Notícias

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.

Investors are celebrating the first major commercial deployment of the AI upstart's distributed database platform.

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of its second quarter earnings release on Wednesday, August 26.

Proprietary financial data is becoming a new AI battleground

Morgan Stanley sees major upside from its custom AI chips.

Banks are becoming a major test for agentic AI

The market rotation may be healthier than it first appears.

An OpenAI executive helping to oversee the AI developer’s data center buildout, Chris Malone, has left the company.

Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends on what happens inside the next earnings report.

Google is converting general-purpose AI into specialized professional software for an industry built around expensive human time.

Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265

Dun & Bradstreet is bringing its "Commercial Graph" into Google's Gemini Enterprise for financial services via Model Context Protocol (MCP) integrations.

Alphabet hopes to convert its massive AI investments into additional revenue.

Marvell's expansion weakens Broadcom's exclusivity narrative without erasing years of engineering integration.

Alphabet stock has delivered strong gains over the past few years, yet valuation checks still point to a potential discount to its estimated intrinsic value based on a Discounted Cash Flow (DCF) model. Recent AI related news around Google Cloud, custom chips and Waymo keeps expectations high, which makes the current pricing gap particularly important for investors to assess. Alphabet has returned 168.0% over the past 3 years, which puts extra focus on whether the recent share price fully...

Zoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.

Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion, or approximately $3.9 billion, through its inaugural Australian-dollar bond offering on August 19. The deal included three-, five-, 10-, and 20-year maturities, with a 6.9% coupon on the longest tranche. Orders exceeded A$18 billion, more than three times the amount issued. The timing was notable: Alphabet had recently reported […]

Nvidia Unveils New Jetson AI Chip With 2X Performance, 40% Lower Power

The real upside case extends well beyond this quarter

The company has a backlog of contracted revenue that dwarfs its peers, but it comes with a striking capital investment plan and near-term pressure on its profits.

By Mary Guzman When Spirit Airlines collapsed into bankruptcy, the headlines focused on grounded planes and stranded passengers. But the most consequential part of Spirit’s liquidation was invisible: the sale of its trade‑secret dataset; decades of operational intelligence, human decision‑making patterns, proprietary algorithms, and workflow histories sold to Google for just $10 million. The real […] The post Spirit Airlines Sold Its Crown Jewels for Pennies. It’s a Warning Every Company Must He

The Alphabet unit plans to begin mapping and testing in Munich within weeks, with public rides targeted for late 2027

While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.

The market has heavily discounted this social media company's stock, yet its financial engine continues to generate cash at a notable rate.

Options traders are pricing in a double-digit move.

Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.

Anthropic is likely to tell investors that it sees its ‌total addressable market (TAM) exceeding $30 trillion, ahead of ‌the $28.5 trillion estimate from SpaceX, the Wall Street Journal ​reported on Tuesday. TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market. Here are a ‌few details: • To ⁠quantify its TAM, Anthropic is looking at the full scope of ⁠work that could be completed with AI models, WSJ said.

Self-driving car company Waymo said Tuesday it will launch its robotaxis in the German city of Munich next year, marking the US group's first foray into the European Union.The firm, whose robotaxis currently operate in several US cities, is also planning to expand to London and Tokyo this year. 

Nvidia just warned its biggest customers to brace for a steep price jump on next-generation AI servers, and that threat hands at least two rivals a rare opening to capitalize on the fallout.