Notícias

Amazon shares on a late summer slide.

Tepper just abandoned one AI winner for another

Global data center spending is set to reach $31.6 trillion through 2050 to meet the world’s growing appetite for AI, an investment boom with no precedent in history, according to PricewaterhouseCoopers LLP.

The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.

Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.

Amazon has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.8%. The stock now trades at $260.22, marking a 24.9% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Citi said continued advertiser spending and accelerating AI demand at AWS support its bullish view of Amazon.

The Federal Trade Commission and 22 states on Monday accused retail giant Amazon of deceiving businesses by overcharging prices to advertise on its massive retail platform, pocketing billions for the company.

A federal lawsuit alleges the e-commerce giant raised the price floor in some auctions after bids had been entered, costing advertisers billions.

Amazon is under the microscope of the federal government—again—over allegations that it has been undercutting the companies that sell on its marketplace.

The Federal Trade Commission , alongside a bipartisan group of nearly two dozen state attorneys general, sued Amazon on Monday in federal court.

The commission, along with more than 20 states, alleged the e-commerce giant reaped billions by manipulating ad prices on its retail platform.

The Federal Trade Commission and 22 states on Monday accused retail giant Amazon of deceiving businesses by overcharging prices to advertise on its massive retail platform, pocketing billions for the company.

Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.

Big spending on AI is poised to continue well into 2027.

↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.

Across S&P 500 companies, per-share earnings soared 53% in the second quarter from a year earlier, while sales rose nearly 16%, according to data from LSEG. Investment gains from tech giants Amazon.com and Alphabet added fuel to the big earnings surge.

The stock market's sluggish summer heads into September focused on the Fed's mid-month rate policy meeting.

All three major US stock indexes were up in late-morning trading Friday, as market participants pars

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

The majority of US companies holding $100 billion in potential tariff refunds haven't pledged to ret

Tech firms are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House.

The ETF milestone challenging the S&P’s biggest names

Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection.

Thiel is most famous for co-founding PayPal and Palantir, and being Facebook's earliest outside investor.

All three major US stock indexes were up in late-morning trading Thursday, after Nvidia (NVDA) relea

Nvidia reported blowout fiscal Q2 results, but under the surface was the budding growth it's having with a major partner: SpaceX.

In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

The day after earnings hasn’t been great for Nvidia recently. But today could be different. That’s because CFO Colette Kress projected a 70% increase in revenue during fiscal 2028 during the company’s earnings call yesterday.