Monday launched a ‌probe into eBay's $1.2 billion purchase ​of Gen Z-focused fashion resale platform Depop from Etsy. The deal was ‌announced ⁠earlier this year and is expected to ⁠help Etsy double down on its ​core handmade ​and ​vintage goods marketplace ‌in pursuit of a turnaround. The firm has been grappling with softer demand and strong competition ‌from online ​e-commerce platforms ​such ​as Amazon.

There is an old idea that a person's home is their castle, and that the threshold of a front door marks the line between the public world and the private one. For most of human history, crossing that line meant being seen by, at most, whoever happened to be standing there. That line has quietly ...

AT&T has refreshed its internet plan lineup amid intensifying competition in the broadband industry. While AT&T welcomed 584,000 new internet customers in the first quarter of 2026, according to its most recent earnings report, T-Mobile attracted over 500,000 and Verizon gained 341,000. In ...

Investing.com -- Yardeni Research said growing evidence suggests the artificial intelligence boom is extending beyond major technology companies and into the broader U.S. economy, supporting hiring, business formation, and investment despite ongoing geopolitical and inflation risks.