Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper than a simple dip-buying reflex.
On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. The company increased the deal from an initial $4.5 billion late Wednesday, and the total could still grow to $5.75 billion if buyers exercise […]
Meta Platforms (META), Alphabet's (GOOGL) Google and Snap (SNAP) face one fewer teen social media ad
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
If Amazon founder Jeff Bezos takes his own Warren Buffet-inspired advice, Liverpool fans can expect him to stick around for at least seven years.
FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.
Broadcom is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies, Bloomberg News reported on Thursday, citing people familiar with the matter. The financing could include a roughly $30 billion junior debt tranche, and Broadcom would guarantee part of the senior-secured tranche possibly ranging from about $60 billion to $70 billion, the report said. Blackstone and Apollo Global Management are in talks with Broadcom to participate in the financing, following a partnership the three companies struck in June, the report added.
Yahoo Finance Tech Editor Dan Howley highlights the risks that Meta Platforms (META) could still face even if it wins its current social media addiction trial brought on by four attorneys general.
Investment firm Arctos Partners agrees to buy a minority stake in the Atlanta Falcons at a $10.6 billion valuation, CNBC reports.
Former employee testimony sharpened the legal threat surrounding Facebook and Instagram's design, data collection and recommendation systems.
Mark Zuckerberg told a top Meta journalist something about the company's AI roadmap that reframes every complaint about the $145 billion capex as potentially missing the point entirely.
Meta has quietly become one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service - and reviving concerns around circular business dealings in the AI space. Bloomberg's Brody Ford joins Ed Ludlow on "Bloomberg Tech."
X, the social media platform owned by Elon Musk, is in talks to use stablecoins such as USDC to pay royalties to influencers and other content creators, a person familiar with the discussions told CoinDesk on Thursday. The talks are ongoing, according to the source, who also works with other...
Broadcom and Marvell both crushed earnings on the same AI tailwind, but one offers durable cash flow while the other bets everything on optical speed. The gap between them tells you exactly which kind of risk you are actually taking on.
X is exploring stablecoin creator payouts as social platforms increasingly add payments and adopt crypto rails.
Meta stock looks ripe for a short volatility strategy. The trade could produce a return in just a few weeks.
A costly infrastructure build may unlock another growth engine
Meta could face major challenges regardless of if it wins or loses its latest social media addiction lawsuit.
Tech giants can avoid the charge by paying publishers.
(Updates with Meta Platforms' comments in the fourth and fifth paragraphs.) Meta Platforms' (META
A mechanical yield screen is quietly outpacing the S&P 500 this year by excluding most of the AI complex before a single share is purchased, and the valuation gap it creates raises a question worth answering before the rotation reverses.
CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.
The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.
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