Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

The U.S Federal Trade Commission (FTC) is reportedly in the final stages of a probe into whether YouTube’s content policies misled users and violated consumer protection laws.
Alphabet (GOOGL) YouTube is under final-stage investigation by the US Federal Trade Commission over

Marvell Technology stock fell sharply in after-hours trading Thursday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensus estimate of 93 cents, per FactSet.

By Max A.

Marvell Technology's (MRVL) second-quarter results rose above Wall Street's estimates amid a surge i

The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising. Marvell has already delivered another beat-and-raise Wall Street was looking for, but the more compelling story is what could unfold over the coming years. The company’s second-quarter sales rose 37% to $2.74 billion, beating estimates of $2.71 billion, while adjusted profit came in at 94 […]

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

Android’s weirdest new feature solves a very human problem

Warren Buffett is getting high marks for his role as Berkshire Hathaway’s chairman as he approaches his 96th birthday on Sunday. Since he stepped down as CEO at the start of the year, Buffett has remained very much in the game, including involvement in Berkshire’s share buybacks and its large Alphabet stake.
Barret Zoph returns to DeepMind while Alphabet's fastest-growing major segment demands more research talent.
Google's Marvell Deal Puts New Pressure on Broadcom's AI Strategy
A broader AI overhaul is starting to take shape

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely hurt traditional, Warren Buffett-style value equities.The Discount Rate ThreatPatel argues that as frontier labs like OpenAI or Anthropic rapidly scale...

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Broadcom looks like both a short-term and long-term buy.

XYZ's Square expands deeper into restaurants as partnerships and seller wins test whether wider adoption can accelerate growth.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
Private equity could open a much bigger AI channel
Barret Zoph is returning to DeepMind.

LONDON, Aug 27 (Reuters) - Google has agreed to settle a mass London lawsuit brought on behalf of app developers for £260 million ($353.21 million), according to a deal published on Thursday.

Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely seen at this scale. The divergence points to a clear winner for the next four quarters.






