Notícias

The powerful pair locked arms to challenge Nvidia's chip dominance, betting on cheaper computing and more in $5 billion equity deal.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

CoreWeave stock is worth consideration, but be advised that it's not for the fainthearted.

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

The Number CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now defines the investment debate around the AI infrastructure company. The total stacks an $8.5 billion non-recourse investment-grade delayed draw term loan facility, a $2 billion Class A common stock investment from NVIDIA, and a freshly ... CoreWeave Has Raised $20 Billion in Capital This Year. Should Investors Be Worried?

The Number Blackstone (NYSE:BX) is committing $5 billion in equity capital to a new artificial intelligence cloud venture with Alphabet‘s (NASDAQ:GOOG) Google Cloud, according to a Wall Street Journal report. The figure represents Blackstone’s equity contribution alone. Total compute investment could reach $25 billion once debt financing is layered in, per Bloomberg. The $5 billion is ... Google and Blackstone Bet $5 Billion on New Newcloud to Challenge CoreWeave

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

Alphabet stock is nearing a $5 trillion market cap—and the Google parent hasn’t gotten there just by standing still. The latest news: Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips. The joint venture will create a new U.S.-based company offering data center capacity and Google’s Tensor Processing Unit (TPU) chips as a “compute-as-a-service” offering, the companies said.

The combination creates the world's largest regulated electric utility

A company doesn’t reach a $5 trillion market cap just by standing still. Alphabet is nearing that milestone and it’s making an aggressive play to challenge Nvidia AI chip dominance—and potentially its status as the world’s most valuable company. Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips.

New AI infrastructure company to use Google-designed chipsAlphabet’s (NASDAQ:GOOGL) Google and Blackstone Inc (NYSE:BX) announced plans on Tuesday to create a new artificial intelligence cloud computing company powered by Google’s proprietary AI chips, lifting shares of both companies in premarket U. S.

June S&P 500 E-Mini futures (ESM26) are down -0.38%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.65% this morning, pressured by a retreat in technology stocks, while investors await signs of progress toward a peace deal in the Middle East.

Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.

↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.

WHATS NEWS BUSINESS FINANCE A jury rejected Elon Musk’s claims against OpenAI, finding that he brought his lawsuit against the company and Chief Executive Sam Altman after the statute of limitations expired.

The two giants are launching an AI compute supplier as the demand for AI infrastructure continues to grow.

The duo plans to launch the unnamed U.S. company with $5 billion in equity capital from Blackstone, which will be the majority owner.

The neocloud provider got a huge vote of confidence from the AI chipmaker in the first quarter.

CoreWeave stock pulled back following its latest quarterly report, but investors shouldn't miss the bigger picture.

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

<body><p>STORY: :: Amazon Web Service</p><p>Two powerhouse utility companies are merging as the AI boom fuels data center demand.</p><p>:: NextEra Energy</p><p>NextEra Energy on Monday said it will buy Dominion Energy in an all-stock transaction valued at nearly $67 billion.</p><p>:: Dominion Energy</p><p>The deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value.</p><p>:: NextEra Energy</p><p>:: Amazon Web Service</p><p>The transaction gives NextEra greater reach into supplying electricity to Big Tech's burgeoning data centers, with Dominion's customers including Alphabet, Amazon, Microsoft, Meta and CoreWeave.</p><p>:: Archive</p><p>It also follows an agreement NextEra made last year with Google to reopen a nuclear power plant in Iowa.</p><p>The energy sector has seen a wave of consolidation recently as rapid data-center buildout lifts power demand for the first time in two decades, opening up a lucrative revenue stream and boosting profit prospects.</p><p>:: Archive</p><p>This year, AES Corp agreed to be acquired by a consortium led by Global Infrastructure Partners and Swedish private-equity firm EQT. That followed Constellation Energy's deal for Calpine and Blackstone's purchase of TXNM Energy last year.</p><p>Monday's announcement sent shares of NextEra lower by as much as five-and-a-half percent, while Dominion's stock rose as much as eleven-and-a-half percent to its highest level since November of 2022.</p></body>

(Bloomberg) -- For years, there was only one way for mom-and-pop investors to buy into Elon Musk’s vision: shares of Tesla Inc. That’s about to change — and it’s a serious risk for Tesla investors. Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and

CoreWeave, Nebius Sink After Wall Street Turns Cautious on AI Rally

Investing.com -- Investment bank D.A. Davidson has adopted a more cautious stance on two of the hottest AI infrastructure companies, downgrading its outlook on both Nebius Group and CoreWeave despite maintaining a bullish long-term view on the artificial intelligence cloud computing market.

Shares of HIVE Digital Technologies (NASDAQ:HIVE) are up 34% in mid-morning trading Monday, while T1 Energy (NYSE:TE) shares have climbed 20%. The catalyst: a wave of social media buzz around a 13-F disclosure from Leopold Aschenbrenner’s Situational Awareness LP. HIVE stock traded near $3.60 after closing Friday near $2.73. TE stock pushed to $6.76, from ... HIVE Digital Rockets 34%, T1 Energy Jumps 20% on Aschenbrenner Buzz, but CleanSpark, Riot, CoreWeave Stay Quiet

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers that keep those chips humming around the clock. That’s where Nvidia (NASDAQ:NVDA) has been playing a quieter game investors may be ... Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock