Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
(Bloomberg) -- OpenAI plans to spend tens of billions of dollars on a massive new data center near Savannah, Georgia as part of the ChatGPT maker’s push to keep up with surging demand for artificial intelligence software. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Rest
U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, according to a Reuters analysis of LSEG consensus estimates. The data shows the companies will generate about $340 billion more in annual operating cash flow in 2027 than in 2025, but capex is expected to rise by roughly $534 billion, equivalent to about $1.57 of additional investment for every $1 of additional cash flow.
Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...
Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.
Oracle (ORCL) stock is moving higher, recovering from its recent slide. Mizuho Americas managing director Siti Panigrahi explains why he maintains an Outperform rating on the stock.
Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as Silicon Valley's biggest boosters, and the economists behind it say society may have only a few years to respond.
Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.
NVIDIA just placed a massive bet on one AI cloud company, sending its stock into orbit and pulling two rivals along for the ride. But with credit markets flashing warnings on one name and a leaderless rally propping up another, not every gain here is built on solid ground.
AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...
The brokerage states that Oracle’s valuation no longer reflects its growth outlook and sees multiple catalysts driving a rebound.
Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.
Oracle (ORCL) has spent two years telling Wall Street it can build AI infrastructure faster than anyone else. A land commissioner in New Mexico just made that harder. On Monday, Oracle stock fell about 3.5% to a fresh 52-week low, trading near $122 after touching $120.03 earlier in the day. ...
Oracle bonds weakened after AI spending concerns pushed default protection to its highest level since 2008.
What a brutal six months it’s been for Oracle. The stock has dropped 30% and now trades at $121.73, rattling many shareholders. This may have investors wondering how to approach the situation.
Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to give.
Oracle (ORCL) is back in focus after Wisconsin regulators upheld rules requiring more than US$7b in financial guarantees for a planned AI data center, sharpening questions around the stock’s aggressive infrastructure buildout and funding plan. See our latest analysis for Oracle. Oracle’s share price has been under pressure, with a 1-month share price return down 34.14% and year to date down 37.98%, while the 1-year total shareholder return is down 49.59% but remains positive over three and...
Regulators upheld rules requiring collateral for large power users.
ORCL's credit risk hits its highest level in nearly 18 years as AI spending strains cash flow, but a $638B backlog may hold the key to easing investor concerns.
Winthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.
Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.
After a punishing slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.
Oracle stock has had a brutal run this summer.
Investing.com -- Mizuho reiterated an Outperform rating on a major software name with a price target of $320 in a note Tuesday, arguing that shares trading at multi-year lows represent "one of the most attractive risk/reward profiles" in its coverage.
Oracle (ORCL) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
According to the average brokerage recommendation (ABR), one should invest in Oracle (ORCL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Wisconsin power rules add pressure to massive infrastructure push